Flowchart for Prospect Voicemails

Date: Oct. 23, 2021    Categories: workflow , training , todos , organizing

Using a flowchart to diagram an internal process delivers these key advantages:

• Clearly shows everyone involved what to do next at a glance

• Prevents your eyes from glazing over looking at a wall of text

• Promotes streamlining processes by visualizing opportunities to remove steps

• Allows for quick modification and communication of your process

• Assists in training and cross-training your people

Here is an example of a flowchart showing how to use Time Matters to process voicemails from prospective clients. Click to see the full PDF:

[caption id="" align="alignnone" width="600"] Click to see the full pdf flowchart [/caption]

This flowchart was created using https://LucidChart.com. Also recommended is https://Creately.com
Update: 11/1/2021 - I discovered a truly free , non-annoying flowchart editor: diagrams.nethttps://diagrams.net What an excellent, free product! It does what other flowchart programs do, as well as Organizations Charts and various graphics and diagarms.

Questions? Call me at 952.922.1727

Wells H. Anderson, J.D., CIC