Worksheet

Client cycle map

For one client, write the monthly or yearly cycle as a list of steps: papers asked for, work done, review, filing or delivery, invoice. Mark who owns each step and where its status is kept. Steps with no owner or no record are the leaks.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Where Service Firms Lose Money, from Recruiters to CA Practices”, www.gullysystem.com/blog/where-business-service-firms-lose-money-recruiters-to-ca-practices