Digital Vision · Free Download
One page. Your number-one process — the trigger, the steps, the calls that need your judgment, the test for whether it runs without you. Fill it in once and hand it over.
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Take your number-one process and get it out of your head: the trigger, the owner, the steps, the one or two calls that need your judgment, and the metric that says it's working. Section 4 marks each step Felt or Unfelt — would a client notice if software did this? — and totals them, so your automation list writes itself. The last line is the three-month owner-absence test: if you vanished for a quarter, does this still run?