Preparation

Before we map the process

A few questions so I'm ready.

You are likely moving forward after an audit. These questions help me set up for the mapping session. I reply within two working days. Sending this does not book a session or take payment, and it does not include a price: mapping and build work is scoped and quoted separately. Not sure yet? See the three ways to start.

Your name and business

Your name

Business name

Email address

I'll use this to confirm the session and send any prep materials.

Best way to reach you

Phone (optional)

Include the country code if you're outside the UK.

Business type or sector

This helps me understand your context.

Hours per week lost to this process (optional)

From the audit or your own estimate.

Budget range for the build (optional)

A guide to the scale of work you're planning. Pick the closest option if you have a rough sense.

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	Remove

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

4. Does any documentation of this process already exist? (optional)

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?

When you submit an intake or contact form, your details are stored securely and I receive an email notification so I can reply. Privacy

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Sent through

Thank you. Your answers are with me. I reply within two working days.