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: 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. 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.