This article is part of the WorkflowMaps Certified Strategist course.
After the discovery session, you run the FixFlow report, filter it, and record a short video proposal. Send it within 48 to 72 hours while the session is fresh. This is how you turn a workflow mapping session into paid work.
THE KEY DISTINCTION
The FixFlow report is full of suggestions. Your proposal contains your recommendations. They are not the same thing.
You are not going to propose everything in the report. You are going to read it, apply your judgment, and present the opportunities that make sense for this client, at this stage, with the services you offer.
STEP 1: FILTER THE REPORT USING FOUR BUCKETS
Read the full report before recording anything. Go through every recommendation in Section 4 (Delegation Opportunities or Automation Opportunities) and Section 5 (Optimisation Suggestions) and sort each one into a bucket:
I'll do this
This is a service you offer, it fits the client's situation, and it is the right priority now. This goes in your proposal.
They can do this themselves
Simple enough for the client or their team to action without bringing in specialist support. You mention these briefly as quick wins.
Refer to a specialist
Needs expertise you do not have. A developer, a legal specialist, an accountant. Note it and offer to connect them.
Skip for now
Not relevant to this client's situation, budget, or current priorities. Do not mention it. It just creates noise.
Once you have done this, you know exactly what your proposal focuses on and approximately how much it is worth.
STEP 2: RECORD THE VIDEO
Keep the video under 10 minutes. You are presenting your recommendations, not reading the entire report. Clients do not want to sit through a lengthy presentation. They want to know what you found, what you recommend, and what it costs.
Structure:
Open with the headline numbers
Start with something from the Executive Summary that anchors the conversation. Examples: "We mapped your onboarding process and found three bottlenecks costing approximately £X per month." or "Your current workflow is taking 6 hours a week that could be reduced to under 2."
Walk through the key findings
Share your screen with the workflow map visible. Point to the specific steps where the bottlenecks are. Explain what is happening there and why it matters. Use the findings from Section 3 of the report to guide this.
Present your recommendations
Share your filtered list. Say what you would do, why, and what the result would be. Use the Anchor-Cost-Bridge framework from the ROI Conversation article to present the financial case.
Close with next steps
Be specific about what engagement looks like if they want to move forward. What is included, what it costs, and how to proceed.
HOW TO TALK ABOUT THE REPORT
Present all recommendations as your own, not as output from a tool.
Say: "Based on what I saw in your workflow, I recommend..."
Not: "FixFlow suggested..." or "The AI recommended..."
You are the consultant. The report validates your thinking and gives you data to back it up. It does not replace your expertise or your judgment. Own the recommendation.
When skipping something from the report that is not relevant, you do not need to explain why. Simply do not include it. If a client ever asks "why did you not mention X", you can say honestly: "That one did not fit your current situation. It is worth revisiting down the line, but for now I wanted to focus on what would have the most immediate impact."
PRICING
Two common approaches:
Project fee: A fixed fee for a defined piece of work. Implementing an automation, redesigning a process, building a set of SOPs. Clear scope, clear deliverable, clear cost.
Retainer: Ongoing monthly support for managing and optimising processes. You use the report to justify the need and the value.
Your proposal does not need to be a long document. Clients who have been through a discovery session and watched a clear video proposal are usually ready to make a decision. A brief proposal email with your recommendation, a clear price, and a payment link is often all you need.
TIMING
Send the video within 48 to 72 hours of the session. The client's awareness of their own problems is highest immediately after the session. The longer you wait, the more that urgency fades. If something comes up and you cannot hit 48 to 72 hours, send a quick message to let them know when to expect it. Do not go silent.