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 workflows

01:42 – How to start strong with pre-qualifying and personalization

03:02 – Creating a five-minute booking experience with smart follow-ups

05:10 – Building momentum and trust in the “messy middle”

06:33 – Turning handoff moments into clarity and celebration

07:28 – How to extend the relationship with rebooking + referrals

09:19 – How you can listen to Lesson 1 in Email Like You Mean It

Links Mentioned:

Episode 23: Original 4 Workflow Framework

Replay: The Magic of Follow-Up Emails

Email Like You Mean It (new email course)

CRM Blueprint for Creatives (client experience implementation course)