Ready-made products · Operations

3 OF 6steps doneRUN RECORDsavedONBOARDING
Example

Write procedures as checklists, run them and keep a record of what was done. Use them in your own team, or build playbooks for your clients.

What you can do

  • Write procedures as checklists
  • Run them and track each run
  • Keep them with the rest of your work

What your clients get

  • Their way of working written down
  • Steps that get done the same way
  • A record of every run

How setup works

  1. Write the procedure.
  2. Start a run when the work begins.
  3. Tick off each step and keep the record.

Questions

  • Can I sell this to my clients?

    Yes. Tell us when you set it up, and we will agree the terms, including selling it under your own brand.
  • Do I need to switch anything on?

    No. Checklists come with every Workspace.

More ready-made products

Procedures your team runs, with a record of each one.

In the plan. You run it yourself.