If you’re stuck at “I don’t even know where to start,” this session is for you. Whether you're prepping to implement a CRM, hire your first team member, or scale your services, during this one-on-one working session we’ll uncover and document your processes so you can move forward with confidence and clarity.
In this One-hour Workshop, you will learn how to:
get started
- You feel overwhelmed with juggling everything and unsure how to hand anything off
- You want to set up a CRM like 17Hats but don’t know what your process is yet
- You're preparing to hire or delegate but don’t have clear procedures or onboarding tools
- You want to grow your business, but don't know how to do it without dropping balls, losing consistency, or burning yourself out
- You want to make better decisions about where to invest your time, money, and energy
- You're stuck at square one, not sure how to turn the daily grind into a repeatable process
This session is perfect for you if:
I'm ready, let's go!
Most small business owners don’t struggle because they’re not good at what they do—they struggle because their process is stuck in their head. And when it's not documented or clearly defined, it’s impossible to build systems, delegate, or scale with ease. If you’ve ever said, “I do it all, but I don’t know how to explain what I do", this is where I come in.
The Business Process Mapping Session is a focused, guided strategy session designed to help small business owners like you get out of your head and into an actionable, documented process. The specific focus of the session will be tailored to your specific needs, e.g. something as broad as your entire customer journey to something as specific as your client inquiry or social media content creation process.
What's included
The Business Process Mapping Session is a two-hour focused session designed to walk you through your current process. Together, we’ll:
- Uncover what you actually do (and when you do it)
- Identify key steps, decision points, and timing
- Clarify who does what, when, and why
- Spot inefficiencies or duplication of effort
- Document your process in a way that’s ready to implement or delegate
After the session, you’ll receive:
- A visual or written map of your process
- Clear documentation of how your business operates
- Insights into what to streamline, delegate, or automate
- Next-step guidance on how to implement or use what you’ve mapped
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