Systems Rehab | Client Experience Systems for Service Providers

Ep. 36 | You Don't Need More Leads, You Need This System Instead

Kenniqua Lewter - Client Experience Systems Strategist Episode 36

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0:00 | 40:29

If your inquiry process is messy, inconsistent, or fully dependent on you or your memory… this episode is for you.

Hi, I'm Kenniqua Lewter a Client Experience Systems and HoneyBook Strategist. In today’s conversation, I’m breaking down the one workflow that every service provider needs to prioritize and it’s not onboarding or offboarding.

It’s your inquiry workflow. Because if a lead never moves past inquiry, none of your other systems even matter.

In This Episode, I Cover:

  • Why your inquiry process sets the tone for your entire client experience
  • How slow or unclear responses cost you bookings
  • What a structured inquiry workflow should include
  • How to pre-qualify leads without overwhelming them
  • Why follow-up systems increase bookings (without you doing more)
  • How using a CRM like HoneyBook can simplify the entire process


Chapters

00:00 The Importance of Inquiry Workflows
05:53 One Single Place Place For Lead Inquiries
11:31 Streamlining the Inquiry Process
17:45 Understanding Client Budgets
23:30 Eliminating Manual Processes
29:02 Creating a Client Retention Ecosystem
34:49 Final Thoughts on Inquiry Workflows


🎙️ABOUT THE HOST

Hi, I'm Kenniqua Lewter, Client Experience Systems Strategist, HoneyBook Educator, and the host of the Systems Rehab Podcast. I help service providers create client experience systems that save time, strengthen client relationships, and build a business that runs with ease. 


♥️Join Systems & Chill Every Monday 12pm EST HERE


➡️WAYS WE CAN WORK TOGETHER

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Kenniqua Lewter (00:00)
I believe there's one workflow that every service provider should have. And a lot of times we get stuck in trying to do onboarding systems. We want to have a nice off-boarding system. But really and truly, one of the most important workflows or systems that you can have as a service provider is going to be your inquiry workflow or inquiry system. And the reason for this is because if we don't have this in place,

None of those other systems, they don't really matter. We can't onboard a person that never actually got past the inquiry phase, or we can't off-board them if they never got past this phase. And so that inquiry to the booking phase is really the most important phase and part of your workflow and system that you really need is having as a service provider. in today's episode, I just want to go over a couple of quick wins and things that you can do.

with your business this week that won't take you that long to do to really help you to kind of hone in on your inquiry phase. So one of the things, and just in case you're new here, my name is Kenniqua I'm a client experience system strategist and I'm a HoneyBook strategist and I help service providers turn one-time bookings into multiple bookings and repeat clients and referrals using intentional systems.

So your inquiry phase or your inquiry workflow actually sets the tone for your client experience. I personally think that client experience is the one of the underutilized marketing tools that we actually have. Because for me, I feel like if I could go through and I could work with my clients and continue to work with the same clients over and over and over again, that

I can have a thriving business with doing that. Now, of course, I still have to bring in new leads and bring in fresh new clients, but I don't have to work as hard at doing it. If I can go through and do a really good job with my clients, I could create this client experience that I like as a client with someone else's services. If I can create this, then I can also go through and create an ecosystem where the

Client retention is automatic. It's built in. Referrals are built in because we've taken the time to actually make sure that our clients, that they feel supported, that they feel seen. And so doing that is number one, is in that inquiry phase, what happens is the inquiry phase in this process automatically communicates whether good or bad.

It automatically communicates to your lead that's coming in to you about how organized you are or you're not, right? So I recently, did like a sales call with a lead before and she was just going through and just explaining to me of how she was having several different people, leads come through, they were putting in inquiries, but things.

they weren't getting responses to the point that the leads started to go through and they were complaining. They were complaining that, you know, I put in an inquiry to work with you and I still haven't got a response back. And it had been days or even a week had gone by. Now, granted, she had a really good problem as far as she was getting a lot of inquiries like that. That's a good that's a good thing. She was getting a lot of inquiries and surprisingly, she was still able to go through and book quite

several different clients. However, there was definitely a loss opportunity from all of the clients that were missed and not feeling seen and not feeling taken care of merely because there just wasn't a system in place to really handle it. It wasn't because her business wasn't good at delivering the service that they did. It's not because they didn't care. It was simply because there just wasn't the systems in place to be able to go through and support it. However,

Not having those systems in place, it automatically kind of conveys to the person that the lead that's put in the inquiry that the business is not organized like. So if they don't have anything that follows up with them to let them know what they're supposed to do next, they don't receive any call back or email back about their inquiry for days or weeks. It comes off as being disorganized. And if they have to go and reach back out to you again.

Clients and leads, they typically don't want to go through and do all of that. Another thing too is whether you have a good...

Inquiry workflow also does depend on how responsive you are to your lead. So if you have a system in place, that means that, hey, when someone goes through, they're putting an inquiry, you are going through and your system or you. But most of the time it should be your system, because let's face it, you're not going to be on all the time. You're not going to be able to go through and immediately as someone goes through and puts in an inquiry, you're not going to be able to go through and answer them.

You could be doing client work. You could be chilling at home with your family. You could be going through and sleep. You're not gonna be able to catch every single inquiry as they come in. And that's why there's inquiry workflows. That's why there's inquiry systems to be able that you should have in place.

in your business as a service provider because what happens as well, and I don't think that as service providers that we may not necessarily realize this, is that when people are going in and they're putting inquiries with our business, whether you're a photographer or you're a venue owner or maybe you're a virtual assistant or online business manager, it really doesn't matter what it is that you do. When someone is seeking out your services,

they typically have put in an inquiry with more than one person to get their issue resolved because they realize that they have an issue that they want resolved and they want to resolve this quickly as possible. And so if they put an inquiry with you, but you haven't responded back or you haven't provided them with the next steps to do something, then they're gonna move on to the next person or.

even worse at that time, they might have actually gone through and put in multiple queries all at once. So a structured inquiry workflow should look like when someone goes on your website ideally, so let's kind of backtrack a little bit. When we go through and we want our clients to go through or our leads, so I keep interchanging clients and leads, but at this point we're talking about leads.

is that when leads come to want, they've raised their hand and they say that they want to go through and they want to work with us. They want to purchase our packages. They want to purchase our retainer or book that photo shoot, whatever it is. They need to have a central place for which everyone is going to majority of the time. Right. So I've worked with clients before where their process was. Well, it really wasn't a process, but it was a process that was happening was that

Leads were texting for services, leads were going to the website sometimes, sometimes they were emailing. So all of the lead inquiries, all of these inquiries, were everywhere, right? They were everywhere. What we want to do is we want to go through and pinpoint, we want to send people all to a centralized place. And the best way to do that is just having a form on your website, having an inquiry form on your website. Now, what type of form should you be using?

It really just depends on your business, but I do find that it's very helpful, especially for all of the other steps that come after the inquiry phase. So you think about you have the inquiry phase, you have booking system, right? So this is how your clients are actually gonna go through and pay you. You have the onboarding system, you have the actual project phase, right? When you're actually doing the delivery, you have off-boarding. If all of those other phases are coming up,

it is best to use a tool or software like a client relationship manager, so like a CRM. I personally like to use HoneyBook for doing this because with all of these different phases that I named is that you can do your workflows through all of that inside of that one system. You don't necessarily have to use something like HoneyBook. There are other tools that you can use.

but I like it, I use this for my clients and build this out for my clients all the time because of ease of use and so much that can be done inside of HoneyBook. So that's what I like to use. And the reason why I say use some type of CRM system versus using like another form, let's say like a Google form or something like that.

is because that form itself normally isn't tied to anything else on the backend. Now, can you use something like other third party tools like Zapier or Make in order to be able to automate some things from those forms? Yeah, you can, but the simplest system, in my opinion, is always going to be the best system, right? Having a system where everything is built for the most part,

into one place is going to be the simplest I found for my business and for the business of my clients as well. Now, does that mean we don't use other tools? Absolutely, we do. We'll talk about that in other episodes and I'll talk about it on our YouTube lives. But yeah, we do use other systems. But if you want to keep it simple, you want to be able to go through and basically conquer or dominate, these are

I don't know the word to use on this, but if you want to be able to go through and do that, having a CRM system is going to be the best thing to do because your inquiry system should look like where you're going through and having an automated email or a next steps confirmation to them when they put in that inquiry. So what that looks like is that you have a form on your website. So that could be like a HoneyBook contact form. It's on your website.

and the lead, they put in their inquiry to say, hey, I wanna work with you, this is what I'm interested in. And immediately after, immediately, I wouldn't put any other type of, if you're gonna do any type of like wait time in between, sometimes people don't want it to be like immediate because they don't want it to feel like it's automated. But I feel like at this point in 2026 is that we know that automation is this and I think we kind of understand it.

I don't necessarily see any problem with something being immediate. However, if you don't want it to be immediate, I would say don't have the system, your automation set up past like two minutes because after that point, again, they're putting in inquiries with other people, okay? So having that confirmation that's gonna be sent to them automatically or within two minutes.

of that confirmation that confirmation email should set those expectations of what is to come next okay so that should clearly outline what comes next whether it's for you to review the intake form if they submitted and maybe you need to have them to book a call if that's part of your process you want to have that information in your email.

and or send them the link automatically for them to go through and book that call with you or whatever the next step is. It could be maybe sending them like a service guide with the information, whatever it is, you want to make sure that you get it to them because the quicker that you can get them from inquiry to actually booking your service, depending on your process that you have and what you need. Like so, for example, with my business is that I require a

Discovery call for my done for you system setups. So with that the booking is further off from the inquiry. However When they put in the inquiry those leads put in the inquiry, they're automatically booking that call They automatically get the call confirmation and I'm just waiting for the discovery call to to happen, right? So I require that so it's a little bit ways off depending on when they book the call It could be a little ways off. But depending on your service

that you might be able to have them inquire and book possibly all in the same day, depending on what your service is. So you wanna make sure that those things are addressed and they're addressed as quickly as possible. Okay, as quickly as possible. Another thing that your inquiry workflow should do, that form and any type of automation that you have set up is that it should ask qualifying questions.

that you need in order to be able to get to the next step, right? So let me give you an example. Is that because sometimes what happens is I'll see inquiry forms that literally just like ask SAT questions. Like there are a million and one questions in order for someone to put in the inquiry. And if that is the case, is that sometimes people are less likely to completely inquire because they're like, okay, this is too long. It's going to take me too much time to do or B,

They're not going to go through and complete it in its entirely or they're not going to give you a real good those answers to those questions. It's not going to have as much substance to it just because you've asked so many questions. So if you found that your intake questionnaire has like 15, 20 different questions, you may want to go through and simplified a little bit.

So there's a couple of different ways that you can go through and do this. Again, it depends on your business, depends on your process, depends on what you need. But sometimes if I have clients that have a ton of questions that they need to know before the next step, so their next step might be to do a discovery call. If they have a lot of questions that they need to have asked, we may not ask all of those questions initially on the intake form.

So we may have them just put in just enough information to get the lead. So when I mean get the lead, I mean, submit the name, the email address and phone number. That technically is lead information. And then we may ask like what service they're interested in or tell us a little bit more about what they need, right? So we gather that information. And then on the backend,

they'll get an automated email to say, you know, thank you so much for your inquiry. Let's go ahead and chat. Let's book a discovery call and included with that is that I have a couple of more qualifying questions for you. have a couple more questions before we actually jump on the call. Right. And then from there, you can send them those additional questions if you need to have them before the call. If you don't need those questions like they're not

really questions that you really need, then I would save them. I would save them for either A, depending on what type of questions they are, for A, the call itself, so you can ask it in the call itself, or B, if it's a question that it doesn't even matter, the answer, until after they book their services, then technically that question should be moved to your onboarding form, okay? Because sometimes we ask so many questions in the inquiry that

are not applicable to the inquiry phase. So like, let's say for example, you're a venue owner, right? And you're asking a question on the intake form about maybe you do some setup with it. So like, maybe you're like, what type of tables do you want? Do you want round tables with black tablecloths or silver tablecloths? That question is pretty irrelevant in the inquiry phase, right?

that question should be reserved for after they have actually paid you because if they hadn't paid you, it really doesn't matter what shape table they want, what color table cloth they need. It should be reserved to after they pay you. So kind of look at the questions that you're asking. Is that something that's intentional that you need at this point in time? Another thing too, that when you think about your intake and how to go through and pre-qualify them is to

ask about budget or getting like something about the pricing or telling them about the price. So I myself, I am a person that likes to just be transparent and have the prices on my website. Okay. So my prices, they're on my website. I don't need to gatekeep prices from anyone because if you want to purchase it, I want you to know what the price is. I don't want you to guess.

what the price is, it's not about like, I'm gonna sell them into a price that they don't want to do or they're not comfortable with at that point in time. No, I'm gonna tell you what the price is, the price is on the website. I also go through and I put the price again on the intake form to say, hey, this is the price of the service. And I'll ask the question similar to, is this a type of investment that you're able to make at this time?

Would you want to pay in full or are you ready at this time or do you need to, are you ready but you need a payment arrangement or you're not ready at all for this, right? So I'm pre-qualifying them based off this question. Now you can ask a question like this or you can ask the question like what is your budget or your budget range? Now to me, depending on your service,

That question, know I've seen, it's funny because I've seen this like on threads where people were talking about this question about budget and not everyone likes to complete like just a blanket question about budget. Like, hey, what's your budget? Without having any type of context as to what the price is. So it's kind of like, okay, what's your budget? But I'm not gonna tell you what the price is or the price range.

So without that context, people don't always like to fill out that question, just my observation, but it's still something in some type of way, you do want to be able to pre-qualify them by price. Because if you have a service that's worth $5,000 and then someone says, okay, well, I only have $500. Well, if your next step in your process is to go through and to be able to talk with them on the phone and do a discovery call,

you already know that your price and their price is too far off and you don't have an offer to be able to offer them, then there's really no reason for you to go through and waste your time or to waste their time as well if you're too far from it, okay? So those are two main things that your inquiry should actually be doing for you. You can also do things like clarifying or identifying the timeline. So asking them questions like when,

are they ⁓ available for the project? So, or when do they want to do the service? So typically with doing this for my business, what I typically like to do on my intake form is just to go through and ask them like, when are they ready to go through and start? Are they looking for my next available spot? So for me, I do also have, so I do use Airtable as well. I use Airtable. So I use HoneyBook for my client management.

where I'm using it for like my payments, my contracts. I use it for my ⁓ intake form, as well as my onboarding and offboarding. But I also use Airtable, which is, have it connected to HoneyBook. And I use this as like my source of truth. So this is where I can handle all of like the in-between type of things, right? I can keep things that matter to me. Like, so for example, I could keep things like my client's birthdays.

So I'll be notified when my client has a birthday and I can send them an email to say happy birthday. Those are things that I can keep inside of air table as well as like client surveys and things like that. Right. So, so it's a lot of meetings. Like, so I keep when the meetings are, when the meeting notes are, with the meeting notes are, I keep them inside of my air table, even though like in honey book, I can see notes and stuff like that too. But another question that I do ask them is I ask them about when they want.

the project to start. So I do embed on my website an air table form where I display my availability. I did not used to do that. I wish I would have done that way, way, way, way sooner, but it's been so helpful because I only have a limited spot per month. So for my five-star client experience system builds, which is a CRM build that I build for my clients for, with Inside of HoneyBook,

I only do three to four per month. And so typically I'm booked at least a month in advance. So it's helpful for clients and leads to come to the website and you can already see when I have availability. And so I like to go through on the intake form and say, hey, are you wanting my next available spot?

Or are you looking for something like two to three months out? Or are you just kind of shopping around? So kind of identifying that timeline of when they're wanting to get your services is also helpful during the intake process, because this is going to help you to kind of know, OK, this is my capacity. I have an idea of their budget. I have an idea when they're wanting to book. And so you have this information in order to be able to move to that next process, whatever that is, whether that's a call or whether.

Again, you're sending them some type of service guide where they can book or you're sending them the invoice and contract. You have the information that you need in order to be able to move to the next phase of your process.

The last thing that your inquiry workflow and system should do is it should eliminate some manual things that you're doing in your business. So if you don't have any type of process in your business at this moment, you're probably more likely than not.

you're repeating a lot of the same thing. So this could be that you're repeating, sending out that same thank you email over and over and over again, that email that you might have in your Google drive, or maybe you're having to shuffle back through your Gmail to see when the last time you sent it to someone so you can then copy it and then paste it to send to that new person. I see you. It's fine.

So what you can do is when you go through and you have a system in place in your business, you can then do that same exact thing you were doing, but we can just do it just this one time and we can go through and we can create a template with those frequently sent out emails that you're sending out. You can create documents of the things that you're sending out to your clients that way. Not only do you have to not do all that manual work again,

but you can set up an automation where again, it's going through and it's sending this out here for you. So let's say part of your process is to actually go through and book a call. One of my slight pet peeves in business. And I would love to know if anyone else feels this, this is one of the things that it slightly gets me. I understand why it happens.

but it does still kind of slightly irritate me just a tad bit, is doing the back and forth meetings via email. Going through and asking someone, hey, are you available this particular day? And for them to say no, and for me to repeat it, and then for them to give me days and then it's no. that whole back and forth interaction is one of the things that kind of gently grinds my gears.

I don't like it. I don't like it at all. I'm sorry. I don't, but.

If your intake process does include doing a call, like so, like I said with myself and many of my clients, a lot of my clients, they're service providers. I also work with coaches as well. So typically having a call is part of their process. And so if you were to have some type of software like HoneyBook or a CRM system, right, you wheel be able to ⁓ go through and have like a scheduler built in where you can put in your availability.

And Georgia is simply just sending over the link, right? You're just sending over the link and allow them to be able to choose from your availability because you know when you're available. So they can go through and they can choose from your availability. So that is going to be able to help you to be able to manage this inquiry process. And this is not just going to actually for the inquiry process. It's going to help you for a lot of other things for your off boarding, for your onboarding. This is going to help you to be able to do this. And

your inquiry workflow, it's going to eliminate you being on and constantly thinking about following up with someone. OK. Because there are so many times like I have spoken with several different clients, work with several different clients in different industries at this point, and the clients that don't, of course, they don't have systems in place when they come to me and then we then, of course, implement those systems. But what happens is, is that

Leads are also being lost. So even if they kind of get into being able to respond to a good portion of their leads, they're also getting lost in the follow up. They're getting lost in the follow up. There has been, I have over the years, have been able to secure clients just merely just based off a follow up, right? And so during this inquiry phase, we want to have a follow up system in place.

where that if they've put in the inquiry form and they haven't taken action to do that next step, whether that's book a call or maybe we sent them out an invoice and they haven't actually booked the services, we wanna have a system in the background to give them a nudge to go through and complete it, to follow up with them, to see if they have any questions and not just depend on our memory to get it done.

because if we depend on our memory, we are so busy. Like if I depended on my memory, whoa, we wouldn't get anything done. We wouldn't get anything done because it's impossible for me to just remember in my mind everything, every single person I need to follow up with, every single thing I need to do.

even because it's not just our business things, right? Because a lot of the times as service providers, and I know the service providers that I work with, is typically, it's not just like they might be working solo, they may have a team, maybe a team of less than five, but you are going through and not just working in your business, but you are also going through and you got things going on with your family that you have to deal with.

There's so much things that we have to do that we don't have the brain space or power to be able to go through and remember to follow up with such and such. I mean, we're just not gonna go through and remember that, right? And so when we go through and we essentially put in systems in place so we can go through and release doing that manual work, we can release going through and trying to remember every single last thing.

What happens is we're going to, and this is going to happen naturally is once we start going through and putting those systems in place, we're going to be able to book more clients because now not as many leads are falling through the cracks, right? Because one thing that I have found is that I found the service providers that I work with, they do not lack skill. They do not lack skill. They are excellent at what it is that they do. They are excellent at what they do.

They are excellent at what they do. Skill is not an issue. It's not an issue that they can deliver results. It's not an issue that they can deliver transformations. It's not an issue that they can give their clients what it is that they promise. That's not it. That's not it. It's the silent killer of the admin work that a lot of times that gets us, right? It's the silent killer because we don't have.

those things in place in order to be able to manage it. And for so long, it's so easy to be able to go through and put these things on the backend, right? Because it's kind of like, okay, well, I only work with right now. I only have one, two clients, so it's okay. I'll be able to do it one day, right? But then you find that that one day has come and you still haven't actually taken the time to do it.

And on top of that is that sometimes we believe that we ourselves have to be the person to go through and implement these things. And sometimes it's just not in our wheel house, right? If you're a photographer, it may not be in your wheel house to set up systems. It may not. Your mind might not work in systems and that's completely fine, but it's about realizing that these things, they cannot go unchecked for long.

And if they do, there's so many missed opportunities in it. One thing that I really try to go through and help my clients when we build out this systems is our main goal is client retention. I am a person that I do not like. I just, I am not the biggest fan of like being on social media and having to go through and post a good Jillian in one times. I don't want to do that. I like doing what I'm

what I'm doing, right? I like recording podcasts. I like recording YouTube videos. Those are the low lift things that I like to do that my brain and my energy level, that's what I like to do. I like hanging out on threads. You guys can always hang out with me on threads. I like doing that. Short form content and recording videos, recording reels, that's not my thing to do. And being that it's not my thing to do,

And I know that with the type of business that I have is that I don't have to work with a lot of clients per month. And so with that being said, is that my marketing can also reflect that I don't have to work with a whole bunch of clients per month to meet my goals, as well as I have a service that people always need. And so I know that client experience

and client retention wheel always have clients returning back, clients doing referrals. That's what I focus on. I focus on the people that I'm already serving. I don't know the percentage of it, but I know that they say, when I say they say, mean like research says that it's so much cheaper to...

Continue to work with people that you've already worked with. So clients that have already paid you once, then to then go through and secure another client. It takes less. So it's gonna take more work for me to go and do and be on Instagram, Reels, TikTok, and it's gonna take me more. It's gonna cost me more, whether that's time that it's gonna cost me, energy that it's gonna cost me.

Or even money if I'm going through and I'm putting and I'm doing ads and I'm doing all those things It's going to cost me more but I don't have to spend that if I focus in on my people Right. I focus in on doing a good job and I focus in on delivering the results that are promised and I focus in on Serving their needs because as their business grows

they need more systems or they need to improve their systems or they need to rework their systems, right? And so I could be that person for them. And so how could you be that person for your clients? How could you get them to come back? How could you get them to come and come back for back, come back to you, right? And create this type of experience that brings them back to you. And there's always a way to do this. Every single last business that

I have come across and I have come across a lot of different industries. There is always a method and a strategy to get clients to come back. And it doesn't have to be where, they're coming back to me next week. No, it may not be next week. It might be, they might, it might be six months down the road. might be a month down the road, right? But if you can create this ecosystem and how you can do that is constantly not being on is by putting systems in place. Right. And so that's what I recommend.

in being able to do that is going through and putting systems in replace and not have to totally be on all the time. Okay. So I hope from this episode that you realize that you're like, okay, let me make sure that my inquiry workflow that it checks the box, right? That it checks the box. So things that you are looking for in checking the box and I'll recap it for you is making sure that you do have

a centralized place where most of your leads are going to. And I say most because you may have a scenario where one of your best friends recommends someone and they're like, hey, I'm just gonna give you their number so you can call them or text them. Okay, maybe not that person. But for the most part, you wanna have a place where majority of your leads are coming from going to in order to be an acquirer about your business. And typically that's going to be an inquiry form that's going to be on your website.

You want to make sure that when they go through and they put in that inquiry form that they are getting an automated confirmation of their inquiry as well as what is the next step. Okay. Whatever your next step is. Okay. It could be, like I said, so many different things. It could be a call. It could be a booking form. It could be a service guide. Provide them with the next step. Set those expectations of what happens next.

And in those expectations, especially if you're gonna be going through and you're like reviewing something. So let's say for example, really quickly is if you're going through and you're reviewing like an inquiry form or intake form or something like that before you provide them with the next step, I would recommend if possible, if you can make it where it's not going to be more than 48 hours before you reply back to them with.

whatever the decision is, right? So if it's an approval, whatever, if you can try to do 48 hours, 48 business hours or less, I think that's probably the best sweet spot for it. When you start to get a little bit longer than that, unless you just can't, right? So if it has to be 72 hours or if it's like a week, I think a week is kind of long, but.

72 hours, probably a worst case scenario, but if you could try to be within 48 hours or less before you reply back to them with, think people could typically wait two days, especially if they are told that it is going to be like that expectation has been set that it possibly made to take 48 business hours, then they're more likely to kind of wait around and see what the response is going to be. Okay. So then you have that the Aquaria forms automatically confirmations.

Providing with those next steps and send in having your system to be able to send out reminder emails of those next steps. That should be part of your inquiry process. Having those nudges, if they don't do the next step or they don't book, that should be into your inquiry workflow in your process. And then also too, and this is kind of like a bonus, but it really just depends on the services that you offer.

is going to be if you could go through and tag them based off of what it is that they want. So if you're using a CRM system, which I'm recommending that you do, okay, use a CRM system, okay? Like I said, I use HoneyBook. My link is in the description box if you wanna try it out, free trial, you get 30 % off your first year. But you can also tag them based off of what they're interested in. This allows for you to be able to keep your leads organized based off of...

interest, okay, based off of interest and the offers that you have. if you offer different things, if let's say you have like a photography package that you do branding, and then maybe you have one that does weddings, you want to know who's interested in weddings and who's interested in branding, right? So you can also create something like that too. And that's something that could be done inside of your inquiry workflow. Okay.

All right, so I hope you found this information helpful and today not just helpful, but something that you can go through and I want you to implement it today. Let me know if you're listening to this on the podcast, you can send me over a text message and let me know what you need from me or any questions that you may have about your specific workflow, right? Your specific business inquiry, I'll be happy to go through and answer those questions. And if you're watching this on YouTube,

drop those in the comments. I'll be sure to respond back to your inquiries as well via the chat there. I also am going live every single Monday on YouTube at Kenniqua Luthor YouTube channel. So bring your questions there too, okay? So if you have questions, you have different scenarios, I'll be happy to go through and answer those questions for you live on Mondays, I'm live Mondays at 12 p.m. Eastern Center time. So bring your questions.

and let's go ahead and make sure that this workflow is built out or any other questions that you have regarding client management and inputting systems to help you to be able to be able to structure your business, streamline things and go from just having one one-time clients to repeat bookings as well as retention and referrals that are just coming in.

and filtering into your business, okay? So I appreciate you watching this episode. Be sure that you share this episode, please, please, please with a friend. I would appreciate any comments or excuse me, I would appreciate if you go through, you do a rating review, like this video and share, and I wheel see you and talk to you in the next episode.


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