Workflow
A workflow is the defined sequence of steps and hand-offs that work passes through from start to completion.
A workflow describes how a task or project moves through stages — for example, a lead moving from inquiry to quote to booked job to invoice. Mapping a workflow makes the hidden order of work visible so it can be improved, delegated, or automated.
Workflows expose bottlenecks: the stage where work piles up is usually the constraint limiting the whole system. Documenting the workflow is the first step before writing SOPs or adding automation.
SOP
A Standard Operating Procedure is a documented, step-by-step set of instructions for completing a recurring task the same way every time.
Automation
Automation is using technology to perform a task or process with little or no ongoing human effort.
Pipeline
A pipeline is a structured view of prospects or work organized by the stage they have reached on the way to a final outcome.
Put Workflow to work this week.
Knowing the term is step one. The business kits ship the systems and templates that turn concepts like this into a running operation.