The Cash Flow Contractor

283 - Building Your Business Function Chart with AI: A Guide to Business Function Charts (Part 2)

15 snips
Nov 27, 2025
Discover how to visually map your business operations using AI tools like Claude. Learn to differentiate between functions, sub-functions, and core activities. Explore techniques to create actionable checklists that streamline your workflows. The hosts demonstrate generating sales subfunctions and refining a visual function chart, offering insights on ownership and capacity management. You'll also gain tips on utilizing dictation tools for efficiency. Transform your chaotic processes into clear systems and prepare for the upcoming Kanban integration!
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INSIGHT

Functions Over Roles

  • A function chart maps what a business does rather than who does it.
  • Start function mapping by visualizing workflows that show work flowing through the business.
ADVICE

Turn Sales Into Visual Stages

  • Represent your sales workflow visually from lead to handoff to production.
  • Use stages like new lead, design appointment, drawings, quote, revision, and closed to track progress.
ANECDOTE

Notebook Of Disqualified Leads

  • Martin kept disqualified leads in a notebook and called them back the next year.
  • That archive became a simple nurturing list and prevented throwing leads away.
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