{"id":79231,"date":"2022-10-26T10:46:36","date_gmt":"2022-10-26T17:46:36","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=79231"},"modified":"2024-10-28T04:36:23","modified_gmt":"2024-10-28T11:36:23","slug":"how-to-map-your-clientflow","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow","title":{"rendered":"How to map your clientflow"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Learn how to map your clientflow to understand the tasks, dependencies, and gaps you face when selling and delivering your services. Then, we&#8217;ll walk you through how to optimize and improve your processes.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2000\" height=\"1548\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg\" alt=\"Group of workers at a table below mapping their clientflow with various documents\" class=\"wp-image-79238\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg 2000w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature-300x232.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature-1024x793.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature-768x594.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature-1536x1189.jpg 1536w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/figure>\n\n\n\n<p>You may be wondering: \u201cWhat <em>is<\/em> my clientflow?\u201d Your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/what-is-a-clientflow\">clientflow<\/a> is the complete process of selling and delivering your personalized services to clients. If you\u2019re an independent business owner, you likely already have some version of this in place. It might just be made up of disconnected workflows and disparate tools that aren\u2019t working together as seamlessly as they can (and should) be.&nbsp;&nbsp;<\/p>\n\n\n\n<p>By mapping your clientflow, you\u2019ll get a bird\u2019s eye view of how your business operates and see more clearly how your processes fit together; how your back-end workflows affect your front-end client experience, and vice versa.&nbsp;<\/p>\n\n\n\n<p>Regardless of whether your business is new or developed and thriving, mapping your clientflow will give you the information needed to optimize your core business processes. From there, you can make more informed decisions regarding your client experience, strategies, systems, and more.&nbsp;<\/p>\n\n\n\n<p>Mapping your clientflow to visualize the ins and outs of your business begins with four straightforward steps.&nbsp;<\/p>\n\n\n\n<p><strong>Jump to:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#document\">Document the five stages of your clientflow<\/a><\/li>\n\n\n\n<li><a href=\"#dependencies\">Consider dependencies<\/a><\/li>\n\n\n\n<li><a href=\"#streamline\">Consider which steps to streamline<\/a><\/li>\n\n\n\n<li><a href=\"#tasks\">Assign task execution<\/a><\/li>\n\n\n\n<li><a href=\"#platform\">Translate your clientflow into an all-in-one platform<\/a><\/li>\n<\/ul>\n\n\n\n<span id=\"document\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Document the five stages of your clientflow<\/h2>\n\n\n\n<p>To get started, simply list the general process that you follow throughout each stage of your clientflow. This includes how you promote and sell your services to inquiries, how you book clients, how you execute projects, and how you close each project.<\/p>\n\n\n\n<p>At this step, don\u2019t worry about anything except documenting your work. Later on, we\u2019ll show you how to assess your work needs, and how to optimize your clientflow.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-stackable-image stk-block-image stk-block stk-d05b24b\" data-block-id=\"d05b24b\"><figure><span class=\"stk-img-wrapper stk-image--shape-stretch\"><img decoding=\"async\" class=\"stk-img wp-image-87638\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/Clientflow-updated-e1696461283894.png\" width=\"2000\" height=\"873\" alt=\"The five stages of the clientflow\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/Clientflow-updated-e1696461283894.png 2000w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/Clientflow-updated-e1696461283894-300x131.png 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/Clientflow-updated-e1696461283894-1024x447.png 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/Clientflow-updated-e1696461283894-768x335.png 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/Clientflow-updated-e1696461283894-1536x670.png 1536w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/span><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">1. Capturing new business<\/h3>\n\n\n\n<p>This step includes all of the following activities:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Targeting your audience through your marketing strategies so you can stand out during their research process<\/li>\n\n\n\n<li><a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/lead-generation\" target=\"_blank\" rel=\"noopener\" title=\"Lead generation\" data-wpil-keyword-link=\"linked\">Lead generation<\/a> and lead capture<\/li>\n<\/ul>\n\n\n\n<p>Write down all of the tasks you currently take on for each activity. Are you consistently working on your content marketing to capture leads? Do you have an inquiry contact form that you monitor? Are you sending prompt responses to new leads?<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Qualifying leads<\/h3>\n\n\n\n<p>Once you have a healthy pool of leads, it&#8217;s not a given that they&#8217;ll be a good fit for your services. You should have some process for <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/qualified-leads\">qualifying leads<\/a>, whether it&#8217;s simply asking them for their budget in your contact form or providing a detailed questionnaire to get more background information about their needs and requirements. Qualification should include: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creating a process to vet inquiries and move them forward<\/li>\n\n\n\n<li>Nurturing your leads<\/li>\n\n\n\n<li>Executing your <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/sales-process\" target=\"_blank\" rel=\"noopener\" title=\"sales process\" data-wpil-keyword-link=\"linked\">sales process<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3. Your booking process<\/h3>\n\n\n\n<p>After your sales process comes your booking process. When clients show their interest and let you know they\u2019re ready to book, how do you move them forward? These steps can include the following:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Guiding clients through service selection<\/li>\n\n\n\n<li>Sending a contract<\/li>\n\n\n\n<li>Sending an invoice<\/li>\n\n\n\n<li>Accepting payment<\/li>\n<\/ul>\n\n\n\n<p>Booking is a simple process, but it\u2019s easy for things to slip through the cracks. Consider if you\u2019re missing any of these steps as you write them down. Skipping a contract or an invoice could lead to client disputes down the road, and potential legal problems. If you\u2019re missing them, you can start with customizable <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/templates\/category\/contract-templates\">contract templates<\/a> and <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/templates\/category\/invoice-templates\" target=\"_blank\" rel=\"noreferrer noopener\">invoice templates<\/a>.\u00a0<\/p>\n\n\n\n<p>It may be best for your business to guide new clients through the service selection process, but it doesn\u2019t have to be hands-on. You can send a custom <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/sales-brochure\" target=\"_blank\" rel=\"noopener\" title=\"sales brochure\" data-wpil-keyword-link=\"linked\">sales brochure<\/a> and proposal that fits your clients\u2019 needs based on the information you received during the sales process. If you do want more 1:1 time, you can always offer a final consultation call as well.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Project management and providing deliverables<\/h3>\n\n\n\n<p>Once your client books, it\u2019s time to get to the star of the show: the work! Think about all the steps you take to complete a project. This stage will look very different from business to business, but consider the following:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How you communicate with clients throughout a project<\/li>\n\n\n\n<li>How you stay aligned with the project scope of work<\/li>\n\n\n\n<li>How you offer client intake forms to get their information or external files<\/li>\n\n\n\n<li>How you send or confirm your final project deliverable<\/li>\n\n\n\n<li>How you collaborate with team members or external partners&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>Throughout the project execution and management stage, consider where you have repetitive work. Later in the mapping process, you can start to determine how to combine your steps. The project work is likely one of the most important stages where you can implement automation and more streamlined, efficient workflows.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">5. Maintaining client relationships<\/h3>\n\n\n\n<p>Once your project is over, it\u2019s time to collect client feedback and determine how to best manage the relationship moving forward. Consider these types of activities as part of the <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/project-closure\">project closure<\/a> stage:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Thank your client and send key takeaways from working together<\/li>\n\n\n\n<li>Send a project closure questionnaire to gather feedback about their experience<\/li>\n\n\n\n<li>Ask for a review or testimonial<\/li>\n\n\n\n<li>If applicable, confirm or explore renewal options, like new projects, other services, or digital products they can purchase<\/li>\n\n\n\n<li>Ask your client to join your referral program, or ask if they know of anyone interested in similar services<\/li>\n<\/ul>\n\n\n\n<p>Overall, your project closure process shouldn\u2019t be the end of the relationship with your clients. As a successful part of your clientflow, it should leave a lasting impression on clients that turns them into brand advocates who generate more referrals. If there\u2019s a good fit, clients may want to work with you repeatedly.&nbsp;<\/p>\n\n\n\n<span id=\"dependencies\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Consider dependencies<\/h2>\n\n\n\n<p>After you\u2019ve mapped out your steps and workflows, consider what needs to happen before you can move forward with each step. This second layer of your clientflow map will help you visualize how you move from stage to stage.&nbsp;<\/p>\n\n\n\n<p>For example, do you need to evaluate responses to your client background questionnaire before you can successfully vet a potential client? Do you need to schedule a consultation call before you can move forward with your booking process?&nbsp;<\/p>\n\n\n\n<p>Identifying these pauses can help you understand where you might need more automation, customer education, or communication. Oftentimes, you\u2019re either waiting for your clients to respond, or your clients are waiting for more direction to move forward.&nbsp;<\/p>\n\n\n\n<span id=\"streamline\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Consider which steps to streamline<\/h2>\n\n\n\n<p>If you\u2019ve identified pauses and gaps on your end, map out the steps that you can combine or streamline. Some examples might include vetting inquiries, booking clients, or closing projects.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Vetting inquiries<\/h3>\n\n\n\n<p>If you have inquiries sitting in your inbox for days, you could be missing out on new clients and additional revenue. You can streamline this process by automating an inquiry response email that includes a client background questionnaire. Automating helps you take work off your plate while also helping you work more efficiently when it comes time to communicate with your leads one-on-one.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Booking clients<\/h3>\n\n\n\n<p>You might be walking your clients through your sales brochure one day, then waiting for a response from them to move forward the next. Afterward, do you send your contract and invoice separately? Instead, consider combining everything so that the booking process happens in one step. You\u2019ll save time while also creating a better experience on their end.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Project closure<\/h3>\n\n\n\n<p>There are a few different moves you can make after you send your final deliverable. The key is that you don\u2019t want to overwhelm your clients. Instead of asking multiple questions over a series of emails, why not combine everything into one file? You can put together a branded thank you message with&nbsp; profile links for reviews (Facebook, Google, etc.) Don\u2019t forget to include a client feedback questionnaire!<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-0041221 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-0041221-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-0041221-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-0041221.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-0041221-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-0041221-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-c9eef97 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-c9eef97 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-c9eef97-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-381f79f ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-381f79f-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-97eb796 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-97eb796-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>HoneyBook\u2019s clientflow management platform is the standard for independent businesses. In addition to tools for managing and running your business, it lets you build custom, dynamic files that combine key moments in your clientflow.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<span id=\"tasks\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Assign task execution<\/h2>\n\n\n\n<p>The last step of your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/workflow-mapping\">workflow mapping<\/a> should designate who (or what) will be managing each task. At this stage, your clientflow map can start to become a living SOP for your team members or contractors.&nbsp;<\/p>\n\n\n\n<p>One example of task execution would be noting that inquiry responses containing a questionnaire are automated, but that a member of your team is responsible for reading the questionnaire feedback and doing follow-up outreach.<\/p>\n\n\n\n<p>Assigning each task gives you peace of mind that the work will be completed to your standards, and it helps hold you and your team members accountable.&nbsp;<\/p>\n\n\n\n<span id=\"platform\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Translate your clientflow into an all-in-one platform<\/h2>\n\n\n\n<p>Once you have your clientflow mapped out, the best next step is to bring it into an all-in-one platform. With HoneyBook, you don\u2019t need to manage different stages of your clientflow with different tools. You can build, manage, and optimize everything all in one place; from client communication and scheduling to sending <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/online-contract\" target=\"_blank\" rel=\"noopener\" title=\"online contracts\" data-wpil-keyword-link=\"linked\">online contracts<\/a> and processing payments.&nbsp;<\/p>\n\n\n\n<p>That means less time and money juggling different platforms for you and an easier, more organized experience for your clients. With everything in one platform, you can also focus more on making your unique brand shine. Your clients will appreciate the personalization and professional branding at every touch point. And because happier clients lead to more positive reviews and referrals, adopting a <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/\" target=\"_blank\" rel=\"noopener\">clientflow management platform <\/a>can help accelerate your growth.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-stackable-spacer stk-block-spacer stk--no-padding stk-block stk-4414900\" data-block-id=\"4414900\"><\/div>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"88494\" class=\"elementor elementor-88494\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-af8975c e-con-full cta_click e-flex e-con e-parent\" data-id=\"af8975c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-d21be99 e-con-full e-flex e-con e-child\" data-id=\"d21be99\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bbc2a58 elementor-widget elementor-widget-image\" data-id=\"bbc2a58\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"511\" height=\"628\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-pipeline-banner-black.png\" class=\"attachment-medium_large size-medium_large wp-image-88488\" alt=\"\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-pipeline-banner-black.png 511w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-pipeline-banner-black-244x300.png 244w\" sizes=\"(max-width: 511px) 100vw, 511px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a747e99 e-con-full e-flex e-con e-child\" data-id=\"a747e99\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d55b379 elementor-widget elementor-widget-heading\" data-id=\"d55b379\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Everything in one place\n<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-657226d elementor-widget elementor-widget-text-editor\" data-id=\"657226d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Easily keep track of all your clients and projects using HoneyBook.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-771d280 elementor-widget elementor-widget-button\" data-id=\"771d280\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/signup\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n","protected":false},"excerpt":{"rendered":"<p>Learn how to map your clientflow to understand the tasks, dependencies, and gaps you face when selling and delivering your services. Then, we&#8217;ll walk you through how to optimize and improve your processes. You may be wondering: \u201cWhat is my clientflow?\u201d Your clientflow is the complete process of selling and delivering your personalized services to [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":79238,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[475,486],"class_list":["post-79231","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-business-processes","tag-clientflow"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature-150x150.jpg",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature-768x594.jpg",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Learn how to map your clientflow to understand the tasks, dependencies, and gaps you face when selling and delivering your services. Then, we&#8217;ll walk you through how to optimize and improve your processes. You may be wondering: \u201cWhat is my clientflow?\u201d Your clientflow is the complete process of selling and delivering your personalized services to clients. If you\u2019re an independent business owner, you likely already have some version of this in place. It might just be made up of disconnected workflows and disparate tools that aren\u2019t working together as seamlessly as they can (and should) be.&nbsp;&nbsp; By mapping your clientflow,&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/honeybook"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Map Your Clientflow | HoneyBook<\/title>\n<meta name=\"description\" content=\"Learn how to map your clientflow so that you can optimize how you work and build efficient processes for your independent business.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Map Your Clientflow | HoneyBook\" \/>\n<meta property=\"og:description\" content=\"Learn how to map your clientflow so that you can optimize how you work and build efficient processes for your independent business.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow\" \/>\n<meta property=\"og:site_name\" content=\"HoneyBook\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/honeybook.co\" \/>\n<meta property=\"article:published_time\" content=\"2022-10-26T17:46:36+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-28T11:36:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1548\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"HoneyBook\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@honeybook\" \/>\n<meta name=\"twitter:site\" content=\"@honeybook\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"HoneyBook\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow\",\"url\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow\",\"name\":\"How to Map Your Clientflow | HoneyBook\",\"isPartOf\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow#primaryimage\"},\"image\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow#primaryimage\"},\"thumbnailUrl\":\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg\",\"datePublished\":\"2022-10-26T17:46:36+00:00\",\"dateModified\":\"2024-10-28T11:36:23+00:00\",\"author\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/66a01bcd04732f30ed6878fafd09426c\"},\"description\":\"Learn how to map your clientflow so that you can optimize how you work and build efficient processes for your independent business.\",\"breadcrumb\":{\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow#primaryimage\",\"url\":\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg\",\"contentUrl\":\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg\",\"width\":2000,\"height\":1548,\"caption\":\"Group of workers at a table below mapping their clientflow with various documents\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/hbb.reliablepenguin.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Business best practices\",\"item\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/business-best-practices\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"How to map your clientflow\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#website\",\"url\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/\",\"name\":\"HoneyBook\",\"description\":\"Resources to empower independent business owners\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/66a01bcd04732f30ed6878fafd09426c\",\"name\":\"HoneyBook\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/316ffaf654fe7e8b4ae67cba2be69e3a03dbc1501463f73656479b5ea6c408c3?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/316ffaf654fe7e8b4ae67cba2be69e3a03dbc1501463f73656479b5ea6c408c3?s=96&d=mm&r=g\",\"caption\":\"HoneyBook\"},\"description\":\"HoneyBook's client relationships platform makes it easy for independent business owners to streamline their processes and create remarkable client experiences by combining essential tasks like an online contract, online invoice, client communication, online payment software, and more all in one place.\",\"url\":\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/honeybook\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Map Your Clientflow | HoneyBook","description":"Learn how to map your clientflow so that you can optimize how you work and build efficient processes for your independent business.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow","og_locale":"en_US","og_type":"article","og_title":"How to Map Your Clientflow | HoneyBook","og_description":"Learn how to map your clientflow so that you can optimize how you work and build efficient processes for your independent business.","og_url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow","og_site_name":"HoneyBook","article_publisher":"https:\/\/www.facebook.com\/honeybook.co","article_published_time":"2022-10-26T17:46:36+00:00","article_modified_time":"2024-10-28T11:36:23+00:00","og_image":[{"width":2000,"height":1548,"url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg","type":"image\/jpeg"}],"author":"HoneyBook","twitter_card":"summary_large_image","twitter_creator":"@honeybook","twitter_site":"@honeybook","twitter_misc":{"Written by":"HoneyBook","Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow","name":"How to Map Your Clientflow | HoneyBook","isPartOf":{"@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow#primaryimage"},"image":{"@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow#primaryimage"},"thumbnailUrl":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg","datePublished":"2022-10-26T17:46:36+00:00","dateModified":"2024-10-28T11:36:23+00:00","author":{"@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/66a01bcd04732f30ed6878fafd09426c"},"description":"Learn how to map your clientflow so that you can optimize how you work and build efficient processes for your independent business.","breadcrumb":{"@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow#primaryimage","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg","contentUrl":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/10\/map-your-clientflow-feature.jpg","width":2000,"height":1548,"caption":"Group of workers at a table below mapping their clientflow with various documents"},{"@type":"BreadcrumbList","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/how-to-map-your-clientflow#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/hbb.reliablepenguin.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Business best practices","item":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/business-best-practices"},{"@type":"ListItem","position":3,"name":"How to map your clientflow"}]},{"@type":"WebSite","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#website","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/","name":"HoneyBook","description":"Resources to empower independent business owners","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/66a01bcd04732f30ed6878fafd09426c","name":"HoneyBook","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/316ffaf654fe7e8b4ae67cba2be69e3a03dbc1501463f73656479b5ea6c408c3?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/316ffaf654fe7e8b4ae67cba2be69e3a03dbc1501463f73656479b5ea6c408c3?s=96&d=mm&r=g","caption":"HoneyBook"},"description":"HoneyBook's client relationships platform makes it easy for independent business owners to streamline their processes and create remarkable client experiences by combining essential tasks like an online contract, online invoice, client communication, online payment software, and more all in one place.","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/honeybook"}]}},"_links":{"self":[{"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/posts\/79231","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/users\/213"}],"replies":[{"embeddable":true,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/comments?post=79231"}],"version-history":[{"count":0,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/posts\/79231\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/media\/79238"}],"wp:attachment":[{"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/media?parent=79231"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/categories?post=79231"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-json\/wp\/v2\/tags?post=79231"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}