Process Clarity Workshop

Get clear on what’s really going on in your business

What it is:

A 1-day intensive where we will DEFINE your 3 most critical processes—how you sell, how you deliver, and how you collect money—then identify what people need to know in order to execute on those processes.

Designed for:

Entrepreneurial leadership teams looking for clarity on what’s working, what’s not, and who’s responsible for what. You’re not ready to train the whole team until you’re clear on that first.

When we’re done, you’ll be armed with:

  • Visual maps of your (3) most critical processes—how you sell, how you deliver, and how you collect money

  • A comprehensive list of what people need to know in order to execute on each of those critical processes. Your team will develop the materials after our engagement ends.

  • Recommendations for the best learning management system when you’re ready to accelerate adoption and drive accountability

Timeline:

  • 1 full day (virtual or in person)

Price:

  • $3,500

*For on-site engagements, travel is billed separately


First Available Start Date:

  • Typically 3 - 4 weeks out

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Why trust Untangled?

Outside perspective

The fact that we know nothing about your company when we begin is our greatest value. Through asking the right clarifying questions, we uncover what is obvious to you that’s not obvious to anyone else. Then we help you write it down.

Playbook software experts

Technology can be a great investment...if you know how to use it. More than just helping you implement playbook software, we teach you how to use it to get faster onboarding, better team accountability, and a higher value business.

Small business experience + teaching skills

As experienced business professionals who also have a knack for teaching and communications, we are uniquely qualified not only to uncover what your processes are, but to teach them to others.

Get further, faster

You end up building your playbook better and faster because you’re working on the right things—not reinventing the wheel.

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