Today I’m showing you behind the scenes of my client-lead workflow using Honeybooks to book clients on autopilot with Showit! Having tools like Honeybooks helps keep my business organized all the while providing an incredible user experience. I use Honeybook to capture client leads, project management, invoicing, scheduling, and signing contracts. If you haven’t had the chance to add a CRM to your business I highly recommend you check out Honeybook! Try Honeybook for 1$ for the next 6 months! http://share.honeybook.com/amanda72593

Setting up Honeybook Contact From in Showit

There are several ways you can use automation with honeybooks to streamline your business and this is my favorite way to do so. Embedding a contact form into your showit website, you can trigger automation inside honeybooks that will send your client lead a direct email with any information they might need and the next steps to working with you.

Inside my welcome email, I enclose a little about me, when they can expect to hear from me next, a link to my lookbook or pricing brochure, and most important a link to schedule a call with me. That is always the next step in vetting my client lead and I want them to have that information right off the bat when they are excited about their project.

I really hope this video helps with your client lead workflow!

STILL NEED HELP SETTING UP YOUR DESIGN?

We also have a specialty service to install and customize your purchased template so you can get back to what you are good at running your own business! Check out our Website Creator package for more information!

As an affiliate I receive a small percentage of sales for our link, All opinions are my own! I only recommend things I trust and have tried!

Ready to organize your client workflow? Try Honeybook for 1$ for the next 6 months! http://share.honeybook.com/amanda72593 Be sure to check out more of our showit tutorials: https://amandamays.com/tag/showit-ins… As an affiliate I receive a small percentage of sales for our link, All opinions are my own! I only recommend things I trust and have tried! Need a new showit template? I’ve got your hook up! https://amandamays.com/store Ready to try Showit? Get a free month of showit on me! https://account.showit.co/r/d1l85vzr Ready to build your email list? Save 50% on flodesk https://flodesk.com/c/AMANDAMAYS Want to record your screen like me? https://loom.grsm.io/jp1rp3wil8mp