The Business Tool You Need Now: Proven Process

August 24, 2020

As a company that runs on the Entrepreneurial Operating System® (EOS®) we know the importance of having a Proven Process. The Proven Process is a visualization of anywhere from 3-7 steps that shows your customers (and prospects!) exactly how you deliver services. Everyone in your organization should be familiar with your Proven Process so that they can set client expectations, mark progress, and repeat the process for consistent results.

Having A Proven Process Helps You

Right now – amidst all the chaos of the current health and economic crisis we’re facing – it’s more important than ever to have this North Star to guide your team.

Having a Proven Process is critical for your leadership team and employees at every level of your organization because it provides a clear roadmap for all to follow. It helps lower distractions, creates consistency, and keeps you honest about what you do best and how you do it.

It is also a critical sales and marketing tool. It allows sales teams to close new business easier by setting expectations upfront. It also helps your marketing team develop crystal-clear talking points about what sets you apart from your competitors. In some cases, merely having a Proven Process document that you can show during a sales call will set you apart.

Having A Proven Process Helps Your Clients

Having a Proven Process document is not just helpful for you – it’s helpful for your clients because it alleviates fears and builds trust. It shows them that there’s a method to your madness, and it’s very appealing to clients who are process-driven themselves. It also helps keep expectations aligned and ensures that your project will say in scope and not get derailed by shiny objects. Finally – it lets your clients relax, especially if they’re the micromanaging type.

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Examples of Proven Process Documents

We have worked with many of our clients to develop their unique proven processes. Some are complex while others keep it simple.

Here is the ‘original recipe’ Proven Process from our clients at the Entrepreneurial Operating System. EOS Worldwide is based in Livonia, MI, and for more than 16 years has provided entrepreneurial leaders and managers with a complete system and a set of simple, practical tools for getting everything they want from their businesses.

Here is an example from our clients at MRPR, a Michigan-based accounting and business advisory firm serving small-to-medium-sized businesses with everything from fractional CFO services to basic tax planning.


Next up are our clients at IDI, based right near us in Ann Arbor, who deliver simple, elegant HCM software solutions to HR and finance professionals.


This example is from our clients at Federated Service Solutions, a woman-owned IT services firm that plans, designs, deploys, and manages enterprise-level wired/wireless networks.


Finally, here’s our Proven Process at WBG. As you can see, ours is quite detailed. We list each step in the process but we also include detailed information on tactics used at each step. We developed this partially from listening to the Frequently Asked Questions that we get during our sales process and from what worked when delivering services in the past.

How To Document Your Proven Process

There are three things to keep in mind when mapping out your Proven Process:

  1. It must be visual
  2. It must be repeatable
  3. It must be in your brand’s voice & tone

There are many paths to developing a Proven Process and you should choose the one that best suits your company. For example, you can:

DIY – or do-it-yourself by doing some online research and then holding your own internal workshop with key stakeholders.

Hire An EOS Implementer: A Professional or Certified EOS Implementer is highly-trained and experienced at working with entrepreneurial businesses that want to grow. They can facilitate a Proven Process meeting and ensure that it is focused on what your business does best.

Hire Us! We are experienced in developing Proven Process documents for our clients in professional services, manufacturing, construction, and engineering companies. We can help you nail this down in just one workshop!

Regardless of which route you choose, you should start by clearing several hours on your calendar for your leadership, sales, and marketing teams to work on this together. We recommend getting a conference room with a large whiteboard and mapping it out step-by-step.

Once you have it down on the whiteboard, it’s time to work with your designer or marketing team to get it documented into an on-brand, visual aid that exists both digitally (on your website) and physically (for sales folders).

Get Started On Your Proven Process

Having an outside opinion is always a good idea so even if you DIY your Proven Process, you may want to seek some consulting help or hire a marketing agency to take a look at it.

As a matter of fact, you can contact us if you need help to develop and document your Proven Process from scratch. We can hold a virtual workshop that lasts approximately 3 hours, the cost for which is $500.

So grab some time on Bryan’s calendar to get it set up!

Contact Bryan Smith at the Whole Brain Group

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