11.07.2023 - Workflow
Mastering Workflows in Your Practice
Presented by Kate Guillen, SimplicityOps
In this webinar, operations expert, Kate Guillen, taught listeners how to build and implement workflows in your practice. Kate covered what is a workflow and how does it work, how to create workflow templates, her list of recommended workflow templates, how to implement workflows to help with client and practice management, how workflows work in combo with activities, and how to utilize activity templates.
Attendees Comments:
When listeners were asked about what they learned they responded:
It was very convincing as to the real results of clarity and confidence of clients mainly and staff if you've got the processes set up. Don't forget stuff, close the loop. Appreciate that she's aware its a daunting task if you've not set it up, but convincing it's worth it to do. I already have a demo call set up with her.
- Beverly C.
That is may be practical to integrate Wealthbox into my practice as a small practitioner.
- Paul H.
To assign an activity with the needed information that instructs the CSA to pull the correct workflow to follow.
- Janice F.
How to gain efficiency through workflows and what they are vs "tasks."
- Chris H.
It was very convincing as to the real results of clarity and confidence of clients mainly and staff if you've got the processes set up. Don't forget stuff, close the loop. Appreciate that she's aware its a daunting task if you've not set it up, but convincing it's worth it to do. I already have a demo call set up with her.
- Beverly C.
That is may be practical to integrate Wealthbox into my practice as a small practitioner.
- Paul H.
To assign an activity with the needed information that instructs the CSA to pull the correct workflow to follow.
- Janice F.
How to gain efficiency through workflows and what they are vs "tasks."
- Chris H.
It was very convincing as to the real results of clarity and confidence of clients mainly and staff if you've got the processes set up. Don't forget stuff, close the loop. Appreciate that she's aware its a daunting task if you've not set it up, but convincing it's worth it to do. I already have a demo call set up with her.
- Beverly C.
That is may be practical to integrate Wealthbox into my practice as a small practitioner.
- Paul H.
To assign an activity with the needed information that instructs the CSA to pull the correct workflow to follow.
- Janice F.
How to gain efficiency through workflows and what they are vs "tasks."
- Chris H.