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STEP 1.

Define your business workflows.

You're tired of trial-and-error in your work management structure. You're ready to get it set up right -- finally! To move forward, you need to take a step back and focus on your business workflows.

Freebie: The Blueprint Free Training

Learn how to build systems in any business (directly inside your work management software) with this free 45-minute training.

Looking to Learn ClickUp?

Enroll in How to ClickUp to master the basic skills you need.

Ready to Learn SmartSuite?

Learn SmartSuite essentials in one day with our beginner course.

STEP 2.

Find the software your process needs.

We recommend teams identify a core work management platform to use as the “hub” of all business processes. 

STEP 3.

Delegate and automate your day-to-day work.

You've built your foundational systems in your work management platform...but now you need to feed that system! Documentation, automations, and SOPs will take you from "I'm pretty organized" to "We're operating like a well-oiled machine!"

Freebie: Free 109 SOPS every team needs CHECKLIST

Our free checklist guides you through creating solid SOPs that every team can consider when turning their operations into a well-oiled machine.

Want faster results? Join ProcessDriven Foundations™️

If you want to join a community of peers who are systemizing their business using automation and delegation, join the program!

Need a kick-in-the-butt to stop procrastinating process documentation? Subscribe to our FREE newsletter for actionable advice to help you build your business processes once and for all.