An agency team working around a conference table.

Workflow map

Client routing policy for Maple Agency Client Hub

The work runs from the same rule every time, so the team does not have to remember the steps.

This is one finished deliverable from the Agency client workspace. It has its own page so the client knows what it is, how to use it, and how to check that it worked.

Use this deliverable Check if it is done

Created output

Client routing policy

Rules for quote, booking, support, and nurture handoff.

How the client uses it

This is the rule or message path that runs the work the same way each time.

Buyer

An agency owner who needs a clean workspace for each client.

User helped

The agency team and the client team.

Problem solved

Client work is scattered across docs, forms, reports, and chat.

Process flowcharts

Process being automated

What Client routing policy handles

This shows the real work path the client no longer has to manage by hand.

Trigger happens

A form, call, reply, payment, visit, or data change starts the process.

Rules check it

The system reads the details and checks the rules for this business.

Action is taken

The system uses Client routing policy to run the correct step.

Team is updated

The right person gets a note, task, route, or record.

Follow-up continues

The next step runs the same way every time until the result is clear.

Solution delivery flow

How this deliverable creates the outcome

This shows how the solution uses the intake, creates the output, launches it, and proves the result.

Read intake

Use the client's answers about agencies serving many clients, the audience, and the success goal.

Create output

Build this finished output: Rules for quote, booking, support, and nurture handoff.

Publish page

Place Client routing policy on the client website with simple directions.

Run handoff

This is the rule or message path that runs the work the same way each time.

Prove outcome

The work runs from the same rule every time, so the team does not have to remember the steps.

How to use it

Step 1: Open this page.

This page belongs to Maple Agency Client Hub. Read the title first so you know which deliverable you are using.

Step 2: Check who it helps.

This helps the agency team and the client team. The problem is: Client work is scattered across docs, forms, reports, and chat.

Step 3: Use the main output.

Use this deliverable for this job: Rules for quote, booking, support, and nurture handoff.

Step 4: Follow the small process map.

Move left to right. Start with the input, use the deliverable, then check the next action.

Step 5: Check the result.

The work runs from the same rule every time, so the team does not have to remember the steps.

Done when

Use this checklist before showing the deliverable as complete.

The client knows who this helps.
The client knows what this deliverable does.
The client knows the next step after using it.
The client can tell if the result happened.
The client does not need to learn a new tool first.

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Workflow map

Client routing policy for Maple Agency Client Hub

The work runs from the same rule every time, so the team does not have to remember the steps.

This is one finished deliverable from the Agency client workspace. It has its own page so the client knows what it is, how to use it, and how to check that it worked.

Use this deliverable Check if it is done

Created output

Client routing policy

Rules for quote, booking, support, and nurture handoff.

How the client uses it

This is the rule or message path that runs the work the same way each time.

Buyer

An agency owner who needs a clean workspace for each client.

User helped

The agency team and the client team.

Problem solved

Client work is scattered across docs, forms, reports, and chat.

Process flowcharts

Process being automated

What Client routing policy handles

This shows the real work path the client no longer has to manage by hand.

Trigger happens

A form, call, reply, payment, visit, or data change starts the process.

Rules check it

The system reads the details and checks the rules for this business.

Action is taken

The system uses Client routing policy to run the correct step.

Team is updated

The right person gets a note, task, route, or record.

Follow-up continues

The next step runs the same way every time until the result is clear.

Solution delivery flow

How this deliverable creates the outcome

This shows how the solution uses the intake, creates the output, launches it, and proves the result.

Read intake

Use the client's answers about agencies serving many clients, the audience, and the success goal.

Create output

Build this finished output: Rules for quote, booking, support, and nurture handoff.

Publish page

Place Client routing policy on the client website with simple directions.

Run handoff

This is the rule or message path that runs the work the same way each time.

Prove outcome

The work runs from the same rule every time, so the team does not have to remember the steps.

How to use it

Step 1: Open this page.

This page belongs to Maple Agency Client Hub. Read the title first so you know which deliverable you are using.

Step 2: Check who it helps.

This helps the agency team and the client team. The problem is: Client work is scattered across docs, forms, reports, and chat.

Step 3: Use the main output.

Use this deliverable for this job: Rules for quote, booking, support, and nurture handoff.

Step 4: Follow the small process map.

Move left to right. Start with the input, use the deliverable, then check the next action.

Step 5: Check the result.

The work runs from the same rule every time, so the team does not have to remember the steps.

Done when

Use this checklist before showing the deliverable as complete.

The client knows who this helps.
The client knows what this deliverable does.
The client knows the next step after using it.
The client can tell if the result happened.
The client does not need to learn a new tool first.