How to Automate your Interior Design Client Experience Without Sounding Like a Robot
Updated September 2023
Have you ever been on the receiving end of a CRM and had a lackluster experience? Or you felt like the emails you were receiving sounded like a robot and didn’t quite make sense? Maybe the whole thing felt inauthentic?
Don’t get me wrong, a client relationship management software is incredible for streamlining and automating parts of your process. I especially love my CRM, HoneyBook (click here to save on your subscription* PLUS get complimentary access to our HoneyBook Guided Setup course), and use it for parts of my process to save SO MUCH TIME every month.
But, I think because I know what these software tools look like on the user side after working in a few of them myself, I can always tell when I’m stuck in a rusty, confusing workflow, a manual, clunky workflow, or a streamlined, elevated workflow. You can ABSOLUTELY automate a huge portion of your email communication IF you do it right. (PS: Don’t forget to do this one thing before you automate.)
So, how do you know if your CRM sounds like a robot?
👍🏻 TEST IT!
Set a reminder every so often to test your workflow to make sure all the links work and the language makes sense.
Be sure to use client feedback to make any adjustments or improvements as well.
What happens if you realize your client experience workflow sounds like a robot?
Here are a few simple tips for making it sound more authentic:
☑ Delay the timing of when things are sent so it's not instant (because that’s just not humanly possible). Still, make it soon (like same day), but maybe instead of instantly, have it go out in 10 minutes or 12 minutes.
☑ Set emails to come up as tasks so you can review and personalize a few details before you hit send.
☑ Use your CRM for some parts of your process, but not all. I love using mine for the client-facing proposal and contract stage, the onboarding stage, the waiting period before we officially start, and the offboarding stage.
☑ Always review your process and documents to make sure everything makes sense. Your business is constantly growing and changing, and your systems should grow right along with it. Read this post for the #1 process your business needs, then grab the Designed to Scale® Business Blueprint for Interior Designers so you have all the processes you need to run a profitable business with an elevated client experience.
Need Help Elevating Your Client Communication
If you’re struggling with your Client Experience process and providing a proactive, personalized experience to all your interior design clients, be sure to download my Luxury Client Experience Blueprint for Interior Designers. This complimentary resource will walk through each stage of your interior design process from initial inquiry to final goodbye and help you fill in any gaps.
And when you’re ready to have this system done for you, be sure to check out my Client Experience Process Templates for Interior Designers.
Email templates.
Investment guides.
Welcome packets.
Questionnaires.
Contracts.
Standard Operating Procedures.
Hiring Templates.
Industry Best Practices.
Processes. And more.
*The link to my HoneyBook referral code is an affiliate link, and I earn a small commission if you purchase your software with my discount code. When you sign up, you’ll receive access to our complimentary HoneyBook Guided Setup course.
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