01
Current workflow audit
We map how work currently happens, where friction accumulates, and which tasks create drag, inconsistency, or delay.
How it works
Audit the workflow. Map the friction. Install the operating rhythm.
Kinboshi turns the first conversation into a working strategy session. Discovery is not separate from delivery; it is the first phase of implementation planning.
Implementation roadmap
The process anchors around a current workflow audit, lead-source mapping, prompt and automation opportunities, a 30-60-90 implementation plan, and team scaling notes for leaders.
Method
A structured diagnostic that moves quickly into a concrete rollout plan.
This sequence keeps the work grounded in actual operations. Instead of chasing tools, the process starts with how work already moves through the business.
02
Lead source map
We identify inbound channels, routing logic, response timing, and the points where leads stall or disappear.
03
Prompt + automation opportunities
We isolate repeatable use cases for prompts, SOPs, automations, templates, and AI-assisted follow-up.
04
30-60-90 day plan
We convert the audit into a concrete implementation schedule with owners, cadence, and measurable priorities.
05
Team scaling notes
For leaders, we define how standardization, onboarding, handoff logic, and operating rhythm should scale across the team.
Workshop cadence
Build + train / Review + optimize
For teams, Kinboshi can extend the process into a two-part workshop rhythm that covers system build, prompt installation, training, review, and optimization over a structured implementation window.
What clients leave with
A plan with ownership, cadence, and next actions.
Deliverables can include workflow maps, lead-routing logic, prompt opportunities, SOP notes, and a 30-60-90 implementation roadmap tied to actual operating priorities.
Move into implementation