Create Your Procedures (full example)

By now, you should already be familiar with the software called SweetProcess and how it can help you document repetitive tasks/procedures/processes that would otherwise consume a lot of your time.

I thought I should come up with a simple tutorial on how to create your own procedure/process with the help of SweetProcess. At the same time, I would like to teach you how you can go about with your Outsourcing Action Plan. It’s like killing two birds with one stone, right?

So, let’s get started!


Creating a Procedure with SweetProcess

Here are the steps you need to follow to create your own procedures with SweetProcess. Here, you can edit, delete, or share procedures with your team.

  1. Log in to your SweetProcess account and click on the Create a Procedure

Step 1

  1. Provide a title and description for a new procedure.

Step 2

  1. Enter tags to help you organize your procedures based on their topics.

Step 3

  1. Click and edit the step. You can add as many steps as you want.

Step 4

  1. Provide a title and description for each of the steps.

Step 5

  1. From your computer, you can add images to the step.

Step 6

  1. Once you’re done, click on the Assign button, and then share it with your VA, team member, or even with the world.

Step 8

  1. To send a procedure via email, go to the Share with a Teammate Fill in the form with an employee’s name, email address, and an optional message.

Step 8

  1. Once you’re done with the procedure and sent it to a teammate, click on Back to Dashboard and you will be directed back to the dashboard where you can manage all of the procedures you have created.

Step 9


Simple and easy, right? Don’t forget to watch the video to see how I used SweetProcess for creating procedures and delegating them to my virtual team.


Your Outsourcing Action Plan

Eliminate yourself as a bottleneck in your business and unleash new growth! Here’s what you need to do to start building your own virtual team:

  1. Sign up as a company on
  1. Complete your signup process. After signing up, add details to your profile and verify your payment methods.


  1. Create your first job post. Describe the job in detail. Don’t forget to specify the timeframe in which you need to complete the job. List the skills, abilities, and other details you want in your ideal candidate for the job. Feel free to set a project price to be paid upon completion. You can also select hourly if you want to hire someone at an hourly rate.


Tip: Wait for a couple of days for the bulk application to come in. If possible, go for individuals rather than hiring someone from an agency.


  1. Choose your freelancer. It’s time to find a needle in a haystack! This may sound daunting, but trust me, it’s SO worth it. Here’s how to choose the right freelancer for your project/task:
  • Check the applicant’s cover letter.
  • Check the applicant’s reviews from other clients.
  • Shortlist your favorites.
  • Interview your potential freelancers.

Once you’ve decided on a person, simply follow the instructions on UPWork to complete the hiring process.


  1. Start and maintain collaboration with your freelancer. Communication and clarity are essential to maintaining productivity.


Tip: Provide short, concise deliverables instead of one large overwhelming project document. Offer feedback and provide corrections when necessary.


  1. Track your freelancer’s work. UPWork comes with a handy Work Diary which makes it super easy for you to keep track of ongoing work. Here, you can see screenshots of the freelancer’s work in progress, and tracks the amount of time they spend on the task.


  1. Pay your freelancer. UPWork takes a 10% service fee and the rest of your payment will go to your freelancer. You can pay manually via milestones or if your freelancer has an hourly contract, UPWork will just bill you weekly for the number of hours they work. Take note that you can also limit the number of hours your freelancer can log per week to stay within budget.


And there you have it! This outsourcing action plan is what I personally use and have had success with. I hope this will also serve as your guide to your outsourcing action plan. Again, please make sure to watch the video and feel free to leave comments and suggestions below.

See you on the next video!

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