The Workflow Coach Approach

🧩 Simple Process Audit Approach

Clarity. Efficiency. Confidence in how your business runs.

We follow a simple 3-step approach to help small businesses get unstuck, eliminate process confusion, and implement smart, light-touch systems. Every step is designed to deliver results with minimal time and maximum clarity — using tools like Lucidchart and Notion to map and organize your business workflows.

🟣 STEP 1: Map What’s Really Happening

Understand your current process, what’s working, and what’s not.

We start with a discovery session to pull the full process out of your head and into a visual map. This step helps you and your team see where time is being lost, where things break down, and what can be improved.

🔍 In this session, we’ll:

• Identify the main process or workflow that needs attention (e.g. intake, scheduling, client follow-up)

• Map out current steps, tasks, and tools using Lucidchart

• Pinpoint pain points, delays, or unclear handoffs

• Clarify roles, responsibilities, and dependencies

• Highlight any missing documentation or structure

🧠 The outcome:

• A clear visual map of your current process

• A shared understanding of what’s slowing you down

🟡 STEP 2: Recommend Fixes + Tools

Suggest low-effort, high-impact ways to improve your workflow.

Once we understand your real process, we propose improvements that are simple to implement — no enterprise systems or big change management required.

⚙️ In this phase, we:

• Suggest improvements or removals in your current workflow

• Recommend lightweight tools (like vcita, Todoist, or monday.com) to automate and streamline tasks

• Begin organizing your process maps and action items in a shared Notion workspace

• Build a mini process library if you have multiple workflows

🛠️ The outcome:

• A short list of actionable fixes you can apply immediately

• A starter system setup (optional) that fits your workflow

• A flexible repository to track your core processes and improvements

🟢 STEP 3: Deliver + Support for Success

You get a process that makes sense, saves time, and scales with you.

You receive a simplified, documented, and improved version of your process — with tools and templates that help your team actually use it. We help you implement it and provide follow-up support if needed.

📦 We deliver:

• A polished Lucidchart map of your improved process

• A shareable Notion dashboard or tracker for process steps

• Links to any suggested tools (and a trial setup if vcita is a fit)

• Optional Loom walkthrough of your setup

• Final Q&A or handoff session

💡 Bonus:

• A simple Fix-It Plan PDF to revisit improvements over time

• Optional: connect to referral CRM tools with added training

⚠️ NOTE:

This service is intentionally simple. It’s not a full enterprise BPM system — it’s a realistic fix for busy business owners who want clarity, efficiency, and a repeatable system that works today (not 6 months from now)

✨ The Simple Process Audit Promise

You’ll walk away with:

• A clear understanding of how your business runs

• A map to fix it

• Tools and templates that make life easier