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STEP 1 — DEFINE

What are you building?

Before you build anything, get clear on what you're building and why. Start with the most impactful process — not the easy one.

Be specific. Not "sales stuff" — something like "Consultation Call Process" or "New Client Onboarding."

Who is responsible for this process running correctly? One person — not "the whole team."

Describe the real-world impact. This is your "why this playbook matters" statement.

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