--- title: "Stage 2: The Process Assessment" description: The Process Assessment maps how work actually flows through your team so it can be improved and, later, built into your system. Here's what it involves. --- [Skip to content](https://support.brightreachgroup.com/knowledge-base/stage-2-process-assessment#main-content) English Show submenu for translations [![Brightreach Group LOGO](https://support.brightreachgroup.com/hs-fs/hubfs/Brightreach%20Group%20LOGO.png?width=200&height=200&name=Brightreach%20Group%20LOGO.png)](https://www.brightreachgroup.com/?hsLang=en) - [Home](https://www.brightreachgroup.com/) - [ClientReach Portal](https://support.brightreachgroup.com/ClientReach-Portal) - [Billing Portal](https://www.brightreachgroup.com/billing) - [Trust Center](https://www.brightreachgroup.com/trust) Open main navigation Close main navigation - [Home](https://www.brightreachgroup.com/) - [ClientReach Portal](https://support.brightreachgroup.com/ClientReach-Portal) - [Billing Portal](https://www.brightreachgroup.com/billing) - [Trust Center](https://www.brightreachgroup.com/trust) - English Show submenu for translations - [Submit Support Ticket](https://s009g.share.hsforms.com/2NCREhpvGTXCH3ipSMtWoyg) [Submit Support Ticket](https://s009g.share.hsforms.com/2NCREhpvGTXCH3ipSMtWoyg) How can we help? - There are no suggestions because the search field is empty. 1. [BrightReach Group Support](https://support.brightreachgroup.com/?hsLang=en) 2. [Working With BrightReach](https://support.brightreachgroup.com/working-with-brightreach?hsLang=en) 3. [Our Method](https://support.brightreachgroup.com/working-with-brightreach?hsLang=en#our-method) # Stage 2: The Process Assessment ## Mapping how work really flows through your team, not how the org chart says it should. Every company has two versions of its processes: the one written in the playbook, and the one that actually happens on a Tuesday afternoon when someone's out sick and a deal is stuck. The Process Assessment is about the second one, because that's the one your system has to support. In this stage we map how work really flows through your team, step by step, handoff by handoff. Where a lead gets qualified. Who touches a quote before it goes out. What happens when a customer emails support. Where the sticky notes and the "just ping me" shortcuts live. Those informal shortcuts aren't bad, they're often where the real knowledge is, but they can't be scaled or built into a system until they're visible. How we do it We work from how your people actually operate, not from assumptions. That means talking to the people doing the work, watching where things slow down, and documenting the real path a piece of work takes. The output is a clear, honest map of your key processes: what happens, in what order, who owns each step, and where the friction is. Core vs. Comprehensive The Process Assessment comes in two depths, and the difference is about how far we carry the work: - **Core** delivers the documentation, a clear map of your processes as they are, with the friction points called out. - **Comprehensive** adds the enablement layer on top: training and job aids that help your team actually adopt the improved process, not just read about it. Which one is right depends on whether your team mostly needs clarity or needs clarity *plus* the materials to change how they work day to day. Why this stage matters so much This is the stage that keeps your future build honest. When a system is designed on top of a real process map, the fields, stages, and automations have a reason to exist, they mirror how work actually happens. When it's designed on top of guesses, you get software that fights your team instead of helping them. Mapping the process first is how we make sure the eventual system fits the business, not the other way around. It also credits toward the Build, like every diagnostic stage, so the clarity you buy here isn't a detour. It's the foundation everything above it is built on. [<- Stage 1](https://support.brightreachgroup.com/knowledge-base/stage-1-growth-systems-review?hsLang=en)  |[ Stage 3 ->](https://support.brightreachgroup.com/knowledge-base/stage-3-os-analysis?hsLang=en) - [How-To Guides](https://support.brightreachgroup.com/how-to-guides?hsLang=en#main-content) - [Deals & Pipeline](https://support.brightreachgroup.com/how-to-guides?hsLang=en#deals-pipeline) - [Email & Meetings](https://support.brightreachgroup.com/how-to-guides?hsLang=en#email-meetings) - [Reports](https://support.brightreachgroup.com/how-to-guides?hsLang=en#reports) - [Getting Started](https://support.brightreachgroup.com/how-to-guides?hsLang=en#getting-started) - [Lists & Views](https://support.brightreachgroup.com/how-to-guides?hsLang=en#lists-views) - [The Basics](https://support.brightreachgroup.com/how-to-guides?hsLang=en#the-basics) - [User Support](https://support.brightreachgroup.com/user-support?hsLang=en#main-content) - [FAQs](https://support.brightreachgroup.com/user-support?hsLang=en#faqs) - [Troubleshooting](https://support.brightreachgroup.com/user-support?hsLang=en#troubleshooting) - [Getting Help](https://support.brightreachgroup.com/user-support?hsLang=en#getting-help) - [Working With BrightReach](https://support.brightreachgroup.com/working-with-brightreach?hsLang=en#main-content) - [About BrightReach](https://support.brightreachgroup.com/working-with-brightreach?hsLang=en#about-brightreach) - [How We Work](https://support.brightreachgroup.com/working-with-brightreach?hsLang=en#how-we-work) - [Onboarding & Kickoff](https://support.brightreachgroup.com/working-with-brightreach?hsLang=en#onboarding-kickoff) - [Our Method](https://support.brightreachgroup.com/working-with-brightreach?hsLang=en#our-method) - [FAQs](https://support.brightreachgroup.com/working-with-brightreach?hsLang=en#faqs) - [Your HubSpot System](https://support.brightreachgroup.com/your-hubspot-system?hsLang=en#main-content) - [Users & Access](https://support.brightreachgroup.com/your-hubspot-system?hsLang=en#users-access) - [Data & Hygiene](https://support.brightreachgroup.com/your-hubspot-system?hsLang=en#data-hygiene) - [Training & Adoption](https://support.brightreachgroup.com/training-adoption?hsLang=en#main-content) - [Reference](https://support.brightreachgroup.com/training-adoption?hsLang=en#reference) - [Approach](https://support.brightreachgroup.com/training-adoption?hsLang=en#approach) - [Servicing Your Customers](https://support.brightreachgroup.com/servicing-your-customers?hsLang=en#main-content) - [Setting It Up](https://support.brightreachgroup.com/servicing-your-customers?hsLang=en#setting-it-up) - [Day to Day](https://support.brightreachgroup.com/servicing-your-customers?hsLang=en#day-to-day) - [Choosing Your Setup](https://support.brightreachgroup.com/servicing-your-customers?hsLang=en#choosing-your-setup) - [Security & Compliance](https://support.brightreachgroup.com/security-compliance?hsLang=en#main-content) - [HubSpot & HIPAA](https://support.brightreachgroup.com/security-compliance?hsLang=en#hubspot-hipaa) - [HIPAA & Data Protection](https://support.brightreachgroup.com/security-compliance?hsLang=en#hipaa-data-protection) [![](https://support.brightreachgroup.com/hs-fs/hubfs/BRG%20LOGO%202x1.png?width=500&height=250&name=BRG%20LOGO%202x1.png)](https://www.brightreachgroup.com?hsLang=en) BrightReach Group Help Desk End User Support: [usersupport@brightreachgroup.com](mailto:usersupport@brightreachgroup.com)Client Support: [clientrequests@brightreachgroup.com](mailto:clientrequests@brightreachgroup.com) Phone: (888) 434-2894 Hours: M-F 8am - 6pm Eastern Copyright © 2026,