Home / Services / Operations mapping and process design
Operations mapping and process design
Process maps, SOPs, roles and a weekly scorecard.
How do you map and redesign a business's operations?
We map how the business actually runs before automating any of it, because a broken process automated is a faster broken process. We interview and shadow each role, draw every workflow with its hand-offs, find where work waits, then design the new workflow with AI and automation placed in it. The output is process maps, SOPs, role scorecards and a KPI framework your team can run.
What's included
Examples describe the kind of work, not a specific client.
- Current-state process mapsA file from lead to close shows 14 hand-offs and three places the same data is typed twice.
- Bottleneck and hand-off analysisA med spa's consult-to-booking gap averages four days because one person sends every quote.
- Future-state workflow designQuotes generated from consult notes and sent the same day.
- Customer journey mapA gym finds no contact at all between day 30 and renewal.
- Org chart and role scorecardsOne overloaded office manager role is split into two clear roles, with AI covering the rest.
- SOP libraryA cleaning company onboards new hires from 20 recorded procedures.
- KPI framework and weekly scorecardA law firm tracks intake-to-consult, consult-to-retain and days to close in one 60-minute weekly meeting.
- Client onboarding designA bookkeeper's onboarding drops from three weeks to five days.
As one of the three systems in a $10,000 Build & Teach engagement, or one build a month on the Growth Partner plan. Your team is trained on it either way. See pricing.
Often paired with
Tell us where you want to be.
Five-minute form. A written reply within two business days.