When I first started building workflows inside my firm, everything felt reactive. Clients needed updates, my team needed direction, and I felt like the bottleneck in my own business. I knew things had to change. Over time, I discovered simple systems that transformed how we onboard clients, manage tasks, and run our operations. Now, I’m sharing the exact methods I’ve used to streamline our client journey, save time, and deliver a 5-star experience without the overwhelm.
Over 5 days, you’ll learn practical steps to map your client journey, extract tasks from conversations, streamline onboarding, repurpose your knowledge into SOPs, and build workflows that stay consistent as you grow.
What You’ll Learn in 5 Days
Day 1:Mapping Your Client Journey
Learn how to map the complete client journey—from first contact through delivery—so your workflows finally have clarity and direction.
Highlights:
- Understand the Entry → Experience → Exit workflow model
- Identify gaps that create confusion for clients
- Build a simple, visual journey map to guide your processes
Day 2: Turning Client Calls Into Complete Workflows
See how to use one Zoom call to generate all your tasks, notes, follow-up steps, and internal communication using simple AI-supported tools.
- Learn how to extract tasks from conversations
- Use transcription tools to eliminate missed details
- Turn messy calls into clean, actionable workflows
Day 3: Building a 5-Star Onboarding Workflow
Discover the onboarding workflow Alyssa uses to create a smooth, guided, client experience your team can follow consistently.
- Set up onboarding steps that build trust
- Create transparency for clients and your team
- Improve client confidence and reduce team confusion
Day 4: Repurposing Your Workflows Into SOPs & Content
Learn how to transform your workflows into templates, checklists, SOPs, team training materials, and even marketing content.
- Turn workflows into reusable assets
- Use client questions to build SOPs
- Create content directly from your operational processes
Day 5: Making Your Workflows Stick
Build a simple weekly ritual to keep your workflows clean, updated, and consistently followed—without adding more work to your week.
- Establish a weekly workflow review ritual
- Identify bottlenecks before they become problems
- Maintain systems that evolve with your business
Why You Should Join This Course?
- Alyssa brings years of experience building workflows for accountants and service providers, with proven strategies to simplify operations and improve the client experience.
- No fluff — just practical, repeatable strategies you can implement immediately to streamline your workflow and eliminate chaos.
- Whether you’re growing your firm, building a team, or simply tired of doing everything manually, this course is designed to help you create workflows that support you — not drain you.
This 5-day course is 100% free. It’s our way of helping you build systems that make your business easier to run — and easier to grow.
Don’t let workflow bottlenecks, scattered tasks, or inconsistent processes hold you back. Join Alyssa for this free 5-day email course and learn how to turn your client journey into a simple, scalable workflow that supports your goals.
