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 Workflows04:21 - How to Assign Workflow Triggers05:13 - Automate vs. Manual Steps06:11 - Does It Need a Personal Touch?07:07 - Example: Building an Inquiry Workflow10:26 - Creating a Workflow Recipe12:41 - Testing Your Workflows13:56 - Final Thoughts & Next StepsClient Experience AuditEp. 195 - A Breakdown of My Audit ProcessEp. 196 - How to Begin Mapping Your Client Experience