Hello, and thank you for calling an agent who is set apart to serve.
That my friends, was the beginning of my voicemail recording to leave a message after the sound of the beep.
My first venture as a business owner, I was a realtor. I worked with first time homebuyers and sellers who were ready to buy their dream homes. I loved serving my clients (hence my catchy tagline).
My love for service manifested as a deep consideration for my client experience. I wanted to do more than just sell my clients a house—I wanted them to feel appreciated, heard, and cared for along the way.
One of the things I did to create an elevated client experience was develop a workflow. I didn’t call it that at the time—in fact, I don’t think I even knew the word ‘workflow’ back then. But I knew I needed a process to make their experience seamless, so that’s what I did.
My process took my clients from signing their purchase and sales agreement to getting their keys in their hand. The workflow to get them there was a checklist I created to make sure I didn’t miss any details.
Every step was typed on a sheet that I could easily make a copy of and attach to the outside of their client file.
Although I didn’t have a fancy system—I relied on regular old paper and pen—my process was effective. I simply typed up my checklist as a Word document and crossed off each step as we went along. For example:
- Scheduling the home inspection
- Following up with reminders about the home inspection
- Scheduling the closing
- Making sure they knew the attorney’s address
- Scheduling a walkthrough
…And a long list of other tasks that needed to be addressed during the home-buying process.
What Does This Have To Do With Your Business?
Fast forward to years later, when I started my photography business. I knew I needed a similar process—later, I would define this as a ‘workflow’ that helped my clients have a great experience all the way from their initial consultation, through the delivery of their photos.
Obviously, the steps I needed to complete as a realtor vs. as a photographer were different. But the ideas were the same.
Though I’d changed careers, I carried with me that same dedication to service. My workflow was a surefire way to make sure my photography clients felt cared for throughout our work together. Today, as a Brand Coach, I use a similar process to work with my coaching clients.
The point is, it doesn’t matter what industry you’re in. Creating a client workflow is a powerful way to uplevel your brand.
What Is A Client Workflow?
A workflow is, very simply, a checklist of tasks you always complete from start to finish when working with your clients.
This checklist should be as detailed as possible. Ask yourself questions like:
What emails do you need to send?
What tasks do you need to complete?
What special touch points will you add along the way to elevate your client experience?
Contrary to what some people assume about checklists, a workflow is about more than just making sure you don’t forget something. Creating a workflow also means…
- If you have a team (now or in the future), your team can use your workflow to complete tasks and send out emails according to your processes. Your team can easily grab the client’s folder, see where they are in the process, and do what needs to be done.
- Having a workflow helps to build your brand’s reputation. Creating a repeatable process is a form of quality control.
- Having a workflow means you don’t have to recreate the wheel each time you start a new project. This is especially important as your business grows.
- A workflow is easy to adapt and adjust. As your business changes, you can change your workflow too.
How to Create Your Client Workflow
As I mentioned, I got started with just a Word doc and a pen. However, I don’t recommend this. With all the amazing tech tools we have at our disposal these days, there’s a better way.
I personally recommend
Honeybook—a CRM that makes keeping up with your workflow incredibly simple. One thing I love about Honeybook is that it makes it exceptionally easy to create different workflows for different services I offer. You can learn more about
Honeybook right here.
(Note: Yes, that is an affiliate link. If you decide to sign up for Honeybook using my link, I’ll receive a small commission. Thanks for your support!)
Not Sure Where To Start Creating Your Workflow?
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