Key-person dependency
Where the business relies too much on one person's memory, judgment, approvals, or follow-up.
LUMA DIAGNOSIS · INITIAL AND FREE
In a free initial assessment, we review how work happens today: key-person dependency, undocumented knowledge, repeated tasks, follow-up, tools, and points where opportunities or decisions get lost. The goal is to know what to organize first, what does not need to be built yet, and what the responsible next step would be.
WHY START HERE
Sometimes the problem is not a lack of tools or people. It is expert knowledge trapped in a few heads, unclear follow-up, or a missing shared path for turning messages, tasks, and decisions into action.
The initial diagnosis separates symptoms from causes and leaves a concrete basis for deciding whether to document knowledge, train the team, simplify, redesign, automate, create an agent, or build something new.
WHAT WE REVIEW
Where the business relies too much on one person's memory, judgment, approvals, or follow-up.
Criteria, responses, decisions, and process steps that are not documented in a way the team can reuse.
Tasks done many times that consume expert attention and could be prepared, simplified, or automated.
What should be documented, simplified, connected, automated, or redesigned first.
OUTCOME
MINI-DIAGNOSIS
Five quick questions — no forms, no email. At the end, if you want, send us your answers on WhatsApp and we'll review where your business may be losing capacity.
WHERE DOES CAPACITY GO?
An illustrative count with your own numbers (46 working weeks a year). Not a promise: the diagnosis defines how much of that time can truly be recovered.
FREQUENTLY ASKED QUESTIONS
It includes an initial assessment of the process, entry channels, repeated tasks, key-person dependency, undocumented knowledge, points where follow-up is being lost, and real opportunities to organize, train, automate, or prepare an implementation.
No. The initial diagnosis helps decide the responsible next step. Sometimes training, documentation, a simple improvement, or targeted automation makes sense before building something larger.
No. It is an initial assessment to understand the problem, detect opportunities, and define whether there is a basis to move forward. A deep audit, detailed documentation, or implementation requires a proposal with clear scope.
After the diagnosis, Luma indicates whether it makes sense to document expert knowledge, train, organize existing tools, automate something specific, create an internal agent, or prepare an implementation proposal with scope, priorities, responsibilities, limits, and concrete next steps.
Implementation does not mean building something large by default. It may be training, workflow documentation, improvement of an entry page, configuration of targeted automation, creation of an internal assistant, or design of a more complete system.
FREE DIAGNOSIS
Briefly tell us about the bottleneck you want to solve. We do a free initial assessment and tell you whether the next step is documenting knowledge, training, a simple improvement, targeted automation, an internal agent, or an implementation proposal with clear scope, limits, and owners.
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