A collaborative 90-minute working session to organize your business information, systems, processes, and digital assets into one centralized operating manual.
Perfect for small business owners, consultants, authors, coaches, creators, and entrepreneurs who are tired of hunting for passwords, repeating instructions, or keeping important business information scattered across multiple places.
Whether you're preparing to hire a Virtual Assistant, work with contractors, scale your business, or simply become more organized, we'll build a customized Manager Manual that becomes the central hub for your business operations.
Walk away with a fully customized Manager Manual that houses your logins, brand information, social media preferences, systems, workflows, and operational documentation — all in one place.
WHAT'S INCLUDED
Before our session, I'll:
• review your current systems and documentation
• customize my 55+ page Manager Manual template for your business
• organize your existing information into the framework
• identify missing documentation opportunities
• prepare recommendations for improving your business systems
During our live Zoom session, we'll:
• review your business operations together
• organize and document key workflows
• capture important business information
• identify processes that should be documented
• customize the manual to fit your unique business needs
• create a plan for keeping the document updated moving forward
After our session, I'll:
• finalize your customized Manager Manual
• organize any remaining documentation
• deliver your completed Manager Manual
• provide recommendations for future documentation needs
DELIVERABLES
• 90-minute live collaborative strategy session with Stephanie Huston
• Customized Manager Manual based on Stephanie's 55+ page framework
• Centralized documentation for:
○ social media accounts
○ website information
○ logins and passwords
○ brand style guide information
○ social media preferences
○ business tools and software
○ workflows and processes
○ team instructions and notes
○ key business resources
• Updated Manager Manual ready for ongoing use and future growth
WHY CLIENTS LOVE THIS FORMAT
Before our session:
• important information is already organized into a framework
• less overwhelm and guesswork
• easier preparation
During our session:
• decisions happen together in real time
• identify gaps before they become problems
• create systems that support future growth
• reduce repeated questions and confusion
By the end of the process, you'll have one organized location for the information that keeps your business running.
CLIENT PREP
Clients must:
• gather current logins and passwords
• provide any existing documentation
• share current business tools and platforms
• identify recurring tasks or processes that should be documented
• complete any intake forms before the session
DOES NOT INCLUDE
• ongoing documentation updates outside sprint project work
• Virtual Assistant management
• team training
• software implementation
• process execution
• ongoing operations support
IMPORTANT NOTE
The Manager Manual is designed to be a living document that evolves as your business grows. Most clients continue adding new processes, systems, and documentation over time, making it one of the most valuable long-term assets in their business.