Document Your Business Processes to Save Money

Last Updated on March 28, 2021 by Owen McGab Enaohwo

Struggling to get clients in the door? Having problems documenting processes? Don’t know how to write procedures?

Don’t worry, these are issues businesses face all the time.

Join John Corcoran and guest Alyson Caffrey on today’s episode of the Process Breakdown Podcast, where they talk about the best way to scale a business, document, and streamline processes.

Ms. Caffrey is the CEO of Operations Agency, a company that serves entrepreneurs in the digital marketing space, helps digital marketing agencies streamline their operations, and other small businesses fine-tune their operations.

Listen to the interview

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Key Resource List

* SweetProcess.com, 14-day free trial, no credit card required* OperationsAgency.com

Show Notes

0:06 – Introduction

0:26 – Mr. Corcoran shares the best solution that makes documenting standard operating procedures drop-dead easy, highlighting a 14-day free trial. No credit card required.

1:26 – Mr. Corcoran introduces the guest for today’s episode, Alyson Caffrey, CEO of Operations Agency.

1:39 – Ms. Caffrey talks about her business, what led to its formation, and what they help service-based businesses accomplish.

3:52 – The guest explains how companies can carve out time to create and document processes properly.

6:23 – The guest explains how documenting processes helps save way more money.

8:49 – Ms. Caffrey explains why continuous documentation of processes is valuable, giving the best ways businesses that constantly change should go about it.

10:35 – Ms. Caffrey gives insight on how to convince people or businesses to stop doing certain things they do, with regards to the elimination piece. She also touches on how business owners can go about delegating.

12:38 – The guest talks more about delegation and how to systematize processes.

14:59 – Ms. Caffrey explains how businesses can decide what process to automate, which is the last step after eliminating and delegating.

16:38 – The guest talks on how and when people should get paid, and how it leads to cost savings.

18:31 – “The best tool to use is the one you actually use,” is Ms. Caffrey’s answer to people who ask her “What tools should I be using?” She explains how it’s better to have a playbook of processes in a spreadsheet that’s useful, rather than a user experience–driven tool that isn’t functioning.

20:01 – The guest advises business owners’ concerns about automating, delegating and improving their processes.

21:04 – Ms. Caffrey names places where her or her business can b...