What's included

• Custom Workflow Board

  A fully designed and functional workflow board created on platforms like Monday.com, Airtable, or Notion. Includes tailored task groups, automations, and integrations that align with your specific processes and business goals.

• Automation Setup

  Implementation of trigger-based automations that streamline repetitive tasks, such as task assignments, notifications, and data transfers between platforms.

• Process Flowcharts

  Visual diagrams in tools like Lucidchart or Miro that map out your workflows, providing a clear understanding of task dependencies, milestones, and steps.

• Process Documentation

  Detailed written guides that explain each step of your optimized processes, ensuring team members can easily follow and execute tasks consistently.

• Task Tracking System

  A centralized system that tracks task statuses, deadlines, and assignments, providing transparency and accountability for all ongoing workflows.

• KPI and Performance Metrics Dashboard

  Integration of performance metrics into your workflow system, allowing real-time tracking of key deliverables and team productivity.

• Onboarding Guides

  Step-by-step instructions for training team members on the new workflows and tools, including screenshots and practical examples.

• Video Tutorials

  Customized Loom or similar video tutorials demonstrating how to navigate and use your newly implemented workflows and automation features.

• Integrated System Connections

  Set up connections between your existing tools and workflow platforms (e.g., integrating CRM systems, task boards, and data management tools).

• Final Project Report

  A comprehensive summary of all implemented workflows, automations, and optimization strategies, including insights into potential next steps for continuous improvement.