Process Foundation
Why processes matter, mapping your five hubs, and the documentation workflow.
- Why Processes Matter
- Mapping Your Five Hubs
- Understanding the Advancement Collection
- The Documentation Workflow
- Shift 1 Integration & Commitment
Syndicate Reset · Foundation · 4-week installScroll down: the problem, the four weeks, and what you keep
Process Reset
Your whole customer experience, documented from first call to collected invoice.
Included in Align (2 Resets a year) and Defy (4 a year). Start with a $1 free week.
Need to focus on just this one area? $5,000 on its own, with an onboarding call right after you buy: get the Process Reset
The problem it solves
Your business is either in your head or in your systems. Only one of them can grow.
Before
Tribal knowledge, owner dependency, and hand-offs that drop the ball.
After
A documented customer experience and operations, clean hand-offs, a scorecard, and a library a new hire can run a process from.
What’s inside
Four Shifts. Twenty days. One install.
Each Shift is five weekday modules. You finish each week by uploading your work, which unlocks that week’s Shift Call.
The Customer Experience Process
Ten stages from first call to collected invoice, your experience standard, clean hand-offs and check-ins.
- Mapping the Customer Experience Process
- The Experience Standard
- Clean Hand-Offs
- Check-Ins & Communication
- The Customer Experience Blueprint
Operations & Delivery
Your operations hub, scheduling and crews, quality control and customer communication, and an operations scorecard.
- Mapping Your Operations Hub
- Scheduling & Crew Management
- Quality Control & Customer Communication
- Operations Integration & Metrics
- Shift 3 Integration & Execution
Integration & Scaling
Your documented process library, training your team, continuous improvement and scaling.
- Your Advancement Collection Complete
- Training Your Team
- Continuous Improvement
- Scaling Your Business
- Your Advancement Collection Legacy
What you walk away with
Real documents your company runs on, not notes from a call.
Your deliverables
- Five-hub map
- Documentation audit and your first documented process
- Ten-stage customer experience map, experience standard, hand-off map and check-in rhythm
- Full Customer Experience Blueprint
- Operations hub map, scheduling and crew workflow, QC checklist and communication timeline
- Operations scorecard
- Your assembled process library (the Advancement Collection)
- Team training plan, improvement plan and scaling plan
Your toolkit
Plus the complete Days 1–20 workbook, a workbook for each Shift, and a presentation for every training day.
The numbers it targets
Graduation
Your full customer experience and operations documented, with clean hand-offs and a scorecard, good enough that a new hire could run a process from it.
No graduation without the required proof.
How every Reset runs
About fifty minutes a day, on the Reset PULSE.
Every training day follows the same rhythm, and every week ends on a Shift Call where a coach reviews your evidence. The call is not a lecture.
- PPulse Check5 min
Recap yesterday and its proof, set today’s focus.
- UUnderstand the Big Idea5 min
Today’s one idea and why it matters.
- LLearn the Framework15 min
The thinking and the tool.
- SSet It in Motion20 min
Do the activity in your workbook, on your company.
- EExecute & Commit5 min
Commit to the proof and bridge to tomorrow.
How to get it
Built into the Syndicate. Available on its own when you need it.
Align
Two Resets a year
Chosen by your diagnosis and run one after another, with four private sessions a month.
See Align →DefyFour Resets a year
Up to two at once when it makes sense, plus onsite visits and eight private sessions a month.
See Defy →On its own$5,000
For a company that needs to focus on one area right now. Your onboarding call is booked right after you buy.
Get the Process Reset →Rather do it together? The Process Reset can also run as a two-day retreat at no extra cost: you cover travel and lodging, and our team sends you three options to choose from. Ask about the retreat format · See what a retreat looks like
The other Resets
Six Resets. Vision comes first.
Foundation
Vision Reset
Personal vision, identity and purpose: the foundation every other Reset is built on.
FoundationLeadership Reset
Vision mapping and team building: a company vision bigger than the owner, and the team to run it.
FoundationFinance Reset
Capital thinking, not bookkeeping: clean books, job costing, cash control and a budget.
GrowthSales Reset
The nine-step Home Doctor appointment, installed in your reps and proven in a recorded role play.
GrowthMarketing Reset
Replace random marketing with a measurable system your own team runs.
Questions
Process Reset FAQ
How much time does the Process Reset take?
Four weeks: twenty training days of about fifty minutes each, plus a weekly Shift Call. Every day ends with one piece of work uploaded as proof.
Is this a video course?
No. A Reset is an install, not passive content. You build your own documents in a workbook, upload proof every day, and a coach reviews the evidence on a weekly Shift Call. Nothing moves forward without the proof.
Who should take it, and in what order?
Owners and leaders. Prerequisite: Vision and Leadership Resets. Everyone starts with the Vision Reset, and cash-critical Finance issues are protected first.
How do I get it?
It’s included in Align (two Resets a year, one after another) and Defy (four a year, up to two at once). If your company needs to focus on one area right now, you can buy a single Reset for $5,000, and an onboarding call is booked right after purchase.
When will I see results?
Full documentation is usually a 60–90 day effort beyond the four weeks, and it pays back on your very next hire.
Keep going
Your next step
The installsSee the six ResetsFour-week installs for vision, leadership, process, finance, sales and marketing.Learn more Resets + coachingAlign: two Resets a yearPrivate sessions every month and two Resets a year, in sequence.Learn more OnsiteDefy: we come to youTwo onsite visits a year, four Resets and eight private sessions a month.Learn more
See how the Syndicate runs before you pick a Reset.
Every Group Pulse for a week, then a Sales Diagnostic Call with Noah to decide what to fix first.
$1 to join, donated to Boys & Girls Clubs of America. Every Group Pulse for a week, then you decide.
Or this Reset on its own: $5,000, with an onboarding call