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🎯 Journey Title

Consultation Creation, Management, and Service Delivery Journey

👤 Persona

  • Name: Sarah
  • Role: Consultant / Service Provider
  • Goal: Create consultation offerings, manage client bookings, conduct sessions, and generate revenue

📋 Step-by-Step Journey

🔍 Observations / Gaps

  • Onboarding Flow: Need to ensure smooth transition from signup to first consultation creation
  • Consultation Types: Clear distinction between ONEOFF and RECURRING consultation types with appropriate UI
  • Approval Workflow: Need to determine if consultations require approval like courses
  • Calendar Integration: Robust scheduling system with timezone support and conflict detection
  • Video Conferencing: Reliable video call system with recording capabilities if needed
  • Real-time Communication: InstantDB integration for seamless messaging during consultations
  • Payment Processing: Multiple payment options for consultations with appropriate fee structure
  • Rating System: Consultant rating system similar to course rating system
  • Mobile Experience: Consideration for consultants who need to manage bookings on mobile
  • Analytics Dashboard: Comprehensive analytics showing consultation performance and revenue trends
  • Time Zone Management: Proper handling of different time zones for international consultations
  • Rescheduling Workflow: Clear process for rescheduling consultations with appropriate fee handling
  • Consultation Templates: Ability to create templates for frequently offered consultation types
  • Automated Reminders: System to send reminders to both consultants and clients before sessions
  • Post-Session Follow-up: Automated tools for gathering feedback and sending resources after sessions
  • Integration with External Calendars: Sync with Google Calendar, Outlook, etc. for better availability management