My Client Workflow Using HoneyBook

Ever hire someone and the product was great, but the experience was awful? The truth is, no matter how great the final product, the experience clients have throughout the process can make or break their attitude towards a business. Having an efficient system in place to take your clients from booking to completed service is so crucial. It's helpful for both you as a business owner, as well as for your client's overall experience.

Here are some ways that I elevate that experience for my clients in order for them to feel taken care of, informed and educated.

1. GETTING THEM BOOKED

Onboard them in HoneyBook
I use my business BFF, HoneyBook, to bring in all of my paying clients. I add their information to my system, and send them a proposal with a contract and invoice so they can easily read, sign and pay all with a few clicks. Once they complete that, step one is done and they are officially put on my calendar!

2. SERVING THEM BEFORE THE SHOOT

Start their client workflow within HoneyBook
I’ve set up different kinds of workflows in HoneyBook for each type of client I serve (wedding, wedding with engagement session, couples session). Each workflow includes a combination of guides, questionnaires and emails. I just select which type of pre-designed workflow applies to each client, and watch HoneyBook do all the work. 
Here's an example of one of my client workflows...
Wedding with Engagement Session:
- Once booked, client receives email thanking them for booking, plus a link to a “Getting To Know You Questionnaire”
- After that step is complete, they receive an email with an attached Wedding Handbook, full of tips for getting the best photos from their wedding day (you can use the same one I created for my clients HERE)
- Once we've scheduled their engagement session, they receive a Couples Session Handbook full of tips to prepare for their couples session (you can get your hands on that HERE)
- Two months before their wedding, they receive a Pre-Wedding Questionnaire gathering all the info I need to be prepared to shoot their wedding
This whole workflow is on an automated system so that I don't have to do anything in the process. The next step in the workflow is prompted by the completion of the previous step or at a designated date. It takes some work to set up, but once it's in place, it's a GAME CHANGER.

3. SHOOT, EDIT, DELIVER

(this is another beast for another time - I have an entire Worfklow & Backup Course that talks all about your file workflow from import to delivery. You can check that out HERE)

4. WRAP THINGS UP

I mail my clients a thank you gift (I use BOXFOX) and send follow up email (part of their HoneyBook workflow) that includes a little questionnaire asking for their feedback and a public review. 

There you have it. My entire process from onboarding to completed service. Having a system full of templates and automation takes a ton off my to-do list, makes sure nothing falls through the cracks, and helps my clients feel taken care of and informed every step of the way so that I can best serve them.

For 50% off your first year of HoneyBook, click HERE.

1 comment

Kimberly

This is amazing Dawn, thanks so much for sharing!! Client experience is at the tippy top of my list of what’s most important to me and 6 months on HoneyBook, I had no clue that it had automated workflows! I can’t wait to set that up!

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