Get Started:

• Pick one workflow you do regularly in your business — something with multiple steps, like onboarding a new customer, closing out a project, or handling a recurring request

• Map it on paper (or in a simple diagram tool) as a flowchart: every step, every decision point, every handoff

• Take your time. Don’t try to make it elegant — the point is to surface what’s actually happening, not to make it look polished

Learning Module Checklist:

☐ Picked one real, regularly-occurring workflow

☐ Mapped every step, decision point, and handoff on paper

☐ Resisted the urge to make it look polished — just captured what’s real