Corey Harlock • Nov 13, 2023

Creating Simple & Effective Processes (with Sasha Crabtrey)

Upgrade Your Productivity Quickly & Easily.

Running a small business is no small feat. With limited resources and a constant juggling act, it's easy to feel overwhelmed. However, the key to sustained success lies in creating efficient and streamlined processes. Processes are the backbone of any successful business, ensuring that tasks are completed consistently and effectively. We spoke with Sasha Crabtrey, Founder of Remote COO,  about how small business owners can start building simple yet effective processes to enhance productivity and drive success.


Identify Key Business Processes:

The first step in building effective processes is identifying the key areas of your business that can benefit from standardization. These might include customer onboarding, order fulfillment, invoicing, or any other repetitive tasks that are critical to your operations.


Document Your Processes:

Once you've identified the key processes, take the time to document them step by step. This documentation serves as a guide for both current and future employees, ensuring that everyone follows the same procedures. Consider using flowcharts or simple written instructions to make the processes easy to understand.


Simplify and Standardize:

Simplicity is the key to successful processes. Avoid unnecessary complexity and streamline each step to eliminate bottlenecks. Standardizing processes ensures consistency and makes it easier for employees to learn and execute tasks. Keep in mind that simplicity doesn't mean sacrificing quality – it's about finding the most efficient way to achieve the desired outcome.


Leverage Technology:

In the digital age, technology can be a small business owner's best friend. Look for tools and software that can automate repetitive tasks, such as invoicing, inventory management, and customer relationship management. Cloud-based solutions can provide accessibility and collaboration, allowing your team to work seamlessly from different locations.


Train Your Team:

No process is effective without a well-trained team. Once you've documented and standardized your processes, invest time in training your employees. Make sure they understand the importance of following the processes and provide ongoing support to address any questions or concerns.


Gather Feedback and Iterate:

Building effective processes is an ongoing effort. Encourage feedback from your team and be open to making improvements. Regularly review and update your processes to adapt to changes in your business environment, industry standards, or customer expectations.


Monitor Performance:

Implement key performance indicators (KPIs) to measure the effectiveness of your processes. This could include metrics such as turnaround time, error rates, and customer satisfaction. Regularly monitor these KPIs to identify areas for improvement and celebrate successes.


Create a Culture of Continuous Improvement:

Instill a culture of continuous improvement within your organization. Encourage employees to suggest enhancements to existing processes and reward innovation. A business that is always looking for ways to improve its operations is more likely to stay competitive in the long run.



Building simple yet effective processes is a strategic investment that pays off in increased efficiency, reduced errors, and ultimately, business success. By identifying, documenting, and continuously improving your processes, you set the foundation for a well-organized and thriving small business. Remember, the journey to success is a process in itself, and each step you take toward operational excellence brings you closer to your goals.


Learn more about Sasha & Remote COO




Schedule a Free Call with Corey


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