The 5 Workflows Every Creative Needs in Their CRM (2025 Update)

In this solo episode, I’m giving a glow-up to my most downloaded and shared episode from this podcast: the workflows every creative business needs.I'm expanding from the original 4-workflow framework to 5 — because not only have the tools improved (hello, HoneyBook Automations 2.0 👀), but so has my perspective. Your workflows aren’t just about automation… they’re about the conversation.This is Part 1 of a two-part series called Emails Behind the Experience. In Part 2, I’ll be sharing the very first lesson from my new course, Email Like You Mean It. Stay tuned!Find It Quickly:00:27 – Why I’m giving this episode a glow-up (and what’s changed)00:55 – The shift from automation to communication in workflows01:42 – How to start strong with pre-qualifying and personalization03:02 – Creating a five-minute booking experience with smart follow-ups05:10 – Building momentum and trust in the “messy middle”06:33 – Turning handoff moments into clarity and celebration07:28 – How to extend the relationship with rebooking + referrals09:19 – How you can listen to Lesson 1 in Email Like You Mean ItLinks Mentioned:Episode 23: Original 4 Workflow FrameworkReplay: The Magic of Follow-Up EmailsEmail Like You Mean It (new email course)CRM Blueprint for Creatives (client experience implementation course)

There are no comments yet.

Please log in to write the first comment.