We talk about HoneyBook a lot. It’s not hard to see why (we think).
There are an abundance of features, for the entirety of the client relationship. From onboarding to off-boarding, and so much more, you’ve got everything you need! Best of all, HoneyBook helps you make an amazing first impression on leads.
How? By helping you automate all the steps that get them further and further down the sales pipeline. Namely, their lead follow-up automations.
When someone inquires on your site or requests information about your services, you can create email automations inside HoneyBook that follow up with them immediately and remind them to check out your brochure, proposal, etc. if they don’t take the next step.
That’s called a lead follow-up sequence, and we’re going to show you how to build one in HoneyBook today.
Before we dig into the how, let’s talk about why following up with your leads is so important. You may be thinking, “If they wanted to work with me they would. What’s the point of following up?”
And we get it. It can be intimidating to think about having to follow up with someone when you’re talking about booking a service and making the sale. You don’t want to risk sounding too pushy or too salesy.
But the truth is that people are busy — especially business owners and stakeholders. They may want to work with you, but in the chaos of running a business, team, or department, totally forget that they need to make things official.
That’s why a friendly reminder, sent out at the right time, can be so helpful. You bring potential clients back into your orbit. And that’s exactly what a lead follow-up sequence can do.
Plus, if they don’t want to work with you, then you have a clear answer and can clear up more mental energy (and space in your CRM) for future leads.
Now, let’s talk about how to follow up with those leads!
When a lead first inquires about working with DaSilva Life, we always send them an automated response that thanks them for reaching out, and when they can expect a response from us.
If we decide they’d be a good fit, we send our brochure that has all the details about working with us (packages, pricing, etc.) in a follow-up email.
We also love to insert personal messages so they know that we actually read their inquiry forms. We’re humans, not robots, and while AI is making a few things in online business a lot easier, we still think that having that touch of human interaction is SO important when welcoming new clients into the mix!
Of course, we have most of our follow-up process automated already. In HoneyBook, we like to mark the actual follow-up emails (specifically the first one) as “Require approval before sending.s” This means that we get a reminder to approve before emails go out.
Having these automated emails set to either go out or approve before sending gives us more control over the automation, to ensure we’re not sending out something after another conversation has been had. It feels customized this way!
We have a few different types of follow-up emails included in our lead follow-up process inside of HoneyBook.
The first one is a little bit more robust, but it’s just to see if they’ve had a chance to review everything inside of the brochure yet.
The next ones are a lot more “short and sweet.” Basically, we just want to know if they’re still interested and what kind of support they’re looking for!
And the final one is a simple email, what we call our “Wishing you the best email.” And it actually gets a lot of traction because it gives a gentle nudge to the folks who don’t want to close the door yet that it’s time to make a move.
No one likes to get ghosted, but it does happen. We like to send three and six-month follow-ups to keep the line of communication open.
Again, sometimes people get busy. Sometimes they inquire about working with us in HoneyBook, but then never do anything on their end to actually get started in the software itself (like creating an account).
As a business owner or in charge of sales, you’re constantly being pulled in so many different directions. his is bound to happen from time to time — so don’t panic too much if it happens to you.
It’s almost always nothing personal or has to do with your business. So breathe easy, and just keep those long-term follow-up emails in place!
Creating a lead follow-up process with automation has been an absolute game changer for our clients and even our own business — and we know it can be for yours too! But if you find that it’s maybe not working as well as you had hoped, it may be time to put your detective skills to the test.
It may take you a few tries before you land on a process that works for you. So, we suggest testing things out and seeing what emails get opened more and what’s getting responses.
This takes doing some digging, and looking at your numbers to get see what’s working and what isn’t. Just like any other marketing emails you analyze, there are so many variables and possibilities that can affect how your lead follow-up emails perform.
Want to make this whole client management thing a lot easier? Join us for our FREE HoneyBook session on October 24 and 25!
We’ll cover things like how to:
🌟Streamline client management by automating routine tasks and centralizing communication
🤝Build stronger client relationships that lead to client satisfaction, loyalty, and repeat business
🚀 Use HoneyBook in ways you didn’t expect (and which features are best for your biz)
No more software drama. No more manually onboarding clients because it’s “easier.” We’ll show you how you can start using HoneyBook in your own business in the snap of your fingers!
Sign up for our HoneyBook session here!
