ProcessDriven Foundations™️
DON'T WAIT, DOORS CLOSE FOR MONTHS IN:
Days
Hours
Minutes
Seconds
Unlock the proven roadmap, expert support, and time-saving resources that have helped 1,700+ teams organize how their team operates directly within their work management software (ClickUp or SmartSuite).
[I’ve seen] a measurable 75x ROI over this year within a week of implementing what I learned in ProcessDriven… assuming I change nothing in my business from this point onward. But you know it’s gonna get even better as I get more processes built and use them to scale our company.”
These results are shared as an example, not as a guarantee.
You feel the pain of disorganization every day. Missed deadlines, miscommunications, and disorder slow you down.
You understand that strong processes could remove inefficiencies and eradicate bottlenecks in your team. With strong organization, you could finally focus on growth!
The only question is, “How could your team actually build processes that work?”
You’ve explored “systemizing your operations” before, but the trial and error has felt overwhelming.
Your team is already stretched thin. You can’t afford to risk investing your time in systems that may or may not work.
You need process help that actually helps.
The problem with paying for these quick-fix solutions is that they temporarily treat the problems but fail to equip you with the foundation of knowledge that truly helps you succeed in the long run! They’re band-aids that ignore the root problem…
The structure of the Foundations program and the ProcessDriven framework has taken the task of coordinating and systematizing our practices from something we were dreading and floundering to complete into an actionable, scalable project. Through the bite-sized and digestible content, the incredible support of the community, and the impressive collection of resources, our team members are feeling empowered to take ownership of processes that are important to them, all while maintaining their boundaries and work-life balance. I cannot recommend ProcessDriven enough.”
"Shiny objects" will stop distracting your team from essential tasks.
You'll master the best practices of your software (ClickUp or SmartSuite) to reduce miscommunications, wasted time, and confusion.
Mistakes will stop representing wasted time. You'll know how to turn mistakes into opportunities to make your team stronger.
Process maps will become your second language. You can make any process your team does into a visual flowchart that anyone on your team can understand.
Know your back is covered when challenges come up, with expert support just a message away.
Every task your team does -- currently stored just in people's brains -- will be inventoried and categorized so nothing gets missed.
You'll have an organized structure of delivering high quality work to your clients without being slowed down by preventable errors.
No more memorizing task lists. Every team member's role is defined so that, when a team member is on vacation or changing roles, operations run smoothly.
You'll have your ClickUp or SmartSuite set up for processes and tasks while skipping the software trial and error.
Collaborators are ready-to-work inside your ClickUp or SmartSuite structure that's been future-proofed for growth. (Plus, they'll have the right level of access to balance permissions and cost-savings.)
Stop repeating yourself (for good!). You'll have a library of instructions for how to execute all core functions in your business.
Turn process-building into a game that every member of your team can play. From writing SOPs to developing Routines, every person on your team will be helping.
Your team operates calmly by trusting (and improving) the policies and procedures they co-authored.
With the process to build processes, you'll be able to boost the consistency, quality, or efficiency of any process, at any time. You're in control!
Feel fully in control of your business so you can hire, scale, or sell your business with ease.
Core values are baked into your process. By following your processes, your work becomes more human -- not less.
Let your process — not your stress — determine your team’s productivity.
We measure a “systemized team” by three categories: the ability to execute tasks; the efficiency of investing time and energy; and the thoroughness of process documentation.
There are many factors, the most pressing being determining product-market fit and ensuring consistent revenue.
You’re trying new things constantly to figure out what works best.
Whatever is right in front of you and generating interest from potential customers.
Minimal, if any. Spreadsheets and note apps.
Constantly putting out fires and reacting to new issues and events as they arise.
You might have a few templates or checklists, but most of the knowledge is in your head.
Addressing issues and solving problems as they come up, every time they come up.
Developing. You have a few best practices for the team and know you need to do more, but don’t have enough time with all the day-to-day work.
You (and your team) are wearing many hats and focusing on improving the quality of the work needed to drive your business forward.
There are still some fires to put out, but you’re finally able to dedicate time proactively to working on the business rather than in it.
Executing routine tasks and iterating on established processes to improve quality and efficiency.
Your foundation is built and you have a central source of truth for tasks that need to be executed every day.
Creativity! Your day-to-day is mapped out and you have time to work proactively on the projects you value the most.
You know exactly what needs to be done every day, and so does your team, freeing your brain power to focus on the bigger picture
Some routine and reactive tasks, but most team time is spent on proactive work to grow or improve the business.
Nearly complete! Processes are developed, documented, and delegated and your work management tool is as valuable as a personal assistant.
Most clients join ProcessDriven Foundations™ after they pass Level 1: Starters. Through our step-by-step course, expert support, and plug-and-play structures, we get clients ready to stop reacting (Level 2) and start building (Level 4).
The course/community helps you figure out the “why” behind the [ClickUp] structure in a more thought-out way that you can’t find on YouTube.
The feedback I get for my specific scenarios is invaluable.
What a true delight for me to have people who can really understand my thoughts and questions about all this!
Through education, action, and a whole lot of personal support and feedback, you’ll go from feeling scattered to working in ClickUp or SmartSuite with ease! It’s time to stop working for your systems and start getting your systems working for you.
Unlock action-oriented lessons to guide you through exactly how to structure your Workspace around your unique workflows. With zero fluff and unlimited opportunities to ask questions, this course is the heart of this program.
This proven course was completely rebuilt less than a year ago and is now in its fifth edition. 🚀
If you take one look at your to-do list, you know you’re too busy. But you probably don’t know why (or what needs to change to fix that). That’s why we start by looking at exactly what your business does – on a daily, weekly, monthly, and quarterly basis.
Together, we’ll define your processes, create a plan to vet the best ideas, and figure out who does what in your team.
Once you’ve identified your processes, how do they look in your software?
Together, we’ll share a beginner-friendly refresher to help master the basics of ClickUp or SmartSuite — from adding data to customizing view structures.
Plus, we’ll show you how to make the most of our templates for a “do it once and it’s done” approach to your structure.
Once you’re set up, it’s time to make your processes worth their weight in gold.
We’ll walk you through a proven, time-saving way to build SOPs, design an effective ProcessDriven HQ™, harness repeating and templated tasks, master the art of due dates, and so much more.
Our main goal? To optimize your effectiveness, and help you and your team save time while building your systemized operation.
We’ll bring it all together and demonstrate how to define, build, and equip processes with real-world business use cases.
Whether you’re selling products, services, or something in between… you won’t want to miss out!
(Prefer to preview the end before the beginning? We won’t stop you! This course is not “dripped” — your license includes freeform navigation so you can jump to the sections that matter most to you.)
Wish you could get an expert to look at what you’ve built and assess where there might be gaps? Consider it done!
Jump into the hot seat for real-time feedback on our live Rapid Review group coaching calls. Prefer to avoid the limelight? You can still listen in live or watch the replay to get inspired by other people’s ClickUp, SmartSuite, or process setups.
Share videos, questions, and roadblocks you’re facing in our private community. Whether it’s a review of your Workspace structure, some insight into your processes, or venting about change management… get feedback from experts and peers.
Keep in mind — this isn’t one of those Facebook group “communities”. Our staffed forum includes dedicated ProcessDriven Coaches who make sure every Foundations question is answered.
Templates can be a powerful way to speed up the implementation process. Unlock our growing library of process-first templates available exclusively to ProcessDriven Foundations™ members.
With a few clicks, your Workspace can be created for you! Simply customize them to your needs (we’ll show you how), so you can start reaping the systemization benefits.
Have you ever felt like the only “process champion” fighting for change in your team? If so, you’re not alone. That’s why the real gold of ProcessDriven Foundations™ isn’t just the world-class content and resources… it’s the hands-on advice and support you’ll have access to inside. When you join, you’ll be placed in a cohort with peers in the same stage of their process-building journey so you can learn, grow, and “graduate” together!
Access dozens of checklists & decision trees that break down the logic behind setting up your account. Find the answers to questions such as, “Should this project be a List or a Task in ClickUp?” or “Should this be built as a Solution or Table in SmartSuite?” and many, many more.
Capture all your business knowledge in one spot using our signature ProcessDriven HQ™ Template – from your values to your team, your tools, and more. Swipe this customizable master template used by hundreds of our clients (and us!), and watch it become the foundation of your entire system.
The depth of knowledge, care and feedback that you get is just unbelievable… not to mention the entire ProcessDriven team down to Norman and Alpha are the friendliest bunch on the interwebs. I honestly feel like I have made friends (who aren’t Judgy McJudgepants if you’re a little OCD)… And that’s not even mentioning the course… This entire course/system/community is the best investment you will ever make. Hands down. It should be twice the price — and knowing what I do now, I can honestly say I would pay it. Because they/it are worth it.”
who want to reduce team-wide stress.
who want work to flow, even when they're not "in the weeds" day-to-day
who wants to level up their department.
This program teaches you how to administrate your work management software while organizing your processes at the same time. While we’ve seen business owners, employees, and managers all succeed in this program, our most successful members enroll a team member able to invest time and energy to champion an evolution of team-wide habits.
Get the answers you need from other members across the world who truly want to see you succeed.
Access 1-on-1 feedback from Team ProcessDriven on your specific scenarios, so you can move forward with clarity.
Receive judgment-free encouragement, accountability, and validation from the ProcessDriven team.
Be inspired by fellow operations-savvy peers who understand your goals.
We're so confident our community is going to help you crush your process goals that we guarantee it. Join us inside the program, review the content that’s helped 1,700+ other business leaders, and if you’re not satisfied? No worries, just contact us for a full refund!
As a process consultant, I’ve spent years working with small teams who have struggled to get what’s in their head into their work management software.
I started this particular program back in 2020 when I realized two powerful truths about building a “source of truth” for business processes:
ProcessDriven Foundations™ helps teams organize what they do into repeatable workflows inside their work management software — namely, ClickUp or SmartSuite.
I’ve never put any thought into most aspects of what we do/why. With the Process Org Chart, I could map out our tasks, routines and processes and started documenting our business!”
No, sorry! Once the countdown at the top of this page hits zero, we will not enroll any new clients into this ProcessDriven Foundations™ cohort. So, please, don’t miss the deadline! 😬
If now is not the right time, that’s okay! Join the waitlist for the next cohort. We open doors 2-3 times per year.
Enrolling in ProcessDriven Foundations™ is a one-time purchase (not a subscription) that gives you:
After 12 months from your purchase date, you will retain access to the core courses only.
This course is broken into bite-size lessons. We recommend setting aside 30 minutes per week to work on this course. You can expect to see meaningful results within a few work sessions!
But keep in mind…
Most managers already invest at least 30 minutes per week (often involuntarily!) trying to fix challenges caused by broken processes. ProcessDriven Foundations™ doesn’t add extra work; it’s just the “personal trainer” that tells you exactly how to spend those 30 minutes to get the maximum benefit.
Our sweet spot is established teams of 3-30 people who know what they need to do but would like to add a little more consistency, creativity, and calm. We have members worldwide in all industries, ranging from dog trainers to universities to HVAC contractors to legal services to high-tech startups… you name it!
You don’t need any experience with processes or software to get started!
Yes! When you become a member, we include How to ClickUp and How to SmartSuite beginner courses as an added bonus.
If you’re more of a “details person”, it can be hard to evaluate a program if you’re unsure exactly what you’ll experience. We get it!
If you’d appreciate more specifics, check out this sneak peek where you can preview the curriculum, templates, and other key resources before you dive in.
Our general philosophy is software agnostic. Following our framework, we’ve seen clients implement our principles inside ClickUp, SmartSuite, Notion, Monday, Airtable, Coda, Obsidian — you name it!
However, we currently only offer customized guidance, templates, and trained coaching support specifically for ClickUp and SmartSuite.
Have a request for the next software we should formally support? Shoot us an email at hello@processdriven.co and let us know!
Both! We don’t think most “passive” learning experiences actually create results for learners — and it sounds like you might agree!
Team ProcessDriven provides personalized feedback primarily through our community forum. We ensure no question about Foundations is left unanswered.
Beyond just the “post-when-you-want” format, our community members also receive invitations to our live Rapid Review calls for hot seat coaching.
You’ll also be added to a cohort with a guided curriculum to keep you on track and connected with other members at the same point in their process journey.
We stand behind all of our products as they’ve each helped hundreds of business leaders like you already!
But — just in case that’s not your experience — all of our products are covered with a hassle-free 14-Day Money-Back Guarantee.
If you purchased your product less than 14 days ago and aren’t satisfied with your purchase…you can submit a refund request via email at CX@processdriven.co. (Though we doubt you’ll need it! 😉)
No, this program is built to be implemented by an in-house team member.
This is an education and training program that guides leaders and managers. We provide resources, clear action steps, and feedback until members build a foundation of process for their operations. As a member, you’d be responsible for implementation and, ultimately, your success!
If you have no time, consider enrolling a different member of your team.
Yes! We now offer payment plans at checkout for US customers who purchase our individual ProcessDriven Foundations™ program, only.
Have a question we didn’t answer yet? Message us your question — we’d be happy to help!
This is your invitation to remove the blocks from your team’s productivity with ProcessDriven Foundations™.
Access world-class resources, expert support, and a like-minded group of peers as you build the foundation of process that will support your team for years to come.