Processes

A process is a repeatable way of doing something — client onboarding, a monthly close, a renewal — captured once so it runs the same way every time, no matter who kicks it off. Instead of the steps living in one person's head, they live in Nous, ready for anyone on the team to run.

What you can build

• Client onboarding — collect details, create the records, send the welcome packet, schedule the kickoff.
• A renewal workflow — pull the account, generate the quote, draft the outreach, set the follow-ups.
• A monthly reporting routine — gather the numbers, build the report, share it with the team.
• An intake process — turn a new lead or request into the right records and tasks automatically.

Why it helps

• Consistency. Everyone follows the same steps, so nothing gets skipped.
• Shareable. Package the process once and hand it to your team — they get the workflow and everything it needs, with the right access, in one move.
• Less to remember. The process carries its own instructions, so people don't have to memorize a checklist.

Try it

Set up an onboarding process for new clients: add them to our roster, create an account-history note, generate a welcome packet from our template, and create a task to schedule the kickoff call. Then run it for our newest client, Beta LLC.

Later, anyone can run it:

Run our client onboarding process for Gamma Inc.

Related

Processes tie together collections, notes, templates, and tasks — and sharing controls who can run them.