Launching today
WorkflowMaps
Workflow mapping for consultants running multiple clients
29 followers
Workflow mapping for consultants running multiple clients
29 followers
WorkflowMaps is workflow mapping built specifically for consultants who juggle multiple clients. Upload a transcript and AI drafts the map for you. Use Canvas to document complex, branching operations the whole team can reference. Run FixFlow to turn any process into a costed report with named bottlenecks and automation opportunities. Every client gets a separate workspace, one login, unlimited clients, flat rate. Roadmap: July - PDF Export, Enhanced Notes Aug - Custom Fields, Reports, Comments
WorkflowMaps
@devonpage Running several clients at once, the real pain isn't mapping one workflow, it's not leaking one client's process assumptions into another's. Does WorkflowMaps keep those maps truly siloed, or is there a shared-template layer? Curious how you onboard a messy client who doesn't actually know their own process yet.
WorkflowMaps
@artem_fedorovich thank you for your reply! The workspaces for each client are completely separate and access-managed with the ability to completely transfer the workspace to the client. From your own workspace it is possible to transfer templated maps to your clients but that's a backend feature not built into the frontend yet (so you can send a support message to transfer them). For onboarding a messy client you can map their first processes from just a transcript or brief description and it will generate it for you.
One thing that would be a lifesaver for me is a built-in client approval workflow, so the consultant can send the map for sign-off and the client can leave inline comments. Right now I end up bouncing PDFs back and forth over email, which kind of defeats the single-workspace setup. Would love to see something like that on your roadmap.
WorkflowMaps
@esma144191 thank you for sharing your current workflow. I am planning for each step to have "Overview, Notes, Comments". Overview will include all the time/cost/tools/people as it does now. Notes will be coming this month with a richer text editor and ability to add images. I have committed to comments and will update my PH description as it will come in August. It's got your name on it and anything to help make your operations smoother :)
The per-client workspaces with one login is a really thoughtful move for solo consultants like me juggling five retainers at once. Pricing it flat instead of per-seat means I can finally loop in clients without awkward budget conversations.
WorkflowMaps
@ela11905906951 exactly! you're rewarded not punished for being successful 🎉