Why it never gets done
Documenting the whole business sounds like a month of work, so it stays on the list forever. The answer is to stop trying to document everything.
Start with what would hurt most
Ask one question: if I were out for two weeks, what would stop? Usually it is three or four things. How a new inquiry gets answered, how an estimate is built, how a job gets scheduled and how the invoice goes out. Start there.
Write it the fast way
- Do it once out loud. Talk through the task while you do it and record yourself.
- Turn it into steps. Short numbered lines. One action per line.
- Hand it to someone. Let them try it without your help. Where they get stuck, a step is missing.
- Fix and file it. Put it where the work happens, not in a folder nobody opens.
Good enough beats perfect
A rough page that exists is worth more than a polished manual that does not. You can improve it the next time someone uses it.
How Venture IQ helps
Venture IQ keeps a running record of your customer conversations in one place, so that knowledge does not leave when a person does. See job updates everyone can follow.
What is the one task only you know how to do?