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How to Get in the Right Mindset Before Creating Content (and Why It Matters)

How to Get in the Right Mindset Before Creating Content (and Why It Matters)

Michele Duwe from Miss Task | How to Get in the Right Mindset Before Creating Content (and Why It Matters)

How to Get in the Right Mindset Before Creating Content (and Why It Matters)

Have you ever sat down to create content and felt completely stuck? Maybe your brain is foggy, your motivation is low, or you’re second-guessing every idea that comes to mind. The truth is, creativity isn’t just about having great ideas—it’s about showing up in the right mindset to bring those ideas to life. When you force yourself to create from a place of stress or overwhelm, it shows in your content. But when you create from a space of clarity and excitement, everything flows easier.

In episode 111 of Content Systems for Growth, I had an incredible conversation with Ang Barnard, host of The Intentional Mind Podcast, about how to get in the right mindset before creating content. Ang is a communication consultant and career coach who helps people boost creativity, increase focus, and stay motivated when they show up to create. In this post, I’m sharing key takeaways from our conversation, including why your mindset affects content creation, how to break through creative blocks, and simple shifts to stay productive and aligned when making content.

Why Your Mindset Matters When Creating Content

One of entrepreneurs' biggest mistakes when creating content is thinking that success comes from strategy alone. While strategy is important, your mindset and focus play an even bigger role in how your content is received. In my conversation with Ang Barnard, she explained how your energy, mindset, and overall clarity directly impact how your audience connects with your message.

Think about it—have you ever watched a video or listened to a podcast where the creator’s energy felt low or forced? It’s hard to stay engaged, right? Now compare that to content where the speaker is fully present, confident, and speaking from the heart. That energy is contagious. When you create from a place of alignment and excitement, people can feel it—and they respond to it.

But what happens when you’re just not feeling it? Low motivation, overthinking, or feeling distracted can keep you from creating the kind of content that truly connects. The good news is that you don’t have to stay stuck. In the next section, we’ll dive into the most common signs that your mindset is holding you back—so you can recognize them and shift before you start creating.

Signs Your Mindset is Holding You Back from Creating Content

Before you can shift into a more focused and creative state, you need to recognize when your mindset is working against you. In my conversation with Ang, we talked about how content creation shouldn’t feel like you’re forcing it—it should flow naturally. But when you’re stuck in a low-energy state, creating can feel overwhelming, frustrating, or just plain exhausting.

Here are some clear signs that your mindset is keeping you from creating content that truly connects:

  • You’re overthinking everything. Instead of trusting yourself and creating from a place of excitement, you’re second-guessing every word, worrying about whether it’s “good enough,” or trying to make it perfect.
  • You feel like you’re forcing it. If sitting down to write or record feels like a chore, chances are, your mindset isn’t in the right place. Great content comes from alignment, not pressure.
  • You’re comparing yourself to others. Scrolling social media and seeing other creators doing “better” can leave you feeling discouraged or like you’re falling behind.
  • You’re focused on the outcome instead of the process. If you’re constantly thinking, Will people like this? or Will this go viral? instead of enjoying the creative process, your energy is in the wrong place.
  • You feel mentally drained before you even start. If content creation feels exhausting before you begin, it’s a sign you need a quick mindset shift before diving in.

The good news? You don’t have to stay in this space. In the next section, we’ll cover simple ways to reset your focus, boost creativity, and shift into the right mindset before you start creating.

How to Shift Your Mindset Before Creating Content

Now that you know the signs of being stuck in a low-energy state, let’s talk about how to reset and get into a creative flow before you start creating. One of the biggest takeaways from my conversation with Ang was that small shifts can make a massive difference in your focus, motivation, and creativity.

If you’ve ever tried to push through content creation when you’re not feeling it, you know how frustrating it can be. Instead of forcing it, try one of these quick mindset shifts before you sit down to write, record, or show up for your audience:

1. Move Your Body
Your physical state directly impacts your mental clarity. If you feel stuck, get up and move! Take a quick walk, stretch, jump on a mini trampoline (one of Ang’s favorite tips!), or do a few power poses. Just two minutes of movement can increase your focus and shift your energy before you create.

2. Change Your Environment
Sometimes, the space you’re in is what’s draining your focus. Try switching locations—move to a different room, step outside, or adjust the lighting in your space. Even small changes, like lighting a candle or playing upbeat music, can help signal to your brain that it’s time to shift into a creative mode.

3. Take a Deep Breath (or Several!)
Feeling overwhelmed? Pause and take a few deep breaths. Try box breathing (inhale for four seconds, hold for four, exhale for four) to calm your nervous system and reset your focus. When you slow down, your creativity can flow more freely.

4. Reframe Your Thoughts
If you’re caught up in perfectionism or fear of judgment, remind yourself why you’re creating in the first place. Instead of thinking, What if no one likes this?, shift your focus to, Who needs to hear this today? When you create from a place of service instead of stress, everything flows more easily.

5. Make It Fun
Creativity thrives when you’re enjoying the process. Instead of treating content creation like a chore, find ways to make it feel fun again. Record a voice memo instead of typing, create a challenge for yourself, or gamify the process—whatever helps you feel more inspired and less pressured.

By making small adjustments to your mindset, movement, and environment, you can step into content creation feeling motivated, focused, and ready to create something that truly resonates.

In the next section, we’ll talk about some of the biggest mindset traps that keep entrepreneurs stuck—and how to avoid them.

Michele Duwe from Miss Task | How to Get in the Right Mindset Before Creating Content (and Why It Matters)

Common Mindset Traps That Keep You Stuck (And How to Avoid Them)

Even when you’re intentional about shifting your mindset, there are still some common thought patterns that can sneak in and drain your creativity. In my conversation with Ang, we talked about how fear, overthinking, and comparison can keep you from showing up fully in your content. The good news? Once you recognize these mindset traps, you can shift away from them before they hold you back.

Here are some of the biggest ones to watch for:

1. The “I’m Not Ready” Trap
Have you ever told yourself that you’ll start creating content when you have more time, more confidence, or more expertise? This mindset keeps you stuck in a cycle of waiting instead of taking action. Truth bomb: You’ll never feel 100% ready, but you don’t need to be. The best way to gain confidence is to start.

How to break it: Ask yourself, What small step can I take today? Instead of waiting for perfect conditions, take imperfect action—your content (and audience) will grow as you do.

2. The Perfectionism Trap
Perfectionism disguises itself as a high standard, but really, it’s fear in disguise. If you find yourself spending way too long tweaking every word, re-recording the same video, or holding back because something “isn’t quite right,” you’re likely stuck in perfectionism.

How to break it: Shift your focus from perfect to valuable. Ask yourself, Does this help my audience? If the answer is yes, then it’s good enough to share.

3. The Comparison Trap
It’s easy to look at what other content creators are doing and feel like you’re falling behind. Maybe someone else’s posts are performing better, or their videos seem more polished. But comparison kills creativity. The more you focus on someone else’s journey, the less energy you have for your own.

How to break it: Limit social media scrolling before creating content. Instead of asking, How do I measure up?, ask, How can I share something that feels true to me? Your audience follows you for your unique perspective—lean into that.

4. The “I Have Nothing New to Say” Trap
Ever feel like everything you want to share has already been said? This mindset keeps a lot of entrepreneurs silent. But here’s the truth: your voice, your perspective, and your experiences are unique. Even if the topic isn’t new, the way you explain it will resonate with someone differently.

How to break it: Instead of trying to be completely original, focus on being authentic and relatable. What experiences have shaped your views? What stories can you share that will help someone else?

5. The “Content Creation Should Feel Easy” Trap
Yes, we talk a lot about flow and alignment, but that doesn’t mean content creation won’t ever feel hard. Some days, creativity takes effort, and that’s okay. The key is not to mistake resistance for a reason to stop.

How to break it: When you hit a creative block, don’t assume it means you’re doing something wrong. Take a break, shift your environment, or try a different medium (speak your thoughts into a voice memo instead of writing, for example).


By recognizing these mindset traps, you can shift away from self-doubt and into confident action. The more you create, the easier it gets—and the more your audience connects with what you share.

In the final section, we’ll wrap up with the key takeaways and a simple strategy to help you stay aligned before every content session.

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Final Thoughts: Aligning Your Mindset Before Every Content Session

If there’s one thing I hope you take away from this conversation with Ang, it’s that your mindset directly impacts how your content is received. When you show up drained, distracted, or second-guessing yourself, it’s hard to create content that truly connects. But when you take a few moments to shift into alignment, everything flows more naturally.

Here’s a simple pre-content creation ritual you can use before every session to help you stay focused, inspired, and confident:

1. Check in with yourself
Before you start writing, recording, or brainstorming, pause and ask: How am I feeling right now? If you’re feeling stuck, unfocused, or uninspired, don’t push through—reset first.

2. Make a small shift
Use one of the quick strategies from earlier in this post: Move your body, change your environment, take deep breaths, or reframe your thoughts. Even two minutes can make a massive difference.

3. Set an intention
Decide what you want your audience to feel after engaging with your content. Instead of focusing on how it will perform, focus on who it will help.

When you prioritize your mindset, creativity, and motivation, content creation stops feeling like a struggle and starts feeling like something you enjoy again.

I’d love to hear from you! What’s your biggest struggle when it comes to showing up with the right mindset for content creation? Send me a DM or tag me on Instagram (@micheleduweobm) with your biggest takeaway.

What Is Your Disorganization Costing Your Business

What Is Your Disorganization Costing Your Business

Michele Duwe from Miss Task | What Is Your Disorganization Costing Your Business

Do you have a disorganized mess on your hands with lot of folders causing a cluttered drive? Google Drive disorganization can feel overwhelming. You spend precious time hunting for files, digging through outdated folders, and trying to remember what you named that important document. Sound familiar? You’re not alone, and the good news is there’s a simple fix. Have you stopped to evaluate what your disorganization is costing your business?

Why Google Drive Disorganization is Costing Your Business

It almost seems silly, right? How does not having a system to organize your Google Drive folders cost your business? I've seen how a messy Google Drive will drive an entrepreneur to tears searching for that existing file they know they have saved. 

Not only do messy Google Drive files cause you stress, but they are also responsible for lost productivity. Have you ever spent your valuable time searching for important files? That wastes time you could be spending on high-priority tasks.

What else does Google Drive disorganization cost your business? God forbid those disorganized files lead to missed opportunities when you struggle to find a file or legal documents essential to a client request. I've managed team members as an online business manager who spent so much paid time searching in Google Docs for critical documents. I think we both can agree that is a waste of time, money, and resources.

In the end, digital clutter leads to stress and feeling overwhelmed. A cluttered virtual workspace creates an unnecessary mental load, as if running a small business isn't taxing enough on our mental load.

The Hidden Costs of Digital File Chaos

Here’s something we both can agree on: how frustrating and time-consuming it is to look for digital files without a folder structure or consistent naming conventions.

You know that you have that digital file saved somewhere from the early years in business.

But where the heck did you put that digital file? Racking your brain for what you would have named it, where you save it even. Search for as many random keywords as possible to find the document in various cloud storage spaces.

Is this you? If so, you’re not alone. I see this repeatedly in online businesses.

The problem is in the early years of your business, when you’re penny-pinching and band-aiding things together, instead of buying more file storage space, you’d sign up for another free account.

Genius right?

One less monthly expense, yay, you frugal business owner.

I know this happens; I've helped untangle a mess of duplicate files across several cloud storage applications. What they thought, in the beginning, to be a cost-saving measure, in the long run, added up to wasted time and money for the business. Ultimately, they found out that maybe it wasn’t such a great idea. All that searching and disorganization is costing your business valuable time and money.

How to Create a Google Drive File Structure That Works

Before we get into this, you may want to test several different Google Drive file structures to determine what works for you. It is essential that we set a systematic approach to your folder structure that works for your brain. You may be a clicker or a root organizer.

If you have ADHD, opening up a folder to see endless Google docs, images, and media files will likely feel overwhelming. You will want to have specific folders with a few documents. You may also want to change color of the folder for a visual queue of the content. All my content management folders are yellow.

Are You a “Clicker” or a “Root Organizer”?

Understanding your preference for folder structure is key to keeping your files organized without feeling overwhelmed. Do you prefer to click through a few levels of folders to find what you need? Or does that sound like a nightmare, and you'd rather have most of your folders easily accessible at the root level? I've worked with both types of small business owners, which is why I bring this up.

Whichever style works for you, the goal is to ensure your Google Drive stays organized by using clear, logical naming conventions. Let’s explore two examples to suit both preferences:


Example 1: The “Clicker” Approach

If you don’t mind clicking through a few folders, you can create a hierarchy that keeps things tidy and compartmentalized. For example:

  • Marketing
    • Content Hub (includes subfolders like Images, Blog Post Copy, Social Media
    • Copy, Podcast, and Newsletters)
    • Freebies (Lead Magnets and Opt-Ins)
    • Branding
    • Website Assets
  • Sales
    • Client Onboarding
    • Discovery Call Notes
    • Prospecting Spreadsheet
  • Clients
    • Individual folders for each client are labeled with [Share] and a color code if they’re shared.
  • Operations
    • Finance
    • Personal/Business Development
    • Standard Operating Procedures (SOPs)

This method works best for people who are comfortable navigating multiple levels and want to keep their folders visually clean from digital clutter.


Example 2: The “Root Organizer” Approach

If clicking through ten folders sounds overwhelming, a flatter folder structure may work better for you. You can create descriptive folders directly at the root level. For example:

  • Marketing | Content Bank
  • Marketing | Freebies and Opt-Ins
  • Sales | New Client Paperwork
  • Sales | Discovery Calls
  • Clients | Client Names
  • Operations | Finance
  • Operations | SOPs

By naming conventions like Marketing | or Sales |, you can group similar types of files while keeping everything just one click away for easy access.

Final Thoughts on Folder

No matter your preference, consistency is what keeps your digital workspace organized. Choose the structure that fits your workflow best and stick to it. With either of these examples, you’ll save time, reduce stress, and make it easier to find exactly what you need when you need it. With Google Workspace, you have different types of Google Drives: one that is your own drive and the option to use the shared drive for clients and team members. Keep that in mind when setting up new folders. 

Would you like further adjustments or examples? Here is a link to my free resource on Digital File Organization. https://misstask.com/organize-your-google-drive-sign-up 

Michele Duwe from Miss Task | What Is Your Disorganization Costing Your Business

Tips for Naming Files

Oh, My Goodness, this is one that I regret so that I can speak from experience. It turns out to be a hot mess downloading freebies from the internet without a good descriptive file name.

Apparently, it wasn't easy to type a descriptive name into the file the first time that had meaning to me. Nope, instead, I kept the name given by the business that created it. Geez, it drove me nuts with all the inconsistent, nondescript file names. I finally gave in and deleted most of them. It would take too long to look at all those PDF files to figure out a new file name.

Have you searched for best practices for naming structure? I will give Google credit. It is very simple to search for files. However, without a clear file name or folder name, it will bring back many files for you to sift through. Having a system for naming files will eliminate having to go back and rename generic files like IMG_1234.jpg into something descriptive like Wellness Coaching Tips-IG_2025-01.jpg.

Here are a few examples of file names that I use: 

Receipts: YYYY-MM-What [M] or YYYY-MM-What [Y] or YYYY-MM-What
Here is the meaning:
YYYY – this is the year i.e. 2025
MM – this is the month number, i.e., 01 for January
What or who did I pay – Quickbooks
[M] states for a recurring Monthly expense
[Y] stands for a recurring yearly expense
Nothing at all is a one-time expense

Here is one more: 

Paid Offers: 🧩 Content Repurposing Starter Pack

I'm an emoji girl for file names regarding my paid offers. Across all my platforms, anything to do with my Content Repurposing Starter Pack will have a puzzle piece emoji. I think repurposing content is a missing piece that many small business owners overlook. It has meaning to me.

First Step to A Well-Organized Drive: Clear Out the Old Files

The first step to a well-organized drive is simple: create a new folder and name it archive with the date. Move all your old folders and files into that one folder.

Now, create a storage system with all the separate folders. As you access the files from your old folders move them into your new filing system. It will spread all the hard work of cleaning up your folds into a bite-size, manageable process.

After a year, take a look at that archive folder. Do you want to keep these just in case? That is completely up to you, but you'll always know when to look for them. Should you have multiple

Google Drive accounts or maybe Dropbox? The same thing applies to accessing files, downloading them, and moving them to the correct folder in your new storage system.

How to Organize Creative Content in Google Drive

Here are my best tips for organizing creative content in Google Drive. As a content creator and online business owner, over time, you will have a lot of content.

  • Example Folder Structure for your content filing system:
  • Top Folder: Growth
  • Second Folder: Lead Generation
    • Folders under lead generation:
      • Core Content
      • Social Media
      • Lead Magnets
      • Advertising
      • Content Planning
      • Email Marketing
    • I'll give you examples under Core Content; again, download my free resource, Digital File Organization, to learn more.
      • Core Content
        • 🎙️Podcast
          • Podcast Assets
          • Guest Interviews
          • Edited Episodes
          • Raw Episodes
          • Promotional Graphics
        • [CC] 2025
        • [CC] Archive
  • Use the star: Use the star to favorite your files for quick access in the main menu on the left sidebar. Right click the file, choose Organize, and select Add to Starred.
  • Use File Information: Google Drive allows you to add a description to your file. This can be a great way to keep track of important information about a file; it also keeps track of who created it and when it was last updated. To access this, click the file and, select file information, scroll to the bottom to add a description. In addition, it has a tab for activity and Approvals. Approvals is a great tool for your team members to request your approval.
  • Utilize Google drive's integrations : Google drive allows to integrate with other Google Suite such as google sheets, docs, slides and forms, these integration can help in managing and organizing your creative content.
  • Collaboration and Sharing : When it comes to creative projects, team collaboration is often essential. Google Drive makes it easy to share files and folders with others, allowing multiple people to work on a project at the same time.

Using these tips, you can effectively organize your creative content and make finding and collaborating on projects easier.

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Discover the Secret to Effortless Content Creation –

From Overwhelmed to Thriving: Your Content Creation Simplified Journey Starts Here!

You’ll thank yourself later for taking the time to get this done—it’s worth the effort.

Disorganization is sneaky and causes chaos when you least expect it. My best advice is to get it done. As long as a virtual assistant has clear directions, they will be able to start the organization process for you. 

Suppose you don’t believe me. Start tracking the time you or your team member spend looking for files. Over time those few minutes will add up to more than just investing in getting it done.

Time To Wrap This Up

I hope I've made my case for Why Google Drive Disorganization is Costing Your Business. More importantly, how do you want to feel when you open Google Drive? This is a good thing to consider when setting up your file organizational system. You are a busy business owner with limited time, money, and emotional resources, so make sure they are directed at the right things.

Simplify Your Digital Life: Take Control of Google Drive, Eliminate Chaos!

  • Are you tired of the digital clutter in your Google Drive causing chaos, wasting your time, and risking important files?
  • Imagine the frustration of missing files during crucial moments, the stress of duplicated documents, and the overwhelming clutter that hinders productivity.

Grab our free guide and take the first step towards a well-organized and efficient Google Drive.

Say goodbye to the chaos and hello to digital content organization!

Creating a Simple Client Onboarding Experience with HoneyBook

Creating a Simple Client Onboarding Experience with HoneyBook

Michele Duwe from Miss Task | Creating a Simple Client Onboarding Experience with HoneyBook

*This post includes an affiliate link. 

Are you making the best first impression with your client onboarding experience? Creating a simple client onboarding experience with HoneyBook ensures your process is streamlined for you and impressive to your new client. Using HoneyBook, you can create a seamless and professional experience that sets the tone for your client relationship.

New Leads to Client Onboarding Process

Are you one who enjoys getting into the tech? I sure do. However, I need to ask if that is where my time is best spent.  

Before switching to a client relationship management tool, a prospect would fill out a Google Form with questions about their small business. Then, I would review the inquiry form during the next business day, send a follow-up email with a Calendly link for scheduling, and manually enter them into my project management system for follow-up.

After the call, if we both decided it would be a good fit, I would send over an online contract through Sign Now. Once the signed contract was received, I would send a canned welcome email with the link to the first payment and the client welcome packet with the next steps.

In other words, I was the glue holding it all together—reentering information from one tool to another. This process was time-consuming and inefficient.

While web application tools like Zapier can connect your application, I think you'll agree it’s much simpler not to jump between applications and have everything in one place—this is how HoneyBook simplifies the steps.

The Lead Capture Form and Automation

Wow, Honeybook has added many new features to make it even more simple to create an onboarding workflow. 

How are you currently managing your prospects' new leads? Is it simple? In other words, are you piecing together different tools and acting as the glue holding it all together? Or maybe you're using a web automation tool such as Zapier or Make to help you piece the various applications together. That is great until it throws an error that you miss and stops working. You better love troubleshooting tech if this is your process; I'm just saying.

I am guessing you pour your heart and soul into all your free content to connect and make an impact. If someone has been listening to your podcast or reading your weekly blog posts, you want them to have an exceptional client experience from the first second they reach out to you.

It's a big deal when your dream client finally decides: this is the coach for me. You want them to have a great client experience the second they say “yes.” An easy way to make a great impression is with Honeybook automation. Whether you're an independent business owner or a business owner with team members, utilizing Customer Relationship Management (CRM) ensures a better experience for your potential clients.

Creating A Simple Client Onboarding Experience with HoneyBook

Let me ask if you are making the best first impression with your client onboarding experience. Creating a simple client onboarding experience with HoneyBook ensures your process is streamlined for you and impressive to your new client. Plus, it adds that personal touch that makes your potential new client feel welcome in your world. Because let's be real, in this day and age, we tend not to wait before we move on to the next thing.

By using HoneyBook, you can create a seamless and professional experience that sets the tone for your entire client relationship. Here are the step-by-step instructions for setting up your own system in Honeybooks.

Michele Duwe from Miss Task | Creating a Simple Client Onboarding Experience with HoneyBook

How To Create An Exceptional Client Onboarding Process with HoneyBook

Step 1: Lead Capture Form

  • Create a Lead Capture Form: Use HoneyBook to embed a form on your website. Customize it to collect essential contact information such as the client’s name, contact details, business type, and how they found you. Do you have specific information you'd like to know about the potential client? No problem; set up custom fields on the form to gather this information, such as social media handles and unique needs they seek help with. Remember that long forms can be intimidating and overwhelming to fill out as a first step. Gather only the information you must to make an informed decision and set yourself up for a productive discovery call.

– In addition to the embed form, Honeybook links you to the lead form to easily add a call to action to your email marketing campaigns.
– A quick tip: I love using Pretty Links to create customized links with my business URL.

  • Automate Lead Tagging: Set up tags to categorize leads by interest or service type. HoneyBook automatically maps the form responses to your database.

Step 2: Immediate Follow-Up

  • Send a Welcome Email: After submitting the lead form, HoneyBook sends your customized automated email thanking the prospect for their inquiry and providing the next steps.
  • Assign a Workflow: Depending on the lead’s responses, initiate a tailored workflow that aligns with their needs.

At this point, you may want to pause the workflow. Set up a task to review the form during your office hours before sending the email to your discovery or sales call. The pause is to get a feel for the person behind the form.

Do you feel like you two would be a good fit? I think it is essential to vet a client before you both have too much time invested. While ideally, your long-form content will be the best way to draw the right people to you, it is okay to say not yet to someone who may not be a good client for your services. Remember, the ultimate goal is to book clients that are best aligned with your services. I know from experience creating one-off packages for someone who doesn't fit into your scope of work may not result in a happy client. When you say yes to a potential client who's not a great fit, you could be saying no to a future great opportunity.

Step 3: Discovery Call Scheduling

  • Enable Scheduling: Use HoneyBook’s built-in scheduling tool to allow the prospect to book a discovery call directly from the follow-up email. This will save you valuable time by avoiding unnecessary back and forth by providing your available time slots so they can choose the perfect time. But, Friend, I'm certain you already understand the value of a scheduling tool.
  • Scheduled Email: In the onboarding workflow, be sure to add an email sent after they book the discovery call with the agenda of the meeting and any additional resources you'd like to provide.
  • Calendar Integration: Sync HoneyBook with your calendar to avoid scheduling conflicts and streamline the booking process.

Step 4: Conduct the Discovery Call

  • Prepare for the Call: Review the lead’s form responses. Use a discovery call template with the agenda, list of necessary information, points to discuss, and specific questions you have to ask during the discovery call.
  • Take Notes: Use HoneyBook’s client profile feature to document key points from the call. Client communication is key; notes are always a gift when you must circle back on your discussion.

Step 5: Post-Call Follow-Up

  • Trigger Follow-Up Workflow: After the discovery call, HoneyBook automates the next steps based on the outcome:

– For “Not Yet” Clients: Send a thank-you email and schedule a follow-up task for a later date. However, to keep them engaged with the automation feature, you can set up a “nurture” type email sequence to help support them with additional “do-it-yourself” helpful activities.
– For “Yes” Clients: Proceed to the proposal and onboarding phase.

Step 6: Proposal, Contract, and Invoice

  • Send a Customized Proposal: HoneyBook allows you to create a tailored proposal that outlines your services and pricing. The best part is that they provide templates for important documents, so you're not starting from scratch.
  • Automate Contract Signing: Include a contract in the proposal. Once signed, HoneyBook automatically updates the project status.
  • Send the Invoice: Attach the invoice to the proposal and enable payment options such as payment plans.

Step 7: Welcome Package

  • Welcome Email: Send an automated welcome email with a personalized message, welcome guide, and next steps.
    Intake Form: Set up an onboarding form to gather client information. Would you like to send a physical welcome gift? This is the perfect spot to collect the client's physical address.
  • Scheduling Tool: With the scheduling tool, your new client can set up the initial kickoff call and coaching calls.
  • Client Portal Access: Grant access to the client portal where they can view their documents, forms, and project details.

Step 8: Task Checklist

  • Automate Tasks: Use HoneyBook’s task management feature to ensure key steps are completed:

– Create a client folder in your file organization system.
– Add a task in Asana (or your project management tool) for the client project.
– Schedule any necessary follow-up meetings or deliverables.

 

Step 9: Ongoing Communication

  • Keep Clients Informed: Use HoneyBook’s email and messaging features to maintain clear communication throughout the coaching relationship.
  • Monitor Progress: Track project milestones and ensure timely delivery of services.

Book A 1-Hour Virtual Session

Discover the Secret to Effortless Content Creation –

From Overwhelmed to Thriving: Your Content Creation Simplified Journey Starts Here!

Did It Take Time to Set Up?

Setting up the entire process from the workflows, email templates, and automation in HoneyBook takes some initial effort. But once it’s done, you no longer have to manually handle every step of the onboarding process saving your value time. This will be one of the thing your future self will thank you for. It’s automated, efficient, and allows you to focus on delivering value to your clients.

Ready to Simplify Your Onboarding Process?

If you’re ready to get time back in your day and streamline your client onboarding process, HoneyBook might be the right tool to provide a seamless client experience. By using HoneyBook, small business owners save time, impress their clients, and set their businesses up for success.

💰 Get your HoneyBook account for 30% off for one year with my referral link

*Disclaimer: If you happen to purchase anything I recommend in this or any of my communications, it’s likely I'll receive some kind of affiliate compensation from these products that I use and love. Please do not feel obligated to purchase anything through my links.