Your Signature Process Map

How to use this: these are the steps you run for every client. Fill in what happens, what the client walks away with, the tool you use today, and the next rung you'll climb to. Then name the whole thing.

The map

Step	What happens	What the client gets	My tool today	My next rung
Consultation
Questionnaire
Planner sheet
Zoom call
3-way call (destination)
Proposal

Name your method

What do you call the way you work? (a named process you can repeat and refer to)

e.g. "The First-Class Blueprint" · "The [Your Name] Way"

The ladder — circle your rung, name your next tool

You don't jump to the top. Find where you are today, and climb one step. Tools are logged on the course side list.

1 · Slips of paper

it's in your head (the matchbooks)

2 · Template forms

one reusable intake + planner

3 · Online forms + storage

TravelJoy · Travefy · Tern · JotForm · a Drive folder

4 · AI + a file system

Granola/Fireflies notes · Travefy AI · Drive/Dropbox

I'm on rung ____. My next step is ____ (which tool, by when).

Marketing Journeys · The Tradewinds Method · Build with you. When it's mapped and named, post it in the community for a second set of eyes, or bring it to this week's Professor Hours.