We all make mistakes and this one that I made was BIG.
Back in the day when I had recently switched from HoneyBook to Dubsado, I messed up my onboarding workflow pretty badly.
I thought that I had it ALL figured out and I thought that I certainly did not need help creating my workflows.
Well that definitely backfired…
I had a discovery call and was so excited to send off my new proposal (with the contract + invoice)!
I sent it off and couldn’t wait to see how brilliantly my onboarding workflow worked.
(For some context: new clients were to receive their proposal, then an email with a questionnaire and link to book their kick off call, and then a welcome guide)
After they paid their invoice and contract…. CRICKETS.
And my dumb ass thought they were just taking a bit to complete the questionnaire and schedule their call. I didn’t even think to check to make sure the workflow was working properly.
After about 3 days, I got an email from my client saying “uhhh hello? I paid you and haven’t heard anything from you since”
NOT a great look lol
And thankfully, since then I’ve become well versed in the land of automated workflows (And I’m actually obsessed with them if you haven’t noticed)
DIYing your workflows is all fun and games until you mess up with a new client and make a less than stellar first impression.
Avoid the mess and outsource your automated workflows!
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