Workflow and SOP session

Workflow & SOP Session

$197

Stop Rebuilding the Same Process From Scratch Every Single Time

If your business processes live entirely in your head, every task takes longer than it should, onboarding anyone new is a nightmare, and one bad week can derail everything — that’s a systems problem, not a discipline problem. The Workflow & SOP Session is a focused 90-minute call where we map your key processes, identify where things break down, and figure out exactly what needs to be documented.

You’ll leave with a written recap of the call, specific SOP recommendations for your highest-priority processes, and a clear sense of what to document first and how — so you can start building a business that doesn’t require you to personally supervise every single thing that happens in it.

📋 What you get: 90-minute 1:1 video call + written recap + SOP recommendations and documentation priorities emailed within 24 hours.


How the Session Works

📋
Pre-Session Intake

You’ll share your current workflows, what you do repeatedly, and where things fall apart — before we even get on the call.

🗣️
90-Minute Workflow Mapping

We walk through your key processes together — identifying gaps, redundancies, and the exact points where things get dropped or repeated unnecessarily.

📄
Written Recap + Recs

A detailed summary of what we mapped, what needs documenting, and specific SOP recommendations for your highest-leverage processes.

Documentation Priorities

A clear list of what to document first — ranked by impact so you’re not spending time writing SOPs for things that barely matter.


Let’s Be Honest About It

✅ This is for you if…
  • Your processes live in your head and nowhere else
  • Onboarding a VA or team member sounds terrifying
  • You repeat the same tasks from scratch every time
  • You want to delegate but have nothing documented to hand off
  • You’re ready to build a business that can run without you micromanaging every step
✕ This is NOT for you if…
  • You want SOPs written for you — this session maps and recommends, it doesn’t produce finished documents
  • You already have documented workflows and just need help refining them
  • You’re pre-revenue with no repeatable processes yet

Quick Answers

How do I book my session after purchase?

After checkout you’ll receive a confirmation email with your booking link to schedule directly on my calendar.

Will you write my SOPs for me?

Not in this session — we’ll map your processes and I’ll tell you exactly what to document and how to prioritize it. If you need someone to actually write and build your SOPs, reach out about additional support.

What tools do you recommend for SOPs?

Notion is my go-to — but we’ll talk about what makes sense for your setup during the session, not just what I prefer.

What if I need to reschedule?

Give at least 24 hours notice via your booking confirmation link. Less than 24 hours or no-shows forfeit the session.

Is this therapy or coaching?

No — this is business operations consulting, not licensed therapy, legal, or financial advice.

Free Resource

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