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Process

Unleash your business potential with a proven process you can count on.

Using our signature lioness energy and expertise, we transform the hidden knowledge in your business into powerful, self-running systems. Our three-step approach—prioritize, extract, document—brings order to your operations with easy-to-follow documentation, freeing you to focus on what you do best.

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Our process documentation solution includes:

    • Process flows
    • Visual process diagrams
    • Defined roles & responsibilities
    • Clear documentation of tech stack & tool usage

    Some of the essential tools & systems we use include:

    streamline operations, scale effectively, & free up valuable time

    We've created a proven framework that knows when and how to scale with you.

    1. Prioritization

    We begin with a series of strategic questions and conversations to identify the areas of your business that require the most attention. We look for the biggest pain points, what has the largest impact, and what aligns with your long-term goals. We’ll dig into things like:

    • Which lead sources close the most deals
    • Who’s currently supporting you
    • Your ideal lifestyle and exit strategy
    • The systems you use
    • And, most importantly, what keeps you up at night

    This helps us determine what to build out first and where we can make the most meaningful improvements.

    2. Extraction

    Once we've identified the top priority areas, we move into extraction. This is where we get everything out of your head and onto paper. We capture the flow of how a task or process is currently handled—not just at a checklist level, but from a strategic experience perspective (either for your client or your internal team). We clarify:

    • Who is responsible for what
    • Which systems are involved
    • And how tasks move from start to finish

      3. Documentation

      Next, we take what we've extracted and turn it into clear, easy-to-follow documentation. Every step and automation is detailed, so you always hold the keys to your systems.

      • Process Flows
      • Visual process diagrams
      • Defined roles & responsibilities
      • Clear documentation of tech stack and tool usage

      4. Implementation

      With the systems mapped and documented, we move into building mode. Our goal is to turn your business into a well-oiled machine that doesn’t rely solely on you to function.

      • Set up or optimize tech platforms and tools
      • Automate repeatable tasks and communications
      • Integrate tools and processes into your day-to-day
      • Ensure systems are actionable and not just theoretical

      5. Training

      We then train your team (or help you find one, if needed) to confidently execute the systems we’ve built. We’ll ensure that everyone understands their role and has the necessary resources to succeed—whether that’s videos, walkthroughs, or live calls.

      • Customized team trainings (live or recorded)
      • Walkthroughs for each key system or process
      • Quick-reference guides and support materials
      • Onboarding help for new hires (if applicable)

        6. Iteration

        No system is ever truly “done.” As your business grows and evolves, your operations will need to grow and evolve as well. We build in time to revisit what we’ve created, gather feedback, and make adjustments to ensure the systems continue to support your business—not slow it down.

        • Gather feedback from you and your team
        • Tweak systems to improve efficiency or effectiveness
        • Add or adjust workflows based on new goals/pain points

        Investment

        Since our process is custom-tailored to your specific business, we will first schedule a call to determine your current situation, your tech stack, and your top goals. From there, we create a customized proposal and provide you with two options.

        Full Service Retainer


        This is a more fluid, comprehensive approach that allows us to dig into various aspects of the business and work simultaneously on projects as they take shape. This will include having KJT as your business partner in decision-making, meeting weekly, and covering a vast scope of topics.

        We can support you with efforts, such as defining your processes, designing an annual business strategy, and setting up your CRM for scalability.


        Starting at $2,995/month

        with 3-month commitment

        Book a call

        Project-Based Retainer


        This option will tackle each of your priorities one by one, using the budget you set. If you can only commit to $500 per month, we will outline the accomplishments we plan to make that month for your first priority and continue to work on each of them.

        Once we identify your budget and list of priorities, we can map out a plan for you. We can chip away at it based on your budget. This is the easiest way to ease into operations consulting.


        Variable/month

        Book a call