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Happy Wednesday, First name / friend!
 
Today I am giving you a peek into my entire client workflow. Iā€™m so passionate about delivering a VIP experience that exceeds every client's expectations, and I'm not gonna lie... its pretty hands-on and there are a lot of steps but lets dive in ā¬‡ļø
 
For a successful start, it's crucial to emphasize the importance of creating efficient systems for your business. These systems are not only necessary for business growth and expansion šŸ“ˆ but can be implemented no matter what stage you're currently at in your business journey. However, these systems will only truly benefit you if you automate them šŸ¤– and I do this all through my CRM 17hats. By automating these processes, you ensure a seamless and luxurious client experience while simultaneously saving yourself time. šŸš€šŸ”„ (If you aren't already using 17hats what are you doing?! My code ALITTLESTORY saves you $$. And no, this isn't sponsored. I just truly love them so much)
 
My Entire Client Workflow:
 
āœØ Inquiry Stage
- First, my clients fill out an inquiry form on my website, which kicks off the process.
- They then receive an automated response from me with basic information and a timeframe for my follow-up that I set up through 17hats. 
 
šŸ’Œ Proposal & Initial Email
- Next, I send a personalized email detailing my services, packages, locations, and a pricing layout.
- I wait for their green light to proceed, ensuring they're excited every step of the way.
 
šŸ—“ļø Booking Stage
- We collaborate closely to select the perfect location and date for their session.
- Once they sign their contract and submit their deposit (all done through 17 hats), I send a warm "Welcome to the A Little Story fam" email.
- They are then added to a returning client email list that will give them VIP access to all my openings in the future.
 
Ok... these next steps are important.
 
šŸ“ Pre-Session Prep
- Clients fill out a detailed questionnaire that helps me tailor the session to their unique preferences and style.
- I provide personalized advice on outfits and share mood boards to align our creative visions.
 
šŸŒ¦ļø One Day Before
- I send a thoughtful text with a weather update and any last-minute details to ensure there are no lingering questions and everything goes smoothly on the day.
 
šŸ“… Day of Session
- A personal touch: I send a voice note with final session details, adding EXCITEMENT!
- Clients receive my ETA so they know exactly when to expect me and where I will be parking.
& sometimes I even show up with coffee for my clients (and myself lol).
 
šŸŽ‰ Post-Session
- Within 2-3 weeks, clients receive sneak peeks or the full gallery of our memorable session together, creating anticipation and delight.
- One month after the session I have an automated email that reminds clients to leave a review.
- Since they are added to my client email list, they will then receive a fun monthly newsletter to my clients to keep me at the top of their minds and to continue to add value and build that connection. I share parenting tips, deals on prints, upcoming session openings and key dates. 
 
And there you have it, my full workflow šŸ«” Is it similar to yours? More hands on? Less? Let's chat about it! As always, see you next Wednesday, same place and time. šŸ¤
 
Some links may be affiliate links - you pay the same price (or even sometimes a discounted price), I get some credit. Great way to support creators you value āœØ
 

 
Struggling to take your business to the next level?
Book a Mentorship Session with me āœØ
 
 
 
xo melissa
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Royal Palm Beach
Palm Beach, FL 33411, United States