Definition
What is a Workflow Opportunity Map?
A Workflow Opportunity Map is a $750 working engagement focused on one customer or operational workflow. I map how it runs, investigate where it breaks, and recommend a first fix. The document covers ownership, procedures, customer communication, team guidance, and tools or automation where they fit. You keep it whether or not we continue.
By Bryan Piard · Published · Updated
What you get
Eleven sections, one workflow
We review one workflow together. I then write up the findings and a practical plan for improving it. The document covers:
- How the work actually happens today, mapped step by step
- What the customer experiences at each step, and what that creates for you
- Where it breaks, stalls, or gets dropped, and the likely causes
- Ownership, handoffs, and escalation paths
- Procedures, customer messages, and guidance the team needs
- What should stay human, and where automation could safely help
- Tools, access, dependencies, and approval boundaries
- The recommended first fix, including whether a build is needed
- How we would measure whether it worked
- Implementation scope, a price range, and team adoption needs
- A phased roadmap for anything that comes after
What it costs
$750, and it comes off the build
The Map is $750. If you sign a build within 30 days, the $750 is credited toward it. Builds start at $2,500 and most land between $3,500 and $9,000 depending on the agreed scope and tools involved. If a build is appropriate, the Map provides the basis for its scope and price.
The fixed fee pays for a diagnosis and a document you can act on. A clearer procedure, a named owner, or better customer communication may be the right first step. Any implementation work is scoped separately.
Whether or not I build it
You keep the map
You can use the recommendations with your own team, take the document to another provider, or ask me to scope the next step. The value is a clearer account of the problem and what to change, even when no new software is needed.
Before you buy one
Two free steps come first
Run the 60-second Fit Check, then use a free 20-minute call to check whether the problem fits my experience. The Fit Check can recommend against automation. The call helps establish whether a paid Map would still be useful for the underlying workflow.
Straight answers
Questions people ask about the Map
What is a Workflow Opportunity Map?
A Workflow Opportunity Map is a $750 working engagement focused on one customer or operational workflow. I map how it runs, investigate where it breaks, and recommend a first fix. The document covers ownership, procedures, customer communication, team guidance, and tools or automation where they fit. You keep it whether or not we continue.
How much does a Workflow Opportunity Map cost?
$750. If you sign a build within 30 days, the $750 is credited toward it. Builds start at $2,500 and most land between $3,500 and $9,000, and the Map is where the real number for yours comes from.
Do I have to buy a build afterwards?
No. The Map is yours either way. You can act on it with your own team, take it to someone else, or ask me to scope implementation. A process or communication change may be enough; a build is not required.
Start with one recurring problem
Find a useful place to start.
No account, no calendar, no waiting for a reply. Run the Fit Check and you get the read on your own screen. If the workflow looks worth exploring, the next step is a free 20-minute call about the problem, its impact, and whether I can help. The result is a starting point, not a diagnosis or a build quote.
Or just write to me: bryan@perseidechocreations.com · or call 425-243-3473