Before you add more tools, see where work actually gets stuck. One session. A real map. A clear next step that isn’t “buy more software.”
Before you add more tools, see where work actually gets stuck. One session. A real map. A clear next step that isn’t “buy more software.”
Half the teams that call us asking for automation don't need it yet. What they need is to see how work actually moves today, not how someone sketched it on a whiteboard three years ago. Once the map is real, the right next step usually becomes obvious. Sometimes that's automation. Sometimes it's just fixing two broken handoffs.
If three or more of these sound familiar, you're running on memory. This session makes that visible.
Patient intake, student enrollment, or trial-to-paid has steps that nobody can find in a system. The spreadsheet is the source of truth. It shouldn't be.
Your CRM says one thing. Billing says another. Support works off a third version. Someone reconciles the differences by hand, weekly.
You know what happened last month. But nothing triggers the follow-up call, the re-enrollment nudge, or the billing chase automatically. Someone has to notice and act.
Approvals happen in DMs. Handoffs are "hey, can you take this?" When someone's on leave, the process stops entirely.
Work moves between admissions and student services, intake and care teams, marketing and sales. When it goes missing, nobody can point to where.
Leadership is pushing for automation. Operations isn't sure which workflows are actually ready. That gap is why you're here.
Written, specific, actionable. Not a PDF that sits in a folder nobody opens.
A proper artifact showing how work actually moves today across people, tools, and spreadsheets.
Every point where work stalls, drops, or duplicates. Labeled, annotated, ready to fix.
The spreadsheets, Slack channels, and informal rules doing a system’s job. You know they exist. Now you can see them.
Which tool should own what. Removes “I thought that was in the CRM” from your team’s vocabulary.
Ranked by value and effort. What’s worth automating now. What needs fixing first. What’s not worth touching.
What to do first, what to do next, what can wait. Not a 24-month roadmap. A 90-day plan.
The workflow problems look different depending on who you serve. So does the fix.
Your product works. The business around it doesn't keep up. Provisioning, billing, and customer success coordinate through Slack and spreadsheets.
Intake works in isolation from billing. Care teams coordinate by phone and fax. Referrals get lost between EHR and CRM. Patients feel the gap.
Admissions, enrollment, and student services each have their own system. Students fall through the cracks between them. So does the data.
Two to three remote sessions with the people actually doing the work — operations, support, sales, success. We ask how it actually happens, not how the policy says it should.
Every step, every tool, every handoff, every workaround. We document the real version.
Where systems disconnect. Where people bridge gaps manually. Where automation would actually work vs. where it would just scale the mess.
Visual workflow map with annotated breakdowns, opportunity markers, and ownership indicators.
Ninety minutes live. We walk through findings. You ask the hard questions. You leave with a sequenced recommendation.