Step 03 of 6 · Processes
Processes The work behind every stage of the journey
Each stage of the customer journey is served by work inside the company. These templates turn that work into described processes with an owner and a result, so things get done the same way without you in the loop.
- 5 templates
- Step-by-step instructions
- 1:1 session Soon
Sound familiar?
If everything still goes through you, it is not a team problem. The processes are missing.
- Everything goes through youYour team waits for your answer on every second question.
- The same mistakes, againProblems repeat because nobody fixed the way the work is done.
- Knowledge lives in headsWhen someone leaves, how the job is done leaves with them.
- New hires take monthsThere is nothing to hand a newcomer except "watch and learn".
What's inside
5 templates for this step. Each one comes with instructions: where to take the numbers from and how to read the result.
- A
Process register
The list of all key processes, linked to the stages of the customer journey.
- B
Process map
Step-by-step flow of a process: who does what, in what order.
- C
Process passport
Owner, input, output, result and the metric for each process.
- D
Checklists
Short, practical instructions for recurring tasks.
- E
Responsibility matrix
Who is responsible, who approves, who is informed (RACI).
| Process | Owner | Status |
|---|---|---|
| Lead handling | Sales lead | Described |
| Onboarding a client | Account manager | Described |
| Order fulfilment | Operations | In progress |
| Invoicing | Finance | In progress |
| Hiring | Owner | Not described |
After this step
Work runs without you
Key processes are described and have owners.
Fewer repeated mistakes
Problems get fixed in the process, not just in the moment.
Faster onboarding
New people learn from documents, not from your time.
Get step 03
Buy this step on its own, or get all six steps as one connected system.
Processes
All templates for step 03.
$[XX]- 5 templates
- Step-by-step instructions
- 1:1 review session Soon
The full kit — 6 steps
Templates for all six steps, in order. A connected system you can run again every cycle.
$[XX] vs $[XX] bought separately- Templates for all 6 steps
- Instructions for each step
- 1:1 review sessions Soon
FAQ
Do I need to describe every process?
No. Start with the ones that serve the weakest stage of your customer journey. Five well-described processes beat fifty on paper.
Who should fill these in?
The people who do the work, with the process owner. Your role is to approve the result and the metric.
Is this like ISO or BPMN?
Much simpler. Plain tables and checklists that a team actually uses.
Do you offer a session to review it?
Not yet. 1:1 review sessions are coming soon.
Next: step 04
Metrics Tree & Analytics
What moves the P&L, and how you track it.