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.
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.
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?
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