Hands holding an orange alarm clock

The clock starts ticking when you get an inquiry. GO!

I work with my clients on three back-end systems in their businesses:

  • Reducing the time between inquiry and booking

  • Creating an efficient client management process

  • Automating invoicing and payments to ensure you have a dependable income

There are a couple of reasons why you need to book as quickly as possible

The first is that your business needs to make money and to keep making money to stay in business. The second is that you are probably not the first person they’re talking to, so speed in getting back to them, talking to them, and booking them can be critical. Keep their eyes on YOU. Here are four ways you can cut that time in half.

  1. Automate an inquiry reply that includes the next step - You can put a link to schedule an appointment with you in the message they get after they submit the contact form. Or automate it from your CRM. You can also do these invoices and questionnaires.

  2. Be clear on how you accept payment - Credit cards, no credit cards, service charges with credit cards, cash only, Zelle only. You can take payments however you prefer, but be upfront about it. And offer at least a couple of options. Most people accept that fees exist, but they like choices. A customer with payment options is a customer who is happy to pay.

  3. Make it easy to pay you - “Click here,” “Send to this email,” “mail your payment to this address.” Don’t make them search for the information, or worse, have to ask you where it is. No one has time for that, and they’re not going to take the time for that.

  4. Tell them what’s next. Again. Once they pay, then what? Put it in the invoice email t or in the invoice itself. Are they getting a receipt, another link to schedule your next call or a questionnaire?

Clarity builds confidence that hiring you was the right choice.

The less they have to guess, search or wait for any part of your booking process to happen, the faster they’ll pay you.


Register for the Honeybook Automation Bootcamp on March 1st

What if you could create a clean booking process without being on your computer?

You can if you automate it! During the BootCamp, where we will create two business automations in three hours and activate them in your Honeybook account in person. Click here to fill out the contact form that will get you started. If you can’t attend the workshop on March 1st, email me at elizabethcoopersmith@gmail.com, and we can schedule a private session.

Either way, I’ll talk to you soon,

Elizabeth

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How to respond to inquiries in 2023

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The Price of Payment Preference Shame