I will turn your messy process into a clear sop and checklist

I have 10 years in operations for loan servicing and energy efficiency companies. I write SOPs in plain words so a new hire can follow them on day one.

This is for a small loan, lending, energy, trades, or property team that does the same work different ways each time.

What you get:

- One process written as clear steps, up to 10 steps

- A one-page checklist for daily use

- A short list of who does what, and what to check before it is done

How it works:

1. You send a short description of the process, or we do a 30 minute call.

2. You send any current form, sheet, or notes you already use, if you have them.

3. I send back a draft for you to review in 2 to 3 days.

4. You approve the final version. Nothing is final until you say it is done.

What I need from you to start:

- What is the one process you want fixed?

- Who uses it now, and how often?

- What does done look like? What would you check to know it worked?