How To
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3 mins
Process Mapping Made Easy
Going from a process living in my head to having a documented flowchart in just a few minutes. With modern tools, it's never been as easy.
Document Your Business Processes in Minutes, Not Hours
I used to put off documenting processes because it felt like such a heavy lift. Mapping out every step, making it clear enough for someone else to follow—it always ended up at the bottom of the to-do list.
But the tools have changed. What used to take hours can now happen in minutes.
I decided to test this with my own sales process. It's not complicated, but there are enough handoffs between me and my VA that it's worth having documented properly.
The setup
I work with a lead gen agency who sends prospects our way. From there, my VA and I tag-team everything from discovery prep to proposal delivery. If someone says yes, we connect them with our delivery team. If they say no, they go into a drip campaign.
Pretty standard stuff—but exactly the kind of process that lives in your head until someone needs to cover for you.
The experiment
I used Eraser's AI process map generator and just typed out the steps in plain language. No fancy formatting, no flowchart expertise required.
The AI turned it into a proper process map in minutes.
From there, you can take each step and expand it into a full SOP using Claude, ChatGPT, or whatever you prefer. The hard part—getting the structure down—is already done.
Why this matters
When it's time to train someone new, you're not starting from scratch. You've got a package of captured knowledge they can actually learn from. Onboarding stops being a bottleneck.
Next time, I'll show you how to do this even faster using video capture—and go deeper on building complete SOPs from your process maps.
