🔥 The ultimate guide to documenting your processes and policies

📣 To all our consultants out here: Have you heard of Trainual’s Certified Partner program? The one where we match you with ideal clients looking to document their policies and processes? And help you become a Trainual expert? And connect you with a global community of consultants? All so you can build and scale your consulting business? Well, now you have — so, click here to learn more!

This week’s must-reads:

• A template for how to document processes. Enough said.
• Here’s a sneak peek at our speaker lineup for Playbook 2024!
• How to get fast answers to all your business questions.
• And why your company needs an ultimate business system.

Template of the week: How To Document a Process

It’s been a while (one hour) since we talked about documenting processes. TL; DR: It’s pretty freakin’ important. We’re talking:

• More consistent operations.
• Better trained employees.
• The best level of care for customers.

Process documentation is also one small step for you, but one giant leap for scaling your business. Need we say more?

👉 Which is why you need this How To Document a Process template in your company’s arsenal. Everyone on your team learns how to do process documentation the way you want it done — then, you reap all those nice benefits. 

‍Check out our entire template archive of free and customizable policy, process, and role starters. New to Trainual? Get a demo.

PLAYBOOK 2024

A sneak peek at the Playbook 2024 speaker lineup

Let’s be honest: We know you’ve been waiting for more deets on Playbook 2024. And we get it — 🚨 our early bird deal ends this Friday (August 16), so the time to take the plunge is now. 

Here's a reminder of just some of the things you can expect:

• Battle-tested strategies to snag for your whole team.
• Hands-on workshops that’ll force you to level up by digging in.
• Tactical convos with fellow “think big” business builders.
• And celebrating your big breakthroughs with us, Trainual style.

Need an extra incentive? What if we gave you a sneak peek of who's coming? Introducing our day 1 all-star keynote speaker at Playbook 2024...

Daymond John (yes, that star from ABC’s Shark Tank) is a serial entrepreneur and the founder of FUBU, a $6B global fashion brand – and he's joining Playbook '24!  Daymond's ready to dish his top winning playbooks, how he's helped tons of businesses (just like yours) scale, the mistakes he made — so you don't have to — and what he wants to see in a business before he's ready to bite. 🦈

Stoked? You're not ready for the rest of our starting lineup. So why wait? Friday is the deadline for early bird prices, and you already know that Playbook is going down November 12-14, 2024 in Phoenix, AZ.

👉 Get your Playbook tickets now!

TRAINUAL TIPS & TRICKS

The quickest way to get answers about your business ops

Q: Who should you turn to when you have questions about your business? (You know, things like who does what, how to complete a task, and so on.)

A: Trick question. Don’t turn to a who — turn to a what! Trainual.

Bonus: You don’t have to click around the dozens of trainings you have documented or your employee directory to find the answers you’re looking for. Not with Trainual’s AI-powered search functionalities.

Here’s what you can do right in the search bar:

• Ask a question. And Trainual will give you the answer — pulled from information stored across the app.
• Start typing for a quick-search dropdown. Trainual immediately surfaces suggestions before you even press enter! 
• Check out employee profiles. Jump right to anyone’s profile to see their contact info, the groups they’re part of, and more.
• Access groups. Head straight to any group in your account to find assigned training, responsibilities, and more.
• Discover templates. Search through over 400 policy and SOP templates. They just need your special touch and they’re ready to share with your team.
• Find help docs. Looking for some tips on using Trainual? Just search for a feature or what you’re looking to do in Trainual to pull up help center search results.

👉 See searching through Trainual in action!

BY ANY OTHER NAME

Ultimate business system: Why your company needs it

So… what is it?
Think of the ultimate business system (UBS) as a fully comprehensive and centralized platform that organizes and houses all your processes, policies, and information. You’ve probably heard it called by other names (we personally like “business playbook” best).

No matter what you call it (we’re just saying — “business playbook” has a certain ring), a UBS is critical for taking your business to a whole new level of consistency, efficiency, and scalability. AKA, good things.

Those are some good things…
Convinced? Then allow us to introduce you to the seven steps separating you from your UBS:

1. Identify the key processes essential to your business operations.
2. Now, document them. (Psst: There’s a handy template for how to document above!)
3. Store all your documented processes in an easily accessible — and easily updatable — platform. (We know the perfect software.)
4. Organize your processes so that it’s easy to navigate.
5. Provide access to your team.
6. Regularly review and update your processes to reflect your best practices.
7. Get your team onboard to help you manage and update your system.

‍🔥 Tip: Did you know we’ve got a masterclass dedicated to building your business playbook, hosted by Trainual CEO Chris Ronzio and Shark Tank’s Daymond John? Run, don’t walk!