Define how recurring work should move through people, decisions, information, ownership, handoffs, controls, and exceptions before tooling is configured.

01 / Plan detailsYour starting point.

Give your business process a clear, usable direction.

Define how recurring work should move through people, decisions, information, ownership, handoffs, controls, and exceptions before tooling is configured.

03 / Process

The work, step by step.

Follow the decisions, working output, and review points that move this service forward.

First step: Map the current system

04 / Scope

Agree the edges.

See what you provide, what changes the work, and what falls outside it.

First requirement: A named owner who can confirm the business process objective and approve decisions.

The starting point

The business process work must be tied to a specific business or customer outcome.
5 business days

01 / Plan detailsStart here

Give the plan a useful starting point.

Answer what you know. Any open decisions can travel into the consultation.

Best forDesign Business Process

A clear fit.

The business process work must be tied to a specific business or customer outcome.

Typical starting timePlanning default

5 business days

The final schedule is confirmed against the agreed scope.

Optional details

01 / 04

What is the current state of the business process?

Starting newSomething existsNot sure

No answers required to continue.

02 / DeliverablesDesign Business Process

What this service puts in your hands.

A usable business process result shaped around the approved objective.

01 / OutputAcceptance checks

Process brief

A concise definition of the business process objective, current state, audience, constraints, and decisions that shape this engagement.

The business process objective and owner are named.
Known constraints and unresolved assumptions are recorded.

02 / OutputAcceptance checks

Design output

The concrete business process work described by this service, prepared against the agreed scope and intended use.

The agreed business process scope is complete.
The output has been checked against the primary business process outcome.

03 / OutputAcceptance checks

Review record

A visible record of feedback, decisions, checks, and accepted limitations for the business process.

The agreed review checkpoint is complete.
Open decisions are separated from accepted scope.

04 / OutputAcceptance checks

Handoff package

The approved files, documentation, access notes, and next actions needed to use or continue the business process.

Ownership and next actions are clear.
Relevant files, links, and decisions are accessible.

03 / ProcessDevise

A visible process with a real review point.

Follow the work from its first decision through an output you can evaluate.

EvaluationReview point

Check the result.

This service is evaluated through its brief, working output, defined acceptance checks, and documented handoff.

Step 01Design Business Process

Map the current system

Confirm what the business process must accomplish, what already exists, and which constraints cannot move.

Step 02Design Business Process

Design the working logic

Design the business process at the agreed level of depth while keeping dependencies and ownership visible.

Step 03Design Business Process

Test the handoffs

Review the business process against its intended audience, critical use cases, and agreed success signals.

Review: Stakeholder review of the working business process result.

Step 04Design Business Process

Document the operating model

Close the business process cycle with accepted decisions, documented limits, and the next useful action.

04 / ScopeClear boundaries

Know what is inside the work.

The starting requirements, variables, and exclusions stay visible before you commit.

RequirementsYou provide

A named owner who can confirm the business process objective and approve decisions.
Access to the existing business process materials, systems, evidence, or accounts that affect the work.
Timely feedback at the defined business process review checkpoints.

What changes the scopeAgree together

Business process breadth and number of distinct use cases.
Platforms and tools involved, including hubspot, salesforce, crm.
Review rounds, stakeholder count, and release or handoff requirements.

Not includedBoundaries

Adjacent services that are not explicitly selected for the business process plan.
Third-party fees, licenses, media spend, hosting, or platform subscriptions for the business process.
Unlimited revisions or ongoing operation of the business process after the agreed handoff.

Required servicesIncluded automatically

No other service is automatically included.

Consider another route ifFit check

You only need an adjacent service that is not part of the business process scope described here.
The business process must begin before ownership, access, or the intended outcome can be discussed.

Ready when you are

Ready to add design business process?

Add the service now. Any open questions can travel into the consultation.

Common questions

Design Business Process5 business days

Give your business process a clear, usable direction.

Design Business Process