In this episode, Jamie and Heather discuss:

  • How to be successful in your onboarding process.
  • Putting systems in place to streamline your business process.
  • Setting up and using canned responses to email.
  • Sending welcome packets or handwritten notes.

Key Takeaways:

  • Honeybook generates the forms and questionnaires that you need to run your business.
  • If you are feeling overwhelmed by replying to all of your emails turn your inbox to out of the office with a reply that states when they can expect to hear from you.
  • Letting your personality come through in your emails.
  • Collect the information that you will need to look back on later and keep it stored in a central and easily accessible location that you can access from anywhere.

Connect with The Union Podcast:

Website: https://theunionpodcast.com/
Instagram: https://www.instagram.com/unionpodcast/?hl=en
Show: https://theunionpodcast.com/our-podcast/

Connect with Jamie:

YouTube: https://www.youtube.com/channel/UCdAcY6YGgF-RgGYXTsOENbA
Website: https://jwcoordination.com/
Instagram: https://www.instagram.com/jwcoordination/?hl=en
Facebook: https://www.facebook.com/JWCoordination/

Connect with Heather:

Website: https://theweddinghacker.com/
Facebook: https://www.facebook.com/weddinghacker
Instagram: https://www.instagram.com/weddinghackerexpo
Pinterest: https://www.pinterest.com/theweddinghacker/

Show notes by Podcastologist: Kristen Braun

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.