Consultant User Journey Map
Consultant User Journey Map
🎯 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
| Step | User Action | System Response | Dependencies | User Emotion |
|---|---|---|---|---|
| 1 | Signs up on the platform | Registration form validates input, creates user account | Auth service, database | Hopeful |
| 2 | Completes consultant onboarding | Onboarding flow captures professional information and expertise | Profile service, database | Engaged |
| 3 | Sets up consultant profile | Profile creation with bio, photo, specializations, and achievements | Profile service, file upload service | Professional |
| 4 | Navigates to consultation creation | Consultation creation interface loads with form fields | Consultation service, UI framework | Creative |
| 5 | Enters basic consultation information | Form validates title, type (ONEOFF/RECURRING), category, and subcategory | Consultation service, validation service | Focused |
| 6 | Adds optional details | Form allows adding description, thumbnail, level, and timezone | Consultation service, file service | Detailed |
| 7 | Sets pricing information | Pricing interface allows setting price, discounts, and free options | Consultation service, pricing service | Strategic |
| 8 | Configures rescheduling options | Interface allows setting rescheduling rules, limits, and fees | Consultation service, configuration service | Considerate |
| 9 | Sets publishing status | User can save as draft or publish immediately | Consultation service, database | Decisive |
| 10 | Submits consultation for approval | System may review consultation before making it public | Consultation service, approval workflow | Anticipating |
| 11 | Views consultation overview | Dashboard shows all consultations with key statistics | Consultation service, dashboard service | Analytical |
| 12 | Monitors consultation performance | Analytics show bookings, revenue, and ratings for each consultation | Analytics service, consultation service | Evaluative |
| 13 | Tracks profile impressions | Analytics show how many times profile has been viewed | Analytics service, profile service | Interested |
| 14 | Views revenue statistics and charts | Dashboard shows earnings over time with visual representations | Analytics service, payment service | Motivated |
| 15 | Views payment statistics | Dashboard shows current balance, pending withdrawals, total revenue | Payment service, analytics service | Financial |
| 16 | Requests withdrawal of earnings | Withdrawal form processes request for available balance | Withdrawal service, payment service | Anticipating |
| 17 | Adds withdrawal method | System allows adding and configuring payment methods | Payment service, profile service | Prepared |
| 18 | Sets default withdrawal method | User can select preferred method for withdrawals | Payment service, profile service | Organized |
| 19 | Views withdrawal history | Transaction history shows all past withdrawals and status | Withdrawal service, transaction service | Informed |
| 20 | Views calendar with events | Calendar shows upcoming consultation sessions and availability | Calendar service, scheduling service | Planned |
| 21 | Sees upcoming events | Dashboard highlights next scheduled consultations | Dashboard service, event service | Prepared |
| 22 | Views overall consultation rating | Analytics shows average rating across all consultations | Analytics service, review service | Proud |
| 23 | Views consultation statistics | Dashboard shows key metrics for top 5 consultations | Analytics service, consultation service | Data-driven |
| 24 | Joins direct message with student | Chat interface allows one-on-one communication with students | InstantDB service, room management | Available |
| 25 | Holds virtual call with student | Video conferencing system connects consultant with student | Video service, scheduling service | Professional |
| 26 | Sees notifications | Notification center shows alerts for new bookings and messages | Notification service, InstantDB service | Responsive |
| 27 | Accesses settings page | Settings interface allows configuring preferences | Settings service, profile service | In control |
| 28 | Manages consultation availability | Calendar interface allows setting available time slots | Scheduling service, calendar service | Organized |
| 29 | Receives new booking notifications | System alerts consultant when students book consultations | Notification service, booking service | Pleased |
| 30 | Joins consultation session room | System creates or adds consultant to session-specific room | InstantDB service, room management | Ready |
| 31 | Conducts virtual consultation session | Video and chat interface enables productive consultation | Video service, InstantDB service | Engaged |
| 32 | Sends follow-up messages | System allows sending post-session messages to students | InstantDB service, notification service | Supportive |
| 33 | Receives session feedback | System displays student ratings and comments for completed sessions | Review service, notification service | Receptive |
| 34 | Updates consultation details | Form allows modifying consultation information and settings | Consultation service, version control | Adaptable |
| 35 | Manages consultation status | User can activate, deactivate, or archive consultations | Consultation service, database | In control |
🔍 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