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Workflows Directory

Find your team’s next superpower.

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7 workflow templates

  • Business model assumptions review

    Before you commit money to a new or revised business model, see it block by block with every claim marked evidenced or assumed, the riskiest assumptions ranked, and the cheapest test for each. You choose what to test; no projection or valuation is made.

    Starts it
    Founder
    Brings
    export, notes
    Gets
    7 outputs
    • Leadership
    • Product management (filtered by)
    • Professional services (filtered by)

  • Current experience baseline

    Before a redesign, the design lead gets a baseline built from the captures and page list they supply: each page read with its content and design observations, the patterns that recur, and the pages outside the evidence. The lead confirms the baseline and sets the scope.

    Starts it
    Design lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Customer feedback themes

    Each month your support lead sees what customers keep telling you: tickets, disputes, reviews and survey comments grouped into themes with counts and quotations, the three issues most worth fixing with a proposed fix and owner, and a note for customers once a fix ships. A person decides every fix.

    Starts it
    Support lead
    Brings
    export, notes, document
    Gets
    5 outputs

  • Customer interview synthesis

    Turn a stack of customer call notes into the answer to one question, in your customers’ own words. Every quotation is cited to the note it came from, every theme shows its confidence and the evidence against it, and nothing is claimed that the notes do not say.

    Starts it
    Founder
    Brings
    notes
    Gets
    5 outputs

  • Feedback follow-through updates

    When a change ships or a decision lands on something customers asked for, your account owner gets the list of who asked, the confirmed status of each request, and an individual draft update for each person in the channel they prefer. No update promises a date or feature the team has not confirmed.

    Starts it
    Account manager
    Brings
    export, notes, document
    Gets
    5 outputs

  • Journey accessibility findings

    When a user journey is ready for accessibility review, the reviewer gets a finding list: each finding with its task impact and evidence, the manual checks still required and the limits of the review. The reviewer verifies every finding and agrees fixes with the design owner.

    Starts it
    Accessibility reviewer
    Brings
    export, notes
    Gets
    5 outputs

  • Tracking event plan

    Before analytics goes onto a website or app, the founder or product owner gets one plan: the events and properties worth collecting, when each fires, where it goes, what it is called and who owns it, each tied to a question the business needs answered. The owner approves what is collected.

    Starts it
    Founder
    Brings
    export, notes
    Gets
    5 outputs