Streamline with Honeybook

Streamline with Honeybook

I’m going to guess you’re with me on this one, you want prospective clients to have a positive experience with your brand no matter where they are on the customer journey.
How can you create a simple workflow that is easy to implement and is welcoming and streamlined for your prospective clients? Let me tell you about Honeybook to create a streamlined onboarding process.

Hello. If we haven't met before, my name is Michele and I am a life and success coach utilizing my experience as a certified online business manager to help female entrepreneurs achieve their goals, their visions, their dreams, so they can live a good life and actually have time to enjoy it.

With all the happening we have going on in our businesses we can’t be productive and have a watchful eye on our inbox 24×7 just in case a prospective client reaches out to us.

When they do we want to make a good first impression with a streamlined greeting leaving them feeling warmed and welcomed as if they walked into your office.

One way to automate is with zaps

I’ve seen some pretty fancy and impressive low-cost automated onboarding workflows held together with zaps.

They keep everything running smoothly in the background from filling out a google form, sending the email to schedule a consult, adding a task in a project management application for following up.

You guessed it this automation is great if you understand the setup and how to troubleshoot if it isn’t working correctly.

Here is an example of what happens when it is no longer working correctly.

Case in point, one of my clients had a fancy onboarding process with zaps that pulled the workflow together seamlessly. It was a beautiful thing of low-cost efficiency up until it stopped working.

Do you know how embarrassing it was to have to go back to prospective clients weeks later that fill out our contact form requesting more information and heard crickets from us?

Worse yet, can you guess how many of them were still interested in working with us?

Zero.

You must be wondering how exactly did this happen? Aren’t you alerted when a zap fails?

The problem was the team member that created the fancy, impressive low-cost automated onboarding system held together my zaps no longer worked for us.

To our surprise, the notification for the failed zaps was going to an inbox that wasn’t being monitored as closely as it should have been.

I think you’ll agree with me when I say we had lots of learning lessons.

Streamline with Honeybook

Another way to create a streamlined onboarding process

Fortunately, there’s a simple solution to create a warm and welcoming atmosphere without watching your inbox 24×7 with streamlined automation created in Honeybook.

Honeybook is simple, easy to use, and keeps everything organized in one application.

It allows business owners, just like you to focus on the things that you should be doing to grow your online business.

While you’re focused on growing your business, Honeybook is welcoming your prospects the second they submit an inquiry.

If you haven’t looked at Honeybook in a while, they have recently enhanced their automation.

Which is a win for all of us busy business owners.

All In One

Honeybook is an all-in-one CRM that allows you to keep the history from prospect to long-time client.

This has it all forms, brochures, proposals, contracts, invoices.

It is a simple and easy solution for any growing business.

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Little Side Note

If this is something you want for your business?

I’ve been using HoneyBook to help book clients more efficiently and stay organized and thought you might like it too. 💰 Get HoneyBook for 50% off for one year with my referral link: http://share.honeybook.com/misstask

 

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. (: 

✁ Just a Snippet

Here is just a snippet of the important points, you know for the skimmer in you. 🤪

  • With all the happening we have going on in our businesses we can’t be productive and have a watchful eye on our inbox 24×7 just in case a prospective client reaches out to us
  • How can you create a simple workflow that is easy to implement and is welcoming to prospective clients? Let me tell you about Honeybook.
  • One of my clients had a fancy onboarding process with zaps that pulled the workflow together seamlessly. It was a beautiful thing of low-cost efficiency up until it stopped working.
  • Fortunately, there’s a simple solution to create a warm and welcoming atmosphere without watching your inbox 24×7 with streamlined automation created in Honeybook.
  • While you’re focused on growing your business, Honeybook is welcoming your prospects the second they submit an inquiry.
  • Honeybook is an all-in-one CRM that allows you to keep the history from prospect to long-time client.

Private Coaching

Why do I believe in the power of private coaching?

Because it is truly life-changing. When your coach asks you that mind-blowing question that suddenly allows you to see what you've been missing all along that was literally right in front of your face.

You just need someone with a different perspective to help you see it.

Are you ready to experience life from a different perspective?

Complete Beats Perfect Any Day As An Entrepreneur

Complete Beats Perfect Any Day As An Entrepreneur

Are you caught in a trap that you can't put your work out there into the online business world until it's perfect? Why? Who says it’s not perfect? Really what exactly is perfect anyways? What if you started to believe that complete beats perfect.

Check the boxes

Do you want to know why complete is better than perfect? Well, of course, you do. I know you do.

Here’s what I mean if you're waiting for some version of perfect, more than likely you’re still tinkering around with something you’re aspiring to create.

When you set the bar too high on the first go around it may never actually be finished in your eyes.

The sad thing is that newer entrepreneurs don’t realize you’ll never actually get it complete and you’ll never put it out there into to make an impact.

Complete Beats Perfect

How do I know? Silly, that was me when I started my entrepreneurship. It’s not perfect was my go-to excuse when I wasn’t ready to release my blog post, social media post, my offer, opt-in, the list can go on and on. Guess what happened, those thoughts kept me safe from judgment. The result? Nothing, but a whole lot of back and forth in my mind cause my own inner critic was way worse than anyone else.

Complete beats Perfect

Take the leap of faith

What if you take the leap of faith, and trust that God has you’re back? That’s what I had to do.

I had to believe that I could be an entrepreneur. I had to believe in myself, I had to believe enough for my husband who kindly supported me in the first few years when I fumbled around.

Here’s my big secret, my mantra.

Business is easy when I take messy imperfect action.

What is perfect?

But, here’s the thing and I've said it time and time again, my idea of perfect and your idea of perfect are two different things.

What?

You guessed it we both have two different perceptions and ideas on what perfect should be.

So what is my point? What are you not getting done or putting out there because you feel it's not up to your standard?

Someone else shoes

For a minute put yourself in someone elses shoes.

What if your offer as it is right now is what your dream client is needing.

Do you find that the right people are brought to you at the right time for where you are in your business?

When you stop getting tangled up in the little thing, running a business is a heck of a lot easier.

Shift from perfect

What if you shifted your mindset to consider everything as a work in progress? Instead of holding back, putting it out into the world as the starting point, and be satisfied adopt the thinking complete beats perfect.

Here is the magic, give yourself permission for revisions.

Doesn't it feel different to look at it from a new perspective? When you giving yourself permission for revisions, it changes your thinking.

It shifts your thinking on how you want to actually do and achieve those goals and projects.

Why not test it for yourself. Get curious and put something out there when it's almost perfect. Take the feedback and revise it to be better than before. Everything in business is a work in progress and complete beats perfect.

l

Little Side Note

Where are you getting tangled up in your life and business? When we get tangled up in all the little things it gets us out of balance. Doing B work is still considered above average, amiright?

✁ Just a Snippet

Here is just a snippet of the important points, you know for the skimmer in you. 🤪

  • Why completion is better than perfect.
  • If you’re striving for perfect then you’re still tinkering around with whatever you’re working on and it will never be finished to your satisfaction.
  • Get it done, put it out there.
  • Business is easy when you take messy imperfection action, is my mantra.
  • I've said this time and time again my idea of perfect could be really different than your idea of perfect.
  • Stop trying so hard, make it easy on yourself
  • What if you considered everything a work in progress?
  • Does that change your thinking?

Private Coaching

Why do I believe in the power of private coaching?

Because it is truly life-changing. When your coach asks you that mind-blowing question that suddenly allows you to see what you've been missing all along that was literally right in front of your face.

You just need someone with a different perspective to help you see it.

Are you ready to experience life from a different perspective?

Turn An Idea Into An Online Business

Turn An Idea Into An Online Business

When I started my business in 2016, one of the first things I did was research how do I turn my idea into an online business? My idea was to work from home as a virtual assistant. I researched all the things such as; writing a business plan, figure out your niche, who is your ideal client, what services you want to provide, the list goes on and on. All the information can be overwhelming. How do you turn your idea into an online business?

My struggle

As a newbie to the online world and entrepreneurship, I thought that I had a really good idea for my work-from-home business I went out and did all the hard stuff that turns out was the way easy stuff.

I did all the research on the competitors that were offering similar services.

I spent extensive time building a business plan. I invested in online learning. I thought I had everything figured out logistically such as contracts, invoices, proposals, software all the things like that I needed to onboard the clients and make an impact.

Don’t get me wrong, those pieces are essential when you turn an idea into an online business. As it turns out, I also believe those are the easy part of starting your online business.

Yes, I do know that sounds crazy. But stay with me here, the actual hard part is getting out of your own way. That was my struggle when it came to turning my idea into an online business.

I can almost hear you thinking what the heck is she even talking about. The problem was as a new online entrepreneur I let my monkey minds get in the way of the things that I wanted to achieve in my online business.

No Stones Coming From Here

If you are experiencing the monkey mind, let me assure you that no stones will be coming from this direction, LOL. You see it takes one to know one, am I right?

This was me when I started out going from an employee to an entrepreneur. I did all those things, all those easy things. Thinking they were the hard things.

Here’s the main issue with that, doesn’t matter how fabulous your business plan is or your onboarding process if you do not have the confidence to put yourself out there and find clients that need the services you are offering.

Turn An Idea Into An Online Business

All the things

If you take months to get everything on the back end figured out, you have zero money coming into the business. That’s the problem.

How do you even know if people want what you have to offer?

The solution is simple, start with a beta test for your idea.

When you start with a beta, it allows you to figure out if there is actual interest in your offer.

Here’s why it’s important to validate your offer, you will bring money in the door and it builds your confidence to actually provide that service or create that course.

With a beta, you’ll figure out if you’re on the right track. Are you giving people what they actually want versus what you think they want? Because they are truly two different things.

Stops the Worry

Because the thing is when you build that confidence piece of what you have to offer, your idea is desirable for people.

This my Friend, in turn, helps you to not worry.

Worry about saying the wrong thing, worry about putting the wrong social posts out on social media, worrying about all those things that come along when you aren't confident in what you're doing, what you’re saying, and putting out there in the world.

The hard part to Turn An Idea Into An Online Business

The hard part is when you're just getting started and you do not have that confidence to getting out there and tell others about your offer.

The hard part is staying focused when you hear no to your idea.

It feels so personal. But, it is not. It is the feedback to tweak how you are presenting your idea to others.

It's having the confidence to keep going even when you do not get the yes.

Fortunately for me, as a former sales rep, I understood that you have to get a lot of no before you hear a yes.

As long as you have the confidence that you have a solution to a problem. You don't have to worry about any of the other things.

The result of worry will get you absolutely nowhere to turn an idea into an online business. It will only keep you stuck in worry and questioning if you're doing the right thing or not.

Say You Can

Guess what, I believe in you, I know that you can go out and have the confidence to turn an idea into an online business.

l

Little Side Note

I have a mean girl, how about you?
I can hear her whisper to me anytime that I’m having doubts in regards to my ability. She is attempting to keep me safe, really she only keeps me stuck.
Because I know that I’m a mean girl, I’m able to do the work need to shut her down to change my thinking about myself. If you’re a new online entrepreneur, this work is essential to your success.

✁ Just a Snippet

Here is just a snippet of the important points, you know for the skimmer in you. 🤪

  • I researched all the things such as; writing a business plan, figure out your niche, who is your ideal client, what services you want to provide, the list goes on and on.
  • I found out that the actual hard part is getting out of your own way.
  • It doesn’t matter how fabulous your business plan is or your onboarding process if you do not have the confidence to put yourself out there and find clients that need the services you are offering.
  • If you take months to get everything on the back end figured out, you have zero money coming into the business. That’s the problem.
  • How do you even know if people want what you have to offer?
  • Because the thing is when you build that confidence piece of what you have to offer, your idea is desirable for people.
  • The hard part is when you're just getting started and you do not have that confidence to getting out there and tell others about your offer.
  • The hard part is staying focused when you hear no to your idea.
  • Get your offer out there!