A current workflow map
The people, tools, decisions and exceptions between the agreed start and end points.
Workflow Diagnostic
Review one workflow. Know what to fix first.
The Workflow Diagnostic is a scoped review of one business process, such as proposal to project or job to invoice. You get a map of how it runs today, evidence of where it stalls and a recommended fix, before anything is built.
Free 30-minute conversation with Jay.
When a diagnostic is worth it.
Use a diagnostic when you know where the work hurts but not why, or when several systems and people touch the same handoff.
- The same details are re-entered between your CRM, inbox and accounting or project tools
- Work waits on a missing document, approval or owner, and nobody can say how often
- You are about to buy new software or build an automation and want evidence first
- A previous automation or integration did not stick
What you receive.
A baseline for the problem
Evidence of delays, repeated work or missing information. If the data is unavailable, a plan to measure it.
A recommended intervention
Whether to configure an existing feature, change the process, connect systems or leave the workflow alone.
A scope you can assess
Proposed deliverables, dependencies, exclusions, acceptance checks and a fixed implementation quote where the work is sufficiently understood.
How the review runs.
- A free workflow call. We discuss the problem and the tools involved, and whether a diagnostic is the right next step.
- Agree the scope first. We define the workflow, required access, review sessions, fee and delivery date before work begins.
- Walk through a real example. A representative job or engagement, the templates involved, a list of systems and the person who actually runs the process.
- Gather the evidence. Where the work waits, what gets re-entered and which exceptions recur, measured where the data allows.
- Findings and recommendation. A written map, the baseline and the recommended fix, with an implementation scope you can assess or take elsewhere.
Further reading.
What a readiness review involves
Why pilots stall before production
Ready to build an agreed fix? See HubSpot and workflow implementation or integrations.
A few practical questions.
How much does it cost, and how long does it take?
The quote depends on the workflow, systems, available evidence and access. You receive a fee and delivery date before committing. The free call establishes whether a diagnostic is appropriate.
Do we need a diagnostic for a small fix?
Not always. If the problem and solution are already clear, we can discuss a direct fixed-scope implementation quote.
Is this an audit of our whole business?
No. A diagnostic covers one named workflow, with an agreed start and end point. Organisation-wide audits and implementation are separate decisions.
Which workflows can you review?
Common examples are proposal approval to project setup, accepted engagement to work-ready client, completed job to invoice, and placement administration. The diagnostic establishes whether the problem exists in your business and whether your existing software already solves it.
Do we need to use AI?
No. Native software features and clear process rules come first. AI is considered only where it has a useful role and an appropriate review step.
What if we do not proceed to implementation?
You keep the agreed findings and documentation. Implementation is a separate decision; any commercial credit must be specified in your quote.
Bring one workflow. We’ll start there.
Tell us where work gets stuck and which tools are involved. We’ll discuss whether a diagnostic, a small configuration fix or another approach makes sense.
Book a workflow call