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

04:21 - How to Assign Workflow Triggers

05:13 - Automate vs. Manual Steps

06:11 - Does It Need a Personal Touch?

07:07 - Example: Building an Inquiry Workflow

10:26 - Creating a Workflow Recipe

12:41 - Testing Your Workflows

13:56 - Final Thoughts & Next Steps

Client Experience Audit

Ep. 195 - A Breakdown of My Audit Process

Ep. 196 - How to Begin Mapping Your Client Experience