Success story of Federico Jorge
SaaS LeadGen Copywriter
Challenge
This business should be easily repeatable, so I can automate and delegate most of the work. To do this, I felt like I needed a solid way to record my processes and share them with the people I’d be hiring.
I wanted a tool to keep my SOPs organized and easily accessible. I was using a combination of local files, Google Docs, Google Spreadsheets, PDFs and notes to do all of this. But it was too difficult to save all in one single place, keep updated, and share with others.
Solution
FuseBase Note was the final push I needed to commit to this new project and start building the business’ foundation.
FuseBase meets all my needs in terms of recording and organizing notes, while giving me access to a repository of SOPs I can easily build and update.
Not only that, having FuseBase on my side gave me the confidence to stop delaying things and hire a VA to help me. If I didn’t have FuseBase, I wouldn’t be able to organize her tasks and keep a record of all the documents we create. Now that she’s been added to my workspace and trained on how to use FuseBase, we can build our systems and processes and keep them all in sync.
A new productivity habit I’ve gained with FuseBase is that now I save a record of most things I learn. Anytime I come up with an idea to do something easier or faster, I go back to FuseBase and update the relevant process. Or create a new one. This habit of creating training assets is going to have a major impact on my business once it’s ready to scale up. This is a mindset boost that wouldn’t have been possible without a tool like FuseBase, which helps me record my stuff with ease.
The best thing? The whole working process is now easy to document. Now I have everything in FuseBase, from training to checklists for each task. This eases up recruiting and helps me delegate larger parts of the work without losing high standards.
Results
It’s still too early to understand the impact that FuseBase has and will have on my business, but so far I can say:
- It optimizes my work greatly, saving me at least 10 hours a month on one-on-one training with employees.
- It makes sharing tasks with my VA easier than email, and we can always use those notes to term them into SOPs if we need to, in the future.
- I’ve went from having a wild idea of a new business venture, to a tangile, documented list of processes that make the business a reality.
- It helped me change my mindset from a “we’ll figure it out as we go” stance to a “let’s document how we do this” mentality, which is how scalable businesses should work.
I went from a bunch of scattered and inconsistent docs to a repository of +20 SOPs that are consistently formatted and updated.
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