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“When we go into those meetings and we have this idea, we propose it and say, ‘This is what it’s going to look like,’” Jace says. The team has found Lucidchart to be instrumental in gaining the approval they need to move forward with a project. The PlanSwift marketing team has a whole lot of great ideas when it comes to improving this customer lifecycle however, they often can’t execute without executive buy-in. PlanSwift also uses Lucidchart to map out the objectives of the company YouTube channel, making them easy to digest and easy to refer back to. Employees reference this diagram every time they are working on a new campaign, making it simple to identify which emails are needed in certain situations. Lucidchart allows the team to visualize their nurture campaign workflow, a living document outlining the marketing emails a customer receives in the buying process. The team can dive deeper into the customer lifecycle by mapping out a specific channel.
#Planswift app free#
This lifecycle serves as a constant reference for the entire team and is used to optimize the customer journey in order to convert more free customers to paid.
#Planswift app software#
This diagram depicts the process a customer takes from downloading the free software to either purchasing the software or no longer qualifying as a lead, and it indicates each department’s role in this process. One of the team’s most vital Lucidchart documents maps out the customer lifecycle.
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During these sprint-planning meetings, the whole team can collaborate in real time. PlanSwift loves that Lucidchart is in the cloud so that people can be working on the same document at once. The diagram allows them to indicate how much work a certain item will require.īeyond this overview, the team has also found it useful to create timelines for specific project in order to ensure timely execution. Using swimlane diagrams, the team outlines what their release schedule will look like for social media, blogs, and other content. The marketing team approaches their sprint planning armed with both Lucidchart and JIRA. The tool is one of the first that new hires are introduced to, as it plays a big role on the marketing team, from planning and ideation to approval and execution. Lucidchart is Aaron’s one-stop solution for visually representing concepts that he and his team can easily reference. Literally anything he wants to represent." “Anytime Aaron wants to show what his idea looks like, he’ll mock it up in Lucidchart, even if it’s just a graphic we’re putting on the website or a social media post. And that makes his team pretty big fans of the tool themselves. Aaron takes his whiteboard creations and translates them using Lucidchart-that way everyone can understand his big ideas. As a visual learner, Aaron is just as big a fan of Lucidchart as he is of whiteboards. To keep everyone on the same page, you’ll find the PlanSwift marketing team using Lucidchart on the daily. But when you go back to look at the whiteboard, it's almost impossible to decipher what he was talking about,” says Jace Brown, marketing specialist. “Aaron’s whiteboards are great and everything-they're awesome, and he knows exactly what he's talking about. That’s because Marketing Manager Aaron Stitt likes to visualize just about everything.īut people learn and think differently. As you walk into their office, you’re met with walls of whiteboards. PlanSwift Software, the world’s fastest growing developer and distributor of digital estimating and takeoff software for the construction industry, could be the poster child for visual thinking.