What is a client workflow and why do I need one?

As a business owner, it’s important to have a streamlined process for managing clients and their projects. This is where client workflows come into play. A client workflow is a step-by-step process that outlines the tasks, activities, and interactions involved in managing a client from start to finish. In this blog post, we’ll explore what a client workflow is and how it works, the benefits of using a workflow, and examples of types of workflows. 

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What is a Client Workflow and How Does it Work?

A client workflow is a series of tasks and activities that are designed to manage a client’s project from start to finish. It typically includes steps like client onboarding, project planning, communication, and delivery. The purpose of a workflow is to create a structured process that can be repeated for each client to ensure consistency and efficiency. 

At its core, a client workflow is a series of templates that guide you through the process of managing a client. This could include email templates for communication, checklists for tasks and activities, and timelines for project management. Each step in the workflow is designed to help you stay organized, meet deadlines, and provide a high-quality experience for your clients. Workflows also allow you to automate your business so that you have more time to focus on other aspects of your business.

workflow page

Benefits of Using a Workflow

Workflows can be a game changer for many businesses. Using a client workflow can provide a range of benefits for your business, including:

  • Consistency: Workflows help ensure that each client is managed in the same way, which can lead to a consistent experience for all clients.
  • Efficiency: Workflows help you automate tasks and activities, reducing the time and effort required to manage each client.
  • Quality: Workflows provide a structured process for managing clients, which can lead to higher quality work and better results.
  • Scalability: Workflows can be scaled to accommodate more clients, without sacrificing quality or efficiency.
  • Transparency: Workflows provide visibility into the status of each project, making it easier to communicate with clients and manage expectations.

Examples of What to Include in A Workflow

Our workflows include three options for steps: automated email, to-dos, and edit and send emails. The automated emails will send automatically based on the timing in the workflow you have set up. To-dos are essentially tasks that you complete along the way. With edit and send emails, instead of sending automatically – you’ll get notified when it is time to send and have the opportunity to edit the body of the email further before it sends.

Your workflows will be dependent on your session types and preferences for how you run your business. If your business changes, you can easily update or create a new workflow that meets your needs. 

client workflow testimonial - sean brown

Workflows with Iris are broken up into two sections, before session activities and after session activities. The client’s session is the trigger for workflow steps. Here are some examples of things you might include in your before session workflow steps:

– confirmation email
– style/prep guide email
– session reminder email
– payment reminder email
– confirming session date/time/location

testimonial about workflows by laura mcpherson

Once your session is done, the work doesn’t stop there. There are other tasks you still need to complete after you’ve shot a session. Here are some ideas for things to include in your after session workflow steps:

– next steps email
– cull images 
– edit images 
– upload images to gallery / send gallery 
– request a review / testimonial / feedback 
– send a handwritten thank you note 
– blog session

By implementing workflows, businesses can create a better experience for their clients, while also improving their own operations.



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