What Is a Workflow and Why You Need Them In Your Business
I'm sure you've been there before… you read something and you think “okay, but what does that mean?”
It occurred to me that may be happening when I talk about workflows.
It gets thrown around a lot in the online business space... and most people nod along like they totally get it. 😅
So let's break it down.
A workflow is a set of automatic actions that happen in a specific order when something triggers them.
That's it.
Trigger → Action → Result.
Let's look at some real examples:
Someone signs up for your freebie → they automatically get a welcome email → the next day they get your story email → two days later they get an email with a clear next step to work with you.
A lead fills out your inquiry form → they get a confirmation email, you get a notification, and they're tagged in your CRM so you know exactly where they are in your process.
A client signs a contract → they automatically receive their welcome packet, next steps, and a link to schedule their kickoff call. Zero manual work on your end.
You set it up once. It runs every single time. Whether you're in a client session, on vacation, or asleep.
Workflows live inside tools like your email platform, your CRM, or your project management system. And when they're set up well, they create a seamless, professional experience for your clients — while freeing up hours of your time every single week.
Workflows aren't just for big businesses with big teams.
They're for YOU — the small business owner who is doing all the things and needs her business to carry some of that weight.
The goal isn't to automate everything. The goal is to automate the repetitive stuff so you can show up fully for the parts that actually need YOU.
If you're ready to get a grip on your workflows, download my Workflow Starter Kit that will get you started with the five workflows every business needs.
Cheers to a more automated, streamlined business!