Standard operating procedures and operational frameworks authored or co-authored by Chrisyl Paez at Flowstate. These are referenced across multiple case studies and represent real internal systems built from scratch.
Category: Client Success · Status: For Revision · Created by: Tom Aylett (contributed to by Chrisyl Paez)
Covers end-to-end campaign and flow execution workflow in Asana — WIP follow-up, task card assignment, copy/content, design, build, QA, and go-live approval process. Defines task ownership rules: Start Dates remain constant, only End Date and Assignee are updated.
📎 SOP 0000 — Workflow Management in Asana (pdf)
Category: General Guides · Status: Approved · Submitted by: Chrisyl Paez
Decision-making framework introduced internally at Flowstate. Structure: 1 Problem clearly defined → 3 possible solutions → 1 recommended solution with rationale. Prevents leaders from becoming decision bottlenecks and ensures all problem escalations are solution-oriented.
📎 SOP 0002 — The 1-3-1 Rule (pdf)
Category: Client Success · Status: Approved · Submitted by: Chrisyl Paez
Productivity and delegation framework used at Flowstate. First 10%: leader sets direction, vision, and constraints. Middle 80%: team executes. Final 10%: leader reviews, refines, and approves. Keeps quality high without micromanaging.
📎 SOP 0005 — The 10/80/10 Rule (pdf)
Category: Client Success · SOP No.: CS-002a · Status: For Approval · Submitted by: Chrisyl Paez · Updated: 27/05/2026
Triggered when 3+ disengagement signals are confirmed. Covers: identifying disengaged clients, setting up single source of approval (Asana), running a structured follow-up cadence (Day 1 email → Day 3 reminder → Day 5 email + SMS → Day 7+ WIP agenda), applying value-forward communication at every touchpoint, and escalation triggers after 4+ weeks with no improvement.