Ten Core Process Documents essential for Small Business Survival

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The 10 Process Documents That Will Save Your Business
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Most small businesses fail not because of bad products or market conditions—they fail because critical operational knowledge lives only in people's heads. When key employees leave, get sick, or go on vacation, everything falls apart. In this video, I'm breaking down the 10 essential process documents every small business needs to survive and scale. These aren't theoretical—these are the exact frameworks I've used as a Chief Risk Officer, CFO, and entrepreneur who built an internet solutions company serving 85+ financial institutions.
You'll learn: ✅ The top 10 processes you MUST document (and the disasters that happen when you don't) ✅ Real examples from businesses that nearly collapsed due to undocumented processes ✅ How to start documenting without getting overwhelmed ✅ The specific risks each missing process creates in your business ✅ Simple frameworks to capture operational knowledge before it walks out the door
🎯 WHO THIS IS FOR: Small business owners, entrepreneurs, and anyone who feels like their business can't run without them being there 24/7. If you can't take a vacation without panic, this video is for you.
📋 FREE PROCESS TEMPLATES: Comment below which process document you need most, and I'll prioritize creating free templates for the most requested ones. Tell me: 1️⃣ Which process is your biggest pain point? 2️⃣ What industry you're in (so I can make it relevant)
💼 NEED CUSTOM HELP? If you want process documentation built specifically for your business—not generic templates but customized frameworks that match your actual operations—I offer bespoke consulting for select clients. Comment "CUSTOM HELP" below and I'll send you details.
🔴 SUBSCRIBE for weekly videos on practical small business risk management, operational resilience, and the business fundamentals they don't teach in business school.
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🎓 ABOUT SCOTT LINDSAY: I've spent my career helping organizations understand risk and strengthen operations. I've served as Chief Risk Officer, Chief Compliance Officer, Director of Internal Audit, and CFO of a publicly traded bank. I've also been an entrepreneur—I founded and grew an internet solutions company serving more than 85 financial institutions, hundreds of thousands of customers, and government agencies across multiple states.

I know both sides: corporate executive and startup founder. This channel is where I share the operational knowledge that actually protects and grows small businesses.
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⚠️ LEGAL DISCLAIMER: The information provided in this video is for educational and informational purposes only. It should not be considered legal, financial, or professional advice specific to your situation. Always consult with qualified professionals regarding your specific business needs.
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💬 ENGAGE WITH ME: What's the ONE process in your business that causes the most chaos? Drop it in the comments—I read every single one and use your feedback to create future content and resources.

Remember: You don't need luck—you need knowledge.
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📊 KEYWORDS: small business process documentation, standard operating procedures for small business, business continuity planning, small business risk management, how to document business processes, essential business processes, small business operations, business systems documentation, operational risk management, business process improvement, entrepreneur advice, small business survival guide, documenting workflows, business SOPs, scaling a small business

Video produced for Small Business Risk channel | © 2025 J. Scott Lindsay