Free template

See the bottleneck before it costs you.

Chaotic intake is rarely a people problem — it is an undrawn process. This template gets the workflow onto one page so the delays become obvious.

    What's inside

  • Step-by-step workflow map — define roles, list tasks, put them in a real order
  • Swimlane diagram — who owns which step, with no ambiguity left
  • Bottleneck markers — flag the delays before they hit a project
  • A foundation to build on — this is the document we start from when we build the database

Template · Works on paper or in your tool of choice

Get the template Free

One email with the template. No sequence, no drip.