Workflow Strategy Session

Workflow Strategy Session

This Workflow Strategy Session is perfect for any service provider who is looking to identify gaps in their workflows and processes that can be hindering their dream client experience and overall customer journey.
By the end of this 90-minute session, we would have created a process map for up to 2-3 workflows that will work like a dream in your business, leaving both you and your clients happy!
You would be setting yourself up for greater success with your signature workflow + onboarding/offboarding workflow and an understanding on how to make them work in Dubsa

Included in this session;

  • Onboarding Strategy Questionnaire
  • Documented workflows (flowchart or written)
  • Resources
  • Recorded zoom call
  • Next Steps
  • £397



1Who is this service for?
All service providers who is in a position of wanting to work with efficient processes and automation. It is also for the business owner who is ready to hand over the reigns of admin to a systems that works just as a VA would!
2I have a lot of workflows, can this be covered in the 90 minutes?
If you feel you may need longer than 90 minutes, please do let me know so we can see how we can allocate more time at our discretion. If it will be lengthy, we may need to extend our session which may include an additional cost for our time
3I need help with my workflows and processes but will not be using Dubsado, can you still help me?
The truth is, workflow mapping sessions are not just for Dubsado. The same principle in the session can be applied to other CRMs and systems. If it is for a launch/website build etc we can still support you
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