Growing Your Business, Lesson 3: Contact Forms & Automations to Scale
Section 1: Understanding Contact Forms & Workflows
Lesson 3: Contact Forms & Automations to Scale
- Section 1: Understanding Contact Forms & Workflows
- Section 2: Creating and using Contact Forms
- Section 3: Embedding and/or sharing your Contact Forms
- Section 4: Understanding & Creating Workflows
- Section 5: Applying or automating Workflows
- Section 6: More automations
In Lesson 3 (6 sections), now that you have a firm grasp of the basics, we're going to take this whole thing up a notch. With Contact Forms, Workflows, and other automations, we'll review how to get booked faster while still taking work off your plate.
Lesson 3, Section 1 begins below!
You’ve tailored your account to suit your business, set up your settings, and learned the basics of communicating with your clients. Ready to take it up a notch?
In this lesson, we’ll go over some of tools that help take the administrative busywork off your plate, giving you more time to do the work you love—while getting you even more clients, even faster!
The HoneyBook Contact Form is a widget that can be customized and embedded on your company website (or sent out via a Direct Link, with no embedding necessary!) allowing you to pose a series of questions to potential clients—their name, contact info, what they’re interested in booking you for, etc.—and funnel the information directly into your HoneyBook account. Incoming requests will automatically populate as Inquiries (Projects in the Inquiry stage) in your Project Pipeline.
Since all client communications in HoneyBook need to be sent through Projects, these Contact Form submissions save you significant time in the long run. Instead of needing to go through the process of tracking down clients, manually collecting their information, creating a Project in HoneyBook, entering the client & Project information you gathered, and THEN sending your first email or file… those first 4 steps can be taken care of before you even wake up in the morning! You’ll have a Project ready to go, with all the information you need from your potential client, and all you need to do is reach out.
Unless... you take it a step further with Workflows!
Workflows allow you to automate tasks in your Project's lifecycle, automatically sending out emails or certain file types at the cadence of your choice—so you don't have to.
For example, you could set up a Workflow that immediately sends a “thank you” email to someone who submitted an Inquiry via your Contact Form, making sure they know you received the message and will be in touch soon.
Or, if you have some Brochure Templates set up (as we reviewed in Lesson 1.2!), you could even cut an additional step out and include a Brochure—detailing your business and your services—in that initial email! And remember, since you can create a Brochure that allows your client to select the services they’re interested in right from the file, which, in turn, drafts a Proposal (Invoice + Contract) file for you… you’re now inches away from getting a payment and a signature before you’ve finished your morning coffee.
In addition to sending emails and Brochures, Workflows can also include things like sending Questionnaires (to gather even more detailed information from your clients), or creating tasks for you within the appropriate Projects (so you remember to take an action or follow up in a particular way)—or any combination, in any order you need! And even if you don’t have your Contact Form in the wild, you can manually apply your Workflows to Projects as needed.
In the next section, Creating & Using Contact Forms, we’ll review how to build your personalized Contact Forms, allowing you to ask the questions you need of your potential clients in a way that matches your brand!
Have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!