List suppliers, inputs, the process in plain verbs, outputs customers receive, and the customers themselves. This lightweight structure keeps conversation grounded in facts, not opinions. It also exposes mismatches between expectations and reality that usually generate refunds, discounts, or apologies nobody budgeted for.
Allocate rows by role or tool—owner, assistant, contractor, website, accounting app—so responsibilities and hand‑offs are unmistakable. With lanes visible, duplicate touches stand out. Teams often discover that a cheap automation, a simpler form, or moving a decision earlier removes days of silent waiting.
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