Free Workflow or SOP Audit
Improve Your Team’s Efficiency in 3 Days
Clear workflows and SOPs are underrated—but they can make or break a project.
I’ve spent the last few years managing complex regulatory and technology initiatives. One thing I’ve learned? Even high-performing teams struggle when documentation is unclear, outdated, or overly complex.
So this month, I’m offering a free audit of your workflow or SOP—no strings attached. Why? Because:
I want to expand my portfolio of real-world examples
I’m always looking to connect with teams solving interesting problems
Feedback sharpens my process (and yours, too)
What I’m Looking For
If you’re a team lead, project manager, or founder who’s built something but aren’t sure your workflow or SOP is actually working—this is for you.
Some great fits:
A process that people keep asking about (but don’t follow)
An onboarding doc that’s 10 pages long and still confusing
A status report workflow that takes more time than the work itself
Regulatory or compliance procedures that need simplification
Whether you're in fintech, tech, ops, or compliance—I’d love to help.
What You’ll Get
I’ll review your doc or workflow and send back:
A 1-page summary with quick wins and recommendations
Suggestions for tooling (Notion, Confluence, Power BI, etc.)
A simple before/after flow or visual (if applicable)
Delivered within 3 business days
You’ll walk away with actionable improvements—and a clearer path forward.
How to Apply
Just send a quick message with:
A sentence or two about the process or doc
A link or sample file (if possible)
I’ll take it from there.
