Operations

My Background as Head of Operations

Making the work actually work

Having built a business from the ground up, I have a lot of experience creating and tuning processes for core functions of a business, and what it takes to make a process work. Whether it’s hiring team members, building out sales funnels, reviewing purchasing decisions, or budgeting and accounting, I’ve worn all the hats.

Process

How do I make it happen?

01

Understanding Needs

I start by establishing needs and tying them back to business fundamentals. What will reduce costs? What will improve revenue? What will save time and increase efficiency?

02

Defining Processes

Before worrying about licensing a tool for a job, I need to know what the job is. Each step is mapped out, along with what people and departments it’s going to touch, and feedback is established from each link in the chain.

03

Discovering Tools

Only when we know what the process is, can we begin looking for tools. I prefer to build in total work-management solutions, like ClickUp, where each department can have its own space for its own processes which can cross-reference each other.

04

Automating

Whenever possible, I automate, both within and between tools. As an example, I built an automation that uses a CRM to check for deals. When a deal is marked won, services are bundled together, and a signable digital contract is generated. Once that is signed, a new project is kicked off with a template for that service bundle in our project management system, and an invoice for the future due date is also generated.

05

Onboarding the Team

When everything is set up, I make sure to have the final processes documented in a way that’s easy for team members to understand, and come back to reference whenever they’re unsure. GIFs and screenshots are my friends here.

06

Check out how I put this skill into practice.

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