Business
Processes
Business Processes service
What are “Business Processes”?
Business processes are the repeatable steps your team follows to turn an input into a result—e.g., enquiry → quote → job → invoice → payment. When these steps are documented, standardised, and measured, work becomes faster, easier to train, and more consistent.
Why they matter (sole traders → medium sized businesses)
For sole traders / micro
- Fewer mental tabs: checklists + templates mean less decision fatigue
- Faster cashflow: quote → invoice → payment happens reliably
- Professional image: consistent onboarding and comms
For small teams
- Consistency as you grow: everyone follows the same “happy path”
- Less rework: clear handoffs and definitions of done
- Easier onboarding: SOPs speed up new hires and cover holidays
For medium-sized
- Scalability: processes + light automation prevent bottlenecks
- Control & compliance: auditable steps, permissions, approvals
- Visibility: dashboards show throughput, cycle time, SLA adherence
Typical processes
we help with
Lead-to-Cash
enquiry capture, proposal/quote, contract, invoice, payment, follow-up
Client Onboarding
KYC/data collection, welcome pack, access/setup, kick-off
Service Delivery
task triage, scheduling, checklists, QA, sign-off
Procure-to-Pay
request, approval, PO, receipt, invoice match, payment
People Ops (light)
hiring checklist, onboarding, leave, offboarding
Content/Marketing
idea → draft → review → schedule → publish → measure
The benefits
you’ll see
Time saved
fewer handoffs and do-overs; smoother flow
Quality up
“first-time-right” rises with checklists + sign-offs
Cost down
less waste and rework; better vendor control
Risk reduced
ownership, version control, and simple compliance baked in
Easier to scale
processes + training + light automation = growth without chaos
How we deliver
(pay-as-you-go, practical)
Discovery (fast)
map today’s steps and pain points
Design the “happy path”
roles, handoffs, approvals
Standardise
SOPs, templates, definitions of done
Enable
simple tools/automation in M365/Google (forms, rules, dashboards)
Pilot & measure
track Cycle Time, Throughput, First-Time-Right, SLA
Train & handover
quick guides + loom videos; we can run it or you can