Episode 14: What are Workflows and Why are They Important?
02:49 - Understanding Workflows and Processes
04:43 - Setting Up Workflows for a Project
06:26 - Standardizing a Process with a Series of Steps
08:39 - Turning Processes Into a Visual Workflow
09:49 - Planning Out the Work with the Client
11:35 - Doing Your Work with Less Effort
16:15 - Making Adjustments to the Workflows
20:22 - Using Checklist to Break Down Tasks
24:06 - Financial Coaching-Related Prospect Workflows
29:22 - Don’t Lose Out on Clients and Sales Opportunites
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
