Every engagement starts as a BPMN map. Version 1 documents the business exactly as it runs — every hand-off, every bottleneck. Version 2 is the redesign we build against. These are the real maps, drawn for real businesses. Drag to pan.
Luxury event rentals
From DM chaos to a routed operation.
drawing the map…
Version 1the business as we found it
Version 1 documents the business as we found it — every inquiry, quote, and dispatch running through one person. Version 2 is the redesigned flow: AI first contact, qualification, booking, and delivery hand-offs wired as one system.
The 24 steps in this mapVersion 1
StartInquiries
StartData Receive from Shopify
StepAI Auto Responder that Qualifies w/ Spanish Option
StepSchedule
StepAdd Leads To The CRM
StepTeam Notifications
DecisionDid They Respond?
StepShipping Fee/Payment through Shopify
DecisionDid They Close on The Message
StepSystem Follow Up/ Nurture Sequence
WaitAfter delivery or shipping
StepCollect Customer Information
StepSend Delivery Schedule
EventCustomer Redirected to Shopify (Sent Link)
DecisionQualification Questions: Are they Qualified?/ High Intent
Steptrigger 24hr SMS + Messenger
StepContact Delivery Team
StepShipping Fee/Payment through CRM
StepUnqualified/ Cold Pipeline
StepSent Review Request: Google + Shopify
StepSame Day Delivery w/ Payment
Endend of client Journey
StepCRM Tag; Happy Cutomer
EndEnd of Client Journey (So Far)
Voice AI
A call flow, rebuilt after real calls.
drawing the map…
Version 1first mapout
Version 1 was the first pass at the voice agent’s conversation flow. Version 2 is what survived contact with real callers — tighter branches, earlier hand-offs, fewer dead ends.
The 13 steps in this mapVersion 1
StartCall In
StepAnswer + Greet
DecisionIntent?
StepCheck Availability
StepAnswer FAQ
StepRoute to Human
DecisionSlot Match?
EndAnswered
EndHanded Off
StepConfirm + Book
StepOffer Alternate
StepSMS Confirmation
EndBooked
Multi-location training
Twelve locations, one booking spine.
drawing the map…
Version 1the audit mapout
The full student journey — signup, payment, waivers, reminders, certification — mapped across every location before a single tool was chosen. This map became the custom booking platform in our client results.
The 25 steps in this mapVersion 1
StartClient Booked?
StepHOVN Booking alert (Gmail)
Steppre-course reminder (how to acess the online course)
StepCreate Contact In CRM (GHL) + Add to Google Calendar
StepBooking Confirmation via Email
Wait24 hrs
StepSend Location/Reminder
Wait1 hr
StepSurvey
Event8:30 PM in their timezone the same day their appt time
DecisionDid they sign?
StepText Notification for Email Sign to receive certifi
StepSend PandaDoc Template
StepFirst Aid
StepBLS
DecisionAHA or ARC?
Wait5 minutes after Booking/Appt time
StepAHA/HeartSaver
Wait1 hr after jotform sent
StepSend Signing Reminder thing for them to sign
Wait24 hr after jotform sent
Wait48 hr after jotform sent
StepSend Team that the student has signed
StepThank you and confirmation
StepSend E-Card
Outbound sales
An outbound engine, mapped end to end.
drawing the map…
Version 1the system blueprint
Lead sourcing, research, personalisation, sending, replies, and booking — drawn as one process with a human approval gate where it matters. The map is the contract the software was built against.
The 14 steps in this mapVersion 1
StartICP + Copy Locked
StepLead Enrichment
StepL1 · Draft Prompt
StepL2 · Self-Check
StepL3 · Audit LLM
DecisionApprove?
StepRender HTML
StepRegen Note
StepSMTP Send
StepReply Detection
DecisionSafe Auto-Reply?
StepAuto Dispatch
StepHuman Reply Queue
EndBooked / Replied
Consumer brand
Eight years of operations, on one page.
drawing the map…
Version 1the audit mapout
The operating picture behind the AI-teammate build: where knowledge lived, who answered what, and where work stalled — mapped before any AI was introduced.
The 14 steps in this mapVersion 1
StartProduct Brief
StepParse Intake
StepMemory Lookup
DecisionKnown SKU?
StepCompetitor Scan
StepReuse Findings
StepIngredient Lookup
StepSynthesis
StepPricing Comps
DecisionHuman OK?
StepPublish to Asana
StepFeedback Note
StepStore to Memory
EndComplete
Short-stay rentals
Ad click to checkout, fully routed.
drawing the map…
Version 1the audit mapout
Our newest mapout: a short-stay rental operation from ad click to checkout — inquiry routing, booking confirmations, guest messaging, and housekeeping alerts as one continuous flow.
The 25 steps in this mapVersion 1
StartFacebook Ads/Boosting
StepClicked On the Ads
DecisionWhich Inquiry?
StepMeta Inquiry
StepWebsite
DecisionAre they Interested/Responded
StepSelect the unit of interest
StepAI Qualifies/Answer FAQs
StepAI Follow Up 6, 12, and 22 hours of last inquiry
StepAsk information before payment
StepUpdate the CRM and Check Availability of the Unit
EndEnd
DecisionDid They Pay?
StepSends them the booking/Payment Link for that date