Strategic Documentation that Drives Action
From Process Maps to SOPs—clarity first, solutions second.
Why Your Business Needs Documentation
Tired of your team asking you, "how do I do that again?" or relying on your memory?
Struggling to take a vacation without a flood of operational questions?
Planning to scale or pass your business to someone else?
Does your team constantly forget steps in your process...or leave tasks incomplete?
If any of these resonated, it's because your business is missing clear, strategic documentation of your processes and procedures—creating inefficiencies, overwhelm, and dependency.
What we offer?
Our Documentation Approach
1. Process Mapping
We visually map your complete operational process—whether that's "Lead to Payment", "Referral to Revenue," or "Discovery to Delivery." This reveals who owns every step and clarifies how your business truly works.
Your process map isn't just a diagram—it's a strategic tool for making smarter decisions about automation, delegation, and growth.
2. Procedures (SOPs)
From that map, we identify the five most critical procedures and transform them into visual, user-friendly Standard Operating Procedure manuals (SOPs). These SOPs explain who, when, where, and how—leaving no room for assumptions.
Why it Matters?
The value of Process and Procedure Clarity
A single source of truth—your team knows precisely how things should run.
Delegate with confidence—hand off tasks without micromanaging.
Spot strategic improvement opportunities quickly—before overwhelm spirals.
Ensure consistent strategic service delivery—leading to happier clients and staff.
Create orientation and training tools that save time and reduce onboarding recurrence.
Easily outsource procedures—without losing quality or control.
See It In Action
Process Map
A process map is a visual representation of what your business (or program) does and who does it. Leverage this tool to keep your team on the same page!
Simply put a "process" is the sequential steps that one must take in order to arrive at a desired output (e.g., seeing a client, onboarding a new staff member).
Interact with the image below by double clicking to zoom in or to zoom out. Hover over the image to access additional examples. (For a more optimal viewing experience click here.)
Standard Operating Procedure Manuals (SOPs)
Ever wondered why Chick-fil-a team members, no matter the location, reply with "my pleasure" ?
That consistency? It's built on crystal-clear SOPs. That's the kind of clarity you will receive.
SOPs are comprehensive visual guides that document step-by-step how a procedure should be performed, who should do it, and when it should be done. Put simply, SOPs allow you to delegate tasks with confidence.
If you want to speed up time, drive consistency, and retain knowledge from seasoned team members...you need SOPs!
View an example SOP by clicking "View on Tango.ai" located in the top right-hand corner.