Intro to this section and how people can use it
Checklists provide a quick and reliable way to confirm that nothing important has been overlooked. They’re simple, practical tools that keep quality high, especially for tasks done often or under pressure. A good checklist saves time and prevents the small misses that create bigger issues later.
- Adding a new course.
- Updateding Autoresponder content
- Changing a course name
SOPs capture the exact steps needed to complete a specific task. They take the guesswork out of routine work by spelling out what needs to happen and in what order. Consistent SOPs reduce errors, support training, and keep quality steady as teams and tools evolve.
Playbooks outline the complete path through a piece of work from start to finish. They capture the sequence, the hand-offs, and the moments where decisions shape the outcome. A clear playbook helps everyone approach the work the same way, making delivery faster, cleaner, and far more predictable.
Process guides map out the key stages within a workflow and show how each part connects. They give clarity on when work starts, where it goes next, and what triggers the transitions between teams or tasks. Clear processes minimise handoff friction and help keep work moving without confusion.
This section highlights the errors that tend to appear across our tools and workflows, along with what usually causes them. Understanding these patterns makes it easier to avoid repeating them and helps spot issues early before they turn into larger problems.