{"id":85444,"date":"2023-05-02T06:30:21","date_gmt":"2023-05-02T13:30:21","guid":{"rendered":"https:\/\/honeybook-blog.site.strattic.io\/?p=85444"},"modified":"2023-05-16T10:36:06","modified_gmt":"2023-05-16T17:36:06","slug":"case-study-automating-processes","status":"publish","type":"post","link":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/case-study-automating-processes","title":{"rendered":"Case study: HoneyBook Pro saves a venue 20 hours each month with automations"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Kristi DaSilva of DaSilva Life knows all about the importance of automating processes. Read about London Town Wedding\u2019s process revamp to learn how you can level up your wedding business.<\/em><\/p>\n\n\n\n<div class=\"wp-block-stackable-divider stk-block-divider stk-block stk-fefa252\" data-block-id=\"fefa252\"><hr class=\"stk-block-divider__hr\"\/><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2000\" height=\"1548\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva.jpg\" alt=\"DaSilva Life HoneyBook Pro Services\" class=\"wp-image-85686\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva.jpg 2000w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva-300x232.jpg 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva-1024x793.jpg 1024w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva-768x594.jpg 768w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva-1536x1189.jpg 1536w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/figure>\n\n\n\n<p>Independent business owners understand the value of time. Time can be the difference between onboarding a prospect or saying goodbye. In today&#8217;s fast-paced, \u201c<a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/amazonification-client-expectations\" target=\"_blank\" rel=\"noreferrer noopener\">amazonified<\/a>\u201d environment, client expectations have shifted. With everything increasingly online, from shopping to meetings, clients expect a response immediately, and <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/exceed-client-expectations\" target=\"_blank\" rel=\"noreferrer noopener\">86% of clients choose the vendor that responds to them first<\/a>.&nbsp;&nbsp;<\/p>\n\n\n\n<p>As a HoneyBook Pro, <a href=\"https:\/\/pros.honeybook.com\/pros\/kristi-dasilva\" target=\"_blank\" rel=\"noreferrer noopener\">Kristi DaSilva of DaSilva Life<\/a> knows this reality well. That\u2019s why when Kristin, the Director of Private Events at <a href=\"https:\/\/www.londontownweddings.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">London Town Weddings<\/a> in Edgewater, Maryland, reached out to Kristi about onboarding to HoneyBook, they connected immediately. Kristin owns and operates a successful wedding venue, but was struggling with parts of her clientflow. Lucky for Kristin, Kristi is a clientflow expert. <\/p>\n\n\n\n<p>Kristin\u2019s popular wedding venue received so many inquiries a day that she had a hard time responding to them in a reasonable amount of time. Kristi saw Kristin\u2019s struggle and jumped into London Town Weddings\u2019 clientflow. She first helped Kristin <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-to-map-your-clientflow\" target=\"_blank\" rel=\"noreferrer noopener\">map her clientflow<\/a> and processes, then streamlined her processes with smart files, canned emails, and automations. As a result, Kristin saw increased productivity, fewer lost leads, and improved client satisfaction.<\/p>\n\n\n\n<div class=\"aligncenter wp-block-ugb-container ugb-container ugb-9ce1285 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-9ce1285-wrapper.ugb-container__wrapper{border-radius:0px !important}@media screen and (min-width:768px){.ugb-9ce1285.ugb-container{margin-bottom:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-9ce1285-wrapper ugb--shadow-5\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-9ce1285-content-wrapper\">\n<div class=\"wp-block-ugb-spacer ugb-spacer ugb-4f044ac ugb-spacer--v2 ugb-main-block\"><style>@media screen and (min-width:768px){.ugb-4f044ac.ugb-spacer{height:5px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-spacer--inner\"><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-heading ugb-heading ugb-bacc72b ugb-main-block\"><style>.ugb-bacc72b .ugb-heading__title{font-size:35px !important;text-align:center}.ugb-bacc72b .ugb-inner-block{text-align:center}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><h2 class=\"ugb-heading__title\">Kristin&#8217;s successes:<\/h2><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-stackable-columns stk-block-columns stk-block stk-1677304\" data-block-id=\"1677304\"><div class=\"stk-row stk-inner-blocks stk-block-content stk-content-align stk-1677304-column\">\n<div class=\"wp-block-stackable-column stk-block-column stk-block-column--v3 stk-column stk-block-column--v2 stk-block stk-a767342\" data-block-id=\"a767342\"><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-a767342-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-a767342-inner-blocks\">\n<div class=\"aligncenter wp-block-ugb-count-up ugb-count-up ugb-305f177 ugb-countup--v4 ugb-countup--columns-1 ugb-main-block\"><style>.ugb-305f177 .ugb-countup__counter{font-size:45px !important}.ugb-305f177 .ugb-countup__description{font-size:25px !important}@media screen and (min-width:768px){.ugb-305f177.ugb-count-up{padding-right:25px !important;padding-left:25px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-countup__item ugb-countup__item1\"><div class=\"ugb-countup__counter\" data-duration=\"1000\" data-delay=\"16\"><strong>20<\/strong><\/div><p class=\"ugb-countup__description\">Hours saved per month<\/p><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-stackable-column stk-block-column stk-block-column--v3 stk-column stk-block-column--v2 stk-block stk-7c9183f\" data-block-id=\"7c9183f\"><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-7c9183f-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-7c9183f-inner-blocks\">\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/Purple-arrow.png\" alt=\"\" class=\"wp-image-84049\" width=\"35\" height=\"35\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-center\" style=\"font-size:clamp(16.293px, 1.018rem + ((1vw - 3.2px) * 0.854), 25px);\">More clients booked<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-stackable-column stk-block-column stk-block-column--v3 stk-column stk-block-column--v2 stk-block stk-0502819\" data-block-id=\"0502819\"><div class=\"stk-column-wrapper stk-block-column__content stk-container stk-0502819-container stk--no-background stk--no-padding\"><div class=\"stk-block-content stk-inner-blocks stk-0502819-inner-blocks\">\n<figure class=\"wp-block-image aligncenter size-thumbnail is-resized\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/Yellow-check-150x150.png\" alt=\"\" class=\"wp-image-84050\" width=\"50\" height=\"50\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/Yellow-check-150x150.png 150w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/Yellow-check-300x300.png 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/Yellow-check.png 376w\" sizes=\"(max-width: 50px) 100vw, 50px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\" style=\"font-size:clamp(16.293px, 1.018rem + ((1vw - 3.2px) * 0.854), 25px);\">Clients booked in minutes<\/p>\n<\/div><\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">The problem: Kristin was missing leads and client information was falling through the cracks<\/h2>\n\n\n\n<p>One of the most significant benefits of streamlining communication is increased productivity and a better client experience. When Kristin reached out to Kristi, it was because simple communications were slipping through the cracks. Some leads would go unanswered for days, sending and receiving information was taking too much time, some communication was getting missed, and writing emails was taking up a huge portion of Kristin\u2019s day. She knew something had to be done, and that HoneyBook could solve her problems, but she didn\u2019t know where to start.<\/p>\n\n\n\n<p>Kristi kicked off their working relationship with a clientflow mapping session to discuss what she was currently doing, and what her goals were to better her client experience. Kristi asked \u201cwhat is your dream scenario for working with clients?\u201d to prime the conversation with Kristin and keep the possibilities endless. While Kristin discussed her pain points and hopes for the future, Kristi made suggestions for improvement from her experience working with many successful wedding pros. These solutions boiled down to three main things:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Smart files<\/li>\n\n\n\n<li>Canned emails<\/li>\n\n\n\n<li>Automations<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-stackable-divider stk-block-divider stk-block stk-143c652\" data-block-id=\"143c652\"><hr class=\"stk-block-divider__hr\"\/><\/div>\n\n\n\n<div class=\"aligncenter wp-block-ugb-container ugb-container ugb-6bb1d93 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-6bb1d93-wrapper.ugb-container__wrapper{border-radius:12px !important;background-image:url(https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/Banner-CTA-Background2.jpg)}.ugb-6bb1d93-wrapper.ugb-container__wrapper:before{opacity:0.5}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-6bb1d93-wrapper ugb--has-background-overlay\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-6bb1d93-content-wrapper\">\n<h2 class=\"wp-block-heading has-text-align-center\"><strong>Interested in learning more about DaSilva life?<\/strong><\/h2>\n\n\n\n<div class=\"wp-block-ugb-button ugb-button-wrapper ugb-9def6fd ugb-main-block\"><style>.ugb-9def6fd .ugb-button1{background-color:#000000}.ugb-9def6fd .ugb-button1 .ugb-button--inner,.ugb-9def6fd .ugb-button1 svg:not(.ugb-custom-icon){color:#ffffff !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-button-container\"><a class=\"ugb-button1 ugb-button ugb-button--size-normal\" href=\"https:\/\/pros.honeybook.com\/pros\/kristi-dasilva?utm_source=Blog&amp;utm_medium=Content&amp;utm_campaign=Case_study:_HoneyBook_Pro_saves_a_wedding_venue_hours_with_automations_and_smart_files\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"\"><span class=\"ugb-button--inner\">Check out the Pros<\/span><\/a><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">The solution: Optimize phase one of Kristin\u2019s clientflow, leaving the details to HoneyBook instead of in her inbox<\/h2>\n\n\n\n<p>In Kristin\u2019s clientflow, a few things stood out to Kristi. Kristin needed to make sure she and her new clients had everything they needed to get started working, which meant sending a questionnaire promptly. Drafting a personal email for each couple was costing Kristin hours in her day. She needed a way to get all of the information she needed from a client and send what they needed without drafting a fresh email each step of the way. Kristin also needed to make sure follow-up emails to book meetings were sent in a timely manner.<\/p>\n\n\n\n<p>Kristi also saw room for improvement with post-wedding tasks like refunding the security deposit, sending the caterer bill, and requests for review. Here\u2019s how with Kristi\u2019s help, London Town Weddings fixed sticky points in their clientflow and improved communication and client experience.<\/p>\n\n\n\n<div class=\"wp-block-stackable-image stk-block-image stk-block stk-9d79245\" data-block-id=\"9d79245\"><figure class=\"stk-img-wrapper stk-image--shape-stretch\"><img loading=\"lazy\" decoding=\"async\" class=\"stk-img wp-image-85458\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/London-Town-Workflow.gif\" width=\"600\" height=\"370\" alt=\"London Town optimizations\"\/><\/figure><\/div>\n\n\n\n<div class=\"wp-block-stackable-divider stk-block-divider stk-block stk-2aad540\" data-block-id=\"2aad540\"><hr class=\"stk-block-divider__hr\"\/><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Using HoneyBook automations for clearer communication<\/h2>\n\n\n\n<p>HoneyBook Pros like Kristi know automating processes can be incredibly beneficial for several reasons. <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/automated-business-processes\" target=\"_blank\" rel=\"noreferrer noopener\">Automating processes<\/a> means using technology to handle repetitive, time-consuming tasks. This frees up your time and resources to focus on more critical aspects of your business. Automations can have a number of positive benefits for your business, like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Increased efficiency:<\/strong> Help you complete tasks more quickly and efficiently, like to respond to leads within minutes instead of hours or days.<\/li>\n\n\n\n<li><strong>Improved accuracy:<\/strong> Help you reduce errors and mistakes made when completing tasks manually. This can be particularly beneficial for information like vendor contact information or a guest list.<\/li>\n\n\n\n<li><strong>Cost savings:<\/strong> You can reduce costs in several ways with automations. For example, by automating your booking process, you can eliminate double bookings. This is one way you can keep your client journey great every time.<\/li>\n\n\n\n<li><strong>Scalability: <\/strong>You can free up time to scale your business efficiently. With automated processes, you can easily manage increased work volumes without hiring additional staff.<\/li>\n\n\n\n<li><strong>Repeatable client experience:<\/strong> Provide a great repeat client experience by sending clients timely and accurate information. Each client can have a great experience because of the consistency automations provide.<\/li>\n<\/ul>\n\n\n\n<p>When communication channels are streamlined, independent business owners can easily and quickly share information, collaborate on projects, and complete tasks more efficiently. This can lead to improved workflows and processes, which can translate into cost savings and increased revenue.<\/p>\n\n\n\n<p>Automations can take many forms, from questionnaires to emails and much more. Kristin uses them to gather client details like a pro so no more information gets lost in her inbox.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Canned emails for more brain space<\/h3>\n\n\n\n<p>As we mentioned above, one of the most important phases of your clientflow is research and discovery for your client. The best opportunity for you to lock a client in is right after they inquire about your service\u2014if they\u2019ve inquired with multiple wedding venues, for example, you want to be the first person back in their inbox.&nbsp;<\/p>\n\n\n\n<p>Kristin was essentially reinventing the wheel each time she responded to a client inquiry. Even once she did respond and was able to book a client, it was taking too long to get the information she needed from each couple. She felt her nurture for booked clients was suffering, as was her booking rate due to her response time for leads.<\/p>\n\n\n\n<div class=\"wp-block-stackable-image stk-block-image stk-block stk-75f2e2b\" data-block-id=\"75f2e2b\"><figure class=\"stk-img-wrapper stk-image--shape-stretch\"><img loading=\"lazy\" decoding=\"async\" class=\"stk-img wp-image-85457\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/London-Town-Welcome-Guide.gif\" width=\"600\" height=\"344\" alt=\"Welcome Guide\"\/><\/figure><\/div>\n\n\n\n<p>To counter this, Kristi helped Kristin develop canned email templates for each type of inquiry. When a lead enters Kristin\u2019s lead pipeline, she sends a canned response asking for more information if their date is available.<\/p>\n\n\n\n<p>Kristin\u2019s leads, people she\u2019s followed up with, active clients with signed contracts, and completed weddings are all sorted into different buckets so they\u2019re easy to track and manage or refer to down the road. Nothing slips through the cracks anymore!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Smart files to save time gathering new client information<\/h3>\n\n\n\n<p>One of the many perks of working with a HoneyBook Pro is that their job is to help you map your clientflow\u2014which includes identifying underutilized tools within HoneyBook&#8217;s <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">clientflow management platform<\/a> like smart files.<\/p>\n\n\n\n<p>A huge hurdle Kristin needed to overcome was communication during the contract phase. She was apprehensive about sending over the client\u2019s contract without the client\u2019s name already in the file, but by the time she got to the contract stage, she didn\u2019t always have all the information she needed.<\/p>\n\n\n\n<div class=\"wp-block-stackable-image stk-block-image stk-block stk-71cf728\" data-block-id=\"71cf728\"><figure class=\"stk-img-wrapper stk-image--shape-stretch\"><img loading=\"lazy\" decoding=\"async\" class=\"stk-img wp-image-85456\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/London-Town-Vendor-Details.png\" width=\"3204\" height=\"1972\" alt=\"Vendor details\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/London-Town-Vendor-Details.png 3204w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/London-Town-Vendor-Details-300x185.png 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/London-Town-Vendor-Details-1024x630.png 1024w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/London-Town-Vendor-Details-768x473.png 768w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/London-Town-Vendor-Details-1536x945.png 1536w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/04\/London-Town-Vendor-Details-2048x1261.png 2048w\" sizes=\"(max-width: 3204px) 100vw, 3204px\" \/><\/figure><\/div>\n\n\n\n<div class=\"wp-block-stackable-divider stk-block-divider stk-block stk-631ceac\" data-block-id=\"631ceac\"><hr class=\"stk-block-divider__hr\"\/><\/div>\n\n\n\n<p>To fix this, Kristi recommended creating a vendor details questionnaire. This meant sending out a detailed questionnaire in advance with all the questions she would need answers to. When the client would fill out the questionnaire, their information would auto-populate into the <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-contract\" target=\"_blank\" rel=\"noreferrer noopener\">online contract<\/a> in their smart file. She was also able to collect important information like proof of insurance and vendor contact information.&nbsp;<\/p>\n\n\n\n<p>This saved Kristin multiple touchpoints of communication; HoneyBook filled out the details for her, so she could focus on her clients currently at the venue instead of juggling multiple lines and types of communication to gather basic details.<\/p>\n\n\n\n<p>In total, Kristi helped Kristin make many assets she uses throughout her client experience, including<\/p>\n\n\n\n<div class=\"wp-block-ugb-icon-list ugb-icon-list ugb-3cebf10 ugb-icon-list--v2 ugb-main-block\"><style>.ugb-3cebf10 li{font-size:25px !important}.ugb-3cebf10 li::before{background-image:url('data:image\/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAxOTAgMTkwIiBzdHlsZT0iZmlsbDogIzBjMWY1YyAhaW1wb3J0YW50OyBjb2xvcjogIzBjMWY1YyAhaW1wb3J0YW50Ij48cG9seWdvbiBwb2ludHM9IjE3My44LDI4LjQgNjAuNCwxNDEuOCAxNS43LDk3LjIgNS4xLDEwNy44IDYwLjQsMTYzIDE4NC40LDM5IDE3My44LDI4LjQiIGZpbGw9IiMwYzFmNWMiIHN0cm9rZT0iIzBjMWY1YyIgc3R5bGU9ImZpbGw6IHJnYigxMiwgMzEsIDkyKTsgc3Ryb2tlOiByZ2IoMTIsIDMxLCA5Mik7Ii8+PC9zdmc+')}.ugb-3cebf10.ugb-icon-list ul{columns:1}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><ul><li><strong>Canned email templates:<\/strong> Canned emails are the first impression of Kristin\u2019s strategy, and are written to be informative and engaging so she gives clients the same experience every time.&nbsp;<\/li><li><strong>Scheduler:<\/strong> Kristin collects scheduling information using a canned email template for tour booking<\/li><li><strong>Booking form:<\/strong> She sends a booking form and questionnaire once they\u2019ve booked the venue<\/li><li><strong>Questionnaires: <\/strong>Once filled out, Kristin\u2019s proposals auto-populate with information from the questionnaire so there\u2019s no more manual filling<\/li><li><strong>Service proposal:<\/strong> Proposals auto-populate from the questionnaire, so they\u2019re ready to send as soon as the client finishes the questionnaire.<\/li><li><strong>Invoices:<\/strong> Invoices auto-populate with fields from the questionnaire as well.<\/li><li><strong>Welcome Guide:<\/strong> Once the client signs the contract, a smart fields-filled, personalized <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\" target=\"_blank\" rel=\"noreferrer noopener\">welcome packet<\/a> is sent automatically to the client with all the details the couple needs.<\/li><\/ul><\/div><\/div><\/div>\n\n\n\n<p>With all of these assets and systems, Kristin\u2019s workflow looked totally different in the best way possible.<\/p>\n\n\n\n<div class=\"wp-block-stackable-divider stk-block-divider stk-block stk-4fb67fd\" data-block-id=\"4fb67fd\"><hr class=\"stk-block-divider__hr\"\/><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">The result: Kristin\u2019s new clientflow<\/h2>\n\n\n\n<p>Here\u2019s how <a href=\"https:\/\/www.dasilvalife.com\/blog\/honeybook-client-case-study\" target=\"_blank\" rel=\"noreferrer noopener\">Kristin\u2019s new clientflow<\/a> goes now after working with DaSilva Life:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>An inquiry comes into Kristin\u2019s inbox and she checks to see if their date is available.<\/li>\n\n\n\n<li>If it\u2019s available, Kristin sends a canned email with a brochure with details about the venue, pricing, and approved caterers. She includes contact information, FAQs\u2014everything someone must know about the venue.<\/li>\n\n\n\n<li>In a follow-up email, Kristin sends a canned email with scheduling information so clients can book a call.<\/li>\n\n\n\n<li>Once the couple books, she sends an automated email with the booking form and questionnaire (for all those contract details and day-of information).<\/li>\n\n\n\n<li>Once the questionnaire is complete, the information auto-fills in a proposal with an attached contract.<\/li>\n\n\n\n<li>Once Kristin receives the signed contract, she sends a personalized Welcome Guide with more information\u2014it includes reminder emails leading up to the couple\u2019s wedding day.<\/li>\n\n\n\n<li>Post-event, Kristin sends a personalized thank you note. A few weeks after that, an automated thank you note sends with a request for assets from the event like photos and testimonials.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p>Kristin\u2019s new and improved process has left her feeling confident in her services. No more missed leads, no more lost details falling through the cracks. With HoneyBook\u2019s features and a supporting hand from <a href=\"https:\/\/pros.honeybook.com\/pros\/kristi-dasilva?utm_source=Blog&amp;utm_medium=Content&amp;utm_campaign=Case_study:_HoneyBook_Pro_saves_a_wedding_venue_hours_with_automations_and_smart_files\" target=\"_blank\" rel=\"noreferrer noopener\">DaSilva Life<\/a>, London Town Weddings has what they need for a smooth client journey. Interested in learning more about Kristi DaSilva\u2019s methods and services? Check out her <a href=\"https:\/\/youtu.be\/cyyaI1OglVI\" target=\"_blank\" rel=\"noreferrer noopener\">YouTube channel<\/a>.<\/p>\n\n\n\n<div class=\"aligncenter wp-block-ugb-container ugb-container ugb-3e92cc5 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-3e92cc5-wrapper.ugb-container__wrapper{border-radius:12px !important;background-image:url(https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/Banner-CTA-Background2.jpg)}.ugb-3e92cc5-wrapper.ugb-container__wrapper:before{opacity:0.5}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-3e92cc5-wrapper ugb--has-background-overlay\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-3e92cc5-content-wrapper\">\n<h2 class=\"wp-block-heading has-text-align-center\"><strong>Save time with a better clientflow<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center\">Save hours each month like Kristin by optimizing your clientflow in HoneyBook.<\/p>\n\n\n\n<div class=\"wp-block-ugb-button ugb-button-wrapper ugb-b7bf350 ugb-main-block\"><style>.ugb-b7bf350 .ugb-button1{background-color:#000000}.ugb-b7bf350 .ugb-button1 .ugb-button--inner,.ugb-b7bf350 .ugb-button1 svg:not(.ugb-custom-icon){color:#ffffff !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-button-container\"><a class=\"ugb-button1 ugb-button ugb-button--size-normal\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"\"><span class=\"ugb-button--inner\">Get started<\/span><\/a><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Kristi DaSilva of DaSilva Life knows all about the importance of automating processes. Read about London Town Wedding\u2019s process revamp to learn how you can level up your wedding business. Independent business owners understand the value of time. Time can be the difference between onboarding a prospect or saying goodbye. In today&#8217;s fast-paced, \u201camazonified\u201d environment, [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":85686,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[34],"tags":[341,71,467,212],"class_list":["post-85444","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-member-stories","tag-automation","tag-client-experience","tag-smart-files-stories","tag-wedding-industry"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva.jpg",2000,1548,false],"thumbnail":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva-150x150.jpg",150,150,true],"medium":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva-768x594.jpg",768,594,true],"large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/05\/Dasilva.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Kristi DaSilva of DaSilva Life knows all about the importance of automating processes. Read about London Town Wedding\u2019s process revamp to learn how you can level up your wedding business. Independent business owners understand the value of time. Time can be the difference between onboarding a prospect or saying goodbye. In today&#8217;s fast-paced, \u201camazonified\u201d environment, client expectations have shifted. With everything increasingly online, from shopping to meetings, clients expect a response immediately, and 86% of clients choose the vendor that responds to them first.&nbsp;&nbsp; As a HoneyBook Pro, Kristi DaSilva of DaSilva Life knows this reality well. That\u2019s why when&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/member-stories\" rel=\"category tag\">Member stories<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbbadmin.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>HoneyBook Pro saves venue hours with smart files<\/title>\n<meta name=\"description\" content=\"Kristi DaSilva of DaSilva Life helped London Town Weddings revamp their process. 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