Stop Guessing. Start Seeing.
Your team is working hard. But if you can't visualize how work actually gets done, you're leading in the dark.
The Puzzle Jump Start gives you 90 minutes of focused mapping to turn one chaotic workflow into a visual system your entire team can understand—and build on.
This is for you if:
✓ You've got processes trapped in people's heads (and everyone knows it)
✓ Onboarding new staff takes forever because nothing's documented
✓ You're about to hire support—but you can't explain what they'll actually do
✓ Your tools don't talk to each other, and you're tired of being the human connector
✓ Leadership keeps asking "how long does X take?" and you have no real answer
✓ You know automation could help—but you don't know where to start
If your backend doesn't match the excellence of your mission, this is where you begin.
What You'll Get
In one 90-minute done-with-you session, we'll:
Map one core workflow inside Puzzle
We're talking your client intake, your grant reporting process, your program enrollment—whatever's causing the most friction right now. We make it visible.
Identify what's actually happening vs. what you think is happening
Most teams are shocked when they see their process on screen. The delays, the handoffs, the tool overlap—it all becomes obvious. And obvious problems are fixable problems.
Get clear recommendations for what to simplify, automate, or delegate next
You're not paying me to draw boxes. You're paying me to show you where the leaks are—and what to do about them.
Walk away with a replay + action plan
You'll have the session recording, your completed map inside your own Puzzle workspace, and next steps for continuing the work on your own (or with my support).
Why Puzzle?
Puzzle isn't just another flowchart tool. It's infrastructure.
When you map your workflows in Puzzle, you're not just making things pretty—you're creating a living operations manual that becomes decision grade documentation. Your team can see who's responsible for what. Your software shows its real-time status. Your institutional knowledge stops living in Slack threads and random Google Docs.
Puzzle is a mirror. And most teams have never actually looked at how their work really flows.
The Hidden Cost of Winging It
You're smart. Your team is capable. But here's what happens when you try to scale without documented systems:
Staff turnover becomes a crisis because key processes walk out the door with people
You pay consultants to build automations on top of chaos (and wonder why they don't stick)
New hires spend weeks asking "how do we do this?" because there's no single source of truth
You're constantly firefighting instead of leading strategically
Board members or funders ask for reports, and someone spends hours manually cobbling data together
You can't delegate chaos.
You can't automate what you haven't clarified.
And you definitely can't scale what you can't see.
What Makes This Different
Most consultants come in, ask you what's broken, then hand you a 40-page PDF you'll never use.
I don't do that.
We're going to work together in real time. You'll watch me map your process as you describe it. We'll catch gaps, inconsistencies, and opportunities on the spot. And when we're done, you'll have a visual map you own—not a static document gathering dust in Google Drive.
This isn't a lecture. It's a working session that gives you tangible infrastructure you can actually use.
Investment: $500
For 90 minutes of strategic mapping, you get:
One core workflow fully documented inside Puzzle
- Recommendations for streamlining and automation
- Session replay + action plan
- Your own Puzzle workspace to continue building
This is clarity you can act on—not just another meeting where you talk about fixing things "someday."
Who This Is For
The Puzzle Jump Start works best for:
- Operations managers who need to professionalize backend systems
- Program directors managing complex service delivery workflows
- Executive directors ready to stop being the bottleneck
- Systems implementers (OBMs, fractional COOs, CRM consultants) who want to map before you build
- Small business owners who want to jump start their Puzzle free trial to see if it's right for them
Your organization has a validated program, a team that's delivering consistently, and a budget of at least $500K–$1M. You're mission-driven, probably nonprofit or social enterprise, and you're done pretending scattered processes are "just how it is."
Not Sure If This Is Right for You?
Start here if: You've got one messy process that's driving everyone crazy, and you want to see what's possible before committing to a bigger systems overhaul.
Skip this if:
You're still figuring out your service model, you don't have any repeatable workflows yet, or you're looking for someone to just "fix it all" without your involvement.
The Puzzle Jump Start is an on-ramp—not the whole highway. If you need comprehensive backend documentation, check out the Backend Blueprint. If you want ongoing implementation support, explore Automation Club.
What Happens Next
- Book your session using the scheduling link below
- Fill out a quick pre-work form so I know which process we're mapping
- Show up ready to talk through your workflow—I'll handle the rest
- Walk away with a visual map and clear next steps
Sessions typically happen within 1–2 weeks of booking.
Let's Make the Invisible Visible
You didn't get into this work to spend your days untangling software and chasing down information.
You got into it to make an impact.
The Puzzle Jump Start helps you reclaim the clarity, capacity, and control you need to do that—starting with one workflow, one map, one exhale at a time.
Ready to stop guessing and start seeing?
Book Your Puzzle Jump Start – $500
Questions?
What if I don't have a Puzzle account yet?
No problem. We'll be mapping in my account and then I'll help you set up your account and transfer your workspace so you have full ownership to continue mapping.
Can I bring my team?
Absolutely. If you've got an ops lead or program manager who should be part of this, bring them. The more voices in the room who understand the workflow, the better the map.
What if I need help after the session?
You'll walk away with an action plan. If you want ongoing support, you can join Automation Club or book a follow-up session. But the Jump Start is designed to give you what you need to keep moving on your own.
What process should I map?
Pick the one that's causing the most pain right now. Usually that's client/program intake, onboarding, grant reporting, or internal task management. We'll figure it out together in the pre-work.