I will write sops and process documentation your team will actually follow

United States

I speak English

Customer Success and Operations Consultant

Operations leader and customer success strategist with 10+ years of experience across fitness, hospitality, real estate, e-commerce, and entertainment industries. I help businesses streamline operatio...
About this Gig

Most SOPs get written once and sit in a folder no one opens. Not because the process is wrong. Because the doc was built for the person who already knows it.


I write SOPs and process docs that new team members can actually follow on day one. Clear numbered steps, plain language, no assumed knowledge. Built around how your team actually works, not how you wish it worked.


What I document:

- Onboarding and offboarding workflows

- Customer-facing processes: intake, handoffs, escalations

- Internal ops: reporting, scheduling, inventory, finance

- Tool-specific workflows: Notion, HubSpot, Salesforce, Airtable

- Sales and CS playbooks with step-by-step scripts


Best fit for:

- Founders scaling past 5 people who need processes off their plate

- Ops managers who have the knowledge but not the time to write it down

- Teams where one person leaving would break everything


Every document includes a title, owner, purpose, step-by-step instructions, and a notes field. Delivered in Google Docs or Notion, formatted and ready to use.


Credentials: HubSpot RevOps | Notion Advanced | CSU CSM | 25 certs (2026)


Message me your biggest operational bottleneck. I will tell you where to start.

Business type:

Startups

SMBs

Industry:

Business services & consulting

E-Commerce

Software

Service type:

Workflow optimization

Process mapping

My Portfolio