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
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!
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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
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