Plan Your Process: How to Integrate Your Website With Your Workflow

As a service-based business, you rely on your website for lead generation, but how do you manage those leads when they come in? Do you have a repeatable process, from initial contact to final payment? Does this process go smoothly, or do you feel like every engagement requires you to reinvent the wheel or chase down details that you missed? Come map out your process outline—on paper—before we ever talk about software. (The host will answer those questions, too). This hands-on session is designed to give you focused, deep work time to analyze what’s working and what’s not, and then map your ideal system to the software you’re already using. Q&A will be a large part of this session, and you’ll walk away with a completed process overview, next steps to put it into action and a better understanding of how to *consistently* turn website inquiries into profitable projects.