Automation Made EASY using HoneyBook

Written By susan Talamantes
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Drowning in Emails & Contracts? Feel like you have NO TIME?

That’s a sign you need to automate your business

Today, I’m sharing with you the tool that CHANGED MY LIFE, HoneyBook and I’m sharing how you can easily automate your business so that you can have more peace, more time and more clarity in your Business processes

I encourage you to listen to this episode no matter where you’re at in your business.

If you don’t have any kind of client management system, you’re life is about to get a whole lot easier

If you already have a system you’re using, you may discover some areas for improvement

If you are currently using & loving Honeybook, you might be missing some crucial pieces. I know because I continue to discover new tools HB has to offer every year

  • We’re going to go over a ton of stuff. Talking about systems, processes and automation can get a lil overwhelming especially if you’re a VISUAL LEARNER, so I will do my BEST to explain this simply but to make the most out of this episode I highly suggest TAKING NOTES and Listening twice!

  • I have also created an Automation Roadmap that will assist you in setting up these exact systems in your business through HoneyBook, Download this Free Gift HERE

  • 1. Connect your contact form to your website

    • Let me explain why: When you upload Honeybook’s contact form onto your website, it will automatically create a new “project” for that new lead. What is a porject? Basically a portfolio or a place where your keep all the wedding details organzied. You & the Client both have access to this Project and can communicate and share files here. You can also automatically track where this lead came from, which will go into your stats.

    • I used to send my pricing through email via  a custom PDF

    • Then HB updated their system and now has a “brochure” tool that allows me to send a beautiful pricing guide to my clients through HoneyBook

    • Whats on my pricing guide: A lil about us, a couple reviews (with a link to read more) our pricing, and a link to schedule a phone consult.

    • This brochure is INTERACTIVE! They can simply select the services they would like to hire you for and SUBMIT their form!

    • Once the client selects their services, HoneyBook will automatically create a custom proposal FOR YOU with 1. The services they selected 2. The payment plan 3. Your policies which you are both agreeing to 4. Your signatures SO all you will have to do is click send

    • Why I prefer to do everything through HB: HB has a very pretty system that allows you to completely customize to fit your brand! It is to me a great representation of our brand that regular email could never do.

    • You guys know I am BIG on branding and how you present your business online, I talk about this all the time, this will highly impact the type of clients you attract and how they will treat you.

    • RECAP:

    • connecting your HB contact form to your website will allow HB to automatically create a new “project” for this lead. You can also automatically track where this lead came from, which will go into your stats.

    • You Can send a brochure to your leads (basically like an info packet & pricing guide in one) our client can select their services and HB will automatically create a custom proposal for you to click send!

    • So we’ve already automated 4 things in our Business so far! 

    • 1. Project, 2. Lead tracking 3. Brochure or pricing guide 4. proposal

  • Setup workflows, Follow Up and Wedding Workflow

  • Workflows are EVERYTHING 

  • A workflow is a series of actions that you establish should happen, you decide what triggers each action and when. Once you begin or activate the workflow, it will automatically run on your behalf.

  • Online Definition: the sequence of steps involved in moving from the beginning to the end of a working process.

  • Establishing a workflow will allow so much automation and save you a huge chunk of time. The other MAJOR benefit of a workflow is to keep your business running smoothly and minimizing human error or possibilities of forgetting steps. 

  • When dealing with something as important as someones wedding day it’s super important that we do everything we can to avoid errors and stay organized. 

  • I’m going to quickly go over 2 workflows I use often in my bridal beauty business, I will most likely dive in deeper on workflows on a future Podcast episode.

  • 1. Follow Up Workflow: When I receive an initial inquiry, the first thing I usually do is send the client a brochure, because they usually want to know our pricing right away. After I send the brochure, I activate the Follow up workflow. Theres 5 follow up emails that are set to go out at specific times after I activate the workflow. There’s 2 ways you can do this.

  • The first, is that you can have these follow up emails go out automatically on your behalf. The benefit to that is that you don’t have to do anything but respond to the client once they respond and HB will be following up with all your leads without you BTS. Downside is that if your client responds and says theyre ready to book you and you dont catch it in time and end the follow up workflow then your client may acidentally receive a follow up email when shes already stated shes ready to hire. So if you decide to go this route you just have to make sure you’re paying close attention.

  • The Second option is to have these follow up emails be sent to you and your team as a reminder only. For example HB will show you that you have a task due today, you’ll see that task is “send out 2nd follow up email” then you can simply attach that email and send. Still saves you a ton of time and you have a lil more control.

  • The next workflow I use VERY OFTEN actually for every booking we receive is the Wedding Workflow

  • This workflow is a little more complicated than the follow up workflow

  • Here’s a quick summary: As soon as a Bride officially secures her wedding date with us, I begin activate this wedding workflow

  • The very first step is that HB willl automatically send the Client Intake Form also known as “questionairre” in HB lingo, this form collects all the crucial wedding day details we need. I have 2 IGTV videos on this form titled “client intake form part 1” and “client intake form part2”

  • After that HB will remind our team of several tasks we need to do to ensure we’re staying on track and organized for this booking and Double checking that we didnt forget ANYTHING leading up to the wedding date

  • THIS WAS A HUGE breakthrough in the business! Before we set this up, every once in a while something would slip through the cracks and we might miss something. Since Implementing this, we hardly ever miss anything. I say hardly because as long as there are humans involved no process will ever be 100% perfect.

  • The last part to this workflow is a series of automated emails that go out AFTER the wedding day. This is where you can ask for a review, referrals or photos etc. You can also offer promos for future beauty needs or makeup lessons whatever you want

  • Wow I feel like we just covered a TON of info and if you’re at the beginning stages of adding automation processes into your business it can be a lil overwhelming. Don’t worry, take a deep breath and just take it one step at a time one process at a time.

  • If you want personal help, You can apply for my 1:1 coaching services where I walk my clients through all of this step by step

DOWNLOAD YOUR FREE AUTOMATION ROADMAP BELOW

susan Talamantes
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