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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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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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Content made easy!

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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.

Asana Content Calendar: Streamlining Your Content Planning

Asana Content Calendar: Streamlining Your Content Planning

Miss-Task-Content-Systems-for-Growth-Ep-20-Asana-Content-Calendar

Are you tired of juggling multiple spreadsheets, documents, and calendars to plan and organize your content? Are you looking for an easy way to plan the core content in your business? Is creating all the content for your online marketing making you feel overwhelmed? Or maybe you feel as if you're chasing your tail when it comes to content planning. I get it. Look no further than Asana to create consistency with your core content creation. Using an Asana Content Calendar to plan and streamline your content creation process. Asana is an effective project management software that simplifies the creation of content.

The Content Calendar takes it further by providing a centralized hub for all your content planning needs. Your Asana Content Calendar has everything from brainstorming ideas to scheduling posts. Say goodbye to the headache of trying to keep track of deadlines and content topics across various platforms. With Asana, you can easily assign tasks, set due dates, and track progress all in one place. Plus, the calendar view makes it easy to visualize your content schedule and make adjustments on the fly. Whether you're a solo content creator or have a small team, Asana's Content Calendar is the ultimate tool for maximizing your productivity and streamlining your content planning process.

​Why use a content calendar?

You may be wondering why even bother with creating a content calendar in the first place. A content calendar is a tool that helps you plan and organize your content in a structured way. It's a great way to keep track of deadlines, brainstorm ideas, and ensure that your content is consistently published on time. A content calendar also helps you avoid the stress of last-minute content creation, which can lead to lower-quality content and missed deadlines.

A content calendar lets you know exactly what to create and when so no more banging your head on your desk.

Using a content calendar lets you plan your content in advance, allowing you to be more strategic with your content marketing efforts. You can also ensure that your content is aligned with your business goals and target audience. Additionally, a content calendar can help you identify gaps in your content and ensure that you have a variety of content types and topics.

What an Asana Content Calendar can do for you

Now, I know what you are thinking is Asana right for me? Asana works well for my client who would like a simple solution, likes to check off items on a to-do list, and are a bit more visual. If you’re at all skeptical about using Asana, schedule a quick 30-minute mini-session with me, and we’ll figure out if it is the right solution for you. With so many choices out there for project management it’s essential to find the right now that you will actually use. I’ll get you set up and going with your first template.

Using an Asana Content Calendar offers many benefits for online business owners and course creators. Here are a few of my top benefits:

Centralized Hub for Content Planning

Asana's Content Calendar provides a centralized hub for all your content planning needs. You can create tasks for each piece of content and assign due dates to ensure everything is completed on time. The content calendar lets you know exactly what to create and when, and Asana will also remind you.  Descriptions, attachments, and comments can be added to each task to provide further context and information.

Collaboration and Accountability

If you’re planning to bring on your first virtual assistant in the near future, Asana will let you collaborate with team members and assign tasks to specific people. This ensures that everyone knows what they need to do and when. You can also track progress and see who has completed their tasks, which helps with accountability.

Customizable Views

Asana offers customizable views, so you can view your content in a way that works best for you. You can view your content by day, week, or month and filter by specific team members, projects, or tags. This makes it easy to see what's coming up and adjust as needed.

When you sit down at your desk you know exactly what you need to be working on. No more wasted time trying to figure it out.v

Integration with Other Tools

Asana integrates with many other tools, including Google Drive, Dropbox, and Toggl. This makes it easy to add attachments and track time for your team.

How to set up Asana Content Calendar

Setting up a Content Calendar in Asana is easy. Here are the steps:

  1. Create an Asana account if you don't already have one.
  2. Create a project for your content calendar.
  3. Add tasks for each piece of content you plan to create.
  4. Assign due dates to each task.
  5. Customize your view to see your content in the best way for you.
  6. Create a template to duplicate time and time again.
Miss-Task-Content-Systems-for-Growth-Ep-20-Asana-Content-Calendar

Create Your Content Calendar Template

If you do something repeatedly in your business, it should have a workflow created.

With a content calendar in Asana, you’ll be able to create a template of all the steps you go through when creating the main content for your business.

With a template for your next piece of content, you'll never have to remember what steps to take because it's all laid out right here in the template.

It’s as simple as duplicating the template, and you’ll be ready to go!

Here is a look at the Asana Content Calendar template!

Michele from Miss Task Asana Content Calendar Example

Be sure to watch the following videos for the walk-through!

 

Getting Started With Your Content Planning in Asana

Once you've set up your content calendar in Asana, it's time to start inputting your content. Here are some tips for adding content to your Asana Content Calendar:

An Idea Bank to Store All Your Content Ideas

Do you have sticky notes and notebooks scattered across your office with random ideas scribbled about? If someone asked what is your process for creating great content, would you throw your head back in laughter?

No more, my friends; Asana is the perfect solution for squirreling away all those ideas.

With Asana, you’re able to keep all your ideas in one place. You’ll know exactly where to find them once it’s time to plan your content calendar.

Gone are the days of wondering where you wrote down your last great idea.

Now, you’ll add all your amazing ideas to your idea bank in Asana.

What's great about Asana is that they have an app that allows you to write down ideas wherever you are.

Before you start creating tasks for each piece of content, take some time to brainstorm ideas. Start by creating a task called Idea Bank and add all your ideas as subtasks. This helps you organize your ideas and ensures that you don't forget anything.

Create Tasks for Each Piece of Content

Once you have your ideas, create a task for each piece of content you plan to create. Be sure to include the title, due date, and any other relevant information.

Add Descriptions, Attachments, and Comments

For each task, add a description that includes all the details about the content. You can also add attachments, such as images or videos, and comments to provide additional context and information.

Assign Tasks to Team Members

If you're working with a team, assign tasks to specific team members. This ensures that everyone knows what they need to do and when.

Miss-Task-Content-Systems-for-Growth-Ep-20-Asana-Content-Calendar

Collaborating with team members using Asana Content Calendar

One of the benefits of Asana's Content Calendar is the ability to collaborate with team members.

Here are some tips for collaborating with team members using Asana:

Assign Tasks

Assign tasks to yourself or a specific team member to ensure that everyone knows what they need to do and when. You can also set due dates and track progress to ensure that everything is completed on time.

Add Comments

Add comments to tasks to provide additional context and information. This helps team members understand what they need to do and why.

Use @mentions

Use @mentions to tag team members in comments and tasks. This ensures that team members are notified when something is assigned to them or when they need to provide input.

Hold Regular Team Meetings

Hold regular weekly team meetings to discuss progress and make adjustments as needed. You can use Asana's calendar view to see what's coming up and ensure that everyone is on the same page. Ask these three simple questions:

  • What are you working on this week?
  • What did you work on last week?
  • Any roadblock?

Customizing Asana Content Calendar for your business needs

Asana's Content Calendar is customizable, which means you can adjust it to meet your business needs. Here are some tips for customizing Asana's Content Calendar:

Paid Feature is Custom Fields

Asana allows you to create custom fields, which means you can add additional information to each task. For example, you could create a custom field for the target audience or content type.

Create Templates

Templates can be created a couple of ways the paid version of Asana has a very simple way to create a template. However, if you’re not ready to invest in the monthly subscription, simply create a task that can be duplicate for each content piece.

If you create similar types of content on a regular basis, you must create a template. This saves time and ensures that everything is consistent.

Use Color-Coding

I love color! It is a quick visual. Asana allows you to color-code your tasks, which makes it easy to see what's coming up and what needs to be prioritized.

Asana Content Calendar Tips and Tricks

Here are some additional tips and tricks for using Asana's Content Calendar:

Use the Mobile App

Asana has a mobile app, which means you can access your content calendar on the go. This is useful if you need to make adjustments while you're out of the office.

Set Reminders

Asana allows you to set reminders for tasks, which ensures that you don't forget anything.

Use Tags

Asana allows you to use tags, which makes it easy to filter your content by specific topics or themes.

Integrating Asana Content Calendar with other tools

Asana integrates with many other tools, which makes it even more powerful. Here are some tools that integrate with Asana:

Google Drive

Asana integrates with Google Drive, which means you can attach Google Docs, Sheets, and Slides to your tasks.

Dropbox

Asana integrates with Dropbox, which means you can attach files from your Dropbox account to your tasks.

Slack

Asana integrates with Slack, which means you can receive notifications and updates directly in your Slack channels.

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Asana Content Calendar alternatives

While Asana's Content Calendar is a great tool, it may not be the best fit for everyone. Here are some alternatives to consider:

Trello

Trello is a project management tool that uses boards and cards to organize tasks. It's a great option for visual learners who prefer a more tactile approach.

CoSchedule

CoSchedule is a content marketing calendar that offers many features, including social media scheduling and analytics.

Notion

Notion is a flexible database tool that can be used for content planning and organization. It's great for content creators, whether you are a one-woman show or have a small and mighty team collaborating on the content system.  

Wrap This Up

Asana's Content Calendar is an excellent tool for streamlining your content planning process. It offers many benefits, including centralized content planning, collaboration, and customizable views. By using a content calendar in Asana, you can ensure that your content is consistently published on time and aligned with your business goals. If you're looking for a powerful content planning tool, give Asana a try!