Latest / Business-First Creatives: Client Experience & Systems for Service Providers
How to Design Workflows That Enhance Your Client Experience [Client Experience Series Pt 3]
This is the third episode of the Client Experience Series! Now that you’ve mapped out your client experience, it’s time to turn those steps into workflows inside your CRM. In this episode, I’m breaking down how to structure your workflows into phases, determine what should happen automatically versus manually, and set up the triggers that keep everything running smoothly. If you haven’t listened to last week’s episode on mapping your client experience, go back and give it a listen first!
Find it Quickly:
01:19 - Breaking Your Client Experience into Phases
02:32 - The Four Essential Workflows…
The skinny
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