From your leads to your partnerships in the long run, offering an inclusive experience for clients is what will eventually help you meet and exceed their expectations. The best part is that it is easier than you think as you just need to make sure that you’re offering the same information, access, and interactions to each client, every time.

To get started, you need to find answers to the following questions:

1. What is your existing process to vet clients?
2. Do you provide accessible options to all clients?
3. Do clients understand what to expect throughout the project pipeline, or do they usually reach out to you for the next steps?
4. Do you have an established and streamlined process for each client?

No matter how you’ve answered the above questions, there will always be likely room to improve your client experiences. Moreover, it will always make sense to reevaluate your processes, systems, and technology as your business grows and evolves. You can use some tips to create an inclusive client experience from start to finish and this will surely be something that both you and your client will appreciate.

Make the first impression count

The first impression of your clients starts even before they reach out to you directly. Irrespective of your industry and niche, potential clients will possibly conduct research on your website, social media profiles, review pages, and so much more. Therefore, it becomes important that all the information they may possibly need is put out before them. 

Let your personality, mission, and brand value shine!

You should make sure not to scare off potential leads by asking them too much information. Once the first inquiry has come through, you can send out an automated email to notify them in a timely manner that you’ve received their request. You can include a link to schedule a call in the first email. You can even include a project questionnaire to find out if there is a good client fit.

For instance, you can leverage the HoneyBook Automations feature to streamline this stage in the booking process. You can leverage the website’s contact form to drop new inquiries right into the HoneyBook pipeline. Your customized workflow will automatically trigger the first email when they do. It is highly recommended that you should include unique contact forms for each project type so a more personalized email is sent to each potential client.

Provide the same information to all your leads

If your organization provides a wide range of services or project types, there is a possibly that you may be unintentionally spending more time to cultivate the leads that are interested in bigger projects vs. those asking for lower-cost services. Instead, you should spend quality time to put together a variety of business brochures tailored to each type of package or project that you offer instead of waiting until you are asked. 

The brochures might include case studies, testimonials, project examples, and pricing breakdowns. This will help you represent the diversity of your clients and the area of scope. The point is to ensure that your brochures help and encourage your clients to take the next step toward working with you.

Set clear expectations for each project

When you send a service proposal to your clients using HoneyBook proposal software, your primary goal should be to help your clients know you better. You can take advantage of a wide range of customization options like including your brand colors throughout or adding a unique header image to invoices. The HoneyBook proposal efficiently blends the online contract and invoice to expedite the onboarding process that all clients will appreciate.

It is also important to incorporate price transparency and ensure that your clients understand what they’re paying for and what they can expect at each milestone as well as at completion.

Need more help with how to get started with HoneyBook? We’re here to assist and help you build more equity into your business. Reach out to us now!