Flow Diagram
Visual mappings of the way prospects and customers interact with your brand allow for wide-spread internal alignment around go to market, sales, and servicing strategy.
What is it?
After we meet with relevant teams to get a complete understanding of your business processes, we will generate a visual diagram representing prospect/client methods of interacting with your brand.
These diagrams can then be refined through an iterative process to ensure that all relevant teams are in agreement.
Generally, diagrams focus on decisions points, types of interactions, potential system/software touch-points as compared with internal resource requirements and external interactions.
What can be diagrammed?
- Lead flow diagrams that focus on full-funnel conversion
- Marketing to sales, or sales to service hand off processes
- Multi-channel campaigns
- Service and support processes
- Operational & data workflows and automations
- Sales or service routing and round-robin rules
- Escalation and client interaction decision trees
- Chat flows highlighting automated and live interaction hand offs and decisions
- Sales or customer management outreach process
Why do you need it?
Creating visual flow diagrams allows for cross-functional alignment on processes in a easy-to-understand way.
Whenever there are system or process changes, getting org-wide agreement on what the future state should be is key, and the flow diagramming process makes collaboration easier and ensures that future state work is done with full-team backing.
Do you know about our other services? You might be interested in.
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