FLOW ONBOARDING PROCESS
Are you ready to go to the next level? To organize the mundane and repeatable aspects of your business so you can unlock the next levels of wealth and success?
It's going to take more than amazing software - it's also going to take a commitment from you and a lot of rewarding work. Flow will help your business move fast and travel far, but only after you make an initial investment and learn how to fine tune this engine. That's why we require all clients to undergo our business systems training program where you and your team will learn how to get the most out of Flow, but more importantly a strategic way to think about how they do and plan their work.
You're getting more than access to game changing software - you're also getting a coaching program so that you get the most out of it. In Everyone on the team will receive high frequency, in depth trainings with one of our experts. This will instill good habits in everyone from the start, and root in a company culture around Flow making bringing in new team members much easier!
The fee schedule is simple;
1. Flow Onboarding Questionairre
Day 0 - Leadership - 45 mins
You filling out our onboarding questionnaire so we can setup and customize Flow for you. Who's on your team? How do you think they spend their time? What are their work priorities? etc
2. Kickoff Webinar
Day 1 - Everyone - 120 mins
3. Deep Dive: Initial Setup & Launch
Day 7 - One on One - 120 mins
One on one training with each user to explain to them the basics of flow, ad hoc task entry, strategy refresh and get launched!
4. Check In & Basic Features
Day 14 - Everyone - 90 mins
One week after launch support to answer any questions, advise best practices and help fill in the gaps.
5. Understanding Reporting & Coaching
Day 21 - Everyone - 90 mins
Group webinar to discuss the reporting features, how to think about Flow two weeks in.
6. Strategy & Efficiency Training
Day 28 - Everyone - 60 mins
How to plan one's day and week, minimize task switching and cluster contextual tasks together.
8. Task Audit
Day 35 - One on One - 60 mins
One on one coaching to review and critique each task and optimize
7. Creating Great Tasks - Advanced Features
Day 56 - Everyone - 60 mins
What makes a great task? How to completely fill out the various fields in Flow. Could you hand this task off to a colleague?
8. Task Audit
Day 70 - One on One - 30 mins
One on one coaching to review and critique each task and optimize.
9. Task Audit
Day 84 - One on One - 30 mins
One on one coaching to review and critique each task and optimize.
9. Onboarding Complete!
Day 90 - Everyone
WANT A BUSINeSS SYTEM?
Let's take it to the next
About Us
FM Haven provides business automation consulting, marketing automation & app development with no code solutions.
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