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Software for Lead Management: Streamline Your Sales Process

Software for Lead Management: Streamline Your Sales Process

by | Content Systems, Online Business, Online Marketing

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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The Answer Will Always Be No Unless You Ask For What You Want

The Answer Will Always Be No Unless You Ask For What You Want

by | Life and Success, Online Business

Do you know what will happen if you don't ask for what you want? Is the fear of rejection holding you back from asking for what you really want? As I tell my children, if you don't ask, the answer will always be no. While at the same time, the comfort zone feels safe and rejection-free. It doesn't help you succeed and get what you want in your life and in your business.

Do you know what else you're doing?

You're not betting on yourself. You do not believe in yourself and your ability to get a yes.

By choosing to make the decision for someone else, you are also not allowing yourself to learn from failure. Learning from mistakes is one of the best ways to grow in life and business.

And what else are you doing if you don't ask for what you want?

You are automatically telling your brain to stop looking for those types of opportunities because it would be a waste of time. Because you're not even willing to try, the answer will always be no.

You have to bet on yourself.

You need to at least try and fail.

As a result of your failure, you become better.

That failure is your feedback or a redirection to where you actually need to be heading. If you're afraid of failure, then you'll never succeed.

This is because you will never take any risks. And without taking risks, you won't learn anything at all. In other words, your fear of rejection will keep you in the failure loop. If you fail to learn, you'll keep failing.

Trust me; I get it.

It's not my first rodeo. I've made the decision countless times not to ask for something I wanted for fear of rejection.

Putting yourself out there for fear of rejection and getting a no is difficult. Not believing in yourself is a struggle too.

Which one do you want to pick?

Because one of those hard choices is liable to lead you to not being content with yourself and with who you are as a person.

In the long run, not being content with yourself is even harder, in my opinion.

Not being content with yourself, friend, brings on a whole new level of dissatisfaction and unhappiness.

So let me ask. Where is fear of rejection showing up in your life? 

Where in your life and in your business aren't you even throwing your hat in the ring? You are not even attempting to get a no, which also means you're not even attempting to get a yes.

Consequently, where did you take away the possibility of even getting a yes?

Because you didn't even try, whatever it is you're striving for, you'll never achieve it.

You will never achieve it if you don't have the confidence to at least put yourself out there to get rejected. Once again, that rejection is gold.

It allows you to see where you need to improve, to turn a no into a yes.

It builds up your confidence with each rejection you receive.

Michele Duwe from Miss Task Answer Always No | Fear Of Rejection

The answer will always be no 99% of the time.

When I was in college, I worked as a telemarketer.

I know, super glamorous, right?
In my experience, ten no's usually lead to one yes.

So change your perspective. Change your perspective on no, and ask for what you want.

Michele Duwe from Miss Task Answer Always No | Fear Of Rejection

The answer will always be no unless you ask for what you want.

Here's how to look at it. With this no, I'm one step closer to getting a yes. Instead of looking for a yes, I want you to seek a no. Taking into account, the no will help you better craft your message.

Or to understand who would be a better fit or a connection for you and your business.

✍️ So go ahead, tell me down in the comments what is a no that you have been too hesitant to put yourself out there for fear of rejection.

💗 Because I would love to be able to hear it, tell me, what is keeping you from your heart's desire?

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7 Tips for Finding Your True Passion in Life

7 Tips for Finding Your True Passion in Life

by | Online Business

Michele, Miss Task CEO Finding Your Passion

There comes a point in everyone's life when they feel the intense urge to find their passion, their true calling. You know that feeling, I was made for more. Unfortunately, it can be difficult to see, and many of us become frustrated because we aren't where we genuinely want to be in our lives. That’s why you’ll hear me repeatedly say that it’s hard to read the label from inside the bottle. If you feel frustrated by not being able to find your passion, here are seven useful tips to help you figure out your passion. 

Figure Out Your Passion When You Do Many Things

While it may feel a bit overwhelming to have a lot of interests, it is one of the most essential steps to figuring out your passion.

In the long run, it is much better to have a lot of options and interests than none at all.
First, list everything you are interested in; what do you love to do? Next, narrow it down to a couple, and focus on those two.

Now, this is important if you realize it’s not what you love, scratch it off the list and move on. Don’t get stuck because you feel that you’ve invested too much to let it go.

Stay True to Yourself To Find Your Passion

Now, this is important, so it is worth repeating. Stop doing what you hate just because you’ve already invested time and money into the pursuit. I know that I’ve fallen into this trap.

Here’s why that’s important, the secret to getting unstuck is to take the steps toward doing what you love.

Don’t feel you have to be confined to a box and stop worrying about being defined by a single thing.

You’ll never figure out your passion with a fixed mindset. Instead, embrace a growth mindset, take on the challenge head-on and use those learning as a redirection to finding your passion.

Focus On Yourself As A Step To Figure Out Your Passion

The problem is you can’t continue to compare your beginnings to someone else’s middle.

Here’s the main issue: you will never find your true passion in life if you are always watching and comparing your journey to those around you.

God put you here for your own unique journey. While it may be similar, we all go through trials to get us to where we are.

Focus on yourself and where you are in your journey, and stop worrying about everyone else around you. I get it, it’s hard not to compare yourself, and that comparison will not get you anywhere.

”Comparison is the thief of joy.” – said Theodore Roosevelt.

Pay Attention to What You Read Is A Clue To Finding Your Passion

Now, I know what you think; why would I pay attention to what I read as a clue to figure out my passion?

Generally, we read about things that pique our interest. If you’re continuing to read a certain subject, you’re more than likely because you love that topic and want to know more about that subject.

Even more, if you’re an action taker, you’re potentially implementing your new learning. A little trial and error is a great way to figure out your true passion.

In addition, it will help you to narrow down what you easily pick up on. When finding your passion, you’ll want it to fall into your Zone of Genius.

If you want to learn more about how to find your zone of genius, I recommend that you read the book The Big Leap by Gay Hendricks

Michele Duwe, Miss Task Find Your Passion

Let Go of Fear is key to Figure Out Your Passion.

You don’t want to miss this next part; fear will undoubtedly convince you to pass up opportunities because you can’t see past taking the first step.

For you to find your passion, you will need to make big leaps of faith. Let go of that fear and dive in head first.

You’ll need to let go of the fear of failure and use that as feedback to redirect yourself. In the world of NLP (Neuro-linguistic programming), there is never failure, only feedback.

Put your fears aside, tap into your future self that has already overcome your fears, and take that first step. Remember that this was put on your heart for a reason, and it’s up to you to take action to make it your reality.

Be Still to Find Your Passion

As a result of all the ideas, thoughts, and emotions swarming through our minds, we become frustrated when we can't seem to figure out our true passion.

Sometimes, we just need to do nothing to realize that what we are passionate about has been in front of us the entire time.

How do you quiet your mind? Do you like to head outside for a walk and let your imagination wander? Or maybe you like to sit and daydream about your future. Possibly you have a love for journaling. All of these are perfect for tapping into yourself to figure out your passion.

Forget About the Money When Finding Your True Passion

It’s funny how much money will keep us doing things that we are not passionate about. We worry that we will not have enough to live. When you begin to find your true passion, you’ll discover that the need for stuff is not as important. It tends to shift your focus from self to the desire to serve others.

Yes, you do need to make money to support your lifestyle. However, money shouldn't be the determining factor in what you do with your life.

When you bring money into the equation, you will always do something you're not passionate about. I did this for far too many years.

When you are genuinely passionate about something, you'll figure out how to make a living.

Quote: ”Comparison is the thief of joy.” – said Theodore Roosevelt.

Let’s Recap the 7 Tips for Finding Your True Passion in Life

  1. Try out many different things that you think interest you, and drop the ones that do not interest you.
  2. Embrace a growth mindset and stay true to your own unique interests.
  3. Stop comparing yourself to others and focus on yourself. Stay in your own lane.
  4. What do you choose to read in your free time? If you’re continuing to read a certain subject, you’re more than likely because you love that topic and want to know more about that subject.
  5. Fear will keep you stuck.
  6. Quiet all the chatter in your mind and be still.
  7. As the saying goes, money does not buy happiness.

Finding your true passion in life will take time. Once you tap into what brings you joy and happiness, you’ll find your true passion. Now that you have these seven tips, you will find your passion before you know it.