The Basics of Process Design

Oct 25, 2022, 4:00 – 5:00 PM

An introduction to process design for newbies.

About this event

We're very excited to have Peter Fuller from The Workflow Academy teaching this introduction to process design. The Workflow Academy's focus is to teach process design and CRM skills to total neophytes, in hopes of securing them an entry-level job in the space. They've distilled process design down to its simplest essence so that it can be taught (and learned!) quickly.

In this 60-minute session, Peter will teach you:

  • How to ensure that every process supports a more efficient customer lifecycle.
  • How to perform a needs analysis.
  • How to create an initial system outline.
  • How to implement a final system plan.


  • Peter Fuller

    The Workflow Academy

    Owner & CEO


  • Kyle Jepson


    HUG Leader

  • D'Ana Guiloff


    HUG Co-Leader

  • Kristeen Romero


    RevOps Technologist