Here's the link to your Process Documentation Index!

CLICK HERE to get the Google Sheet

The Index is a template that you can use to keep track of all your Systems, References and Templates. We've left a few examples in there for some titles to get you started.

  • System - any process your team implements on a regular basis (how to fill out expense reports, onboarding new team members, running events, etc.)
  • Reference - many times in a System doc, you'll need to reference something (this could be a list of your approved vendors, a calculator tool you use, a list of links to software subscriptions you have purchased, social media voice, etc.)
  • Template - keep and maintain your templates (welcome email to new clients, expense report template, event feedback forms, etc.)

This is a view-only file but you can click File --> Make a Copy to save your own version.

One Last Thing....

If you’re a marketing leader in your company and want to stay ahead of the curve … I invite you to join my community for marketing leaders. For a limited time, you can get free access for the first year


JOIN CMO DOJO

 

What is CMO Dojo?

I created this community to help marketing leaders (CMOs + Directors of Marketing) to get access to world-class marketing advice including all my best tools and training. ​I do monthly coaching calls and commit to answering any question you have. 

My goal is to deliver you massive value and help you deliver better results.

Take that next step towards upping your marketing game... click the button above to request access today.

 

JOIN ​CMO DOJO:
#1 COMMUNITY FOR
MARKETING LEADERS