leadspine.io
Blog · July 22, 2026 · 9 min read

15 your CRM Workflows Every Agency Should Have

The core automations that separate agencies who ship for clients from agencies who stall.

Every subaccount you launch should ship with a baseline of workflows. Miss them and clients churn; ship them and retention climbs.

Full list coming soon — in the meantime, browse the Templates library.

More reading

How to Build a Missed-Call Text-Back Workflow in your CRM (with AI)
A step-by-step guide to building the highest-ROI your CRM automation using Claude or ChatGPT and leadspine.io.
How to Audit and Fix Broken your CRM Automations
A checklist for finding the silent failures — orphan steps, missing tags, broken triggers — that quietly cost you leads.
your CRM + ChatGPT: Connect Your AI to Your CRM
How MCP lets ChatGPT read and write your CRM workflows, contacts, and pipelines — safely and in real time.