It starts with something small. You resend the same onboarding email – for the fifth time this month. You copy-paste that client reminder, update the date, and hit send. You manually log a payment, upload a contract, tweak a form. Just this once. Just real quick.

But a few minutes here and there add up quickly and then all of the sudden, “real quick” becomes a couple of hours… Before you know it, your business is running on tasks that only live in your head and habits that require your constant presence.

Let’s be real—managing client feedback can feel like chasing confetti in a windstorm. One email says “approved!” Another Slack message has “a few quick tweaks.” Then someone drops a comment in Google Docs… and it’s suddenly chaos. Been there? Same. That’s why I started using Workflow—and I haven’t looked back.