Operations: Processes & SOPs
Showing 262 articles for Operations: Processes & SOPs.
Three project management moves that improve team execution
Dan Martell
March 27, 2023
Processes & SOPs
9
Management
6
- No success criteria means your team rows in different directions
- A pre-filled discussion list tells you if the team is really executing
- One linkability rule eliminates the hidden tax on every project
Process vs SOPs: how they differ and work together
Layla at ProcessDriven
March 24, 2023
- A process defines the outcome; an SOP covers one path to it
- Most processes need multiple SOPs to handle real-world variations
- Not every process needs an SOP — automation can replace them
Customer support ops
YouTube
How to improve a customer support workflow with a process map
Layla at ProcessDriven
March 17, 2023
Customer support ops
9
Processes & SOPs
8
Customer experience
6
- Map the current process before changing anything — see the gaps first.
- Empathy beats apology: put yourself on the customer's side, not above them.
- Turn a dead-end ticket into goodwill with a direct upvote link.
Building client work request forms in SmartSuite
Layla at ProcessDriven
March 15, 2023
Processes & SOPs
8
Automation & tools
7
No-code & low-code
5
- One shared form link replaces scattered emails, Typeforms, and Google Forms.
- Field labels and help text must explain expectations — raw field names confuse clients.
- Linked record dropdowns work for internal forms, but risk client confidentiality externally.
Three process management tips for real estate agents
Layla at ProcessDriven
March 10, 2023
Processes & SOPs
9
Automation & tools
5
- Map your full transaction flow from first contact to close.
- Turn repeated client questions into one reusable published guide.
- Every mistake is a prompt to improve the process map.
Automation & tools
YouTube
Building a client CRM and appointment tracker in SmartSuite
Layla at ProcessDriven
March 8, 2023
Automation & tools
9
Sales systems & CRM
7
Processes & SOPs
5
- Repurpose a patient management template — no coaching template exists yet
- Link client priorities to specific appointments for full session history
- Integrate Typeform or HubSpot to auto-create clients and appointments
Automation & tools
YouTube
Three ways to use SmartSuite for meeting notes and documents
Layla at ProcessDriven
March 1, 2023
Automation & tools
9
Processes & SOPs
7
- SmartSuite stores documents as fields, unlocking automations freeform tools can't match.
- Per-person note fields let you set separate permissions for each meeting participant.
- Build a private linked-topic database to retrieve notes by subject later.
Building a lean small business: systems, teams, and reclaiming time
Beyond the To-Do List - Productivity for Work and Life
February 27, 2023
Processes & SOPs
9
Outsourcing & delegation
8
Productivity & habits
6
- Discipline and hard work are the wrong levers — infrastructure is
- Never delegate: build living toolkits that run without you
- The three Ds: staying solo costs far more than hiring
Simplify your marketing with process mapping and task templates
Layla at ProcessDriven
February 24, 2023
Processes & SOPs
9
Productivity & habits
7
- Start with the fewest deliverables you could create when maximally busy.
- A process map turns overwhelming content creation into one step at a time.
- Fixed planning beats fluid habits for consistency and reducing ongoing guilt.
Building an effective employee onboarding checklist
HR Party of One
February 21, 2023
Processes & SOPs
9
Hiring & recruitment
6
- Four essential components every onboarding checklist must cover
- A step-by-step timeline from offer letter to first weeks
- Why department-specific checklists prevent gaps and inconsistency
What product ops does and when your company needs it
Lenny's Podcast Product Career Growth
February 16, 2023
Processes & SOPs
9
Management
7
Customer discovery
5
- Product ops should build systems, automate them, then move on to strategic work
- PMs should never surrender customer time — everything else is negotiable
- Bad launch transparency gaps are the most common trigger for starting product ops
Should you outsource business process documentation?
Layla at ProcessDriven
February 10, 2023
Processes & SOPs
9
Delegation
5
- Outsourced docs go stale when teams didn't build them.
- The real cost is extraction time, not the consulting fee.
- A 'done with you' model beats both extremes.
Process mapping a new service in five steps
Layla at ProcessDriven
February 3, 2023
- Four shapes are all you need to map any service
- Capture what already exists — don't build something new
- Turn your map into a reusable checklist to never miss a step
How to escape constant inbox checking by rebuilding your collaboration workflow
Deep Questions with Cal Newport
January 30, 2023
Processes & SOPs
8
Deep work & focus
7
- Checking email less is impossible without first changing how collaboration works.
- One process-centric email can replace fifteen back-and-forth exchanges.
- Batching email raises stress when the office depends on ad hoc messaging.
Automation & tools
YouTube
What is an HRIS and how to choose the right one
HR Party of One
January 24, 2023
Automation & tools
8
Processes & SOPs
6
Hiring & recruitment
5
- Payroll that once took 8 hours can drop to 90 minutes.
- Employees self-serve answers, cutting routine HR questions daily.
- Six concrete steps to evaluate and select the right vendor.