Types of Roadmap. Suggesting Approaches by https://padlet.com/astramentore/biscj6g1kcduzhxh en-us 2023-04-27 07:58:09 UTC 2025-11-15 18:57:28 UTC hello@padlet.com https://padlet.net/icons/png/1f607.png Roadmapping astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570015782 A Roadmap is a plan which defines the process or workflow we will be following during the chat/call. Its mission is setting expectations for the structure of the conversation and business development with the help of suggestions.]]> 2023-04-27 08:02:50 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570015782 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570018083 When do we roadmap?

The earlier in the conversation, the better! It can happen as many times as we need throughout the conversation.]]> 2023-04-27 08:05:30 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570018083 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570020889 2023-04-27 08:08:21 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570020889 -------------------------------------------------------------------------------------------------- astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570021497 2023-04-27 08:09:04 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570021497 Issue Roadmap astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570022016 2023-04-27 08:09:38 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570022016 Suggestion Roadmap astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570022450 2023-04-27 08:10:03 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570022450 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570025247 When we gathered all the info about the issue and share next steps]]> 2023-04-27 08:12:40 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570025247 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570026920 Multiple issues arise and we prioritize what to solve first]]> 2023-04-27 08:14:16 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570026920 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570028903 When we’ve completed a lot of steps and want to check in ]]> 2023-04-27 08:16:08 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570028903 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570030300 When the user seems confused and we want to check in ]]> 2023-04-27 08:17:36 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570030300 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570031748 2023-04-27 08:19:00 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570031748 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570034045 Roadmap about suggestions at the beginning]]> 2023-04-27 08:21:13 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570034045 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570035742 Use Cliffhangers to cause user’s interest and make them curious]]> 2023-04-27 08:22:49 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570035742 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570037091 Transition to suggestions to set expectations about site growth]]> 2023-04-27 08:24:08 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570037091 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570055421 2023-04-27 08:41:17 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570055421 Suggestions: how to come to the suggestion? astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570271427 2023-04-27 12:21:28 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2570271427 Suggest & Implement tips best practices astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571602679 2023-04-28 09:50:36 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571602679 What are your tips for suggesting and implementing? astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571604395 2023-04-28 09:52:49 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571604395 Edit me astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571604787 2023-04-28 09:53:21 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571604787 Edit me astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571605001 2023-04-28 09:53:39 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571605001 Edit me astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571605063 2023-04-28 09:53:44 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571605063 Edit me astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571605137 2023-04-28 09:53:51 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571605137 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571606785 Let's have a look at these two chats where "Adding Business Info" has been suggested]]> 2023-04-28 09:55:55 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571606785 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571607176 2023-04-28 09:56:26 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571607176 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571607355 2023-04-28 09:56:42 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571607355 How we present the suggestion: astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571608114 To interest the user with the suggestion, it's important for you as the expert to understand "why" the feature is relevant and what aspect of a user's business it can help. So, you had time to check the USP tabs, user's site and Dashboard, you could familiarize by asking questions, adding compliments, etc., and now it's time to present the suggestion.

  1. Roadmap and get back to suggestion / Create a personalized introduction to the suggestion, connect it to a user's site/business
  2. Explain the value of the feature for the user, customize it due to their needs
  3.  Add links to the dashboard and screenshots to show how to access the tab and how the feature looks like
So, in general tell "why" you suggest, "what" the feature is, "what" the benefit of the feature is
]]> 2023-04-28 09:57:50 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571608114 Encourage to implement + guide through the process astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571609080 Once the suggestion is presented, encourage the user to implement it together in the chat:

E.g. Let's create the automation together right now? It'll be my pleasure to show you how to customize and activate it

  • Mention the feature can be easily added, it's free of charge (if it is).
  • After, guide the user step-by-step to implement the suggestion
  • Add screenshots on what to do 
  • Check the progress and result to make sure everything works
]]> 2023-04-28 09:59:12 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571609080 What other ways we can suggest and implement? astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571610228 2023-04-28 10:00:31 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571610228 Approach 1 (Early suggestion on the chat) astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571612425 1. Roadmap about issue investigation
2. Suggestion roadmap/cliffhanger 
Optional: mention making downtime beneficial
3. Presenting the suggestion and value
4. Link to the dashboard tab/asking whether user is in Editor
5. Guiding step by step
6. Encouraging to do right now, while you're investigating the issue]]> 2023-04-28 10:03:20 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571612425 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571622008 2023-04-28 10:15:51 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571622008 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571624163 2023-04-28 10:18:46 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571624163 Approach 2 (Interactive) astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571625018 1. Familiarization
2. Suggestion value
3. Offering to do together for you to show the best practices of the feature and the set-up details
4. Send link on a chat + step-by-step guidelines
5. Showing best practices]]> 2023-04-28 10:20:05 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571625018 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571632260 2023-04-28 10:29:00 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571632260 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571632387 2023-04-28 10:29:12 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571632387 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571634045 Pro tip: Offer the user to try for you to guide them and share insights, and then hide/remove in case they'd like to work on it later]]> 2023-04-28 10:30:49 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571634045 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571634334 2023-04-28 10:31:11 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571634334 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571635688 2023-04-28 10:33:04 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571635688 Approach 3 (Advanced) astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571636059 1. Cliffhanger
2. Sending a link to the dashboard and making sure the user is there in a chat, OR ask the user to open the tab in the Dashboard on a call
3. Leading through the first steps + personalized value
4. Final walk-through steps + acknowledging user's progress]]> 2023-04-28 10:33:39 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571636059 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571638413 2023-04-28 10:36:48 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571638413 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571638651 2023-04-28 10:37:10 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571638651 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571639206 2023-04-28 10:37:59 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571639206 Let's practice! astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571650205 Change the suggestion presentation and encourage implementing :)]]> 2023-04-28 10:51:16 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571650205 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571651807 2023-04-28 10:53:28 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571651807 Approach 1 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571652083 2023-04-28 10:53:48 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571652083 Approach 2 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571652179 2023-04-28 10:53:56 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571652179 Approach 3 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571652301 2023-04-28 10:54:05 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571652301 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571653391 2023-04-28 10:55:26 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571653391 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571654794 2023-04-28 10:57:19 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571654794 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571657700 2023-04-28 11:01:16 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571657700 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571658079 2023-04-28 11:01:51 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2571658079 What do you struggle with when it comes to suggesting and implementing? astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2586804175 2023-05-11 07:54:25 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2586804175 Edit me astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2586804672 2023-05-11 07:54:50 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2586804672 Edit me astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2586804932 2023-05-11 07:55:03 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2586804932 Edit me astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2586805052 2023-05-11 07:55:09 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2586805052 Edit me astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2586805174 2023-05-11 07:55:16 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2586805174 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2647781750 2023-07-19 08:23:09 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2647781750 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2647798723 While checking your website, I noticed that you paint pictures and sell them to help the animal shelter. This is an incredible goal! ]]> 2023-07-19 08:57:36 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2647798723 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2647801122 To attract more potential clients to the site, it's a great idea to work on your site's visibility with the SEO Wiz tool. This is a step-by-step checklist designed to help you improve your site's search engine optimization (SEO) based on your business's information and your keywords. It also lets you connect and verify your site with Google so that your site appears in search engine results]]> 2023-07-19 09:03:08 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2647801122 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2647804296 (screenshot)]]> 2023-07-19 09:11:30 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2647804296 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2647805368 Please click here to access the SEO Wiz tool. I'll gladly guide you on how to create the SEO plan for your site and work on the tasks. Shall we begin?]]> 2023-07-19 09:13:57 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2647805368 On Calls, you can also say: astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2650259644 - While I do that, I’ll look over your account to see if there are any growth opportunities we can look into after the issue solution, sound good?

- And I’ll also take a look at the site to see if there are any suggestions I may offer to you once we discuss the issue/ question. Is it okay with you?]]> 2023-07-24 14:11:03 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2650259644 On Calls, the transition is the same: astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2650260629 -  I would also love to show you a quick useful feature for your site while we're on the call, this won't take long, sounds good?

- Before we finish, I'd also like to make our call beneficial and provide a small tip for your site development. Do you have a couple of minutes?]]> 2023-07-24 14:12:54 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2650260629 On a Chat: astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2659279933 1. Once you join the chat and greet the user, open UM, impersonate, access the live site (take a quick look at it);
2. While acknowledging the issue and waiting for the user to reply, use this minute to open the USP, check site's goal, suggestions, etc.
3. Roadmap the user about suggestions before checking the issue OR use Cliffhanger/Transition once the issue is discussed
4. Familiarize with the user by asking a question, making a compliment, small talk, etc.
5. Choose the suggestion from USP and present it when the issue is discussed]]> 2023-08-10 07:34:34 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2659279933 On a call: astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2659280036 1. Once you join the call and greet the user, open UM, impersonate, access the live site
2. Acknowledge the issue and gather all the details (if you have time, take a look at the site/USP)
3. Roadmap: Mention you'll check a user's site right after roadmapping about the issue, OR add a Transition/Cliffhanger after
4. Spend a minute to take a look at the USP, check site/account while checking the issue to see what suggestion is useful
5. Familiarize with the user: ask a question, make a compliment, initiate a small talk
6. Get back to the suggestion once the issue is discussed]]> 2023-08-10 07:34:40 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2659280036 Approach 1 (Early suggestion on the call) astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704207208 1. Roadmap about issue investigation
2. Suggestion roadmap

* If it happens that you got in touch with the adv team and you're waiting for the update, you can use this opportunity to suggest

Optional: mention making downtime beneficial
3. Presenting the suggestion and value
4. Encouraging to do right now, while the issue is being investigaied
5. Guiding step by step]]> 2023-09-14 13:27:18 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704207208 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704229690 2023-09-14 13:39:44 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704229690 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704232198 2023-09-14 13:41:06 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704232198 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704233393 2023-09-14 13:41:47 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704233393 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704235096 2023-09-14 13:42:22 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704235096 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704253022 Set up a Google Business Profile - article]]> 2023-09-14 13:51:55 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704253022 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704298405 2023-09-14 14:17:18 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704298405 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704327731 How this happens on a call]]> 2023-09-14 14:33:57 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2704327731 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2748795669 Escalation / Chat Transfer: 
  • Offline escalation: "I totally understand how important for you is to solve this issue! To make this chat beneficial for you, I would also be glad to provide a small tip for your site development. Do you have a couple of minutes?"
  • Chat Transfer: let the user know you want to transfer the chat online + “While we’re waiting for the expert to join, don’t you mind me sharing one small tip for your website development?”

Escalation/ Call transfer case:
before ending up the call to esc it offline or transfer to another live queue, you can also mention the suggestion:
"Before transferring the case to our advanced/another team, I'd like to make our call beneficial for you and provide a small tip for your site development. It'll take just a couple of minutes. How does it sound?"

]]> 2023-10-16 13:17:41 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2748795669 astramentore https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2834608463 Rejections

]]> 2023-12-27 14:58:11 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2834608463 Edit me evyatarb1 https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2913501617 2024-03-11 07:21:31 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2913501617 Edit me evyatarb1 https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2913501889 2024-03-11 07:21:48 UTC https://padlet.com/astramentore/biscj6g1kcduzhxh/wish/2913501889