Is Process Mentors for you?

Ask yourself...

  • Do you value process and efficiency but don’t have the time, interest, and/or ability to organize it all yourself?

  • Are you planning to substantially scale, sell, or franchise your business in the next 6-12 months?

  • Would you struggle to train a replacement if you or one of your team members couldn't perform their duties?

If you answered yes to any of the above, you might just benefit from some Process Mentoring!


Ready to scale your business, but need to get everything organized first?

You’ve come to the right place.

You're at a tipping point in your small business. You’re having success with your customers, but you need to grow beyond the start-up stage. You need clarity in how things get done for your entire team. And it seems impossible.

Does this Sound Familiar?

Often when clients come to us, they’re at a point where the way they’ve been doing things up to this point is no longer sustainable. They want to grow and to do that, they know they must systematize their business, but they don’t know where to start.

They’re often spending hours sifting through emails to find out the statuses of their key projects, constantly worried sick that something is going to fall through the cracks. (Or worse, things ARE falling through the cracks.) They’re wasting time in long status meetings instead of doing the valuable work they should be doing. Team members are stepping on each others’ toes because there’s not clarity in who is responsible for what. It all feels messy and hard.

Our clients are sick of running their business using complicated Excel spreadsheets and paper forms. They want to be able to see what’s going on in their business from anywhere in the world…even poolside. They’re looking for a clarity in how they’re doing things today so they can start to make things work better tomorrow.

That’s where Process Mentors comes in…


How We Can Help

Process Improvement Services

We can help you examine what you’re doing today and make your back-end processes work better tomorrow. This might include creating:

  • Automated Task Lists

  • Automated Approval Processes

  • Custom Project Management Templates

  • CRM Setup

  • Digitizing Paper Forms

  • Strategic Planning Management Tools

  • Role-Based Dashboards for Managing Tasks

  • and more!

Process Documentation Services

We can help you get your business out of your head and into a clear and usable format so that everyone is on the same page…literally. This might include creating:

  • Operations Manuals (SOPs)

  • Training Guides

  • Quick Reference Guides

  • Documentation & Support in Trainual

  • Process Maps (Process Flowcharts)

  • Responsibility Matrices (RACI)

  • Organizational Charts

  • and more!

If you need help writing down what you do or making what you do work better, let’s talk!