Systemize Your Business
For Scalable Growth
Document your core processes so everyone knows the best way to do things in your company. Stop reinventing the wheel. Start scaling with consistency.
Process Documentation Builder
Document Core Processes
Capture your core processes with step-by-step documentation everyone can follow
Ensure Consistency
Everyone follows the same proven process, reducing errors and variations
Scale Faster
Train new team members quickly and replicate success across your organization
Everything for Process Documentation
MeetingTango provides all the tools you need to document, manage, and improve your core processes.
Visual Process Builder
Create step-by-step process documentation with an intuitive editor. Add text, images, videos, and checklists.
Core Process Templates
Start with proven templates for sales, marketing, operations, finance, HR, and customer service processes.
Version Control
Track process changes over time, compare versions, and roll back if needed. See who made what changes and when.
Ownership & Accountability
Assign a process owner for each documented process. Owners ensure the process is followed and continually improved.
Training & Onboarding
Use process documentation to train new hires and existing team members. Create onboarding checklists that reference processes.
Process Adherence Tracking
Monitor process adherence with checklists and completion tracking. Identify where processes break down and improve them.
Document Processes in 3 Steps
Follow our proven approach to systemize your business with documented processes.
Identify Your Core Processes
Start by identifying the 5-8 core processes that make your business run. These typically include:
- •Sales/Marketing: How you generate leads and close deals
- •Operations: How you deliver your product/service
- •Customer Service: How you support and retain customers
- •Finance: How you manage money and reporting
- •People: How you hire, develop, and manage team members
Document the Process (The 20/80 Way)
Document each process at about 80% detail - not too simple, not too complex. Include:
- •Purpose: Why this process exists
- •Owner: Who's accountable for this process
- •Steps: The key steps to complete the process (5-15 steps)
- •Measurables: How you know it's working well
- •Tools: Systems and tools used in this process
Train, Follow, and Improve
Once documented, make processes part of your daily operations:
- •Train: Use processes to onboard new team members
- •Follow: Everyone follows the documented process (not their own way)
- •Measure: Track adherence and outcomes
- •Improve: Update processes quarterly as you learn better ways
The 20/80 Rule for Process Documentation
Don't over-document! Capture the critical 20% that drives 80% of the results. Too much detail makes processes hard to follow and maintain. Too little creates confusion. Find the sweet spot at about 80% detail.
How Teams Use Process Documentation
See how MeetingTango's process documentation tools help businesses systematize and scale.
"We documented our 7 core processes in just two weeks. New hires are now productive 50% faster because everything is clearly documented."
"The process templates gave us a perfect starting point. We customized them for our business and now everyone follows the same playbook."
"Process adherence tracking is a game-changer. We can see exactly where the process breaks down and fix it immediately."
"Version control is brilliant. We can experiment with process improvements and roll back if they don't work. No more confusion about which version is current."
"Our quality consistency improved by 40% after documenting processes. Everyone now does things the right way, not their own way."
"We opened 3 new locations this year. Process documentation made it possible to replicate our success with minimal training time."
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