How to Automate your Interior Design Client Experience Without Sounding Like a Robot

CLIENT EXPERIENCE

Dec 7

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 for 50% off for a whole year* PLUS 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 just am not a huge fan of being on the client side of them. This could also be a little bit ego as well. Like, hello, I totally expect you to be responding to every email I sent and personally writing every email while thinking about me. Anyone else? Don’t forget to do this one thing before you automate.

Honeybook for interior designers to streamline their client process Dakota Design Company Operations Consulting for Interior Designers

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 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.

AUTOMATE YOUR PROCESS WITH HONEYBOOK WITHOUT SOUNDING LIKE A ROBOT Dakota Design Company Operations Consulting for Interior Designers

Create a luxury client experience process for your interior design business and wedding planning business Dakota Design Company Operations Consulting for Interior Designers

If you’re struggling with your Client Experience process, be sure to download my complimentary Luxury Client Experience Blueprint for Interior Designers and Wedding Planners to walk through each stage from initial inquiry to final goodbye and fill in any gaps.

Grab the download here.

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 and Wedding Planners. Email templates. Investment guides. Welcome packets. Questionnaires. Contracts. Standard Operating Procedures. Hiring Templates. Industry Best Practices. Processes. And more.

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*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.

Talk soon!