First, I follow the work.
Before I build anything, I need to see how your business actually runs. Where leads come in and who picks them up. What gets forgotten on a Friday afternoon. Which task quietly eats four hours a week because one person has always done it that way and nobody ever questioned it. This is never the version you'd sketch on a whiteboard. It's the real one, detours included. Most owners find this part equal parts uncomfortable and useful.