How to Automate Your Client Experience in HoneyBook

Client experience is crucial when it comes to business growth. Staying organized and completing tasks in a timely manner is how to keep clients happy and gain their trust. So, whether big or small, all businesses should have a reliable CRM. Learn how HoneyBook can improve your client experience by watching this simple tutorial!
00:00 Introduction
00:48 Mapping out your client journey
04:06 Workflow Mapping Spreadsheet
08:15 Automations in HoneyBook
13:04 Smart Files Walkthrough
14:44 Emails & Schedulers
17:35 DFY Custom HoneyBook Build
17:52 Join Our HoneyBook Course!
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Teaching you how to organize your systems and transform your business!

[@DaSilvaLife]

Want the step-by-step on setting up your HoneyBook to the max?! Join our HoneyBook Course! 🚀 www.dasilvalife.com/systems-school

[@rarefactionmedia]

I’ve been referencing this for weeks thank you so much ❤

[@DaSilvaLife]

Thank makes me so happy!! You're welcome! :)

[@thedr-rag4543]

Great video. I was looking for easy and quick way to understand all of this and I understood everything very easily from your videos. Thanks for your guidance and really loved the whole vibe of the video :)

[@DaSilvaLife]

I am glad you enjoyed it! Thank you!

[@urbanspikev.2984]

Your videos are excellent, thank you so much for such detailed step-by-step information. It has helped me in getting my business started.

[@DaSilvaLife]

Thank you so much, I appreciate that! I am happy my videos have been a helpful resource for you.

[@jrf3307]

This looks like just the software I am looking for to automate my small business. Not sure if I'm ready to invest in one of the three training courses just yet but excited to take this to the next level!

[@DaSilvaLife]

Yay!! It really can take you to the next level. I am excited for you to dive in!

[@themarketingplanners]

thanks for sharing and putting this out there. I was trying to automate and making the materials while making the automation and that was so wrong. The beginning of your email got me action plans I needed to start with before anything

[@DaSilvaLife]

Ohhh I'm glad it helped! 🙌😊

[@fahimedits3]

Hi Kristi , As always valueable video.
Kristi , I'm a old viewer of your channel. I think you've hired a video editor or maybe you are editing your video by yourself. It would be much better if you don't use any background music.
I understand why you or your editor put it there, because I'm a full time video editor too.
Tutorial or teaching type content do not need any music that much. but you can play with the visuals if you want .
Like having motion graphics , animations is fine. But background music is distracting.
Can't wait to join your feb "Clickup workflow zoom session"
Thanks Kristi as always.

[@DaSilvaLife]

Thank you for your feedback! We actually have gotten this feedback before and decided to remove all background music from the tutorial portions of our videos. We only have it on the intro outro and I prefer it that way, to each their own right?!👍🏼 Excited for you to join the workshop!

[@cdiarra80]

How to add the scheduler to the inquiry or welcome email?

[@DaSilvaLife]

You will just add the link into the canned email copy in the templates section!

[@nowforeverfloraldesign7530]

Is there any way I can automate WeddingWire and Knot inquiries? I assume not because they have their own contact form they use for inquiries that is then sent to our email. When I get a lead from WW or Knot I send an immediate response asking for their email because I don't want WW or Knot knowing my business or pricing. Once I get their email address, I send over more info about pricing and availability. Perhaps I could send them the direct link to Honeybook which could generate the email automation asking for their email? Help!!! Thank you!!

[@DaSilvaLife]

Great question!! For our Weddings Pros on different directories, we always suggest replying with the link to your HB contact form. This way they go right into your leads pipeline and can get more info via automations :)

[@NikkiJayArtistry]

All this sounds like another language i literally need someone sitting next to me saying click this, now do this, asking if i want this and literally guiding me while helping me to physically set it up

[@DaSilvaLife]

We can do that in a strategy session together if that's what you need! Feel free to submit our contact form :) www.dasilvalife.com/contact

[@leahbodden3050]

Do offer the workflow mapping spreadsheet?

[@DaSilvaLife]

It is currently only offered in our HoneyBook Course, but maybe one day we will sell it separately!

[@Mark-xt5lo]

@@DaSilvaLife Disappointed to see the spreadsheet is not a freebie, not hard to freeze the video and create the spreadsheet. Then apply logic to the trigger for my individual business. Moving on.