WebSage · Illustrative workflow example
Account manager check-ins, automated
An illustrative scenario: an account manager handles 25 clients and spends too much time preparing for each check-in. A workflow prepares summaries, action items, and updates for review.
The challenge
In this example, Bob is an account manager with 25 small and mid-size companies. He checks in with each client every other week and makes sure work gets delivered. He stays at 25 accounts because of the overhead around the calls: manage the check-in, note down deliverables, clean up the notes for the product team, chase product updates before the next check-in, prepare the client update, convey it, take notes, and repeat.
The manual cycle, per client, every other week
- Take notes on the check-in call
- Clean up the notes and send them to the product team
- Chase product status before the next check-in
- Prepare the update, convey it on the call, and start again
With a workflow, the preparation is ready for review
- Notes are captured and summarized automatically
- Action items and to-dos are drafted with suggested owners
- Updates for the product team are drafted for approval
- The client update is prepared before the call
The intended outcome
The aim is to reduce preparation between calls. The account manager checks the sources, resolves open questions, and approves updates. The time saved depends on the process and is measured during testing.
Illustrative example. Every business runs differently, and the small demo makes the fit concrete.