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Streamline with Honeybook

Streamline with Honeybook

by | May Contain An Affiliate Link, Online Business, Planning-Organization-Productivity

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?

Spots Limited Apply Today!
Quarterly Review & Planning

Quarterly Review & Planning

by | Planning-Organization-Productivity

Oh my goodness, quarterly planning is one of my favorite things to do. Let’s go ahead and step through a quarterly review and planning! Why are these days so important for your online business? Because what you focus on improves. Taking a few hours each quarter to review the previous quarter and plan for the next gets you out of the day-to-day and strategically focused on growing your business. 

If you’d like here is the perfect opportunity to download my planner. It will walk you through this!

This is non-negotiable! 
 

You must have enough time set aside for reviewing and planning your quarters. Block off two hours on your CEO day to get this done, preferably before the end of the quarter. However, this can be done at any 90 Day increment. Copy and paste the link for this blog into your calendar event. (: 

Set the tone

Grab a cup of coffee, water, or your drink of choice. Also, have a timer handy you’ll want that. If you don’t have a timer, simply Google the word timer, and one will pop up in the browser.  

If you like essential oils as I do, here is an article on 10 Essentials Oils for memory improvement and better focus. Read it here. https://www.wellnesstoday.com/be-well/mind/10-essential-oils-for-memory-improvement-and-better-focus 

Limit your distractions

Turn off all the distractions because it's time to get focused on your online business. Let me elaborate, turn off your notifications, put your phone in do not disturb mode, and close all the application and browser windows. 

If your business growth is unimportant to you, then who is it important to? Put on your CEO hat and be the person your future self will be proud of. (: 

Unlock the Secret to Business Growth: Learn How to Plan Your Next Quarter!

Start with Reflection

Now, this is important for your quarterly review and planning to begin reflecting on where you’re coming from in your business. You need to look back to look forward. 

I can almost hear you thinking, what the heck do I reflect on?  No problem, I’ve got you. 

What worked really well?

What are the areas of improvement?

Umm, total feedback – not doing that again!

Woohoo, review your win jar (in case no one has told you lately YOU’RE AMAZING, just sayin’)

Did you achieve your quarterly goal? If not, why? 

Are you on track to hit your yearly goals? 

Reflect on this last quarter, this last month, this last year, your whole time in business, whatever pops into your head. 

Go ahead now, and set the timer for five or ten minutes, whatever you feel comfortable doing. Grab your journal or notebook and get to writing. 

Mind Sweep

Stay with me now; I want you to do a mind sweep and get all of your thoughts that are distracting you out on that paper. This provides for a clear mind while you’re planning. With a mind sweep, it lets your brain know that all your thoughts are in a safe place and you don't need to worry about them while we're moving forward in the quarterly review and your next quarter planning. 

Revisit Your Vision

Moving on with our review, what's your vision? Pull that out and read it. 

What if you do not have a vision? Now is a perfect time to write one out. 

Does your vision feel in alignment with you still? Do you feel like, oh, yeah, that's my vision! 

That's exactly where I'm going. 

Your original vision for your business, is it still where you're heading now that you've grown as an entrepreneur?

Bottom line, does your vision still feel in alignment with you? Great. 

Let's put your vision on paper; what are your three-year and one-year goals?

If it's the same, beautiful. Write it out exactly the same and step into your future self that is already living the vision of your business. 

Pause and set your timer for about five minutes. 

What is your vision for the next 90 days? Pause and tap into your vision of how the next 90 days will go in your business. 

What are your goals? 

What goals do you want to achieve for the next quarter, the next six months, and the next year? Whatever it is, you can achieve them! 

 

This is where I really want you to focus. What is your goal for the next quarter? 

Will what you what to accomplish in the next quarter will push you toward your one-year goal? 

Here’s what I mean, if what you want to accomplish in the next quarter will not directly impact your one-year goal, that is pushing your business towards your vision. 

Ask yourself, why am I trying to accomplish this goal when it is not in alignment with my vision? 

As a follow-up question, would achieving this goal make you feel like you’re living your good life?

Get that timer going! You may want a bit more time for this one. 

The next thing, what do you want more of in your life and business?

For example, would you be on cloud nine if you were to do this daily in your life and business? What is it? What do you want more of in your life and business? That will make you feel like, yeah, this feels wonderful. 

Now, knowing what you want to do less in your life and business is important. The problem is there are things that you're doing that you don't need to be doing that drain your energy. 

What are those? Go ahead and write them out. Here’s why that’s important those draining tasks will be the items we look at potentially outsourcing to somebody else that would not find it draining.

And the best part is it will preserve your energy for things only you can do in your business as an entrepreneur.  

Those tasks draining your energy and focus need to get off your plate if you hope to grow your business to six figures. 

What is that? What can someone else do for you? 

Circling back to your goals, what would make you jump up and down with joy if you were to achieve them? Or have it happen? Or come across? What would that be? 

Don’t forget what your top three personal, financial, and business goals that you have for the next quarter are. 

Here’s how to filter your goals

Now, this is the kicker; this is the goal-filtering question I ask my clients.  

Read those goals that you just wrote down for your life, your business, and your finance. 

Looking at those goals and ask yourself, are you committed? Are you committed to those goals? By committing, are you willing to devote two hours a day to achieving those goals? If not, they are not meaningful to you. 

Map out important dates

Time to pull out the calendar. What dates do you need to plan around?

Here’s why this is important when planning out how to reach your goal. You’ll reverse engineer from the end date. You need to understand you’re runway. If you have two weeks out of the office for a vacation that will play a huge factor in getting stuff done.

Block all the time you’ll be out of the office. In your paper planner, you can use stickers or wasabi tape to make it fun.

  • Vacation Days
  • Important Kid Events
  • Holidays
  • Launch Dates

Breakdown the Goal

Here’s how it works, in order for the goal to be a success, there must be a commitment to follow through.

This is plain and simple, you can hope all day to reach your goal. Here’s the bottom line, if you’re not committed to creating a plan, following through, and taking action you will not have success. This is accountability Friend!

Fortunately, there’s a simple solution it’s breaking down the goal into a plan by figuring out who, what, when.

This is actually breaking down the project. Digging in and figuring out what needs to be done, who will get the work done, and when it needs to be done. You may need to figure out the where too if it needs a physical location.

👊 Quick Tip: With the project plan, depending on how much needs to get done creating this in a spreadsheet and importing it into a project management system can be a lot easier and faster.

Business Pulse

The final thing, what is your business pulse? What I mean what are the numbers telling you about your business? Do you have a healthy thriving business? Or do you have areas that need to be focused on in the next quarter?

If you’re not tracking your numbers weekly or monthly, do that now. What gets measured gets improved. Here are a few common stats.

  • Website Traffic
  • Email Subscribers
  • Engagement
  • Number of Clients

✁ Just a Snippet

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

  • Looking back is the best way to move forward.
  • Are you still in alignment with your vision?
  • What are you actually committed to doing?
  • Add all the important out of office dates to your calendar
  • Create a plan and commit to your success
  • How do you know you’ve improved without having a business pulse with all your numbers?
  • Go get ’em, tiger! You’ve got this.
  • Schedule time on your calendar for your NEXT quarterly review and planning.
What Is Your Disorganization Costing Your Business

What Is Your Disorganization Costing Your Business

by | Planning-Organization-Productivity

You must be wondering what is digital file disorganization really costing your business? Here’s something we both can agree on how frustrating and time-consuming it is looking for digital files without a file structure or consistent naming conventions.

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

But where the heck did you put that electric file? Racking your brain for what you would have named it, where you save it even. Searching on as many random keywords as you can think of in an attempt to find the document in various different 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.

Now you’re finding out that maybe wasn’t such a great idea. All that searching and disorganization is costing your business valuable time and money.

Simple Action One: Basic File Structure

Now, this is important all files fall under a basic file structure for the different pillars in your business. Disorganization of files is stressful, you may not think so but your mind does.

These are examples of the different pillars that you have in an online business.

Marketing

Everything and anything that has to do with marketing your business are inside this folder. Here are a few examples of folders that you’ll find nestled in my marketing folder on Google Drive.

  • Content Bank: (AKA Content Library) includes subfolders for images, swipe files, blog post copy, social media copy, newsletter copy
  • Freebie/Opt-ins/Lead Magnets
  • Branding
  • Website
  • Affiliate
  • Funnels

Sales

You guessed it anything that has to do with prospects and sales.

  • New Client Paperwork
  • Prospecting Spreadsheet (if you’re not using a CRM)
  • Discovery Call Notes
Disorganization Costing Your Business

Clients

All your client folders and information. Individual folders are set up for each client.

While folders that are share may have a people icon, that may not always be the case. Here is a little trick I use, for any folder that is shared, I add [Share] to the name and change the folder color to pink. You of course can pick any color you’d like. (:

Operations

These are all the backend files for your company. The folder under here will be:

  • Personal/Business Development
  • Finance/Accounting – this could also be a root folder
  • All your standard operating procedures

Knowledge/Learning

This is the place to find all the course information and the freebie that has been downloaded.

Simple Action Two: Naming Structure

Oh My Goodness, this is one that I R.E.G.R.E.T.!

I think you’ll agree with me when I say downloading freebies from the internet without a good descriptive file name turns out to be a hot mess.

Because apparently, Friend it’s difficult to type a descriptive name to the file the first time.

Geez, it drove me nuts all the inconsistent nondescript file names.

Simple Action Three: Clear out the old files

Do you keep everything just in case? The solution is simple to create archive folders for those old outdated files that you may need to reference in the future.

If you’re not sure if you’ll need to reference a document in the future. Simplify move it into the archive folder.

Keep them forever, or if you need to free up space this is a great place to start.

Suck it up Buttercup and just get it done

Disorganization is sneaky and causes chaos when you least expect it. Whether this is done by you or a contractor to organize your virtual back office, just get it done.

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

And if you listen kinda like my teenagers, I’ll say it this way. I’m serious you need to suck it up and get it done.

l

Little Side Note

What more on Google Drive organization? 

Megan Minns has a fantastic blog post you can read How to Organize Your Business Files Using Google Drive. 

✁ Just a Snippet

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

  • Here are three simple actions to organize your digital files.
  • Create a file structure with a folder for the main pillars of your business
  • Develop a consistent naming structure that works for your business
  • Clear out the old files by moving them to an archive folder or to the trash
  • In the words of Nike Just Do It – clean up the files it will save you time, money, and energy in the future.
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