THE PROCESS STRAND

Process isn’t the problem. Poor process is.

When businesses grow, relying on “how we do things around here” creates friction, inconsistency and risk.

When businesses grow, relying on “how we do things around here” creates friction, inconsistency and risk.

Great process creates clarity and consistency. It enables people to move fast — and scale.

Great process creates clarity and consistency. It enables people to move fast — and scale.

Why process matters more as you scale

Why process matters more as you scale

New people

Onboarding is faster and ramp time is shorter.

Team expansion

Consistency is maintained as the team grows.

Quality and risk

Less variance. Fewer mistakes. Lower risk.

Data and insight

Processes generate data — the fuel for improvement.

Continuous improvement

Identify what to stop, start, automate or enhance.

Example processes throughout the Figure 8 journey

There are processes throughout the Figure 8 journey

Qualification

Mutual Action Plan

Closing checklist

Commercial approval

Handover process

Campaign planning & execution

Audience targeting

Outbound outreach

Meeting booking

Discovery questions

Demo flow

Proposal templates

Implementation planning

Renewal management

Onboarding and adoption

Value realisation

QBR & business reviews

Case study capture

Advocacy & Referrals

Strong processes at every stage create a connected journey for your customers — and for your team.

Strong processes at every stage create a connected journey for your customers — and for your team.

No dropped handovers. No confusion.

No dropped handovers. No confusion.

The balance that drives scale

The balance that drives scale

Great commercial teams balance efficiency and effectiveness.

Great commercial teams balance efficiency and effectiveness.

EFFICIENCY

Do things right

✓ Documented and understood

✓ Consistent and repeatable

✓ Removes waste and rework

✓ Enables automation and AI

✓ Scales with the business

VS

EFFECTIVENESS

Do the right things

✓ Supports pace and momentum

✓ Empowers good judgement

✓ Adapts to context and change

✓ Drives the right outcomes

✓ Creates valuable customer impact

Documenting a process is improvement by design.

It forces clarity, reveals gaps and opens the door to shorten, improve and automate.



What great process looks like

What great process looks like

Simple

Simple

Easy to understand. Easy to follow.

Practical

Practical

Designed for real world use.

Aligned

Aligned

Supports strategy and customers.

Measured

Measured

Tracked, analysed and improved.

Build better processes, continuously

1

MAP

MAP

Understand how work gets done today.

Understand how work gets done today.

2

DOCUMENT & CLARIFY

DOCUMENT & CLARIFY

Capture the best way to do it.

Capture the best way to do it.

3

IMPROVE & AUTOMATE

IMPROVE & AUTOMATE

Remove waste. Use tech and AI where it helps.

Remove waste. Use tech and AI where it helps.

4

EMBED & ADOPT

EMBED & ADOPT

Train, reinforce and make it easy to use.

Train, reinforce and make it easy to use.

5

MEASURE & OPTIMISE

MEASURE & OPTIMISE

Use data to iterate and get better.

Use data to iterate and get better.

Better process. Better performance. Stronger growth.

Let’s build better together

Let’s build better together