Operations and documentation guides
These articles cover the operations side of a business: writing SOPs, mapping a process, auditing how work moves between people, and organizing files so the team can find them.
I write them from the operations work I do for clients. If you want the process written down for you, the SOP writing and operations support pages explain how I work.
8 articles
Standard Operating Procedure Writing Services
What an SOP writer needs from you, what the finished documents should include, and how to decide whether outside help is worth it.
Read article →
Client Onboarding Automation for Service Businesses
What to automate after a client says yes, what should stay personal, and when the workflow is complex enough to bring in help.
Read article →
What Does a Small-Business Operations Audit Include?
A practical review of recurring work, ownership, handoffs, tools, and documentation, with a clear action plan at the end.
Read article →
Process Mapper, SOP Writer or Automation Specialist?
How to tell whether a broken process needs to be mapped, documented, or automated first, and which specialist fits each stage.
Read article →
Organize the work before deciding how much support to add
Map one recurring process, find the real gap, give each responsibility an owner and document a usable method before expanding support.
Read article →
Notion vs ClickUp for Businesses: Which One I Recommend
A direct comparison of Notion and ClickUp for businesses, covering where each one works well, where each falls short, and which one I recommend most often.
Read article →
The 3-Folder Rule for a Clean Google Drive
Many Drive setups stop working because they are too complicated. I use three folders and a few rules, which keeps a Drive tidy without much upkeep.
Read article →
AI Is Changing Growing Business Operations. What That Looks Like
How growing businesses are using AI to save time, reduce costs and keep their operations organized.
Read article →Tell me about the support you need.
I can help with your inbox, calendar, documents, client coordination, CRM upkeep and the workflows behind them. Tell me what your team needs and I will take it from there.
Let's work together
Book a free callFirst month free
Rella: a CRM built for coaches.
Rella keeps your enquiries, clients, session notes, intake forms, tasks and online booking in one place. You can try it free for your first month.