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The list below is an example of a workflow.

The only point where the business owner needs to get involved is in CAPS.

Everything else happens automatically!

Client completes contact form on website

Appointment scheduler automatically sent to client

Clients books appointment online

Client automatically sent a confirmation of appointment

One hour after discovery call booked, questionnaire automatically sent

If questionnaire not completed, reminder automatically sent

Discovery call appointment reminder sent 48 hours prior to call

Discovery call appointment reminder sent 2 hours prior to call

DISCOVERY CALL TAKES PLACE

SEND PROPOSAL, CONTRACT, INVOICE 

(this involves clicking a few buttons as templates all set up)

If contract not signed, automatically remind client in two days

If invoice not paid, automatically remind client in five days

If invoice still not paid, automatically remind client two days later

Once invoice paid, automatically send Kick off call appointment scheduler

Once client has booked Kick off call, automatically send confirmation

Email reminder sent to self to set up G-Drive, Trello, Slack

Send Kick off call appointment reminder 24 hours prior to call

Send Kick off call appointment reminder 2 hours prior to call

KICK OFF CALL TAKES PLACE

COMPLETE WORK

At end of project, approve action to send feedback form

Send feedback form reminder if not complete

As you can see....a LOT of time is saved by knowing your workflows and automating many aspects!