A workflow map is a tool that is used to map out a workflow in your business. The most common flow to map out is a service delivery flow that starts before a potential client finds your service and ends when they’re a referring client.
Example stages for this flow and areas covered would be:
Meet (meet your clients) – SEO, social media, online communities, offline communities, partnerships, social ads, Google ads, offline ads, referrals
Connect (connecting with clients) – contact form, phone, direct email, chat, video, survey, download, email list, quiz, website
Promise (setting service expectations) – direct sales process, educational marketing, testimonials, proposals, email marketing
Deliver (service delivery) – service delivery, CRM stages, customer support, knowledge base
Scale (delivering your service at scale) – SOPs, checklists, testimonial/review collection, referral process, business model canvas, workflow map
How do I build a workflow map?
To aid in the process, the workflow map can be developed across multiple mediums. The basic steps are:
Create a bullet-point list of the workflow steps you’d like to map
Cluster these bullet points into common areas like service delivery or client acquisition strategies
Optional: If you want to collaborate with your team and refine your steps, we recommend that you map out the steps on a physical/online whiteboard or a piece of paper so you can review the steps prior to transferring to Kanban software
Transfer your workflow map to Kanban software so you can refine your processes and decide on what to work on next
Do you offer a workflow map template?
We have created a workflow map template in Notion for you to use for your business.
A workflow coach can be useful for facilitating the documentation phase and ensuring that all team member’s comments & ideas are captured. After this initial stage, your coach will work with you to define the areas that should be worked on next and the combination of systems & processes to best suit a more human-centred / automated process.
Do you have an example of a workflow map?
I’ve created a short video on how the workflow map works, using the example of a childcare centre.
Question: I’m looking for an app to streamline my surfboard shaping process. We are focusing on a process that is easy for surf shops to fill a order form out then we get the order form printed out, design the file from one of the shops models then cut the board, outsource the shaping and …
As an example of how to map out a workflow, I’ve created a short video on the process of creating and working with a workflow map at a childcare centre. For the example, I’ve mapped out a typical enrolment process for a centre and shown how you can use experiments to bring continuous improvement to …
There’s an overused quote about building a better mousetrap leading to people knocking down your door that applies to a microbakery in my area. A gravel driveway leads you past building materials to a little green shed, oh, and a long line of people waiting to buy bread & pastries. They make amazing products but …
Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
Workflow Map
What is a Workflow Map?
A workflow map is a tool that is used to map out a workflow in your business. The most common flow to map out is a service delivery flow that starts before a potential client finds your service and ends when they’re a referring client.
Example stages for this flow and areas covered would be:
How do I build a workflow map?
To aid in the process, the workflow map can be developed across multiple mediums. The basic steps are:
Do you offer a workflow map template?
We have created a workflow map template in Notion for you to use for your business.
Get Template on
How does a Workflow Coach help in this process?
A workflow coach can be useful for facilitating the documentation phase and ensuring that all team member’s comments & ideas are captured. After this initial stage, your coach will work with you to define the areas that should be worked on next and the combination of systems & processes to best suit a more human-centred / automated process.
Do you have an example of a workflow map?
I’ve created a short video on how the workflow map works, using the example of a childcare centre.
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Workflow for a surfboard manufacturer
Question: I’m looking for an app to streamline my surfboard shaping process. We are focusing on a process that is easy for surf shops to fill a order form out then we get the order form printed out, design the file from one of the shops models then cut the board, outsource the shaping and …
Childcare Enrolment Process
As an example of how to map out a workflow, I’ve created a short video on the process of creating and working with a workflow map at a childcare centre. For the example, I’ve mapped out a typical enrolment process for a centre and shown how you can use experiments to bring continuous improvement to …
Microbakery Workflow
There’s an overused quote about building a better mousetrap leading to people knocking down your door that applies to a microbakery in my area. A gravel driveway leads you past building materials to a little green shed, oh, and a long line of people waiting to buy bread & pastries. They make amazing products but …
Item Check-In System
Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …