Your work is scattered across tools.
Let’s make your workflow visible in one day.

A focused 1-Day Workflow Audit to untangle the tool mess, identify the real bottlenecks, and give you a practical workflow direction your team can actually use — without everything depending on you.

What we’ll do together 

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. 

 After the audit you will have :

• 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.

What’s included

• 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 

FAQ

What exactly do I get for this offer?

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

Is this for my kind of business, or only for a specific niche?

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.

How do I know if my workflow problem is “big enough” ?

• 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.

What happens during the project?

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.

What will be different by the end?

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

How fast can this start, and how long does it take?

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.

Do I need ClickUp already, or can this work if my systems are messy or mixed?

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.

Will you actually build something, or just tell me what to do?

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.

What do you need from me or my team?

• 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.

What if my team is disorganized or resistant?

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.

Why this offer instead of hiring an ops person, consultant, or VA?

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.

What does “one visible workflow” actually mean in practice?

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.

What happens after the project ends?

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.