Is the thing slowing you down actually fixable — or is this just how business is?

Pick one process that's frustrating you, walk through how it actually works, and get a plain-language diagnosis of where the flow is genuinely getting stuck — plus one small experiment to test it.

Before you start

A few things worth knowing:

This looks at one process, not your whole business.
It takes about 25–30 minutes, depending on how much detail you add. You can go back without losing answers.
Best estimates are fine everywhere — you can select "not sure" whenever you don't have exact numbers.
A person reviews every report before you receive it, usually the same day or next business day.

Which process is causing you the most frustration right now?

Lead-to-Customer
From when someone shows interest to when they become a paying customer Customer-to-Delivery
From when a customer commits to when they receive the finished product or service Delivery-to-Payment
From when work is delivered to when you're paid for it Other (experimental)
This option is still being refined. Your answers will still be reviewed personally before you receive anything.

Please choose one option.

Define where this process starts and ends

This helps keep the diagnosis focused on the right stretch of work.

What specific event starts this process?

e.g. "A customer fills out our contact form" or "A signed contract comes in"

This one's required.

What result marks this process as complete?

e.g. "Invoice is paid in full" or "Customer receives the product"

This one's required.

Who or what receives the final result?

e.g. "The customer" / "Our accounting system" / "The delivery crew"

This one's required.

Who is responsible for the overall process from start to finish, even if several people complete the individual steps?

Owner Specific employee or role Shared responsibility No one clearly owns the full process Other Not sure

Please choose one option.

Map the major steps

List the major steps between the start and the finish. Write each step as an action or result, starting with a verb when possible.

Good: Collect customer requirements · Prepare estimate · Confirm material availability · Schedule the work
Too broad: Sales · Office · Handle customer · Work on order
You don't need a formal flowchart — short, specific phrases are enough. Most businesses have 5 to 8 major steps.

Enter at least 5 steps (each needs text).

Flow markers

Using the steps you just listed, tell us where things happen. Choose "Not sure" if you genuinely don't know.

At which step does work typically wait the longest before someone acts on it? At which step do errors or corrections most often show up? At which step do you (the owner) typically get pulled in? At which step do customers or employees most often ask for a status update? Which step generates the most complaints or confusion, in your experience?

Core flow diagnosis

12 quick questions about how this process actually behaves. There's a "not sure" option on every question — use it whenever it's genuinely true.

Please answer all 12 questions.

Impact estimates

Best estimates are fine — nothing here needs to be exact. Select "not sure" wherever you don't track it.

One part deserves a closer look

Based on your answers, this next section takes a closer look at one part of the process. There are no right answers here — specific examples and real incidents will make the diagnosis far more useful than general statements. This is the longest stretch of the tool — worth taking your time on.

Recording your process map...

Saving your flow markers and answers...

Confirming your submission...

Finishing up...

Something went wrong

We couldn't generate your diagnosis. Nothing was lost — you can try again.

Thanks — that's everything we need

Your answers have been recorded. Your diagnosis will be reviewed personally before it's sent to you — you'll typically hear back the same day or the next business day.