How to Attract & Win Your Ideal Client
Get booked faster with a seamless client experience.
Your time is precious as an entrepreneur, so getting the most out of every hour spent working on your business is essential. But as you probably know, dozens of tasks can eat away at your productive hours—finding and vetting new leads, responding to leads, sending out proposals to potential clients, following up on projects —and the list goes on. Luckily, HoneyBook automation can simplify this by saving you time and providing more opportunities to attract new clients! This blog post covers how to use HoneyBook's tools, including automation, to book the right clients with less effort.
Obtain inquiries with a mobile, SEO, and brand-optimized website and online presence.
First, I hope you have a beautiful, engaging website and brand that attracts your ideal client. That initial impression needs to be irresistible to them. Your logo, colors, fonts, imagery, and writing style are all essential elements of your brand. If you aren't attracting the desired client, that is a potential red flag that your brand and target client need to align better. If your brand is on point, ensure you have a clear call to action on every website page. You also want to ensure your HoneyBook contact form is easily accessible, and your inquiry form is brief but informative enough. Do you enjoy answering 20 questions to find out someone's pricing? I don't, and I sincerely doubt your potential clients do either. Don't make the mistake of having an overly complex contact form. I recommend four to five questions max. Then, you can collect the other need-to-know details later in the process.
Action items
Level up your brand
Have a clear call to action
Create the perfect HoneyBook contact form
The inquiry response: your next move is a glimpse into your brand experience
Your website is impressing people, and now you are getting inquiries. Your response time and content are the next significant impression to a potential client. Let's be honest; there are a ton of choices out there. If you want to stand out, give clients precisely what they need. This next interaction is a glimpse into how it will be working with you. Give prospects immediate helpful information that addresses their need. Let them know you value their time by replying right away, even if it's to say you will get back to them soon with a complete response. A major mistake is not responding. This statement may make you feel sick to your stomach if you currently have tons of unresponded leads in your inbox. Stop that thought process right now. Give yourself some grace and commit to resolving the issue. It is a quick fix that will take only a few minutes to remedy. Watch this short tutorial and use my email below to create a response that will go out automatically.
Action items
Give yourself some grace; you are taking positive steps now
Commit to resolving the issue
Work toward a long-term resolution
Organize your lead funnel using company settings, branded emails, Smart Files paired with HoneyBook Automations
Now that you have an intro email and single automation in place, let's dig deeper into using the automation tool to free up your time. HoneyBook automations ensure the client experience is seamless from the moment they submit an inquiry through to booking your services. For example, you can automate responses and send branded emails and digital brochures associated with each unique client's request. I'll use my business as an example. If I get a lead for a website or branding, they probably don't want to know about my HoneyBook services. So, my solution is using the project type as a trigger to automatically send my website brochure through an automation created specifically for website clients. All emails, questionnaires, brochures, and proposals are designed specifically for that client. On a side note, I'm absolutely going to upsell HoneyBook and every applicable service I offer if and when it's appropriate. But not at the beginning because I don't want to overwhelm a new inquiry.
Using project types will make it easier to identify and assign inquiries as they come in, ultimately leading to more bookings. An example of great automation looks like this:
The inquiry comes via your contact form.
An immediate email with a brochure goes out.
A follow-up reminds the client to open the files.
A follow-up email tells the client you have their responses, and a call/meeting is the next step.
Next, you'll send a proposal.
The client reviews and pays.
An email confirmation lets them know their project is official.
Continue the automation to fill in your remaining steps while simultaneously being concise but thorough.
Set the automation's triggers for each step.
Set the primary trigger for the automation (project type).
Test the automation to make sure it works properly.
Set it live and start reaping the benefits!
With HoneyBook automations, you can spend less time shuffling paperwork and more time focusing on what's most important: creating beautiful work.
Action items
Set up a solid automation.
Don't overcomplicate it.
Test it, set it, love it!
Take advantage Of Automations to decrease workload and increase productivity
HoneyBook Smart Files, which integrate with Automations, help create a seamless client experience. When you upload your logo, images, and information on your Smart File, you'll be able to share it effortlessly with clients. Then when they book a date through HoneyBook, they'll automatically see all of your information on their schedule builder. HoneyBook can automate anything from sending instructions, gathering information, or sharing thoughts and ideas with HoneyBook's Automations feature—no copy-and-pasting required!
Automate from start to finish, then beyond
Say hello, send a brochure to share my pricing plus gather details, set a meeting, follow through with great work, ensure I've done an excellent job, and ask for an endorsement. That's my process with every client. And by automating these main tasks, I've achieved a 75% close rate for our leads. — which means I get booked faster, happier, and with fewer back-and-forth emails or phone calls. Read on for our simple automation tips so you can start booking more clients as well! It's crucial to automate as much of your client experience as possible. Lead management tools can help you do just that. I use HoneyBook’s project pipeline to manage leads from start to finish: from tracking their first signup through to scheduling time to a project. I also have a custom email sequence set up that allows me to gather information, ask for referrals from current customers and provide them with easy ways they can share their experience with others. It's no secret that referrals are one of the best ways companies grow their business. Using HoneyBook's project and lead management tool has helped me achieve incredible results - including increasing my customer base by 60%. By keeping leads organized throughout each step of their journey, I make sure they feel welcome every step of the way.
Employ useful HoneyBook tools to create a more cohesive workflow with less friction.
Need help getting started? I’m available to set up your HoneyBook.