Rachel Mospan
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rachel.mospanParticipantSara and all,
Here is a link to my client-facing process document that I mentioned on the call. I created it in Canva, heavily leveraging Sara’s leaf flow chart example.
https://mcusercontent.com/2d0a266997b77af3afa835076/files/9900903d-2ec2-d085-df3d-c3c954a85a0e/RMD_design_process_v.1.pdfI’ve put it on my website as a lead magnet, and also plan to include in Welcome Packets. I hope it resonates!
rachel.mospanParticipantCourtney – are you using PowerPoint? If so, you can add hyperlinks directly to images, so I do that to track where I sourced things. I also use the Alt Text functionality, if I want to make notes about key details to remember about a given image or product. To do either of these, right click on the image on the slide, and you’ll see the menu including “Link” and “Edit Alt Text.” I also use the Speaker notes section of the slide for any other notes about what’s shown on the slide. None of these would be visible to the client when you save the PPT as a PDF or put it in presentation mode.
All that said, I am finding that my approach of saving details of products within a single client’s presentation or project is unsustainable for me. If I source a lamp for one client, I might find 10 lamps I like and only present 2-3 to them. I want to be able to save the details on all 10, to reference for future projects. Having the details saved in PowerPoint isn’t efficient because I can’t search or filter etc. I recently started a free trial for Houzz Pro (they acquired Ivy), and through their platform you can create a product library where you can save everything you source, and concept board functionality where you can pull those products quickly into a board for client presentation. I want to try it out because I think it could solve these issues. They have a lot more functionality as well for CRM, scheduling, etc. so I’m hoping it will kill lots of birds with one stone.
rachel.mospanParticipantHi Sara! I am feeling pretty good. I started my business July 1, so I am still figuring out a LOT. Your course has been exactly what I needed to peel back the curtain on processes and systems. I have a questionnaire and a calendar, I have started my process documentation, and I’m drafting scripting/ templates/ etc. to go with each service. My main roadblock is that there aren’t enough hours in the day to do all I want to do. Thanks for everything you have shared in the course so far. It’s been invaluable!
rachel.mospanParticipantHi Danielle, I would think if they are very different, you should maintain two different processes/ flows for the two segments of your clients. So, two intake questionnaires, two discovery call scripts, two consultation checklists, etc. You would need to make sure that if you make a change that would apply to both, you carry it through both. If there is anything where there is overlap, for example maybe your design plan presentation is the same template for both, then you only have to maintain one copy of those standard documents. I’m picturing a flow chart where they split at the beginning into a residential path and a commercial path, they each have their independent steps on their path, then maybe they meet back in the middle for the steps that are the same between the two, then split back out again for steps that differ. Hope that helps. Good luck – sounds like a lot to keep straight! 🙂
rachel.mospanParticipantRE: Sharon’s question about multiple intake questionnaires- my understanding is that Sara has only one questionnaire but it is dynamic, so the way the consumer answers the early questions will determine which questions they see in the rest of the questionnaire. It’s like a choose-your-path. This was an advantage of the TypeForm software that Sara uses.
For those who have asked for Sara’s questionnaire, I don’t know if she will be posting the whole thing, but in the meantime you can go on Sara’s site and scroll through a lot of her questions. You probably won’t see every question, given the dynamic nature, but I found it was enough of a template to build out a pretty robust questionnaire for yourself.
RE: April- thanks for checking out Square Space form and sharing here! I have my questionnaire in Google Form right now, which I figured out how to embed in my SS site, but it doesn’t look integrated. Also I couldn’t find a way to directly link anywhere at the end. So I will try building it into SS instead.
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