Stage 1 · Process Mapping + Integration Build

A few things before we map this out

For use after an audit. It helps the mapping session start from the process itself, not from what the audit already covered.

This comes after an audit. Sending it does not book a session or take payment, and it does not include a price: mapping and build work is scoped and quoted separately. A handful of questions, so the session itself is spent building the actual process map and getting the right people in the room.

Your name and business

1. Which process are we mapping?

Name it plainly — e.g. "lead to signed contract," "job booked to invoice paid."

2. Who actually does each step of this process day to day?

Not just the decision-maker — the people who'll need to be in the mapping session. Add as many as apply.

Name	Role	Which part of the process

3. Which systems does this process touch, and who can grant access to each?

4. Does any documentation of this process already exist?

5. Where does this process currently break, in your own words?

6. Is there a deadline or event driving this now?

7. What would "done" look like to you?

✓

Sent through

Thanks, this goes into my preparation. Sending it did not book a session, so we will agree the next step separately.