Founders/CEOs with 10–50 person teams.
You feel like “we’re always so busy but the important work still isn’t moving” and “everything comes back to me.”
Work lives in ClickUp (or another PM tool) + email + Slack + docs + spreadsheets + people Heads.
You’re tagged or CC’d on everything “just in case”.
Status updates live in your head and in DM threads, not in a system.
You’re stuck in decisions that should never reach you
Phase 1 – Map reality (not the wishful version)
Short async intake + a form to see how work actually flows today (ClickUp or other tools, Slack, email, docs…).
Phase 2 – Design your workflow backbone
I identify the main bottlenecks, ownership gaps, handoff issues, and decision points that are creating friction.
Phase 3 –Give you the next-step workflow blueprint
You get a practical direction for what to simplify, keep, change, automate, or support with AI, so you know what should happen next.
Visible workflow dircetion instead of five disconnected tools.
Clear ownership and decision paths – your team knows what to do next.
Fewer status meetings; questions answered in the system, not in your inbox (decision points made visible)
key workflows mapped clearly
the main bottlenecks identified
a practical workflow blueprint you can use to run, improve, or implement the process
a clear next-step recommendation for what should happen after that
This is not a vague strategy conversation.
It is a focused piece of operational work that gives you a concrete structure for your business.
This offer is designed to give you clarity first, so you can stop carrying important workflows in your head and start seeing how it should actually run.
Workflow and systems audit (recorded walkthroughs + notes).
a mapped sequence of current workflow
Cleare role / ownership visibility
handoff points between people or functions
decision logic for common situations
notes on where tools, automations, or system changes are needed
a recommendation for what to simplify, keep, change, or build next
Implementation guide specilized for your situation and your tools
€1,500 for the full 1-Day Workflow Audit.
Available between 25 April and 10 May.
I only have capacity for 10 clients in this window, usually one per day.
If two people say yes on the same day, the second gets the next available slot.
Once you’re in, we schedule your workflow audit and kick off the process.
If this sounds relevant, message me and I’ll tell you if this is the right fit.
This offer focuses on making the workflow visible, clear, and decision-ready.
If you want, the implementation / build phase (setting up automations, creating SOPs, supporting rollout and adoption, refining the system in practice) can happen afterward as a separate next step.
This is the audit, mapping, and implementation plan — not the full build.
You get a focused workflow and systems audit for your business.
recorded walkthroughs and notes from reviewing how work actually happens today
a mapped sequence of current workflow
decision logic for common situations
handoff points between people or functions
notes on where tools, automations, or system changes are needed
recommendations on what to simplify, keep, change, or build next
implementation guide tailored to your situation and current tools
This is for businesses with roughly 10–50 person teams whose work depends heavily on computers, tools, handoffs, and digital operations.
It is a strong fit if your company runs through platforms, messages, documents, spreadsheets, task tools, or internal systems — and things feel busy, but not consistently clear.
your team is always busy, but important work still slips
too much lives in your head
you rely on too many tools, tabs, and workarounds
people come back to you for decisions that should already be clear
work slows down when you step away for family time, meetings, or a day off
If that sounds familiar, the problem is already big enough.
Phase 1 – Map reality
We start with a short async intake and screen shares to understand how work actually flows today across your tools, messages, docs, and handoffs.
Phase 2 – Audit the workflow
I identify the main bottlenecks, ownership gaps, handoff issues, and decision points that are creating friction.
Phase 3 – Give you the next-step workflow blueprint
You get a practical workflow direction showing what to simplify, what to keep, what to change, what could be automated or supported with AI, and what should happen next.
By the end, you will have a clear plan you can implement to save time and reduce bottlenecks.
You will know:
where your team is getting stuck
which tools are adding noise instead of value
what can be automated
what can be supported by AI
what is actually holding the business back
how to make work less dependent on you for every small decision
This can start as soon as payment is received.
You fill out a detailed workflow form, which usually takes around 30-40 minutes to complete.
Once I receive the form, I review your workflow and send back your audit findings, workflow direction, and next-step recommendations within 24 hours.
If I need extra clarification, I may follow up with a few focused questions, but the goal is to keep this fast, practical, and easy to move on.
No — you do not need ClickUp at all.
This is not just a “make your ClickUp better” audit.
It is a workflow audit.
If you use spreadsheets, Asana, Trello, Gmail folders, docs, or a mix of tools, that is completely fine. Messy systems are exactly what this work is designed to untangle.
This offer focuses on the audit, mapping, and implementation plan.
The actual build can happen afterward as a separate next step.
That makes this offer faster to start and easier to buy.
It also works well if you already have someone who can implement, but needs a better operational blueprint.
short explanations of how work currently happens
answers to focused questions
reviewing the findings and recommendations
The goal is to get enough reality-based information without turning this into a heavy internal project.
Disorganization is exactly why this work helps.
If there is resistance, that usually points to missing clarity, weak ownership, unclear workflows, or change friction — all of which are useful signals. This process helps make those issues visible so you can address them properly.
Because it is a faster, lower-risk way to get operational clarity first.
Instead of committing immediately to a bigger hire or project, you first get a clear map of what is actually happening, what needs to change, and what is worth building next.
Because I have focused availability in 25 April- 10 May to do this work deeply, and I already know my availability for May and June if implementation is needed afterward.
It means taking one important part of your business and making the real sequence visible from start to finish.
For example:
in a product business: idea → creation → marketing → sales → delivery/shipping → customer follow-up → improvement
in a service business: offer → marketing → sales → delivery → review → refinement → repeat or evergreen system
The point is to make the workflow clear enough that people know what happens, who owns what, and what comes next.
You can implement the plan internally, work with your existing builder, or continue with me for the implementation phase.
In many cases, the outcome should stay useful until your business model changes significantly or your team grows into a new level of complexity.