process audit
Analyze the actions of your employees, capture roadblocks and reclaim valuable time!
Case study #1
Sales process
Lead Qualification and Conversion
CASE STUDY #2
Customer service
Resolving customer complaints
CASE STUDY #3
Management
Employee’s annual evaluation
CASE STUDY #4
Management
New employee onborading
It will be useful to your company if
you know your processes are not working, but lack perspective. You need to prepare for change (hiring new people, building a team from scratch, streamlining existing processes).
Form
This service is done remotely. We start with a familiarization meeting, after which a list is sent …
The goal we will achieve
Improve efficiency and organize work in your company. We will identify bottlenecks, eliminate unnecessary steps and improve communication. The goal: Better results, happy employees and more time for what really matters.
Premise
Every process can be improved! We will take a step-by-step look at your tasks, find the places that are slowing down your work, and propose specific solutions. All based on data and understanding of your company’s specifics.
Benefits
More time, less stress and better results! With an audit, you’ll improve your team’s efficiency, increase customer satisfaction and reduce operating costs. Together we will build processes that support the growth of your business.
First process audit
- ✔ Situation analysis (short conversation + identification of key problems)
- ✔ Basic process diagram (e.g., what is the path from participant acquisition to training finalization)
- ✔ Simple schedule of activities in Google Sheets (e.g., who is responsible for what, key deadlines)
- ✔ Recommendation of a management tool (ClickUp/Asana) – but without full implementation
- ✔ Folder structure on Google Drive (organize files and assign access)
- ⏳ Estimated working time: 6-8 hours
Basic process audit
- Included:
- ✓ Situation analysis (what works, what doesn’t, biggest blockers)
- ✓ Structure of work on current tool (folders, access, document flow)
- ✓ Schedule template for applications and training courses
- ✓ CRM implementation (Asana/ClickUp/Notion etc.) + setting statuses and process steps
- ✓ Division of roles and responsibilities in the team
- ✓ Basic procedures (jointly selected processes)
- ✓ List of recommendations for the future
- ⏳ Estimated working time: 18-25 hours
Extended process audit
- Everything from the basic option PLUS:
- ✔ Advanced CRM configuration (automations, notifications, custom fields)
- ✔ Internal reporting system (e.g., weekly summaries in ClickUp)
- ✔ Dashboard for customers (a place where they can see the status of their application)
- ✔ Process documentation (checklists, CRM and Google Drive manuals)
- ✔ Team training + recorded instruction on how to use the system
- ⏳ Estimated working time: 30-40 hours