What do dating & building a thriving social media business have in common? More than you probably realize!
Wooing a potential client is a lot like asking someone to “go steady.”
Obviously this can be a bit scary, but by prioritizing your client experience & automating the entire process with a CRM (Client Relationship Management) platform like HoneyBook, you can set your business up to attract & sign new clients more easily… It’s like having a wing(wo)man every step of the way, to hype you up & seal the deal!
Once you muster up the confidence to go for it, there are specific steps you can follow with every new client lead. These steps help to create what we like to call Client Chemistry.
It’s what gives your business that certain “Je ne sais quoi”...
When a relationship is built on a solid foundation of trust, clear communication, and shared expectations, it can stand the test of time.
Here’s how HoneyBook helps you create sparks at every stage of the client relationship… (PS. Use our link to save 30% off your first year of HoneyBook!)
1 | The First Impression: Turn Client’s Heads with Lead Forms
The first touch point with potential clients is crucial in the decision-making process. With HoneyBook you can create beautifully branded lead forms that not only capture attention, but also reduce friction. You can use these forms to qualify leads, schedule calls & instantly book services!
With integrations like Calendly, scheduling discovery calls becomes effortless—making “it’s a date” official– not to mention, simple to coordinate for both parties.
2 | Getting to Know You: Send Questionnaires, Nurture Leads, Gather Information with AI & Stay Organized
Understanding potential clients is essential to establishing a solid relationship. HoneyBook’s customizable questionnaires help you gather essential information & nurture leads.
Their AI tools allow you to easily identify high-value leads, (those with the right budget & who are most likely to book), and you can even use AI to send an instant, personalized response to their inquiry immediately!
Like your very own Little Black Book, HoneyBook helps you stay organized – keeping all of your potential clients in one place, ensuring you stay one step ahead like a true professional.
3 | Build Trust: Stay Connected with Automated Follow-Ups
As you know, trust is the foundation of any good relationship.
HoneyBook helps you build that trust with automated follow-ups & reminders. Setting these up ahead of time helps you feel more confident, staying top of mind with every new lead – without the stress!
PS. If you ever find yourself at a loss for words, HoneyBook’s AI Writing Assistant is there to help draft personalized emails, making client communication as smooth as a well-planned date night.
4 | The Proposal: Seal the Deal with Online Contracts, Invoices & Payments
The time has officially come… Will your lead accept this final rose?!
A proposal combines your service pitch, project details, and pricing - eliminating the hassle of managing various documents. This streamlined approach saves time & reduces confusion for both you & your potential clients.
When it’s time to pitch your services, HoneyBook allows you to automatically send professional proposals that showcase your offerings through personalized service guides.
5 | Go Steady: Create Relationships that Last with Retainers & Recurring Payments
Sparks are FLYING! You've made that initial connection & now it's time to update your status to “in a relationship” …
Going steady = recurring payments & a steady stream of revenue every month - something all social media managers LOVE!
HoneyBook makes it easy for clients to say “yes” with convenient online payment methods. Plus, with features like retainers, recurring payments, and automated payment reminders you can cultivate long-term relationships that feel comfortable and secure— just like a committed partnership.
6 | Positive Affirmation: Gather Testimonials & Referrals Automatically
Receiving positive feedback is vital to maintaining happy relationships.
HoneyBook makes gathering those words of affirmation even easier, with built-in, automated features to help you request reviews, feedback, or referrals, which in turn will allow you to build trust & attract new clients more easily.
Keeping open lines of communication with past clients not only maintains engagement but also fosters loyalty – creating client relationships that last!
HoneyBook is more than just a client management tool, it’s your bestie when it comes to creating meaningful connections. By utilizing these features at every stage of the client journey, you can ensure that your relationships are built to last…
Love at First Sign: Create Client Chemistry that lasts with HoneyBook!
