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Software for Lead Management: Streamline Your Sales Process

Software for Lead Management: Streamline Your Sales Process

EP-028-Content Systems for Growth-Software for Lead Management -HoneyBook CRM

Have you ever read Emily Ley’s book Grace Not Perfection? She grabbed me with the first few lines in the introduction. She starts off by talking about the hampster wheel of overwhelm, trying to do it all, along with managing the circus of life as a wife, mom, and business owner, and overachiever. In the circus of life, I’m definitely the juggling act. How about you? I’m guessing the last thing you want to have to happen is dropping the ball on a new prospective client by making them feel unwelcome. Implementing software for lead management is one way to make your online marketing efforts thrive. 

It's about having an efficient client workflow that allows you to automate and manage your prospects. That's where lead management software comes into play. With its powerful features and intuitive interface, lead management software can streamline your sales process, ensuring that no potential client slips through the cracks. From capturing and organizing leads to nurturing them through automated workflows, this software is a game-changer for your small online business. Are you ready to explore the benefits of lead management software?

The Importance of Streamlining Your Sales Process

A streamlined sales process is essential for any online business owner looking to grow a business that is able to support their big why. I’m guessing you understand the importance of having an efficient system in place. Without a sales process in place, what good is all that time and energy spent on your online marketing efforts? It's easy to lose those valuable leads, resulting in missed revenue opportunities. However, I believe the worst of all is missing out on the chance to make a positive impact.

Do you see how important it is to have lead management software to organize and track leads? Your entire sales cycle should be focused on making every prospect feel welcome.

One of the key benefits of streamlining your sales process is increased efficiency. With lead management software, manual tasks such as data entry and lead tracking become automated, freeing up your valuable time to focus on building relationships. By eliminating time-consuming administrative tasks, you can become more productive and effective in running your circus. (:

Benefits of Software For Lead Management

Your online business can benefit greatly from the features of all-in-one software for lead management. We are going to look specifically at the key features of HoneyBook, which is the Client Relationship Management (CRM) software that I use in my online business. I’ve used Dubsado in the past, and they are both very similar. It really comes down to personal preference. A few years ago, I switched to Honeybook as I found it simpler and more visually appealing. 

1. Contact Form for Lead Management

Lead management software provides a contact form that will kick off the automation process. It will welcome your lead, send you a notification, and ensure that no lead falls through the cracks.

Honeybook contact forms can be customized and embedded on your website. Or, if you prefer, as a direct link to an already set up call to action on your website or social media.

When you send your ideal clients to one place, it allows you to gather important information. New inquiries are automatically added to your HoneyBook account, so you can respond and manage them all in one place.  

Plus, HoneyBook contact forms are so cute that your ideal clients won't be able to resist! They'll be saying “Aww, how could I say no to this adorable contact form?! I'm in!”

2. Automations of Managing Your Prospects

Oh my goodness, HoneyBook automations allow you to automate repetitive task so they’re taken off your plate. What I love is that it will send an automated thank you. This reduces administrative work for me and my team and allows me to give my clients the best experience possible. It is a 

3. Beautiful Templates are simple and easy way to streamline for your lead workflow.

You can use HoneyBook’s interactive files to build customer experience for your clients. They have beautiful templates gallery full of examples made by other business owners, so it’s easy to get started. Not only that, they have a scheduler with payment so you can book faster. With multiple steps in one customizable file you can streamline your entire client flow. 

This is exactly what I use for my project management mini-session. If you’ve attempted to implement this in the past and failed, you may not have picked the right project management software for you. Are ready to streamline your operations, improve team collaboration, enhance productivity, and calm the chaos? Book a mini-session, we will figure out the right software for you and I’ll get you started with a template.

Now, that we’ve covered the benefits of software for lead management, let’s move into mapping out the workflow.

Mapping Out the Workflow

Let's map out a lead management workflow from the initial introduction to becoming a paying client using Honeybook CRM:

1. Introduction:

  • A lead comes across your website or social media through free content (blog posts, videos, social media posts, etc.).
  • They are intrigued by your valuable information and want to learn more.

2. Free Offer:

  • The lead signs up for a free offer, such as a downloadable guide, ebook, or webinar related to your expertise.
  • They provide their email address to access the free content.

3. Nurturing through Email Marketing:

  • The lead is added to your email list, and you start nurturing them through automated email sequences.
  • You send a series of helpful and engaging emails to build trust and establish your authority in your industry.

4. Lead Form with HoneyBook CRM:

  • In one of the emails or through your website, you offer a free consultation call related to your services.
  • The lead expresses interest by filling out a lead form on your website, which is powered by HoneyBook CRM.
EP-028-Content Systems for Growth-Software for Lead Management

5. Consultant Call or Services Booking:

  •  Once the lead submits the form, you receive their information in HoneyBook CRM.
  • Now, this is where you have a few options: 

→You may review each application or lead form submitted and decide, based on the information, if they are a good fit and send them the link to book and pay for a 1:1 coaching call. 

→  Or you can send them a booking link to schedule a complimentary consultation call to figure out if they are the right fit for your services

6. Consultant Call:

  • During the consultant call, you have a conversation to understand the lead's needs, challenges, and goals.
  • You provide tailored solutions and recommendations based on their specific requirements.

7. Proposal and Contract Management:

  • After the consultant call, you create a customized proposal using Honeybook CRM's proposal management feature.
  • The proposal outlines your services, pricing, and any other relevant details.
  • Once the lead approves the proposal, they receive a contract to review and sign electronically through Honeybook CRM.

8. Onboarding:

  • The lead officially becomes a client once the contract is signed and the initial payment is made (if required).
  • You begin onboarding, providing them with any necessary information and resources to get started.

9. Service Delivery and Follow-up:

  •  You deliver the agreed-upon services, providing top-notch customer service throughout the process.
  •  You continue to nurture the client through email marketing and occasional check-ins to maintain a positive relationship.

10. Payment and Ongoing Relationship:

  • As the client is satisfied with your services, they continue to work with you on an ongoing basis.
  • Honeybook CRM helps manage payment processing and client communication throughout the relationship.

Does that give you an idea of a lead management workflow? Of course, you’ll need to tailor it for your exact services. See how you can efficiently guide leads through the process, from their initial introduction to becoming satisfied paying clients, all while leveraging the capabilities of Honeybook CRM to streamline and automate various stages.​

Not sure about you, but I’m ready to wrap this up. 

Getting off of the hamster wheel of overwhelm means implementing systems instead of trying to juggle it all. You have a lot on your plate, so why not delegate by implementing software for lead management? Your content goes a long way, so make sure your online marketing efforts are successful with a well-thought-out lead management process.

Making a new prospective client feel unwelcome is the last thing you want to happen. To ensure that you don't miss out on any potential clients, effective lead management software can help you streamline your workflow, automate tedious tasks, and keep your sales pipeline organized. 

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How To Increase Traffic for my Website: The Republishing Effect

How To Increase Traffic for my Website: The Republishing Effect

Let me ask have you found yourself in the thick of it all, without one extra minute, wondering what content you can create to get more eyeballs on your website? Next thing you know, you’re going down a rabbit hole researching how to increase traffic for my website. 

Aww, if this is you, Friend, I have one simple tip you can implement into your content calendar to do just that! Are you ready? This one simple tip is to rewrite and republish your old content on your website! Everything needs a refresh now and then, am I right?

 

You may feel overwhelmed and exhausted by the constant churn of content creation. Not only that but depending on when you’re reading this, it’s the season of no time. Not one extra minute! All the minutes that you previously had for creating amazing content that generates traffic to your website have been swallowed up by keeping your kids entertained while schools are out for summer. You know what I mean, right? I have been there and done that; I get it!

If this is you sweet friend, this too will pass, although from a soon-to-be empty nester, I encourage you to relish every minute. My heart would love to be back in the thick of summer kid entertainment and activities. 

What you need is a quick and simple way to get more eyeballs on your content to drive traffic to your website that can be done in minimal time. How do you do that? As I alluded to earlier, it is by updating, rewriting, and then republishing your old content.  

Why You Need to Rewrite and Republish Your Old Blog Posts

If you’re on the fence about whether this will work, yes, it does! Numbers tell a story, and I’d like to share with you a recent experience one of my clients had. In the content calendar, I’d peppered in old blog posts to rewrite and republish. 

One thing we do weekly when we meet with the SEO and Conversion Manager is look at the path that visitors take on the website. Kind of like social media, you want them to stay on your website, getting to know about you and your online business. I was curious about the traffic that was coming in from a recent blog post that I rewrote and republished a few weeks ago. Numbers do not lie, and they will tell you where to spend your time. 

First, we looked at the traffic from the date the blog was republished until the current date. It was getting decent traffic, but the wow factor, the visitors, on average, clicked through eight pages on the website. 

I was curious as to the amount of traffic this post was getting prior to the content refresh. We ran the same report going back two years until the day before the post was republished. 

Let Me Say We Were Blown Away

The number of visitors to that blog doubled compared to the previous two years. Do you see how amazing that is? The numbers in two weeks doubled the amount of traffic that they had in two years. Not only that, before the post was rewritten, visitors clicked through to only one page after the post and left the website. 

We were totally geeking out over this information. That’s the proof that it works. This is the perfect solution to how to increase traffic for my website

Now That is How To Increase Traffic for My Website

By refreshing the content and images, it renews the energy and gives it new life.

I do the same thing to increase traffic for my website. Oh my goodness, how much I’ve grown and evolved over the last seven years with my content is groundbreaking. I’ve gone from throwing up content to really getting into the art and science of how organic content works to increase traffic for my website, in the end, drives conversions. 

Even though I’m a past sale rep, for some reason, I get weirded out selling my own services. I need to remind myself In order to have a business and not a hobby; I need to have conversions. Our website is the tool we need to find the people that we connect with, and your content is what does that. 

How Can You Do This

 

Go back to your old content and make it relevant again. If you’re anything like me, what I did back in the day is not what I’m doing now. 

Enhance those posts to keep them in line with your current services or products. 

 

A Word Of Caution

Do not change the URL! Only update the content. Changing the URL is an SEO no, no, for sure. 

Make it simple by using the SEO plugin Yoast. They have the feature to rewrite and republish an old blog post. It’s pretty slick and easy to use. It allows you to rewrite and schedule the post to go live instead of having to move it to draft mode to be published on your content's go-live date. 

Am I saying that right? For example, my weekly content goes live on Wednesdays for my blog post and podcast. When is the day that you release new or refreshed content? 

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I Don’t Know About You, But I’m Ready To Wrap This Up

One thing we know for sure is that nothing stays the same; you are constantly evolving as a business owner. Rewriting and republishing previously published blog posts is a quick and easy way to get content out the door without the stress of starting from scratch. It is clear from the remarkable results we have seen that this strategy holds great potential.

We were blown away by how refreshing old content has the ability to unlock new opportunities; not only doubled its traffic within two weeks but also experienced an astonishing shift in user engagement and lead generation. Oh my goodness, I think I failed to mention earlier in addition to increased traffic to the website, that engagement created two new leads into the business by filling out an application to work with them. That type of result is mind-blowing. Take advantage of repurposing your content and watch it go farther than you ever imagined. What old content will you make new again?

Thank you so much for reading, I appreciate you, and I hope you have a wonderful week. 

Efficient Content Creation: Top 3 Workflows for Content Creation

Efficient Content Creation: Top 3 Workflows for Content Creation

Create More, Stress Less: Expert Workflows for Efficient Content Creation!

​Hey there, Friend! Are you ready for efficient content creation? I understand all too well all the juggling that takes place when you spend more time as a chauffeur than as the CEO of your business. Running a business is not for the faint of heart; it requires determination and grit. Let’s be real; running your business while taking care of your family is no small feat; you have enough going without trying to remember what to do when. That's why today I’m highlighting the top three workflows to implement first in your content system. Not only will it streamline your day-to-day, it will save you time, boosting your productivity and maximizing your results.

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Workflow 1: Content Calendars

Do you feel unorganized and scattered when it comes to your content? Likely this is due to an inefficient content creation process. 

Do you feel like your content plan is more like throwing spaghetti at the wall and hoping that something sticks? 

The ultimate goal of your content is to let people get to know you, your services, and how you help them solve the specific problem they are trying to fix. 

One of the essential tools for efficient content creation is the content calendar. Picture this: no more scrambling for last-minute ideas or struggling to stay consistent. With a well-organized content calendar, you'll have a roadmap to guide you through each step of your content journey.

I’m only guessing it’s not the first time you’ve heard start by setting clear goals and objectives. What do you want to achieve with your content? Who are you trying to reach? 

This workflow should include the following: 

  • Where do you store your ideas for future content?
  • How often will you post new core content?
  • What are your content buckets? 
  • What is your promotional schedule for the upcoming month/quarter? 

Next, create a content calendar template. This can be as simple as a spreadsheet or a dedicated content scheduling tool. Personally, I feel the best place to do this is in project management software, or I love Notion for this. But, I know I’m also the person that is like, give me all the tech. 

Schedule and organize your content in advance, ensuring you have a steady flow of valuable content ready to go. By planning ahead, you'll have more time to focus on what truly matters: your family and those one-on-one coaching sessions that make a real difference.

I’m in the process of updating my free planning workbook to include a content calendar template. Here is the link to sign up and download. Anytime I make a new version of any of my free offers, I send them out to my list. 

Workflow 2: Core Content

Now let's dive into the heart of your content system: your core content or pillar content. This is the foundation upon which your brand and expertise shine. Setting up a simple system that you’ll actually use for creating meaningful and helpful core content will allow you to connect with the right peeps that are an amazing fit for your services.

First things first, what makes you shine? What makes you stand out? How do you want to be perceived by your audience? I know firsthand how difficult it can be to read the label from inside the bottle. Ask your past clients how did they find you? What problem, pain point, or challenge were they actively attempting to solve? This insight will guide you in crafting core content pillars. Your pillars are high-level topics. My core content pillars are Productivity and Organization, Time Management, Content Systems, Content Management Tips, and Mindset. 

My blog is the heart of my core content. From there, I use that to create a podcast and sometimes a YouTube Video. Everything begins with my blog post. 

These are the items in my checklist or workflow for efficient content creation. I encourage you to check out the link to the blog post so that you can have the checklist. 

  • Select a blog topic from idea list
  • Research keywords with Ubersuggest
  • Create a blog folder on Google Drive
  • Create a Google Doc from Blog Template
  • Write Blog Outline
  • Write Blog Draft
  • Write Blog Meta Description 
  • Write Blog Headline
  • Review Blog Post for Errors
  • Create Blog Featured Image in Canva
  • Create Pinterest Images in Canva
  • Optimize Images for Web with Tiny PNG
  • Login to WordPress
  • Upload Optimize Image to Website
  • Add SEO Keywords to Alt Tag to Upload Images
  • Create Post
  • Schedule Post
  • Create Social Media Copy from Blog Post
  • Add Blog Links to Master Blog Spreadsheet
  • Track Blog Stats
026 | Top 3 Workflows in Your Content System for Efficient Content Creation

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Workflow 3: Repurposing Core Content to Social Media

Let's make your core content work smarter, not harder! Repurposing is the name of the game when it comes to leveraging your content across different social media platforms. By repackaging your core content, you'll save time and reach a wider audience.

Start by identifying key elements and snippets from your core content that can be repurposed. These can be bite-sized tips, compelling quotes, or intriguing questions. Adapt these snippets for the social media platforms that you show up on. I’m a little bit on Instagram and Facebook, but a lot on Pinterest. 

Add all those bite-sized pieces from the blog into a spreadsheet so that you can pull from that at a future time and send people back to that post again. For each post, I pull out six pieces of content that can be used repeatedly. 

Quote Image Lawrence J Peter: "If you don't know where you are going, you will probably end up somewhere else."

Wrap Up These Workflows for Efficient Content Creation:

When you take the time to do the work of a repeatable process, you have the power to streamline your content creation efforts easily. I am unsure about you, but I want things to be simple and easy. Otherwise, it overwhelms me with all the other things I’m juggling in my life.

By implementing these top three workflows – content calendars, core content creation, and repurposing to social media – you'll find yourself more organized, productive, and able to devote quality time to your family while making an impact on the lives of others.

Remember, the key is to take action. Start by creating your content calendar, defining your core content strategy, and exploring the endless possibilities of repurposing. With these workflows in place, you'll unlock the potential to build a thriving business while enjoying the freedom to prioritize what truly matters: your family and helping others that need your exact solution.

Get ready to rock your content system and achieve the balance you've always dreamed of. You've got this, Friend! Don’t forget you don’t have to do this alone. Book a mini-session with me in 30 minutes. We will figure out the best place to create your efficient content creation systems, and I’ll give you my exact template to get you started.