Turn one defined business process into a clear, working workflow inside one established system.

This service is designed for small businesses and professional-service teams that know which process needs improvement and want hands-on implementation.

Included: • One clearly defined workflow for one primary business process • Setup primarily inside one established system • Up to 4 closely related automations and up to 12 straightforward actions • Straightforward triggers, timing, and decision rules • Testing with approved sample records, one written SOP, one recorded walkthrough, and one guided practice session with the primary contact • One reasonable revision round

Not included: • Substantial cross-system integration or repair of an existing connection • Material technical investigation • Multiple unrelated workflows • Ongoing administration or open-ended support

The client provides required access, approved content, and timely feedback. Final scope and timeline are confirmed before work begins. The engagement includes up to five business days of written transition support after final handoff for clarification, help understanding the completed workflow, and correction of in-scope implementation errors. Ongoing administration, additional workflows, and new features are not included.