Mapping Out the Client Journey Using Workflows: Part 1 | Small Business Advice

Release Date:
April 13, 2023

Creating great workflows is the “how” in running our small businesses. It’s the “how” in making every client feel connected and provides consistency in the way we communicate. So in our busy lives how the heck do we do this consistently for every single lead that knocks at the door? In Part 1 of this video, I’d like to give you 6 different kinds of workflows to begin to think about and why they are important. 1. Lead capture workflow 2. Lead nurturing workflow 3. Sales conversion workflow 4. Client Onboarding workflow 5. Client Offboarding workflow 6. Client retention and referrals workflow