Mapping Out the Client Journey Using Workflows: Part 2 | Small Business Advice

Release Date:
April 13, 2023

Creating a great client workflow in your small business can translate into a great client experience. In part 2 of this video, I go through 3 parts of the client journey and give you examples of what you could include in your workflows. 1. The lead capture workflow 2. The sales conversion workflow 3. The onboarding workflow