{"id":36873,"date":"2021-11-24T07:00:08","date_gmt":"2021-11-24T12:00:08","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=36873"},"modified":"2023-09-28T02:01:10","modified_gmt":"2023-09-28T09:01:10","slug":"how-to-use-automation","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/how-to-use-automation","title":{"rendered":"How to Use Automation to Build Relationships"},"content":{"rendered":"

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It might seem counter-intuitive that automation can help you be more personable with your clients. But the truth is: automation can be personable and show our clients that we care about them. Here are a few ways that you can use the HoneyBook client workflow automation software <\/span><\/a> to build relationships with your clients.<\/span><\/p>\n

Personalize Your Emails<\/h2>\n

Personalized emails contain content that is catered toward the client based on the information that you know about them. In HoneyBook, you can <\/span>create email templates to reuse<\/span><\/a>, including subject lines, dynamic fields, body content and formatting, as well as an email signature. In need of a professional looking signature? With an\u00a0email signature generator,<\/a>\u00a0you can create one in just seconds.<\/span><\/p>\n

Use Dynamic Fields to Fill in Information Unique to Your Clients<\/h2>\n

Dynamic fields can be placed in emails so that your clients feel like the content is written specifically for them. For example, if you\u2019re a business coach, you may want to personalize information like your client\u2019s name, their business name or their stage of growth. In HoneyBook, you can set a dynamic field for \u201cClient First Name,\u201d so that every email is addressed to your client. Sometimes meaningful personalization can be as simple as just using their name.<\/span><\/p>\n

Create Email Drips Dedicated to What Your Potential Clients are Interested In<\/h2>\n

As a small business owner, you probably have a few ways that people can be added to your email list (different lead magnets on your website or social media). Each one should have an email drip campaign that is related to that specific point of entry. This way, your potential clients will feel like their unique needs are being heard and addressed.<\/span><\/p>\n

For example, if you\u2019re a social media coach and your potential client downloads a lead magnet about writing catchy Instagram captions, your email drip should focus on Instagram. In HoneyBook, you can set up dedicated workflows for each lead magnet, so that each email in the drip is relevant.<\/span><\/p>\n

Use Automation as an Entry Point To a Conversation By Including a Call to Action<\/h2>\n

Automated or not, you should always include a call to action (CTA) at the end of your emails. For example, the call to action in an automated email could encourage potential clients to respond to the email or book a consultation. In HoneyBook, you can include your call to action at the end of your template(s), whether it is a sentence or a link to a landing page.<\/span><\/p>\n

Trigger Automated Emails So Your Clients Move Through Your Process Easily<\/h2>\n

Automation triggers run automatically, so they will work when you\u2019re away from your computer, out of the office, or even on vacation. Setting trigger automated emails up\u00a0ensures that your clients are not left waiting for you to move them to the next step in your process.\u00a0<\/span><\/p>\n

For example, you can set up triggers for emails like:\u00a0<\/span><\/p>\n