AI Workflow Mapper for Small Business Owners
You’ve written SOPs. You’ve got checklists and notes. But nothing shows how the work actually moves from the first inquiry to getting paid, so things still fall through the cracks and land back on you.
I built the Optima Workflow Builder to find those cracks.
Who it’s for
Small business owners who have some SOPs or notes but no full workflow. It’s for you if you keep fixing the same dropped balls, or if you’ve used other Optima tools and want to know what you missed.
What’s inside
- The Optima Workflow Builder skill for Claude (.zip)
- A How to Use guide
- A sample report and workbook so you can see what you’ll get
How it works
This is a Build step on the Optima Path (Assess → Act → Build → Automate).
- Attach your SOPs and anything you’ve made with other Optima tools.
- Claude reads them first and only asks about what your documents don’t already say.
- You check your workflow one stage at a time.
- It runs your workflow through the six foundations: Vision, Operations, Leadership, Process, Growth and Personal.
- It follows your Optima path to see which steps you’ve done and which you skipped. That includes your Assessment, Action Planner, SOPs, roles and AI employees.
What you get
- Your workflow mapped from start to finish, today and after fixes, with every gap marked
- Every gap, every step you can cut, every step to improve and every task you could automate, sorted by what to fix first
- Your Optima path by foundation, with the step to go back to if you skipped one
- A fix list you can take into the Optima Action Planner
- Updates for your Client Journey Map, so the gaps your clients feel get fixed there too
- An Excel workbook to track every fix
One-time payment, lifetime use in your own business.
Haven’t taken the free Business Foundation Assessment yet? Start there: optimaoperationsconsulting.com/business-foundation-assessment
