How Flodesk Workflows Turned Offboarding Into a Relationship-Building Tool

At Honeywave Creative, we specialize in launching stunning brands and websites in just one day. It’s fast, efficient, and exactly what our clients need when they’re ready to transform their online presence without dragging things out.

But there was one challenge we didn’t anticipate.

When your business is built on delivering high-quality work quickly, it’s easy for client relationships to end as soon as the project does. We’d wrap up a Design Day, send off the final deliverables, and hope that when clients needed updates or future projects, they’d remember us.

Hoping isn’t exactly a growth strategy.

That’s when Flodesk Workflows changed everything for us. It didn’t just streamline our email marketing. It became the backbone of how we stay connected with clients long after their project is done, increase lifetime customer value, and turn one-time projects into ongoing partnerships.

Here’s exactly how we did it.

Turning Offboarding Into Opportunity

We’ve been using Flodesk for over four years now. At first, it was our go-to for sending weekly newsletters and automating simple things like freebie deliveries and onboarding emails. But once we started using Flodesk’s Workflow feature intentionally, it became one of the most powerful tools in our business.

Our core offers are:

  • One Day Websites
  • One Day Brands
  • One Day Brand & Website Combos

These packages are designed for speed, which is great for bringing in a steady flow of new clients. The downside? Once the Design Day ended, so did most of our client interactions.

We knew we needed a better system to nurture those relationships. Not just immediately after the project, but months (and even years) later.

That’s where our Offboarding Workflow came in.

Behind the Scenes of Our Flodesk Offboarding Workflow

With Flodesk’s intuitive builder and a simple Zapier connection to Google Calendar, we created an automated email sequence that keeps past clients engaged without us lifting a finger.

Here’s how it works:

The moment a Design Day wraps, the client is tagged for offboarding. Flodesk handles the rest with a series of well-timed, personalized emails that we created.

  • 1 day after project completion: A friendly check-in to make sure they’re happy with their new brand or website. We also remind them they have two weeks of follow-up support if they need anything.
  • 11 days later: A reminder that their support window is closing soon, giving them a chance to ask last-minute questions.
  • 3 days after that: We let them know their included support has ended but offer options for ongoing help through hourly updates or our retainer package.

Playing the Long Game: How Flodesk Keeps Clients Coming Back

Most people think offboarding ends after a couple of polite follow-ups. We saw it as an opportunity to build long-term relationships.

Here’s where Flodesk really shines for us:

  • 80 days after project completion: We send a casual check-in asking how their brand or website has been working for them. By this point, they’ve had time to notice little things they might want to adjust or new ideas they want to implement.
  • 165 days later: Another friendly reminder that we’re here if they need updates, whether it’s small tweaks or bigger changes as their business evolves.
  • 185 days after that: Now it’s been over a year since their Design Day. This is when many clients realize their website or brand could use a refresh or additions. We highlight our support options again.
  • One year later: We send a final check-in, offering a special discount for a full revamp. After two years, most businesses are ready for a fresh look, and this email keeps Honeywave top of mind when that moment hits.

The Results Speak for Themselves

This workflow isn’t just about being thoughtful. It drives real business growth.

  • Over 31% of our clients have either signed onto a retainer package or hired us for hourly support directly from this offboarding flow.
  • We consistently see 95%+ open rates on these emails, proving that clients appreciate staying connected.
  • We’ve received countless compliments, like the client who reached out on their one-year anniversary just to say how much they loved the ongoing support and how it made them feel cared for long after the project ended.

Beyond the numbers, this workflow has helped us increase lifetime customer value, keep our calendar filled with returning clients, and maintain relationships without the constant hustle of manual outreach.

Why Flodesk Workflows Work So Well

Flodesk made this entire system possible because it’s designed with both creativity and simplicity in mind. The visual builder is intuitive, so setting up complex automation doesn’t feel overwhelming. Plus, everything stays beautifully on-brand, which matters when you’re a design agency.

We didn’t need expensive CRM software or complicated tools. Flodesk gave us exactly what we needed to automate with a personal touch.

If you’re a creative entrepreneur or small business owner looking for a better way to stay connected with your audience (or your clients) I can’t recommend Flodesk enough.

You can design beautiful emails, automate smart workflows, and turn one-time customers into long-term relationships, just like we did.

Ready to Transform Your Follow-Up Game?

If you’re tired of losing touch with clients or leaving money on the table, it’s time to set up your own workflows with Flodesk.

Disclosure: I’m a proud Flodesk partner because I genuinely use and love this platform. If you sign up through my link, I may receive a commission at no extra cost to you. I only share tools that I fully believe in and use within my own business.

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Meet the Blogger

Bailey Thibodeaux

Hey friend! I’m the Head Designer and Creative Director behind Honeywave Creative. I specialize in designing highly interactive and conversion-driven websites for ambitious entrepreneurs. I hope you find lots of valuable tidbits in this blog!

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