Onboard & Serve Clients Faster With THESE Tools 

Hey, there! As of March 2023, HoneyBook has rebranded, which means they are updating a lot of terms and phrases we frequently use throughout our blog posts. That doesn’t change anything below; it just means you’ll see some different terminology from us moving forward. For more details, we have a breakdown of the changes in this blog!

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If you own a client-based business, you already know that attracting (and booking!) the right clients can be a lot of work. From the initial discovery or sales call to launching their project, there’s so much more that goes into it — it’s not as simple as booking a client and getting paid. (We can dream, though, right?!)

So, let’s break down what those steps might look like.

First up, your client onboarding process. To best serve your clients, you should be able to answer the following questions confidently:

• Do you have a proposal ready to send after a discovery call?
• Do you have a contract delivery and signature method?
• Do you know how to get the information you need so you can start your project?

Next comes your project execution process. Again, you want to have the answers to questions like:

• Do you know who is responsible for which parts of the projects?
• Does everyone know when things are due?
• Does everyone know what steps to take to get things completed?
• Does your client know when you're starting the project?
• Do they know where to go to see mockups, drafts, or progress in general?
• Is there a process for asking for reviews or updating payments?
• Did you set appropriate boundaries, so your client knows what to expect of you, like when you're working or how to contact you and the team?

We know, we just listed a lot of questions to consider. And sure, maybe you communicate a lot of that through email. But the truth is, having a clearer process — and the right tools — can be a huge benefit to your business, your clients, and your ability to execute projects successfully.

Watch the video below to learn about our top-two recommended tools — ClickUp and HoneyBook — to do all of the above (and more!), so you can onboard and serve your clients faster and better than ever!

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Want to take your business to the next level with ClickUp and HoneyBook?

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Having a project management (PM) tool like ClickUp and a CRM like HoneyBook can fundamentally change your business for the better. (Psst! If you’re not sure what the difference is, this article will help you out!) With them, you can:

• Streamline the onboarding process with automations, workflows, and templates
• Impress new clients (who will see that you have your stuff together!)
• Stress less because work will be so much easier, and everything will be in one place
• And so much more!

However, we know that setting up and learning these tools can take time. That’s why we created Systems School, where you can streamline your learning, become an absolute pro, and take your business to the next level!

CLICKUP + HONEYBOOK COURSE FEATURES:

• 52 On-Demand Video Lessons with step-by-step instructions and first-person tutorials
• Access to our Systems School Community on Facebook, where you can get weekly tech support from the DL Team
• Plug & Play Templates ready to upload into your ClickUp or HoneyBook account
• Live Office Hours once a month with the DL team
• Lifetime Access to everything listed above (including future course updates!)

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Our Systems School courses are only available a few times a year. If you want to be the first to know when enrollment begins, make sure you get on our waitlist! We’ll also share tons of free resources to help you navigate ClickUp and HoneyBook so you can organize your business while you wait.