Operational capacity diagnosis
Clarifies where capacity is being lost before investing in tools, AI, or development, especially when the business already has demand but every new client increases pressure on the owner or key people.
- Who it is for
- Service businesses that want to understand what depends too much on key people, what knowledge is trapped in the team's heads, and what processes do not scale with more clients.
- May include
- Workflow mapping, decisions, owners, documents, current tools, contact channels, expert criteria, and points where capacity, context, or follow-up is being lost.
- Outcome
- A clear read of what is happening, what should be solved first, what does not need to be built yet, and whether the next step should be documentation, training, a simple tool, targeted automation, an internal agent, or an implementation with defined scope, owners, and limits.
- Judgment
- The priority comes from operational evidence, not a list of trendy software or automation for its own sake.