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Processes

Every Process by Team, its accountable Role, and the Workflows that run it.

A Process is a way a Startup works, and its Workflows are the code that runs it. Every Process has one accountable Role and wakes on its trigger.

TermIsExample
Processthe business term: the work, its owner, the Metric it movesOutbound
Workflowthe executable form: the durable body of one Action, started by a TriggerOutbound sequence
Loopwhat every Process tests: a Hypothesis, the Metric and window that settle it, and a learn step that drafts the next versionExperimentation
Noun stateseach Noun's own state machine, never a Workflowan Order moves from placed to paid, fulfilled, and closed
Playa named strategy a Startup runs as a ProcessCold email
Servicethe same Process, sold by a sibling Startup per accepted outcomePlay and Service
Automationa small Process a Startup writes itself: one Event, its conditions, and fixed VerbsAutomations
ProcessTeamAccountableWorkflows
IterationFounding TeamFounderWeekly review
StrategyFounding TeamFounderPivot review
ShippingProduct TeamProduct LeadDaily ship
Product definitionProduct TeamProduct LeadDefine a Product, Design first run
PricingProduct TeamProduct LeadPrice change
Customer researchProduct TeamProduct LeadSignal interview, Close the loop
ReleaseEngineering TeamEngineering LeadRelease a change
Incident responseEngineering TeamReliability EngineerResolve an incident
Provider wiringEngineering TeamEngineering LeadConnect providers
SecurityEngineering TeamEngineering LeadAccess review
LaunchesMarketing TeamMarketing LeadLaunch announcement, Compile the demand kit
ExperimentationMarketing TeamMarketing LeadRun an experiment
Content marketingMarketing TeamMarketing LeadPublish content
Inbound salesSales TeamSales LeadAnswer inbound
QuotingSales TeamSales LeadSend a quote
OutboundSales TeamSales LeadOutbound sequence
OnboardingCustomer TeamOnboarding SpecialistOnboard a Customer
RetentionCustomer TeamSuccess ManagerSilence watch, Save and win back, Fan out an outcome
SupportCustomer TeamCustomer LeadAnswer a message
DeliveryOperations TeamOperations LeadDeliver an outcome, Bill on confirmation, Start the remedy
SupplyOperations TeamOperations LeadRecruit supply, Credential check
Role reviewOperations TeamOperations LeadMonday Role review
Trust and safetyOperations TeamOperations LeadFraud screen
BooksFinance TeamFinance LeadMonthly close, Tax filing
BillingFinance TeamBilling SpecialistDunning, Issue a refund, Invoice reminders, Renewal notice, Answer a chargeback
RunwayFinance TeamFinance LeadDefault-alive check
ScreeningLegal TeamLegal LeadScreen an Offer
Licensed reviewLegal TeamLegal LeadAttest work
ContractingLegal TeamLegal LeadPublish terms, Review a contract
PrivacyLegal TeamLegal LeadPrivacy request
ComplianceLegal TeamLegal LeadControl testing
StaffingPeople TeamPeople LeadStaff roles, Onboard into a Role, Offboard from a Role
HiringPeople TeamPeople LeadHire a human
PayrollPeople TeamPeople LeadPay people
VerificationQuality TeamQuality LeadNightly quality run, Change verdict
Vulnerability disclosureEngineering TeamSecurity EngineerRun by its Roles
Legal noticesLegal TeamLegal LeadRun by its Roles
TakedownsLegal TeamContracts ManagerRun by its Roles
Whistleblower reportsLegal TeamCompliance OfficerRun by its Roles
Press inquiriesMarketing TeamCommunications LeadRun by its Roles
Barrier reportsProduct TeamDesignerRun by its Roles
ProcureOperations TeamOperations LeadRun by its Roles
Upstream reviewOperations TeamRisk AnalystRun by its Roles
Vendor onboardingSales TeamSales LeadAnswer supplier checks
Risk assessmentOperations TeamRisk AnalystRun by its Roles
ContinuityEngineering TeamReliability EngineerRun by its Roles
Notify regulatorLegal TeamPrivacy OfficerRun by its Roles
Hold reviewFounding TeamFounderRun by its Roles
GraduateFounding TeamFounderRun by its Roles
SellFounding TeamFounderRun by its Roles
Go dormantFounding TeamFounderRun by its Roles
ResumeFounding TeamFounderRun by its Roles
Founder RunQuality TeamQuality LeadRun by its Roles
Expense approvalFinance TeamTreasurerApprove spend
Supplier payoutsFinance TeamTreasurerPay suppliers
BudgetFinance TeamFinance LeadMonthly budget
PayablesFinance TeamFinance LeadPay bills
Trials and plan changesFinance TeamBilling SpecialistConvert a trial, Change a plan, Cancel a subscription
IncorporationLegal TeamLegal LeadForm a company
Company filingsLegal TeamLegal LeadFile the annual report
Mail handlingOperations TeamOperations LeadSort mail
Call routingCustomer TeamCustomer LeadRoute a call
License renewalsLegal TeamCompliance OfficerRenew a license