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Struggling to visualize how your business actually functions? In this practical follow-up episode, Martin and Khalil demonstrate how to create comprehensive business function charts using AI tools like Claude. Learn how to map out your entire sales process, identify sub-functions, define core activities, and transform chaotic operations into clear, manageable systems for your contracting business.
What You’ll Learn
- How to create visual function charts that clarify business operations
- The difference between functions, sub-functions, and core activities
- Techniques for using AI to map and organize your business processes
- How to identify ownership of critical business activities
- Practical steps to transform abstract workflows into actionable systems
Time Stamps
- 00:39 - Episode Intro
- 01:27 - Visualizing the Workflow
- 02:56 - Detailed Workflow Breakdown
- 06:21 - Defining Business Functions
- 18:56 - Understanding Core Activities and Checklists
- 21:16 - Creating a Function Chart
- 23:42 - Exploring Wispr Flow
- 29:02 - Mapping Roles and Functions
Snippets from the Episode
- "When you think about SOPs and checklists, you really want to start with checklists at the core activity level. That basic level is where you create your checklists for the things you need to do."- Khalil Benalioulhaj
- "By having this function chart together, you can really start to map your business. You can map roles, identify who owns each activity, and figure out capacity issues across your team."- Khalil Benalioulhaj
- "How cool would it be for your business if you were thinking, 'Hey, I'm trying to work on my business. Where do we have the most problems? Which sub-function is causing us the most issues right now?'" - Khalil Benalioulhaj
- "Unlike an org chart, in a function chart one person can own multiple sub-functions. You're not saying this is your role, you're telling people these are the things you need to do."- Khalil Benalioulhaj
Key Takeaways
- Function Hierarchy Matters
- Start With Visual Mapping
- Core Activities Need Checklists
- AI Can Build Your Framework
- Assign Ownership to Functions
- Focus on Problem Sub-Functions
- Map Your Tech Stack to Functions
Resources
- CFC 280 - Mapping Your Workflows with AI: A Guide to Business Function Charts Part 1
- WisprFlow Referral Link
- Claude Artifact - Sales Workflow
- Claude Artifact - Sales Function Chart
- Claude AI
- PowerPoint/Google Slides
- HTML Flowchart Generators
- Kanban board systems
- 24 Things Construction Business Owners Need to Successfully Hire & Train an Executive Assistant
- Schedule a 15-Minute Roadblock Call
- Check out OpenPhone
- Build a Business that Runs without you. Explore our GrowthKits
- Need Marketing Help? We Recommend Benali
- Need Help with podcast production? We recommend Demandcast
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