I'm burning it all down ๐ฅ PART 2 (what-are-supporting-materials-and-how-do-I-get-them)
I'm refining my offer to focus on what I do best: designing and building systems that support your client journey.
As part of this process, I'm REBUILDING all of the systems that make it possible โ and you're coming along for the ride!
Last week, I shared the first step: Process Mapping. If you missed it, you can catch up here: โBTS: Burning It All Downโ.
Now, let's dive into Step 2: GATHERING SUPPORTING MATERIALS.
Supporting materials are the building blocks of any system: email templates, forms, questionnaires, SOPs, scheduler links โ anything needed to bring your process to life.
Sometimes I create these materials for my clients, sometimes they provide them, and often we collaborate.
I'm always looking for the best process for collecting these from my clients.
Cuz that's what I do - I make your work easy for you and easy for your clients. So obvs, I'm making things easy for MY clients, too!
And I've finally done it - Iโve found a streamlined way to gather these materials using Airtable.
::applause::
Hereโs how it works (skip to the end to see this in video form):
After the Process Mapping session, I take the visual process map we created together.
I input that into Airtable as a roadmap to guide the build.
Airtable then generates organized lists of all the supporting materials needed.
Finally, my system automatically emails you with the list, sending reminders until everything is provided.
This is an essential part of my philosophy when building systems: ๐บ๐ฎ๐ธ๐ฒ ๐ฒ๐๐ฒ๐ฟ๐๐๐ต๐ถ๐ป๐ด ๐ฎ๐ ๐ฒ๐ฎ๐๐ ๐ณ๐ผ๐ฟ ๐ฒ๐๐ฒ๐ฟ๐๐ผ๐ป๐ฒ ๐ฎ๐น๐น ๐ผ๐ณ ๐๐ต๐ฒ ๐๐ถ๐บ๐ฒ.
Want a closer look? Check out this โLoom videoโ where I explain this for a Slack group I'm part of.
Stay tuned for Part 3!
If you're ready to streamline your client journey and ensure no step is missed, let's chat.
