• Alysha Spencer

Are you ready to get started with your client workflow

Are you ready to get started with building your client workflow? Awesome, in this blog post we are talking all about mapping out your client journey.




When you're developing a new client workflow, it's important that you think about the entire process from start to finish—and not just what happens when they inquire with you. What happens before they book? What happens after they book? How do they feel throughout the whole thing? And most importantly: how can we make things easier for them? and us!


It's easier than you think.


The first step is mapping out your client journey—what happens when they inquire with you? Where do they go? What information do you need to send them?


Then, once you've got that figured out, it's time to start automating as much as possible. That means creating templates for the most common documents you send out (e.g., invoices), setting up auto-responder emails for next steps and follow ups, and even having a FAQ Blog Post or Email ready if someone calls in with a question or concern.


We recommend starting with this simple question:


What documents do you need? It might seem obvious, but it's important! For example, if one of your clients inquires through your website, then you'll probably want to send them an email with some information and next steps on how to move forward in booking with you. And if another client messages you on social media, how do you get them into that sequence... that's something worth exploring as well!


And once we know what documents we need: What goes when? Do we need to automate any of these steps?


Need help mapping out your client journey and creating a workflow for your services? Then you are in the right place. I specialize in helping my client map out the steps for their client journey then put it together for them in 17hats where you can enjoy automated client workflow bliss. If you would like to learn more book one of my FREE Coffee & Conversations and let's see if we are a good fit.


For more quick tips and video tutorials in 17hats, head HERE.



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