The One Flodesk Feature My Health Coach Clients (and I) Can’t Live Without!
As you all know, I am pretty obsessed with Flodesk. It is a beautiful email platform that allows you to create easy to read, stunning emails. It not only looks beautiful, but it also allows you to organize your list.
Flodesk allows you to create emails, funnels, opt-in forms, and workflows. I have created all of these for my business and for my clients as well. You might be asking, what is the feature you can’t live without? Or your clients can’t live without? Well, keep reading this blog to find out the feature that is truly a huge time saver for me and my clients and why it helps save everyone TIME!
Over the years, I’ve worked with dozens of health coaches—helping them create newsletters, lead magnets, and client content that not only looks professional but actually converts leads into paying clients. And the most common theme with my coach clients is this:
Health coaches don’t have time to babysit their inbox or follow up individually with every single lead.
So, when a health coach comes to me overwhelmed and unsure of what they should do to organize their leads and convert them to paying clients, I always ask how they are nurturing and managing their leads, depending on where they are in their client cycle (lead, new client, seasoned client, etc).
Then I always recommend one Flodesk feature that truly changes everything for the coaches I work with:
Workflows.
Why Workflows Are So Important for Health Coaches:
Workflows are automated email sequences that are triggered when someone takes a specific action—like downloading a lead magnet, joining a challenge, or signing up as a new client. Once the workflows are set up, they run behind the scenes, consistently delivering your message, building trust, and guiding subscribers toward your paid offers without you worrying about a thing.
This is the feature that helps health coaches go from “I hope people read my emails” to “I have a lead-nurturing system that works while I’m coaching clients or spending time with my friends and family.”
How I Use Workflows for My Health Coach Clients:
I am a Flodesk expert and I have been using Flodesk for years, I could not imagine using any other email marketing platform and now I am lucky to e a Flodesk Partner! I truly believe in this platform and workflows are a huge reason!
When I set up Flodesk for my clients, I always set up workflows for them:
Why? Because they:
Save time by automating repetitive tasks like delivering freebies and welcoming new clients.
Create consistency so every lead has the same polished, on-brand experience.
Nurture leads without needing to write new emails all the time.
Turn subscribers into paying clients by naturally guiding them toward the next step.
Here’s what a lead magnet workflow could look like:
Email 1 (Immediate): Deliver the freebie and welcome them to your list.
Email 2 (Day 2): Quick tip related to the freebie or a favorite recipe roundup.
Email 3 (Day 4): Introduce yourself a little bit more in-depth or share a client testimonial.
Email 4 (Day 6): Invite them to reach out to you or sign up for your next coaching session.
And that’s just one example. Check out some other ideas for workflows in Flodesk:
5-day challenge sequences - think protein challenges, walking challenges, etc. You can set up emails that are sent out each day of the challenge to continue to motivate your sign-ups and be at the front of their minds when they are ready to sign up for a health program.
Bi-monthly nurture newsletters for leads - Getting leads is great, but you are missing half of the puzzle if you don't nurture them. Ensure you send emails at least once a month to your email list, but twice a month is better! If you need help with this, I have a subscription service that gives you newsletters in a Flodesk template that are ready to quickly personalize and schedule (hello to another amazing Flodesk feature!)
New client onboarding (with extra resources, checklists, and reminders) -My coach clients all handle this differently. If you need help, reach out, and we can figure out the best way to manage new clients for you and your business.
Re-engagement campaigns for people who cancelled in the past. - Have you lost some clients in the past? Chances are they will want to come back to you in the future, you just have to let them know when there is a great deal or something they can’t miss out on. Schedule and create a special workflow just for them!
Why This Changes Everything for Me and My Clients:
The best thing about a workflow is that once it is set up, you don’t have to touch it (unless you want to go in and update it, which is easy to do once you know how to use workflows!). It will continue to run in the background and nurture your leads effortlessly. It truly is the best time saver!
Check out a few more reasons why workflows are a game changer!
Stop worrying about “keeping up” with your list because your workflows work for you.
Build stronger connections with potential clients because they continue to see you pop up in their inbox with helpful information that applies to their lives.
Show up consistently—even when life gets chaotic, because the workflows keep sending emails even if you don’t have time to do it yourself.
Create a client experience that feels professional and engaging from the start because your emails are on brand and add value to your potential clients’ lives.
If you’re a health coach juggling content, client check-ins, and growing your business, Flodesk Workflows are the system you didn’t know you needed—and once it’s in place, you’ll wonder how you lived without it!
Want help setting it up? I specialize in building lead magnet funnels, onboarding sequences, and done-for-you email content inside Flodesk so you can focus on coaching while your emails do the heavy lifting. I also have a video mini lesson that will show you how to set up workflows in Flodesk!
Email me - katie@creativeresourcesbykatie.com or message me on Instagram @thedailykt
Not using Flodesk yet? What are you waiting for? This email platform will completely change the game for your email marketing and your business.
