💡 Workflows - you gotta love 'em. You *really* have. They may seem a bit daunting, but building automated workflows can actually save you and your team a lot of time and prevent mistakes from happening manually.
So how do you overcome procrastination and actually get started? Keep reading...
In our experience, some people get stuck in the mindset of starting from the very beginning. They work forward step by step, from receiving a referral...
That's totally normal. But what if you tried a different approach?
Start by asking yourself,
"What do we want to achieve and by when?" and then work backwards.
For example, let's look at an exercise referral scheme (or any health referral programme):
One of the Key Performance Indicators (KPIs) could be getting the client to book their first appointment within 7 days of hearing from the service.
Here are three important considerations to keep in mind:
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It's a difficult line to play, while not being too efficient to give clients any flexibility and achieving service KPI's can be a challenging balance to strike.
Starting with "What do we want to achieve and by when?" and working backwards from each KPI increases the chances of achieving your service goals.
Why not take a look at ReferAll's Complete Guide to Workflow Management - Part 1.
Please don't hesitate to reach out and start a conversation: 📲 
or 📧 
us, we're all ears!