How to implement a workflow step by step for your digital strategy

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Attention, we present to you the workflow of a workflow. Or, in other words, the steps you must follow to develop it:

1. Define your buyer persona (if you haven't done so before)
If you know your buyer persona like a mother knows her child, you can skip this step. If not, take a look at our complete guide on how to create your buyer persona and get started.



2. Set the objectives
Knowing the destination will help you chart the path that will take you there, architects email database which is nothing more than a workflow .

That is, if you know how far you want to go and what your customers need to get to the end of the road, you will know what actions to take to get there.



objectives of a workflow



3. Design the treasure map

It's time to establish all the steps that will take you to your goals.

The easiest way to do this is through a drawing or visual diagram that contains all the information on the subject: actions, alternative routes, possible customer responses, etc.

All possible scenarios must be contemplated in this document.



4. Validate the system
Launching a workflow that contains errors can seriously damage your brand image or even lead to a reputation crisis.

Hence the importance of testing it before fully implementing it.

The first step is to check with a fictitious user that there are no errors in the system and then test how it works with a small sample of users.

If everything works correctly, the workflow will be validated and can be applied to the rest of the users.



5. Measure the results
We come to the analytics. If you have set clear objectives, measuring the results will be a piece of cake.

Have you achieved the results you wanted? Great, that means you've taken the right route. But if not, don't despair. Go back to step 3 and look for an alternative route, just like a GPS does when it finds a stretch of road under construction.

As you may have noticed, creating your own workflow is a good way to automate the processes of a sales funnel. So…