September Workshop

Using AI-Infused Workflows & Client Communication

Running a design business means juggling client calls, proposals, follow-ups, and creative work—often all at once. This hands-on session guides you in blending practical workflow strategies with AI-infused tools, so you can reclaim your time and keep your projects moving smoothly. Whether you’re brand new to these tools or already experimenting, you’ll discover flexible approaches that fit your unique way of working.

What You’ll Learn (and Where AI Tools Fit In)

1. Map Your Full Project Journey, From First Call to Final Install

Break down your process into clear stages: consultation, onboarding, concept development, documentation, project management, and wrap-up.
See how AI-powered checklists and project trackers can help you keep every detail organized, no matter your workflow style.

2. Capture and Organize Key Details for Better Communication

Learn simple ways to document client meetings, preferences, and decisions.
Use AI note-taking and summary tools to instantly turn conversations into actionable to-dos, so nothing gets lost in the shuffle.

3. Automate Routine Communications and Approvals

Set up processes for reminders, follow-ups, and status updates that work for you.
Explore AI-driven scheduling and email tools that handle repetitive communication, freeing you up for the creative work only you can do.

4. Build Smoother Pipelines

Create a clear path for new leads, from first inquiry to onboarding.
Use AI forms and smart templates to automate welcome packs, checklists, and milestone updates—customizable to fit your brand and process.

5. Integrate Smart, AI-Infused Tools- Your Way

Get an overview of user-friendly project management and collaboration platforms with built-in AI features.
See how to track tasks, deadlines, and deliverables, and use AI suggestions to keep projects on track.
Learn how to adapt these tools so they fit your specific workflow, whether you’re a solo studio or part of a larger team.