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Latest / Business-First Creatives: Client Experience & Systems for Service Providers

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!

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00:27 – Why…

The skinny

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