When to Document (and When Not To)

Summary: Not every step needs a process — but every recurring win deserves one. Documentation helps you scale what works.

Problem: Either teams document nothing (chaos) or everything (paralysis). The balance is key.

Solution: Record repeatable, result-driven actions — and let creative experimentation stay flexible.

Comparison:

  • No documentation: constant reinvention

  • Over-documentation: slow innovation

  • Smart documentation: clarity with freedom

Actionable Recommendation: After each campaign, record 3 things that worked, 3 that didn’t — and build next quarter’s playbook from those notes.

Summary Insight: Great systems evolve from reflection. The more you capture your wins, the easier it gets to scale them.

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