Approach
We map how the team works before proposing tools, because a useful system respects real inputs, owners, statuses, and outputs.
How we work
- 01
We list inputs, owners, statuses, and outputs for each flow.
- 02
We detect duplication, manual steps, and points where context gets lost.
- 03
We design a simple flow the team can run and improve.
How this connects to your business
Process mapping shows where information gets lost: who receives it, who decides, where it is recorded, and what is left without follow-up. From there we design statuses, owners, and useful automations.
What to define
We organize operations so web, WhatsApp, email, forms, CRM, tickets, and tasks do not live separately. Every flow needs an entry point, status, owner, and next action.
- Which request comes in, through which channel, and with what priority.
- Who responds, what data they need, and when they should escalate.
- Which automation helps without replacing sensitive team decisions.
Expected outcome
The goal is a traceable operation with less manual capture and more continuity across teams.
Tools that may be connected
We choose the stack based on the flow, available access, and the data that needs traceability.
- Notion
- HubSpot
- Make
- n8n
- Zapier