Program Overview – Workflows

This enablement session equips Sales and Success teams to confidently position, demo, and support Maximizer’s Workflows module as the engine that turns “we should really follow up on that” into something that happens automatically, every time, for every client. Participants will learn the mechanics of how a workflow runs, build and edit a live workflow in a demo environment, and learn how to qualify, position, and hand off Workflows opportunities with confidence.

Before attending: participants must have access to a Maximizer demo environment with Workflows enabled. If you don’t already have one, contact Denis to get one set up.

What You’ll Learn

• The fundamentals of what a workflow is — a series of tasks that must get done, to reach a bigger goal
• The difference between automated workflows (triggered by a field update) and manual workflows (started by an advisor)
• How to build a real workflow from scratch in a live demo environment, from trigger through completion
• How to edit and adapt a workflow mid-flight as a client’s circumstances change over its lifetime
• The qualifying questions to ask a client to determine whether Workflows is the right fit for their practice
• The most current view of what our competitors (Equisoft, Wealthbox, Salesforce, and others) are doing in this space
• How to position Workflows — who it’s best suited for and how to spot a Workflows opportunity
• How clients get training to build and manage their own workflows going forward, and when to bring in Professional Services

Certification Requirements

To demonstrate competency in this topic you must:

1. Attend and actively participate in the session
2. Pass the knowledge check with a minimum score of 80%
3. Successfully complete a private role-play building and editing a live workflow in a demo environment

Who Should Attend

This program is required for all client-facing Sales and Success team members who may position, demo, or support Workflows with prospects and clients, to ensure consistent messaging, confident live demos, and accurate competitive positioning.