How to Prioritize & Start Process Documentation

Hosted by Jen Bergren

Tue, Sep 1, 2026

5:00 PM UTC (30 minutes)

Virtual (Zoom)

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How to Document Your Business Processes
Jen Bergren
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What you'll learn

Determine the roadblock(s) preventing your documentation

Identifying it is the first step to overcoming it. Learn about the common roadblocks to this critical work.

Determine which processes to start documenting first

Knowing where to start, based on your roadblock, can help you overcome procrastination and overwhelm.

Why this topic matters

New habits, like a consistent documentation practice, are hard to start. In this LIVE class, you'll learn how to prioritize a list of documentation to create, so you know where to start. You still have time this year to see the benefits of documentation: consistency, clarity, transparency, quality, efficiency, optimization, and more... which will reduce your stress & help advance your career.

You'll learn from

Jen Bergren

Operations Educator; Former Head of Operations at Remotish Agency

Jen's work includes building and documenting plans, processes, and programs that have generated up to 50% of agency revenue, such as a knowledge management program (wiki), a comprehensive employee onboarding program, and a referral partner program for a HubSpot RevOps agency where she started as employee 1 and held many roles across the business. She earned the 2022 Heroes of RevOps award from Revenue.io. She is a course creator and co-instructor for the RevOps bootcamp from HubSpot Academy. She was a guest professor for the HubSpot Revenue Operations certification, a speaker at MarketingOps.com's MOps-Apalooza conference, a speaker at HubSpot’s World Certification Week, and a panelist and guest on many other recent events and podcasts. Jen is currently writing a book about RevOps, to combine her love of research, writing, and lifelong learning. She also curates and shares operations & education information weekly on Substack.

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