Free workflow mapping. See if it fits

Automation for growing

B2B service businesses.

Map one workflow for free
Client onboarding
Example
Intake
Received
Owner
Assigned
Kickoff
Ready
Smiling woman with blonde bob haircut and hoop earrings working on a laptop at a table with warm lighting.
Workflow
With approval
Context captured
Handoff reviewed
Follow-up sent
Two young people smiling and talking at a wooden table, with a laptop open in front of the woman wearing a rust-colored shirt.
Map one recurring workflow.
Map it for free
Common workflow patterns in growing service businesses
Recurring work breaks
when handoffs stay manual.
Context gets lost
Follow-up gets delayed
Owners become bottlenecks
Sundar Pichai, CEO of Google.
“AI is one of the most profound shifts we are going to see in our lifetimes.”
Sundar Pichai
CEO, Google · Public interview
Start with one workflow
Map the work before choosing automation
Person in a beige corduroy jacket typing on a wireless keyboard with a computer screen displaying a file explorer in the background.
Delivery operations
Map client onboarding, delivery handoffs and reporting across systems, owners and approval points. Keep human judgement where it matters.
Reporting
Example
Data
Collected
Review
Approved
Report
Shared
Commercial operations
Connect proposals, approvals and invoicing so each owner has the context to act and manual follow-up does not stall the next step.
Your free workflow mapping
Choose one recurring workflow. We map its steps, systems, owners and friction.
Illustrative workflow: capture intake, assign an owner, request human approval and document the handover before any implementation decision.
Illustrative portrait of a business owner in a suit.
Workflow example
Illustrative workflow state
Map one workflow for free
Workflow map
Status
Mapped
Review map
What the mapping
makes clear
Repeated handoffs
See where work changes hands and context disappears.
Manual follow-up
Identify reminders and status checks that can be automated.
Human approval
Preserve judgement for decisions that need it.
System fit
Assess prerequisites, risks and where automation belongs.
Implementation value
Decide whether a fixed-price implementation proposal is worthwhile.
Documented handover
Leave with a shared workflow and next decision.
Example: map client onboarding from signed proposal through kickoff, with owners, systems and approval points made explicit.
01
Example: map reporting from data collection through review and client delivery, keeping human approval before anything is sent.
02