There’s a moment in every business where you realize…your systems should be serving you, not slowing you down.

That realization led me to take a closer look at how I was running things behind the scenes. I was juggling platforms, wrestling with automations, and spending far too much time trying to make everything talk to each other. (Can you relate?)

At one point, I spent nearly half a day just trying to get a single email sequence to deliver correctly—and that wasn’t an isolated event. It was a constant juggling act of tech tools that never quite fit together the way I hoped. Things that were supposed to save me time were eating it instead.

Eventually, I hit pause and asked a bigger question: What if email marketing could actually feel aligned?

That’s when I found Flodesk.

Today, I’m inviting you behind the scenes. This isn’t a step-by-step tutorial—it’s a story of how I rebuilt my email system using Flodesk, and why I believe it’s one of the best tools for service-based business owners, creative entrepreneurs, and anyone who wants their emails to feel more human. In the age of digital marketing and AI, this is essential to standing out.

Why I Switched to Flodesk

At first, it was the aesthetic. Clean, elegant, intuitive. Flodesk stood out in a sea of clunky dashboards and uninspired templates. But it didn’t take long to realize that it is so much more than a pretty interface.

Like many of you, in my business I wear many hats: strategist, manager, mentor. I need systems that support that complexity without adding to it.

Flodesk offers exactly that. With every click, I felt less like I was fighting software and more like I was crafting an experience that truly supports my audience’s journey.

What surprised me most was how much lighter everything felt. Instead of dreading the backend tech work, I actually started to enjoy it. It gave me back the creativity and confidence I had lost somewhere between building funnels and fixing broken automations.

It quickly became the backbone of how I:

• Nurture subscribers with real, relatable content
• Automate behind-the-scenes workflows that free up my time and create a strong impact on our client’s experience
• Create aligned, intentional funnels for offers and services

My Core Flodesk Workflows

1. Lead Magnet Automation

Before Flodesk, delivering a freebie felt chaotic. Like one broken link could unravel the whole flow.

Now, it’s seamless.

I use Flodesk’s visual automation builder to set up a journey that feels curated, not canned. When someone signs up for one of my freebies, they:

• Instantly receive the download with a branded, beautifully designed email (you can attach the freebie right in the email, which creates less friction for the user to get their hands on what they came for)
• Get tagged based on their interest (so I can follow up intentionally)
• Enter a short, thoughtful nurture sequence that shares who we are, why we care, and how we can help

It’s one of the simplest setups I’ve built—and also one of the most powerful. Because that first impression? It matters.

A lead magnet should feel like a handshake, not a transaction. Flodesk helps me build that connection in a way that’s aligned with how I actually want to show up..

2. Weekly Newsletter

This is where Flodesk really shines for me.

My weekly emails aren’t transactional—they’re conversations. I share lessons from growing Well Balanced Business, client stories, and mindset shifts that help leaders grow intentionally.

With Flodesk’s drag-and-drop builder and template tools, I don’t lose hours fighting with formatting. I can:

• Reuse my branded layout (with my fonts, colors, and logo baked in)—simply duplicate the template and build
• Add images or graphics with zero design or formatting friction
• Write like I talk—and make it look good, too

It has made my newsletter process feel creative again. And when I batch 3–4 weeks at a time, it supports the sustainable rhythm I want for my content.

Consistency matters. Not just for your audience, but for your peace of mind. With Flodesk, I’ve been able to stay consistent without it becoming a burden. That’s huge..

3. Evergreen Funnel

I’m a fan of building things once and letting them work in the background.

That’s exactly what Flodesk lets me do with my evergreen funnel for our OBM and VA services.

New subscribers who express interest in operations or systems are:

• Segmented into a custom path (so I can speak to their specific needs)
• Guided through a timed series of emails with stories, case studies, and resources
• Gently invited to book a discovery call if and when it’s right for them

The result? A funnel that feels like a natural extension of how I’d talk to someone one-on-one. No pressure, no pushiness—just support and connection.

This has become one of my favorite parts of using Flodesk. I can build with intention once and trust it to continue doing its job well, even when I’m offline or focused elsewhere.

What Makes Flodesk Different

I’ve tried a lot of platforms (as a systems girlie, when I say a lot—I mean A LOT). Flodesk wins for one reason: it’s both strategic and sensory.

Here’s what I mean:

• Visual Automation Builder: You see the journey as you build it. No guesswork, no clunky UI.
• Beautiful Templates: Your emails look like your brand effortlessly.
• Forms + Checkout: Built-in tools that let you grow and sell directly.
• Simple Segmentation: Tag your people, guide their journey, stay intentional.
• Reliable Deliverability: High open rates and fewer spam issues.
• Unmatched Usability: You don’t need a tech background. Just a vision.

Even when I’m building something complex, I feel calm and clear using Flodesk. That’s not something I could say with every platform I’ve used in the past.

Who I Recommend Flodesk To

If you’re someone who:

• Wants to connect, not just broadcast
• Craves beauty and function in your tools
• Feels bogged down by clunky platforms
• Runs a small but mighty business

Then yes, Flodesk is worth exploring.

You don’t need a massive list to get value. You need a message that resonates—and a platform that supports it.

Flodesk gives you both.

Try Flodesk with My Partner Link

I’ve used Flodesk for over three years now. It’s a key part of my systems that lets me show up consistently, lead intentionally, and serve at scale.

If it sounds like the kind of support you need, you can check it out using my Flodesk partner link. You’ll get a special offer – and I may receive a small commission as an affiliate, which helps me continue sharing honest, experience-based content like this.

Whether you’re rebuilding your backend systems or just trying to send your first email with a little more ease, I hope my story gives you a glimpse of what’s possible when the tech finally works with you—not against you.