Steps to Create a Flowchart in Lucidchart

1. Sign Up/Login:
   • If you don’t already have a Lucidchart account, sign up for one at Lucidchart. They offer a free version that includes basic diagramming and collaboration features.
2. Create a New Document:
   • Once logged in, click on “+ Document” or “Create” to start a new chart.
3. Choose a Template:
   • Lucidchart offers several templates. You can choose a blank document or a flowchart template to get started quickly.
4. Add Shapes:
   • Drag and drop shapes from the shape library into your document. Use rectangles for steps, diamonds for decision points, and arrows to connect them.
5. Label the Shapes:
   • Click on a shape and type to add text. Label each shape according to the steps in the SaaS business flow (e.g., Finding Clients, Initial Meeting, Proposal Submission, etc.).
6. Customize Your Flowchart:
   • Adjust the size, color, and style of the shapes and lines to enhance readability and appeal. You can also add icons or logos to make the flowchart more informative.
7. Connect the Shapes:
   • Use arrows to connect the shapes in the order of the process flow. Ensure arrows point from one step to the next logically.
8. Review and Edit:
   • Review your flowchart to ensure all steps are correctly placed and connected. Make any necessary adjustments.
9. Save and Share:
   • Once your flowchart is complete, save the document. Lucidchart allows you to share the flowchart directly with others or download it as a PDF, PNG, or other formats for easy sharing or inclusion in presentations.

Example:

Here’s a textual representation of what your flowchart might include:

• Finding Clients: Use a shape to start the flow, possibly adding an icon of a magnifying glass.
• Initial Meeting: Connect this from Finding Clients with an arrow.
• Proposal Submission -> Follow-Up -> Due Diligence & Contract and so forth, following the business flow described earlier.

Creating your flowchart in Lucidchart or a similar tool will give you a professional-looking diagram that can be easily integrated into presentations or shared with stakeholders.