Map your revenue processes in 2 weeks

A structured voice-led interview + swimlane map that surfaces bottlenecks and automation candidates. Credit $1,000 toward your OperatorOS setup.

Deliverables

Everything you need to understand and optimize your business processes

Stakeholder interviews

Voice-led discovery with your key team members

Level-1 process map

Visual swimlane diagram of your workflows

Quick-wins identified

Immediate automation opportunities highlighted

KPI dashboard plan

Metrics framework for tracking improvements

Our 2-week process

1

Week 1: Discovery & Interviews

We conduct voice-led interviews with your team to understand current workflows, pain points, and opportunities.

  • Leadership alignment session
  • Department stakeholder interviews
  • Current tool and system audit
2

Week 2: Analysis & Delivery

We synthesize findings into actionable insights and visual process maps.

  • Process map creation and refinement
  • Bottleneck and opportunity analysis
  • Implementation roadmap presentation

Sample deliverables

Visual process maps

Get a clear picture of your current state with swimlane diagrams showing:

  • All customer touchpoints
  • Handoff points between teams
  • Bottlenecks highlighted in red
  • Automation opportunities in green

Typical findings & ROI

62%

Missed call rate

Average business misses 62% of calls that go to voicemail

3.5x

ROI in 6 months

Average return on investment from process automation

45%

Time saved

Reduction in manual tasks through automation

Investment

$1,000

Fully credited toward your OperatorOS implementation

2-week turnaround
Full process documentation
Implementation roadmap
100% credit toward setup

Frequently asked questions

Who should participate in the interviews?

We recommend including leadership, sales, operations, and customer service teams. Anyone who touches the customer journey should be involved.

How much time commitment is required?

Each stakeholder interview is 30-45 minutes. Leadership sessions are 60-90 minutes. Total time investment is typically 4-6 hours spread across your team.

What if we don't move forward with OperatorOS?

The process map and findings are yours to keep. You'll have valuable documentation of your processes that can guide any improvement efforts.

How is this different from traditional consulting?

We focus specifically on revenue processes and automation opportunities. Our AI-led interview process is faster and more consistent than traditional consulting, delivering results in weeks, not months.

Ready to optimize your processes?

Start with a Process-Map Diagnostic and discover your automation opportunities