STEP 7 / 8

Organize work and deliver your offer

Make the tasks, documents and deadlines needed to deliver on your promises visible.

Your outcome for this step

A workspace with an owner and a deadline for each task.

Put it into practice

01
Describe the journey from order to delivery. List tasks and information you need from the customer.
02
Choose a source of truth: documents and procedures, project boards or a structured database. Avoid maintaining the same information in multiple places.
03
Test a typical project with your team: access, files, approvals, appointments and completion.

A consultant can start in Notion with one record per engagement. A team coordinating many tasks can compare monday.com and Notion.

Avoid at this stage

Immediately turning every document into an automation. First stabilize your way of working.

Editorial pathway dated September 23, 2026. French procedures link to official organizations; adapt them to your situation.