037 | How to Design a Workflow Your Clients Actually Follow (and Automate it Then)

The real reason your client workflows are chaos isn’t stubborn clients - it’s a lack of clear, enforced systems (and no, a WhatsApp message at midnight isn’t a system).

Imagine finally ditching the endless file fetch: no more “did you get my PDF?” hunts, no more late-night WhatsApp dumps. In this episode, you’ll discover exactly how to get clients using one streamlined process—so your agency stops running on digital detective work, and starts scaling with sanity intact.

By the end, you’ll be ready to design a workflow your clients (actually) follow—meaning more automation, less chaos, and way fewer lost files.

In This Episode, You’ll Learn:

• How to diagnose the chaos points in your current client process
• A foolproof method for onboarding clients into one clear, automated system
• Why client education—not just tech—is your secret to actual workflow adoption
• The power of standard responses for steering clients back when they go “off process”
• How to keep your workflows flexible, so they actually grow with your business
• 15-minute challenge: Fix the messiest part of your process right now

Resources & Links Mentioned:

• Canva Batch Creation Bundle - A CustomGPT and a step-by-step manual that let you create stunning carousels in minutes
• Make.com – automate anything

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