Phase 2 Navigation #5: Workflow Notes (WFNs)

Step by step process:

1. Now that you have your system set up and your clients all loaded onto the system, let’s see where you would essentially manage your clients.
2. All the action points that you need for your clients will be stored and displayed in the My Workflow Notes tab.
3. If I go to the My Workflow Notes tab currently you can see there are no notes to display, which means that there’s nothing to currently action.
4. A Workflow note is an action point.
5. It could either be a normal note that you send between yourself and your team, a WhatsApp or text message, or even an e-mail or SMS.
6. You can think of workflow notes as all of your action items that you still need to complete.
7. The instructions are quite clear.
8. Complete these notes every single day.
9. As soon as this little counter reaches 0 where it shows they’re in red, that means you’ve completed all your current workflow notes.