All templates

Client Experience Workflow

Megan Herron

1.9K
241
42

Report

This workflow template is to help creative business owners plan and map out their client experience process and determine what areas will be automated or manual before entering it into their CRM. Be sure to add as many details as possible to have a simpler process of adding this to your CRM!

Watch our video walkthrough to see how to use this template and our recommendations for using it!

Watch the video

Megan Herron

Megan Herron, LLC


Similar templates