What this helps you do.
Start with work you can describe. A useful system needs a clear input, a place for the output and a way to check it.
A list of repeated tasks, their inputs and the person who approves the result.
The workflow.
Test with non-confidential material. Resolve the permissions and provider settings before using client information.
- List what happens before and after a session: prep, notes, follow-up, resources and client records. Count the time each task takes.
- Add the work outside sessions. Content drafts, newsletters, testimonial review and hours logs may belong on the same list.
- For each task, name the source material and the destination. Use the inbox, CRM, Drive or spreadsheet where you already work.
- Write down what needs your approval. Keep coaching judgment, client consent and publication decisions with the people responsible for them.
- Choose one repeated task with a result you can check. Test it before connecting another workflow.
Keep a record of your decisions.
Write down the source material, approval step and destination before you connect the workflow. Revisit those choices when your process changes.
Browse the other guides