Freelance Financial Talent Consultant Workflow Map

In this article, we’ve created a starter Freelance Financial Talent Consultant Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Freelance Financial Talent Consultant role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Freelance Financial Talent Consultant

The path towards better systems and processes in your Freelance Financial Talent Consultant role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Freelance Financial Talent Consultant Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Freelance Financial Talent Consultant

1. Initial consultation: Meet with the client to understand their financial talent needs and discuss the scope of the project.
2. Talent sourcing: Identify and source potential candidates with the required skills and experience in finance and accounting.
3. Candidate screening: Conduct interviews and assessments to evaluate the suitability of candidates for the client’s specific requirements.
4. Candidate presentation: Present a shortlist of qualified candidates to the client, including their resumes, skills, and experience.
5. Client interviews: Coordinate and schedule interviews between the client and the shortlisted candidates.
6. Candidate selection: Assist the client in selecting the most suitable candidate for their financial talent needs.
7. Onboarding: Facilitate the onboarding process for the selected candidate, including contract negotiation, paperwork, and orientation.
8. Project management: Provide ongoing support and guidance to the client and the hired financial talent throughout the project duration.
9. Performance evaluation: Regularly assess the performance of the hired financial talent and provide feedback to the client for continuous improvement.
10. Project completion: Wrap up the project, ensure client satisfaction, and evaluate the overall success of the service/product delivery

Business Growth & Improvement Experiments

Experiment 1: Networking Event Attendance
Description: Attend at least two networking events per month to expand professional connections and increase visibility in the finance and accounting industry. Engage in meaningful conversations with potential clients, industry experts, and other professionals to build relationships and establish credibility.
Expected Outcome: Increased referrals and potential client leads, enhanced industry knowledge, and improved brand recognition, leading to a steady growth in the client base.

Experiment 2: Client Satisfaction Survey
Description: Conduct a client satisfaction survey to gather feedback on the quality of services provided, communication effectiveness, and overall client experience. Use the survey results to identify areas for improvement and implement necessary changes to enhance client satisfaction.
Expected Outcome: Improved client retention rates, increased client loyalty, and enhanced reputation as a reliable and customer-centric financial talent consultant.

Experiment 3: Streamlined Onboarding Process
Description: Review and streamline the onboarding process for new clients, ensuring a smooth and efficient transition. Automate administrative tasks, create standardized templates, and provide clear instructions to minimize delays and improve the overall client experience.
Expected Outcome: Reduced onboarding time, increased client satisfaction, and improved operational efficiency, allowing for more time to focus on delivering high-quality financial talent consulting services.

Experiment 4: Content Marketing Strategy
Description: Develop and implement a content marketing strategy to establish thought leadership and attract potential clients. Create informative blog posts, whitepapers, or videos that address common challenges faced by finance and accounting professionals. Share these resources through various channels, such as social media, industry forums, and email newsletters.
Expected Outcome: Increased brand visibility, improved credibility as an industry expert, and a higher likelihood of attracting potential clients who are seeking financial talent consulting services.

Experiment 5: Referral Program Implementation
Description: Launch a referral program to incentivize existing clients and industry contacts to refer new clients. Offer rewards, such as discounts on future services or monetary incentives, for successful referrals. Promote the program through email campaigns, social media, and personal outreach.
Expected Outcome: Increased word-of-mouth referrals, expanded client base, and improved business growth through leveraging existing relationships and satisfied clients

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.