top of page
Team Meeting
Process Mapping Service Agreement and Terms

After the submission of this form the prospective client will be taken to another link to submit payment. Payment is final and no refunds will be authorized. 

The Leo Process, LLC. will deliver, to the client, ONE (1) business process map via e-mail or by uploading to ClickUp, an online project management system.

After receiving notification indicating the process map is finalized and ready for review the client has 7-business days to respond with necessary changes AND to schedule the finalization meeting. Aside from circumstances beyond their control, clients who fail to meet with The Leo Process, LLC. within this timeline may be requested to pay an additional fee to finalize the process map.

The Leo Process, LLC. only offers Process Mapping Sessions Monday through Thursday.  

Meeting Expectations
Session/meeting attendees are expected to be prepared to answer questions about all of the steps/operations that the business comprises. For some clients this may mean that multiple staff members are invited to the session. During the sessions it is expected that the client limit any distractions to ensure efficiency and optimal productivity.  

Missed Appointments
If the client is unable to make their scheduled onboarding + mapping session or the finalization meeting s/he should contact The Leo Process, LLC. as soon as possible, via phone or email, to reschedule. Both sessions can be rescheduled ONCE. Failure to attend the rescheduled session will result in the contract being voided. No refunds will be offered.

If the client fails to attend the finalization meeting, the unfinalized process map will be sent to the client via email and the contract will be voided. No refunds will be provided for any unfinished/unfinalized work resulting from the Client (or its designee) not attending a finalization meeting. 

Method of Communication
Primarily, The Leo Process, LLC. will communicate with the client via email unless otherwise agreed. 
Sessions will be completed virtually via Zoom, unless otherwise agreed. Clients will be able to track the progress of the project via ClickUp, unless otherwise agreed. 

Receiving the Process Map Draft
After the onboarding + mapping session The Leo Process, LLC. will take the information gleaned from the meeting and finalize the process map using LucidChart, an online diagramming platform. Within 48-hours the process map will be uploaded to ClickUp, a project management system. It is the client's responsibility to read the draft and offer feedback via ClickUp. 

Finalization Meeting 
After sending feedback pertaining to the draft, the client shall schedule a finalization meeting within 7 business days via Calendly, an online scheduling system. During the finalization meeting the client is expected to either accept the process map as written or inform The Leo Process, LLC. of any necessary and final changes. Once the final changes are made, the client is expected to "sign-off" on the project. After the finalization meeting has concluded no additional changes to the process map will be made. In the event the Client has circumstances preventing him/her (or a designee) to attend a finalization meeting within 7 business days of being notified that the process map draft is uploaded, s/he should contact The Leo Process, LLC. as soon as possible. Based on the circumstance The Leo Process, LLC. may allow the client to schedule the finalization meeting further out than 7 business days. Failure to schedule a finalization within 7 business without contacting The Leo Process, LLC. for a possible extension will result in this contract being voided and the unfinalized process map being sent to the Client. 

Requesting Revisions
The client has 30 calendar days from the time of the Finalization Meeting to request, via email, revisions to any part of the process map. Only ONE revision request will be honored during this time. After the 30 day period, additional requests will be invoiced at The Leo Process, LLC.'s current hourly rate. 

Still have questions?! us or try booking a free 20-minute discovery call first. 

bottom of page