How to Build Processes for New Services in 4 Steps

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How can we use workflows to clarify a new offer? Well, let's find out.

Live on this call I'm going to demo how I approach "mapping the unknown" with four simple steps.

I've used it personally for finally documenting my home organization (a ClickUp area I now lovingly refer to as my "How to Adult" tasks), launching new services (more on this soon...!), and figuring out the hiring process (hint hint).

Skip right to what matters to you:
00:00 Introduction
3:42 Map, Prep, Try!
5:19 Step 1 to Mapping: What's the Point?
10:35 Step 2 to Mapping: Fresh Eyes Approach
16:08 Step 3 to Mapping: "Stealing"
10:21 Step 4 to Mapping: Zhuzh

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YES! Effectiveness is my *special* word when working with my clients. It's not about doing it fast or quick, it's about doing it well and with value!

anasimplesolutions
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You are such a great teacher! Your energy and method to explanations really land for me. keep up the great work! "Zhuzh" what a great word! Totally stealing this.

DouglasJMack
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Hi Layla! Any ideas on mapping out a new service that I'm thinking about? It would be a systems audit for mental health therapists for their onboarding, ongoing client management, and off-boarding. After the audit, they can then choose to have us implement or they can take the information from the audit and do it on their own. Thank you!

Kimkeller
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This was fantastic! Random question - what whiteboarding platform are you using?

dancingangel