Workflow Implementation Proposal — The Flow Doctor

The Flow Doctor — Workflow Implementation Proposal

Client:

Business:

Workflow:

Date:

1. Overview

Thanks for your interest in improving your workflow. This proposal outlines the improvements I will deliver using the DEADSimpleR method — eliminating unnecessary steps, automating repetitive work, simplifying complex processes, and creating clear SOPs.

2. Current Workflow Summary

Based on your Workflow Wizard results and our initial conversation:

• You currently perform: [X]
• The workflow includes: [Y steps]
• Pain points identified:
• [Pain point 1]
• [Pain point 2]
• [Pain point 3]

3. Proposed Improvements

Elimination:

• [Step X] — reason
• [Step Y] — reason

Automation:

• Task: [description]
• Tool: [Zapier/Make/etc.]
• Trigger: [trigger]
• Output: [result]
• Benefit: [time saved / error reduction]

Simplification:

• [Step X] — simplification method
• [Step Y] — simplification method

Delegation:

• [Task] — SOP will be created
• [Task] — assigned to [role]

Tool Integration:

• [Tool A] → [Tool B]
• [Tool C] → [Tool D]

4. Deliverables

You will receive:

• Implementation Plan
• Workflow improvements
• Automations
• SOPs
• Simplification notes
• Elimination summary
• Loom walkthrough
• Before & After report

5. Timeline

Work will be completed within 7–14 days after approval.

6. Pricing

Total: £XXX

Optional monthly optimisation: £50/month

7. Approval

Reply “I approve this proposal” to begin.