Start HERE For Workflows 🖊️

Jumping straight into your CRM to build workflows often leads to confusion, rework, or missed steps.

That’s why whiteboarding first is critical. A workflow whiteboarding document helps you:

🔹 Define the purpose – What are you trying to achieve (onboarding, follow-up, etc.)?

🔹 Map the steps – What happens first, second, and after that?

🔹 Assign responsibilities – Who owns each task so nothing falls through the cracks?

🔹 Visualize outcomes – What should each step produce before moving forward?

🔹 Refine together – Spot gaps, simplify, and collaborate before locking it in.

Once your team sees the full process laid out, moving it into a CRM as a templated workflow becomes smooth and straightforward.

Think of it as building the blueprint before the house—clear, intentional, and set up for success.

We’ve included a template below you can use to start whiteboarding your own workflows today! 🚀

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