As a self-confessed tech enthusiast, I have a penchant for exploring the latest tools, systems, and apps that can streamline business operations. Today, I want to share my top business tools for client experience, which I believe are crucial for any business owner. These tools not only help to improve the client experience but also save time and increase efficiency.
Links to what I use and recommend (some are affiliate links):
– Honeybook: https://www.honeybook.com/invites?code=jessica82456
– Practice Better: https://practicebetter.grsm.io/jessicafreeman4784
– ClickUp: https://www.clickup.com
– Calendly: https://www.calendly.com
– Loom: https://www.loom.com/
– MixMax: https://www.mixmax.com/
The Power of a CRM: HoneyBook
The first tool I recommend is a Customer Relationship Management (CRM) system. A CRM is a comprehensive program that handles contracts, invoices, questionnaires, payments, and more. I personally use HoneyBook, although there are other popular options like Dubsato, Practice Better, and Healthy.
The beauty of a CRM like HoneyBook lies in its automation capabilities. With numerous templates and workflows, it saves me a ton of time. Once a client decides to hire me, I can send them a contract and invoice using a pre-set template. The CRM also allows for a series of onboarding emails to be sent out automatically, ensuring a smooth and efficient client experience.
ClickUp: Your Back-End Assistant
The second tool that I find indispensable is ClickUp. While it may not directly impact the client experience, it plays a crucial role in managing clients and tracking revenue. I’ve integrated ClickUp with HoneyBook, creating a seamless system that automatically adds inquiries to a spreadsheet in ClickUp. This feature serves as a reminder to follow up with potential clients, a crucial step in securing more business.
ClickUp also assists with revenue tracking. It allows me to input payment plans and amounts, creating a comprehensive spreadsheet of my revenue for each month and the entire year. This way, I can easily track what I’m earning each month.
Simplify Scheduling with Calendly
The third tool I highly recommend is an appointment scheduler like Calendly. This tool integrates with your Google Calendar, preventing double bookings and ensuring you’re never overbooked. It eliminates the back-and-forth often associated with scheduling, allowing clients to book themselves in. I use Calendly for both discovery calls and client calls, and it has been a game-changer.
Loom: Video Communication Made Easy
Loom is another tool I use almost daily. It’s a video recording software that allows for quick tutorials, walkthroughs, and question-answering. You can record your screen or just yourself, making it a versatile tool for client communication.
Mixmax: Email Tracking for the Win
The last tool I want to mention is Mixmax, a Gmail extension that tracks emails. It lets me know when a client has opened an email, which is incredibly useful for follow-ups. If an email hasn’t been opened, I can send a reminder. If it’s been opened multiple times without a response, I can reach out to address any potential questions or concerns.
Wrapping Up
These are just a few of the tools I use to enhance the client experience in my business. I’d love to hear what tools you’re using in your business, so feel free to share in the comments below. If you have any questions about these tools, don’t hesitate to ask.
Remember, the right tools can make all the difference in creating a streamlined, efficient, and enjoyable client experience. So, don’t hesitate to explore these options and see how they can benefit your business.
