LAST UPDATED OCTOBER 2024 TO GET YOU QUICKER RESULTS
Get more done with less stress — in just 13 weeks.
Join 1,926+ small teams using ProcessDriven Foundations™️ to systemize their business by fixing the bad habits and inefficiencies hiding inside their work management software like ClickUp, SmartSuite, Notion, or Monday.
Join the waitlist to get notified when doors open on November 4, 2024.
“The ProcessDriven methodology just took our machine from being a trusty Toyota to a bad-ass BMW M3…
[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.”
Richard, Program Graduate
These results are shared as an example, not as a guarantee.
The way your team works isn't working...
Despite your good intentions, it feels like your team is flying by the seat of their pants.
On good days, you hardly notice the issues.
But…
When orders spike, a team member is out sick, or you’re having an off day, mistakes cost you time, money and energy you don’t have.
These messy moments are more than “growing pains” to adjust to. They’re actively blocking your team’s growth.
You know:
If your team scales, these errors will scale too.
In order to grow, you need to find a way to make success repeatable.
So, like any reasonable person, you turned to the most popular business books like Scaling Up, Traction, Clockwork, Built to Sell, and more…
Every book preaches the importance of “processes and systems” that allow a team to run smoothly even if the business owner steps away.
There’s only one problem.
These books, with their focus on theory and worksheets, fail to answer one crucial question…
How do you build processes that actually work?
Without direction, you’re left searching YouTube for questions like:
- How can I prevent overdue tasks?
- What is a standard operating procedure?
- Which task management tool will be best for me?
- How to prevent mistakes at work?
- How do I get my team to follow a process (without being an asshole)?
Every video provides conflicting answers and methodologies.
You try a few tips and tricks before ultimately scrapping the “systemizing” project altogether.
You don't have time for trial-and-error.
You can’t afford to risk wasting years “duct-taping” together systems that may or may not work for your team.
There IS an easier way…
the first and only PROCESS RESOURCE DESIGNED FOR SMALL TEAM LEADERS LIKE YOU.
Unlock the proven process that's transformed 1,926+ teams.
In just 13 weeks in ProcessDriven Foundations™️ you’ll capture what and how your team operates as you master strategies to reduce stress, people-dependency, and inefficiency for years to come.
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.
Ellen, Program Graduate
WE'VE invested 6+ years OF EXPERIENCE INTO this program BECAUSE
You've probably already tried...
- Changing to the "next great software" that overwhelmed with possibilities (and shiny features), without fundamentally changing how you work.
- Hiring fancy consultants who promised to fix all your problems but, in reality, just sent you piles of forms and "homework" before, ultimately, restating the problems and potential fixes you already knew about.
- Downloading templates that promised to fast-track your setup, but lacked customization and felt irrelevant when it came to your actual goals and industry.
- Reading best-in-class business books like eMyth, Scaling Up, Clockwork, Built to Sell, or Traction that prove the power of process-building but fail to explain how to apply this to reality.
- Trying DIY process improvement with YouTube tutorials, but you were tripped up by all the possibilities and struggled to filter through the noise.
- Investing in guru-led online courses to upskill your team, but found they’re outdated and lack the support you need to truly digest the information.
While great for some, these band-aids don’t work for your team because they ignore the root problem. You don’t need “process hacks” you can “swipe” — you need a lasting process strategy your team can actually implement.
OUR CLIENTS CONFIRM THAT WE TAKE A DIFFERENT APPROACH
"Shiny objects" will stop distracting your team from essential tasks.
You'll master the best practices of your project management software 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.
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.
Core values are baked into your process. By following your processes, your work becomes more human -- not less.
Every task your team needs to do will be neatly organized and prioritized. Instead of memorizing everything that needs to be done, you can see it.
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 software set up for processes and tasks while skipping the software trial and error.
Collaborators are ready to work inside your software 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.
Feel fully in control of your business so you can hire, scale, or sell your business with ease.
Let your process — not your stress — determine your team’s productivity.
Through education, action, and a lot of personal support and feedback, you can go from feeling scattered and chaotic to organized and calm — no matter how your brain is wired.
Our signature, step-by-step curriculum to define your processes and set up your WORKSPACE
FOUNDATIONS COURSe
Unlock action-oriented lessons to guide you through structuring your task management software around your business processes. This step-by-step course will be your fluff-free guide throughout your Foundations journey.
This isn’t a static course, either. It’s in its fifth edition and constantly updated to reflect current best practices.
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.
Create expert-level Workspace build-outs in a fraction of the time.
You’ll never get paralyzed by strategic questions like, “How should this process fit into my Workspace?” once you’ve got our entire library of plug-and-play process-first structures at your fingertips!
Jump into the hot seat during group coaching calls to unlock real-time expert feedback.
WEEKLY GROUP COACHING
You’ll unlock 13-weeks of access to intimate live coaching sessions with Foundations expert coaches.
Jump into the hot seat for 1-1 feedback or learn from others’ Q&A by just listening in. Small groups and personal feedback ensure rapid progress!
Calls are Thursdays at 1 PM Eastern but may change based on holidays or availability.
Get the personalized feedback and reviews you need to fast-track your success.
EXPERT SUPPORT DIRECTLY INSIDE YOUR LESSONS
On each lesson, you’ll have the opportunity to engage with coaches and peers for detailed feedback.
This is not one of those Facebook groups where your questions are lost in the noise. Whether it’s a review of your Workspace structure, some insight into your processes, or venting about change management, our ProcessDriven Coaches make sure every question is answered.
KNOCK HOURS OFF YOUR LEARNING CURVE WITH PROVEN RESOURCES.
Vault of 20+ Proven Templates
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.
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.
CODY, FREELANCER
The feedback I get for my specific scenarios is invaluable.
BARB, CONSULTANT
What a true delight for me to have people who can really understand my thoughts and questions about all this!
ANNE, STARTUP FOUNDER
Want to Know The Real Key to Success InsidE the program?
The Community You’ll FEEL a Part of From the Moment You Join
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!
NOT TO MENTION BONUS PERKS LIKE:
DECISION TREES TO AVOID COMMON MISTAKES
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.
ProcessDriven HQ™ All-in-One TemplatE
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 PERSONAL feedback alone is worth its weight in gold. It's like having direct access to the best parts of everything -- not JUST ClickUp but processes and systems.
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.”
Abi Paine
Owner & Virtual Assistant at Abi-lities Business Solutions
WHEN YOU JOIN YOU WILL:
Feel secure that your work management software will be the reliable hub of your business operations.
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.
Foundations Basic
OUR SIGNATURE SELF-PACED PROGRAM
-
Self-Paced Course to Systemize Your Business
lifetime access to the step-by-step course for ClickUp or SmartSuite users, plus future updates -
Resource Library
access our ready-to-install vault of templates and decision trees to quickly set up ClickUp or SmartSuite -
Support Office Hours
13 weekly calls with a ProcessDriven Coach for live group support and Q&A -
BONUS: Beginner Software Course
Access to How to ClickUp and How to SmartSuite for basic software training ($394 value)
Enroll for a one-time payment of $1,997
plus ~35 hours of your time over 13 weeks.
Doors re-open on November 4, 2024.
COMPATIBLE SOFTWARE:
🆕 Foundations Accelerator
SAVE 57% OF YOUR TIME WITH VIP SUPPORT
-
Live Course to Systemize Your Business
6 interactive 90M group trainings with Layla at ProcessDriven to systemize your business. -
Done-for-You Bespoke Workspace Template
bespoke structure for you to organize your operations, business knowledge, and your main offer ($4,500 value) -
Facilitated Team Training
RSVP yourself and your team to a shared half-day virtual training to ensure they'll adopt (and enjoy) the new ways of working. ($4,000 value) -
BONUS: Support on Demand
you'll receive a private link to request additional 1-1 support from a ProcessDriven Coach ($2,000 value) -
BONUS: Expert Software Audit
we'll examine your current work management software for bottlenecks and hidden opportunities ($1,500 value) -
BONUS: Rollout Monitoring
expert reviews of your system after rollout to review your migration progress and prevent bad habits ($1,000 value)
Enroll for a one-time payment of $10K
plus ~15 hours of your time over 13 weeks
Only 8 spots available.
COMPATIBLE SOFTWARE:
Private versions of Foundations Accelerator are available starting at $50,000. Book a call for more information.
14-Day Money-Back Guarantee
We're so confident that our program will help you achieve your process goals that we guarantee it. Join us and review the content that’s helped 1,926+ other leaders. If you’re not satisfied, just contact us for a full refund.
CRATED BY & FOR SMALL TEAM OPERATORS LIKE YOU
Our approach is based on three fundamental beliefs:
- Business books focus on theory and fail to explain how to operate in a process-driven way. We pick up where they leave off.
- Your work management software is only as strong as your daily work habits. (This is why done-for-you projects fail.)
- Every team’s processes are unique and can’t be “fixed” by generic prescriptions. Your involvement, paired with personalized support, is essential to success.
That’s why ProcessDriven Foundations™ combines coursework and coaching services into one comprehensive program. We systemize small teams directly inside their work management software, namely: ClickUp, SmartSuite, Notion, or Monday.
Sarah, Coach
Sarah began as a Foundations client and a principal determined to reorganize her entire school. After that was successful, she returned with her 16+ years of tech-infused teaching experience to become ProcessDriven's curriculum designer and educator.
Layla, CEO & Creator
Layla has been systemizing small teams since 2018. She's the author of Foundations and the driving force behind the 5 major updates we've released, each designed to make the process quicker and easier to implement.
Project Managers
who want to systemize execution
OPERATIONS MANAGERS
who want to reduce team-wide stress
Team Leads
who want 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.
"Finally, I understand my own business!
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!”
Philipp O. Stracker, CEO at Divimode
THIS PROGRAM IS PEFECT FOR:
- Established companies or non-profits with a team of 3 to 30.
- Teams that are committed to a work management software even if they're not using it fully yet.
- Teams that sell or do the same things again and again. Your work is so consistent that it should be predictable and easy... but it isn't.
THIS PROGRAM IS NOT FOR:
- Busy people looking for a magic wand and unwilling to invest their time. (We need your involvement for this work to stick.)
- Users only interested in software setup. (This program covers how to systemize your business in software but is not a software tutorial.)
- Individuals looking to organize 1-person businesses or personal productivity, with no plans to add team members in the future.
- Startups less than 2 years old that don't yet have product-market fit. (It's probably too early to systemize.)
- Employees trying to initiate change without buy-in from their manager. (This strategy doesn't work in isolation; it's a team-based approach!)
- Systems service providers looking to resell our approach to their clients. (This is both not cool and not legal.)
I'm running late! Can I join after the doors close?
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.
What is the difference between "Basic" and "Accelerator"?
Foundations Basic is our signature self-paced program where you’ll receive the step-by-step curriculum, library of resources, and access to 13 coaching calls for Q&A. You’re responsible for implementing everything we teach. (Your time commitment is an average of 35 hours over 13 weeks.)
Foundations Accelerator is our done-with-you implementation where you’ll be working directly with Layla at ProcessDriven and a dedicated Coach in a small group. You’ll receive live trainings that are tailored exactly to the groups questions and priorities and experience done-for-you setups, team training, and rollout monitoring. We make your success our responsibility. You’re getting expert help at every step, which reduces your time commitment to just 15 hours over 13 weeks, on average.
How long do I have access?
Enrolling in ProcessDriven Foundations™ is a one-time purchase (not a subscription) that gives you:
- Lifetime access to course content for as long as the course exists; and
- 13 weeks of support and coaching calls to help you adapt the material to your team.
Our goal is to help you take action (and get results) quickly!
How much time will this program take?
Using our program, rebuilding how your team operates takes an average leader about 35 hours. (That’s 75% faster than the time it’d take to DIY.)
- If you enroll in Foundations Basic, you’ll need to invest ~35 hours over the 13-week program to implement the step-by-step program.
- If you enroll in Foundations Accelerator, our team will execute the most time-consuming tasks on your behalf, so your investment will focus on learning tasks. This will take an average of ~15 hours over 13 weeks, saving you 20+ hours. ✨
But keep in mind… most managers (like you?) already invest at least this much time trying to fix symptoms caused by broken processes.
In this way, ProcessDriven Foundations™ doesn’t add extra work; it’s just helping you make the most of the time you’re already spending.
Should our CEO / Owner enroll in this program?
In most cases, no.
This program requires detailed implementation steps and is built for operators (ops managers, project managers, integrators) who will be responsible for the business’s day-to-day operations.
Unless your CEO also intends to be the main operations leader for the business, we do not suggest enrolling your CEO. Instead, delegate this to your ops leader!
Who is a good fit for ProcessDriven Foundations™?
Our most successful clients are managers, project managers, or integrators on established teams of 3-30 people. These teams know what they need to do but would like to add a little more consistency, creativity, and calm to how they do it.
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!
How is this different than How to ClickUp or How to SmartSuite?
Our “How to ___ ” products are software training courses for beginners. They’re designed for team members to master basic functionality as quickly as possible so users can effectively get work done.
In contrast, ProcessDriven Foundations™ teaches real-world operations strategies, with an emphasis on process documentation. We then guide you through implementing these strategies inside your ClickUp or SmartSuite software.
Foundations is not designed as a collection of tutorials nor to help you master an arbitrary collection of software features. YouTube is best for that!
Can you share the curriculum or more details about resources?
You can preview the curriculum, templates, and other key resources of Foundations Basic by clicking here.
Foundations Accelerator is a customized experience that doesn’t follow this curriculum. Rather than general information and templates, participants receive bespoke templates and lesson plans built around their specific needs.
I don't use ClickUp or SmartSuite. Can I still enroll in this program?
Yes, as long as you join Foundations Accelerator!
Foundations Accelerator is a more personalized experience and can accommodate users of ClickUp, SmartSuite, Notion, Monday, or similar software that includes relational database features.
Foundations Basic includes lessons, templates and coaching only for ClickUp or SmartSuite users.
Have a question about your software’s compatibility? Shoot us an email at hello@processdriven.co.
I have no time. Can you just do this for me?
No. This work requires in-house team involvement to lead your team toward this new way of working. At the end of the day, no one else can learn for you.
If you’re short on time, consider enrolling in our Foundations Accelerator version which includes hands-on implementation by our team that reduces your time investment by 57%.
Is this an online course or will I get personal feedback?
Both! We don’t think most “passive” learning experiences actually create results for learners — and it sounds like you might agree!
When you enroll, you’ll receive invitations to our live coaching calls that are hosted each week during the 13-week program.
In between calls, Team ProcessDriven provides personalized feedback through our community forum. We ensure no question about Foundations is left unanswered.
What's your refund policy?
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! 😉)
Do you have discounts or scholarships?
Yes! We offer a limited number of scholarships for non-profit organizations. Click here for the application.
We do not offer discounts.
Have a question we didn’t answer yet? Message us your question — we’d be happy to help!
Hear what some of the 1,926+ clients who came before you had to say...
Are you ready for process?
Most clients join ProcessDriven Foundations™ as they begin to leave Level 1: Starters. (You can find your current level here.) Through our step-by-step course, expert support, and plug-and-play structures, clients leave ready to enter Level 4: Builder.
Finding product-market fit and growing 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.
Time wasted by fixing preventable mistakes and “putting out fires” as you go.
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.
Quality of work and specialization as your team is all wearing many hats.
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.
Your day-to-day is mapped out and you have time to work proactively on the projects you value the most. Creativity is your main constraint.
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.
will yours be next?