Assessment

What is the Process Assessment?

The Process Assessment is a powerful tool that doubles as a Customer Journey Map, specifically focusing on one of your key service offerings. Through this assessment, we’ll help you uncover where breakdowns are happening in your business, from missed tasks and incomplete handoffs to gaps in your marketing funnel.

Common Challenges We Address:

Overlooked Tasks: Discover critical steps that may be falling through the cracks as your business grows. For example, are you consistently following up with leads after submitting a proposal, or is money being left on the table?

Inter-Departmental Breakdowns: Pinpoint where communication or failures between departments—like sales and consulting—are causing issues, such as delayed invoicing or unprepared clients.

Omissions in the Customer Journey: Identify parts of the customer journey that may be underdeveloped, like an inadequately nurtured marketing funnel, and learn how to fill these gaps effectively.

How It Works:

Complete the Free Audit Questionnaire: Start by answering a few questions that help us understand your current operational landscape.

Zoom Strategy Session: We’ll meet virtually to draft a client journey map for one of your key services. Using insights from the audit, we’ll identify tasks that need procedures, correct faulty steps, and fill in any gaps where omissions are occurring.

Walk Away with a Clear Plan: You’ll leave with a detailed Service Flow worksheet outlining each step of the process, along with a list of actionable recommendations for your next steps.

By the end of our Process Assessment, you’ll have a clear understanding of where your business’s strengths lie and where improvements are needed. More importantly, you’ll know exactly which processes, when optimized, will have the greatest impact on your business’s efficiency and profitability.

Ready to Take Control of Your Business Operations?

If you’re serious about streamlining your operations and unlocking your business’s full potential, there are two powerful ways to get started:

Option 1: Start with a Free Audit

Not sure where to begin? Our Free Audit is a quick, no-obligation way to gain initial insights into your operational strengths and areas that need improvement. It’s the perfect first step for anyone looking to dip their toes into process optimization.

Here’s what to do next:

Take the Free Audit: Answer a few questions to help us understand your current operations.

Receive Actionable Insights: After completing the audit, we’ll schedule a Zoom call to discuss your results and offer tailored recommendations.

Take Free Audit

Option 2: Order the Full Process Assessment

Ready to dive deeper? Our Process Assessment is a comprehensive service designed to give you a clear, actionable plan to streamline your key service offerings. For a one-time investment of $300, you’ll receive:

A custom Service Flow Worksheet that maps out each step of a key process.

A list of recommendations to optimize your operations.

A 1-hour Zoom Strategy Session to walk you through the findings and next steps.

This assessment will set you on the path to predictable success, helping you identify and resolve the breakdowns that are holding your business back.

Assessment

Identify most viable processes to document

What is the Process Assessment?

Common Challenges We Address:

Who Is It For?

How It Works:

Ready to Take Control of Your Business Operations?

Option 1: Start with a Free Audit

Option 2: Order the Full Process Assessment

Assessment

$300