You know which process is causing problems. It’s messy, inconsistent, too manual, or mostly living in your head.
The Process Mapping Intensive gives us the space to pull apart how the process works today, find what’s making it harder than it needs to be, and map a better way from beginning to end.
Process Mapping for Growing Businesses
Your process shouldn’t depend on you remembering everything
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But does it happen the same way every time?
The steps change depending on the day, who’s doing the work, or what someone happens to remember.
One client gets one experience. The next gets something slightly different.
Your team has questions because the process isn’t clear. Tasks get missed because no one is quite sure what happens next. And the busier you get, the harder it becomes to keep everything consistent.
The process isn’t completely broken.
It just isn’t repeatable yet.
Your process works... technically.
And when you’re the one standing in the middle of the process every day, it’s incredibly hard to step back and see how all the pieces should work together to create one clear, repeatable way forward.
A process is more than a checklist of tasks.
It’s the people involved. The information they need. The tools they use. The decisions they make. The handoffs between each stage. And all the little things that have to happen for the work to keep moving.
When one piece changes, it affects everything that comes after it.
That’s why adding another automation or writing an SOP too soon rarely fixes the real problem.
Before you document or automate a process, you need to understand how it should actually work.
The problem is rarely one bad step.
Together, we’ll get the entire process out of your head and onto the table.
We’ll walk through how it works today, step by step, and look at every task, decision, handoff, tool, and dependency along the way.
Then we’ll simplify what’s become too complicated, close the gaps, and map the better version from beginning to end.
Because you don’t need to automate a messy process faster.
You need to fix the process first.
That’s exactly what the Process Mapping Intensive is designed to do.
Because a process is only as strong as the way all of its pieces work together.
What happens from beginning to end—and whether every step is actually necessary. We look for duplication, missing steps, and work that has become more complicated than it needs to be.
THE STEPS
THE TECH + AUTOMATION
Which tools support the process and where technology could remove unnecessary manual work. We look for opportunities to automate intentionally—not just because the software has a button for it
THE DEPENDENCIES
What each step needs in order to happen successfully. We look at what breaks, slows down, or gets missed when one piece of the process doesn’t happen as planned.
THE PEOPLE
Who is responsible for what and where ownership becomes unclear. We look at the places where questions, approvals, or decisions keep coming back to you.
THE HANDOFFS
What happens when work moves from one person, stage, or tool to the next. We look for the gaps where tasks, information, or clients are most likely to get stuck.
$497.00
Investment for One Process:
An Inside Look at Your Process Mapping Intensive
01. PROCESS SNAPSHOT. Before we meet, you’ll complete a detailed intake so I can understand the process you want to map, who is involved, the tools you currently use, and where things feel messy. I’ll review everything ahead of time so we can spend our time together doing the real work.
02. PROCESS DEEP DIVE. We’ll spend 90 minutes together walking through your process from beginning to end. I’ll ask questions, follow the threads, and uncover the steps, decisions, handoffs, dependencies, and workarounds that are easy to miss when the process mostly lives in your head.
03. PROCESS ANALYSIS. After our call, I’ll take everything we uncovered and look for the gaps, bottlenecks, unnecessary complexity, and opportunities to simplify or automate. I’m not just documenting how you do it now. I’m figuring out how it should work better.
04. YOUR PROCESS MAP. You’ll receive a visual, start-to-finish map of your improved process, showing the steps, responsibilities, handoffs, decision points, and opportunities for automation. You’ll be able to see exactly how the process should move from one stage to the next.
05. PROCESS WALKTHROUGH. We’ll meet again to walk through your completed process map, answer your questions, and make any final refinements. You’ll leave with a clear blueprint for a process that’s ready to document, delegate, or build.
Need more than one process mapped? Additional process maps can be added to your engagement. Custom pricing is available based on the number and complexity of the processes.
*Flexible payment options are available—reach out for details.