We start by reviewing your business, your goals, and what you’ve already uncovered in the Customer Journey Audit. This gives us context so we’re not guessing or starting from scratch. You don’t need everything figured out. You just need to show up honestly.

Together, we map your entire customer journey end to end, from first touch to follow-up. We get everything out of your head and onto paper so you can finally see how your business actually works today, not how you think it works.

Once the journey is visible, we pinpoint where things are manual, unclear, or inconsistent. This is where mental load lives. We identify what should be systematized, templatized, or optimized so your time and energy are spent where they matter most.

You leave with a clear, realistic plan for what to tackle first and what can wait. No overwhelm. No massive to-do list. Just clarity around next steps and a roadmap you can implement yourself or hand off for support.