🕰️ Est. Time: 5 minutes

🎯 Goal: Create a consistent and efficient process before you start using Streamtime

🔑 Requirements: Completed account set up

Benefits of defining your workflow

A well-structured workflow ensures smooth collaboration, accurate reporting, and efficiency across your team. By taking time to map out your approach, you can avoid roadblocks, improve visibility, and ensure Streamtime supports your business in the best way possible.

How these guides will help design your workflow

We've created guides for each core part of your workflow from receiving a new brief to closing off a project. They will challenge your thinking, to help you prepare for different scenarios and structure your approach.

While you'll likely has most of the answers already, these guides act like a checklist so you can be confident you've thought through the main possibilities you might encounter before you go live.

As your business evolves, you can revisit these questions to refine your approach.

To make it easier for you, we've coded them to highlight their impact on your success.

🔑 Essential questions that our most successful customers rely on to effectively set up and use Streamtime

➕ Nice-to-have questions that are worth considering to enhance your workflow, but aren't crucial for your success

Where relevant, you'll also find links to helpful resources and suggested actions to guide you through the setup.

Documenting your workflows

Once you've defined your approach, we recommend documenting and sharing them with your team to keep everyone aligned. A clear process ensures efficiency, reduces confusion, and empowers your team to work confidently.

Core areas that impact your workflows

Each of the areas below plays a role in keeping your projects, finances, and team aligned. Click through to start thinking about how you'll approach each one.