Hey Guys! This may be long but 😬 I THINK i want to update and automate my sales process even more than it currently is.
Currently:
- Client(s) book a tour via calendly (i prefer this because i can book multiple potential clients on one tour, or planning party).
- Zapier- creates a project in honeybook and attaches my sales automation which triggers a how to book email along with a smart file to be sent that allows them to select a package and document their requested date. Followed by a series of check in emails until they complete that smart file
- Once smart file is complete I check if the date is available and then issue a proposal smart file with their invoice/contract to sign & put their date reservation fee. Then I manually put them into my planning automation.
I’m currently updating my products and toying with them selecting a date, package, and then moving to a proposal smart file without me having to click send/approve. Here’s my questions:
- Do I need to use the scheduler to do that? Or do I put a date selection question with the package selection smart file.
- Do i or can i include a proposal (invoice/contract) in the same smart file they select their packages)
- My out loud thought on this note is that i may want to trigger my planning automation upon completion of a proposal smart file still to trigger the planning automation and that I may still want to be hands on this part so I don’t know if i really want the proposal part within the date/package selection.
My main goal would love for clients to be able to select a date without having to go back and forth with me and/or my website.
I’m pretty savvy with honeybook and am very comfortable with it. I have not really tapped into the scheduler but I do see a benefit of it and would like to start integrating it into my process in all ways possible. I do plan on transistion my planning process consultations. Those are one client per.
