The Surprising Return On Investment for Custom Honeybook and Dubsado CRM Design
Oh, hello there, darling!
Thanks for stopping by Le Blog. This is *the* place to be if you want to elevate your client experience and turn your favorite clients into BFFs (and also raving fans of working with you)!
Oh and if we haven’t properly been introduced yet– I’m Chloe, client experience strategist to some of the top wedding creatives in the industry. But I’m multi-faceted! In fact, I’m a Disney super fan (I mean, I only worked there for six years), a beverage girlie (why drink water when you can have coffee? Or tea?!), and I love travel, beautiful product packaging, and I could go on but we really do have a blog post to get to!
In short, I LOVE helping creative entrepreneurs and wedding professionals craft seamless, intuitive systems that cut your to-do list in half and give you HOURS back in your week to spend more time doing what you love.
Spending more time with your clients and less time on admin sounds fab to me, and as some of my past clients weighed in:
“Before working together, I struggled with tackling setting everything up since Honeybook is much more advanced than Pixieset. Now, I feel like I’ve gotten into a groove and I am slowly moving over new clients.” – Haley, Haley Cole Creative
“I felt like [Dubsado] offered so much that I couldn’t even begin to have the time or knowledge to tap into. Now I feel like a pro not only just within Dubsado, but with my clients because I’m actually utilizing it at its full value!” – Chrissy, Chrissy Marie Photo Co.
This massive before-and-after transformation is actually the focus of today’s blog. Because when it comes to your CRM, we can’t really measure ROI in statistics. We measure it in your quality of life!
What Does “ROI” Mean, and How Do I Measure It?
If you missed my post on industry abbreviations, here’s an important abbreviation for you: ROI, which stands for Return on Investment. Typically, businesses measure ROI based on how much money they’ve made after investing in something.
This is a simple formula to measure your ROI: ROI = (money gained – money spent) / money spent x 100. (Woah, did you know we’d be getting so math technical here today? Sorry for the lack of forewarning darling, but read on because it gets less math-y from here!) But we’re not measuring a dollar ROI (at least, not today), we’re measuring quality of life. This is a little trickier to calculate, as there’s no easy math equation for us, so we’re going to break it into three categories: time and energy, peace of mind, and confidence. After all, these are the three areas my clients consistently report seeing incredible changes in their lives and businesses.
CRM ROI #1: Your Time & Energy
Without a CRM, you’re spending your valuable time and energy:
Responding to inquiries at all hours of the day and night to try and schedule a call
Drafting, sending, and responding to repetitive emails
Creating new forms, questionnaires, contracts, and invoices for each client
Worrying that you’re forgetting something
With a CRM, you could be:
Spending more time on your passions
Investing your time into other areas of your business (hello, new passive income stream?)
Putting your phone away and being present with the people you love
Resting and relaxing without stressing about a forgotten deadline
Think about it. How much time do you spend on admin each day? How often do you send the same types of emails? How long does it take you to write a proposal? What about a contract?
These “little” tasks eat away at your time and energy and keep you from doing the things you truly love – you know, the reason you started your creative business in the first place.
But with a CRM perfectly tailored to you and your business, you can stay on top of your to-do list and spend the bulk of your time creating dreams for your clients! Say goodbye to hours of admin and hello to beautiful, uninterrupted hours of creativity.
“Working with Chloe helped me feel a lot more like a business owner! I feel like the new system took me to the next level. It’s nice to be able to focus on other parts of my business because I won’t have to focus on the administrative stuff as much!”
– Emilie, Emilie Does My Hair
CRM ROI #2: Peace of Mind
Most of my clients come to me because they’re tired of being stressed. They’re tired of feeling like they’re always one step behind, that they’re always forgetting something.
They are ready to feel calm and confident, not frazzled and afraid that they’re missing something.
“Before I worked with Chloe I was basically doing everything manually (and often forgetting things). I always felt like something was slipping through the cracks – payment processing, sending inquiry response emails, not using the proposal, contract, invoice feature. I was driving myself crazy juggling everything and trying to remember each part of my client process in my head.Since working together, there has been a huge change in my life – less stress, the ability to be more present because I know so much of my business is handled by Dubsado, and I don’t feel like I’m always glued to my computer so I have more work/life balance!”
– Jen, Long Island Bridal Attendant
THIS is what I mean when I talk about the ROI of a client relationship manager! By investing in a CRM like Honeybook or Dubsado, you’re investing in raising your quality of life and the quality of your business.
Oh, and speaking of the quality of your business…
CRM ROI #3: Confidence
Here’s a life hack: when you feel better, you look better. When you feel more confident, you act more confident. When you feel more professional, you act more professional.
This is especially true in business!
A bespoke Honeybook or Dubsado setup can work wonders for your business owner confidence.
First, you can feel confident that your CRM handles everything from emails to invoices (this circles back to peace of mind – are you noticing a theme here or do I need to spell it out more clearly?).
Second, you can feel confident that your CRM gives your clients your clients the best experience ever. And when your clients have a good time working with you… they want to keep working with you. And they want their friends to work with you, too.
“Happy dance!! Booked a wedding literally 5 minutes into the phone call. She said ‘This process has been so easy. I loved being able to schedule a call with you’ ****jaw drop****”
– Jen, LI Bridal Attendant
And the truth is, you’re a business owner. You have created something beautiful out of nothing. That’s amazing. You *should* have a client experience that shows your clients the person they’re working with: A creative, passionate, intelligent person who can craft the wedding of their dreams!
“Sending beautiful forms has been such an ego boost, and being able to provide clients with a more luxe experience has been amazing. There is something so sexy about cohesive branding across all touchpoints, so having my fonts and vibes so perfectly integrated into my Dubsadp forms has been literally life changing.
– DJ, Desijn Studio
Bonus CRM ROI: It’s Pretty
In life, it’s the beauty on the inside that matters most. But in the wedding industry… you need beauty on the outside, too!
Weddings are visual affairs. If you want to keep up in the wedding industry, you must elevate your business’s aesthetic appeal. This means everything from your social media, to your website, and yes! Even your forms, SmartFiles, guides, and contracts!
And who doesn’t want pretty forms?
Personally, I’m so much less intimidated by a welcome guide or couples questionnaire when it’s broken into digestible pieces and has lots of pretty pictures. PLUS – this gives you another opportunity to show off your incredible work.
Check out these before and after forms with the ‘It’s Chloe G touch’ and tell me which one you would rather receive from a wedding vendor!
BeforeAfter
Fully Custom Honeybook & Dubsado CRM Design
If you’re ready for more time, more energy, more peace of mind, and confidence heading into the holiday season, I’ve got just the thing for you!
I offer fully customized setups in both Honeybook and Dubsado as my Signature Service!
The Signature Honeybook package comes with:
6 custom-designed, branded SmartFiles
Automated workflows for up to three signature offers
Exclusive 1:1 Slack access to yours truly
And if you’re more of a Dubsado girlie, it includes:
6 CSS and HTML custom-coded, branded forms
Automated workflows for up to three signature offers
Exclusive 1:1 Slack access to me (duh)
And the best part? You get to experience the Cinderella moment in just four short weeks 🤯.
Click here to learn more about the Signature Honeybook Package, or here for the Signature Dubsado Package!
(Not sure which CRM is right for you? Read this blog on how to choose between Honeybook and Dubsado!)
I’ve been perfecting this service for years to make sure I offer the absolute crème de la crème. Because you deserve it, darling! You’ve been working your ass off to create an incredible, creative wedding business. It’s about damn time that you sat back, kicked up your heels and implemented a super smooth client experience with a little of my help.
Ready to get started? Me too! Let’s grab a coffee (virtually, of course) and chat through the details. I can’t wait to meet you!
XX, Chloe
P.S. Not sure you need everything in the Signature Package? Not to worry! I offer another service for business owners who are looking to optimize a single offering. It’s called The Refined Package. Click here to compare the Refined and Signature Honeybook Packages, and here to compare the Refined and Signature Dubsado Packages!
