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Process

A workflow review that turns messy handoffs into a launchable first build.

The goal is not to automate everything at once. The goal is to map the operational path, pick one useful automation, test it with real business data, and launch it with monitoring.

Engagement

How the workflow review turns into a working automation.

Each step keeps the project grounded in the business process, not a generic automation wishlist.

  1. 1

    Workflow review

    Start with the leak that costs the most: missed calls, slow first replies, dropped follow-up, or a CRM nobody trusts.

  2. 2

    Map the current process

    Document where leads arrive, who handles them, which tools are involved, and where follow-up breaks down.

  3. 3

    Identify automation candidates

    Choose the smallest useful workflow that removes manual work and gives the owner better visibility.

  4. 4

    Build a small first workflow

    Use n8n to connect the existing tools and make the next action happen reliably.

  5. 5

    Test with real business data

    Run real inquiry examples, edge cases, and status changes before launch.

  6. 6

    Launch, monitor, improve

    Watch for errors, review owner feedback, and improve the workflow after it sees real use.

What we need from you

The review works best with the real places where work enters and moves through the business.

  • How calls and voicemails are handled today.
  • Existing lead forms and where they send submissions.
  • Inbox or message channels used for new inquiries.
  • Calendar and booking process.
  • Spreadsheet, CRM, or practice management tool.
  • Common follow-up steps and message templates.

What you get

A practical workflow and the notes needed to understand how it runs.

  • A working workflow built around the selected bottleneck.
  • Documentation and handoff notes.
  • Monitoring expectations and error handling notes.
  • Optional support for adjustments after launch.

Workflow review

Map the process that keeps pulling you back into admin work.

Send the current tools and bottleneck. Thorrfin will review where a small automation can help first.

Map my intake process