Why small businesses struggle with processes
Solo founders and lean teams often juggle sales, service, admin, and marketing all at once. Everything lives in someone’s head or a patchwork of spreadsheets. That works at first, but it breaks the moment demand spikes or a key person is unavailable.
Mid-size and large companies solve this with ERPs, formal SOP manuals, and dedicated process owners. For a five-person team, those solutions feel overkill — yet the underlying need for consistency and visibility is exactly the same.
Typical workflows we formalise for small teams
- Lead-to-Sale Pipeline
From first inquiry to signed proposal, every touchpoint is mapped and automated, so no lead slips through the cracks.
- Client Onboarding
A checklist in Notion or Airtable triggers welcome emails, contract signatures, and kickoff calls — ensuring a great first impression without relying on memory.
- Inventory & Reorder Cycle
For cafes, boutiques, or micro-warehouses: simple low-stock alerts and supplier templates keep shelves full without overbuying.
- Invoicing & Cash-Flow Rhythm
Recurring invoices, payment reminders, and automatic reconciliation reduce admin hours and improve liquidity.
- Content Production Calendar
A visual board schedules blog posts, social updates, and email newsletters, linking tasks, assets, and deadlines in one place.
How we build your processes — step by step
1. Discovery & Shadowing
We observe how work actually happens — screens shared, conversations listened to, bottlenecks noted.
2. Visual Mapping
Every task becomes a node in a clear flowchart. You see where hand-offs fail and where automation can step in.
3. Tool Selection & Setup
We choose lightweight, affordable tools (Notion, Airtable, Google Workspace, Zapier, Slack) that fit your tech comfort and budget.
4. Pilot & Training
A small slice of the workflow goes live first. Your team tests it, we collect feedback, refine, then roll out the full process.
5. Review & Continuous Support
For the first 60 days we monitor metrics like task completion time, error rate, and team adoption. Adjustments are made in real time.
What makes us different
We don’t drop a complex playbook and walk away.
We act as your strategic partner, staying at your side until every team member owns their part of the system. When questions pop up, you have direct access to us — no ticket queues, no corporate layers.
Ready to replace chaos with clarity?
Let’s design processes that let your business scale smoothly, one workflow at a time.
Frequently asked questions
What does your business process audit include?
We document every step of your current workflow, collect timing and ownership data, surface bottlenecks, and highlight places where automation or clearer SOPs will unlock throughput.
Which tools do you typically use to implement new processes?
We tailor the stack to your comfort—often using Notion, Airtable, Google Workspace, Zapier, Make, or Slack automations—so your team does not inherit more software than it can handle.
How do you help teams adopt the new processes?
We deliver clear SOPs, train the people responsible for each stage, and stay available during the first weeks to adjust flows, dashboards, and automations until the process sticks.