4 Comments
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Kristin Schroeder's avatar

Another helpful piece! Are there any tools you recommend for creating process templates or checklists?

David Keeler's avatar

Hi Kristin! Sorry for the late reply.

My recommendation would be Notion - I keep all of my templates and checklists in there. Have you used Notion before? It can be daunting because people try to use it for literally everything but if you are clear on what you're using it for and keep it simple, it can be a game changer.

I'll add this to the list of my YouTube video ideas! I'd love to make one about how to document processes in Notion.

Lmk if you have any other questions Kristin! I appreciate you taking the time to read and engage with my posts! :)

Mabel Ninan's avatar

I love the tip to Systematize a process. I refer to a checklist I created on Google Keep to write show notes and publish podcast episodes. There are so many small, repetitive steps involved. I try to change the order now and then to figure out the quickest way to do it. Your suggestions can help me make it better. Thank you!

David Keeler's avatar

Thanks Mabel! I love that. Sounds like a great system! That's such a good point to review it and change the order for what works best. No point in writing it all down if you don't update it when you need to!

I'm so glad you found my suggestions helpful. Let me know if you ever have any questions or would like me to write about something specific.