Process & Workflow Specialist

I Map the Mess So
Your Team Sees the Plan

Complex processes across sales, marketing, legal, IT, and operations, documented clearly so every stakeholder knows the goal and how to get there.

Book a Process Review
See How It Works

My Approach

From confusion to clarity in four steps

Every engagement follows the same proven structure. You see the full picture before any changes are made.

01

Discovery

I sit down with your team and walk through your current process step by step. No assumptions, just questions and listening.

02

Current-State Map

I document exactly what happens today in Lucidchart: every handoff, every tool, every decision point, every bottleneck.

03

Bottleneck Analysis

I identify where things break down, slow down, or get lost. Redundancies, manual steps, and gaps are all highlighted.

04

Recommendation

You get a simplified future-state workflow with clear next steps. Choose documentation only or full implementation.

Every workflow starts with a Lucidchart diagram.

You see the full process mapped out before anything is built or changed. No surprises, no guesswork.

From Scattered to Streamlined

This is what a workflow transformation looks like. I take the chaos on the left and turn it into the clarity on the right.

Current State

Spreadsheet A
Email thread
Slack DM
Shared drive folder
Spreadsheet B
Manual handoff
Another email

7 tools, no single source of truth

Recommended State

1
Lead captured
2
Auto-assigned to rep
3
Follow-up triggered
4
Deal stage updated
5
Report updated live

5 steps, one clear flow, full visibility

What This Looks Like in Practice

Real examples of messy processes I have mapped, simplified, and documented. Pick a scenario you recognize.

Before: What I Found
Leads tracked in personal email and spreadsheets
No defined stages, deals stall with no visibility
Follow-ups depend on memory, not a system
Handoffs between sales and ops happen over Slack DMs
Leadership has no pipeline report they trust
After: What I Recommended
All leads enter CRM from one source (web form or import)
Clear pipeline stages with defined exit criteria
Automated follow-up reminders at each stage
Structured handoff from sales to ops with a checklist
Real-time pipeline dashboard leadership can trust

Processes I Map

I have managed operations across all of these areas. If your business has a process with people, tools, and handoffs, I can document it and improve it.

Sales & Pipeline

Lead routing, deal stages, handoff points, and pipeline visibility.

Marketing & Lead Gen

Campaign workflows, lead scoring, nurture sequences, and attribution tracking.

Client Onboarding

Intake forms, welcome sequences, account setup, and resource provisioning.

Legal & Compliance

Contract workflows, approval chains, document routing, and audit trails.

IT & Operations

Ticket routing, provisioning workflows, escalation logic, and system integrations.

Finance & Invoicing

Invoice generation, approval routing, payment tracking, and reconciliation.

Training & Enablement

Enrollment flows, certification tracking, resource distribution, and progress reporting.

Reporting & Analytics

Dashboard design, data consolidation, KPI tracking, and executive reporting.

Process diagram mapped out on a whiteboard

Clear processes, trusted by
every stakeholder in the room.

What You Get

Two levels of engagement depending on what your team needs.

Process Documentation

A complete picture of where you are and where you should go. Your team or vendor handles the build.

  • Current-state workflow diagram (Lucidchart)
  • Bottleneck and gap analysis
  • Recommended future-state workflow
  • Plain-English runbook for your team
  • Presentation-ready summary for leadership

Documentation + Implementation

Everything above, plus I build and configure the recommended solution and train your team to run it.

  • Everything in Process Documentation
  • Build and configure the recommended workflow
  • Salesforce Flows, Power Automate, or API integration
  • Testing and validation
  • Hands-on team training and handoff

My Toolkit

I use the right tool for each phase: mapping, documentation, presentation, and implementation.

Lucidchart

Process Mapping

Microsoft Office

Docs & Presentations

Salesforce Flows

CRM Automation

Power Automate

Microsoft Stack

Custom APIs

Direct Integration

Google Workspace

Collaboration

Pricing

Ballpark ranges to help you plan. Final pricing depends on the number of processes, tools involved, and implementation complexity.

Process Audit & Documentation

From $1,500

For teams that need clarity on their current workflows and a clear path forward.

  • Current-state workflow map
  • Bottleneck and gap analysis
  • Future-state recommendation
  • Stakeholder-ready documentation
  • Leadership presentation
Get Started

Documentation + Implementation

From $3,500

For teams that want the plan and the build handled together.

  • Everything in Process Audit
  • Build and configure the solution
  • Salesforce, Power Automate, or API work
  • Testing and validation
  • Team training and handoff
Get Started

Ongoing Advisory

$250/hr

For teams that need a trusted advisor on call for process reviews and optimization.

  • Office hours and check-ins
  • Process review sessions
  • Optimization recommendations
  • Ad-hoc documentation
  • No long-term commitment
Get Started

How We Work Together

01

Free Call

Walk me through what is not working. I ask questions, listen, and identify where the biggest pain points are.

02

Process Map

I document your current workflow in Lucidchart and pinpoint every bottleneck, redundancy, and gap.

03

Recommendation

You get a clear plan with a simplified workflow and options: documentation only or full implementation.

04

Deliver & Train

Clean documentation, team training, and a stakeholder presentation so everyone is aligned.

Frequently Asked Questions

What does a process map actually look like?
You get a visual Lucidchart diagram showing every step, decision point, and handoff in your workflow. Alongside that, you get a plain-English runbook that explains the process in language anyone on your team can follow. For leadership, I also prepare a summary presentation highlighting bottlenecks and recommendations.
Can you map processes outside of sales and CRM?
Absolutely. I have run sales, marketing, legal, IT, training, and finance operations in my current role. If your business has a process that involves people, tools, and handoffs, I can document it, find the gaps, and recommend improvements.
Do you just document, or do you also build the solution?
Both, depending on what you need. Some clients want a clear documentation package they can hand to their internal team or another vendor. Others want me to build and configure the recommended workflow using Salesforce Flows, Power Automate, or custom API connections. Pricing adjusts accordingly.
Will my leadership team understand the deliverables?
That is the entire point. I have been praised specifically for translating complex, technical workflows into clear documentation that stakeholders at every level can understand. The goal is always: everyone in the org knows what the goal is and how to get there.
How is this different from hiring a business analyst?
I combine the mapping and documentation skills of a BA with hands-on technical experience. I have built and managed Salesforce orgs, configured integrations, written API connections, and trained teams on the systems I design. You get strategy and execution from the same person.

Ready to untangle your processes?

Free 30-minute call. I will listen to how things work today, identify the biggest bottlenecks, and tell you exactly what I would recommend.

Book a Free Process Review
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