About the Client:
HomeMuse E-Design Solutions aims to provide accessible and cost-effective interior design services for all homeowners looking to improve their home aesthetics.
Project Overview:
Propose and execute an automation for better client experience for custom-made services provided by HomeMuse. Additionally, host scheduling for client calls, connect preferred softwares, store all files in one place, and take client-intake forms.
The client currently uses Squarespace for all checkouts. Although there is currently no direct way to automate by strictly identifying specific products to be enrolled in the Hoenybook customer portal, the Client opted in to use a form from Honeybook to manually fill out to verify the purchase as well before starting any steps of the service.
After verifying the purchase, HomeMuse will then add the client into a form via a protected page with the details of the customer so the automated workflow would start.
Trigger: Client enters the automated workflow once the Honeybook form is filled out. Honeybook automatically creates a project based off the form, categorizing them into their respective custom service.
Customer receives a welcome email with the inclusion to fill out a questionnaire for their custom service.
If the customer filled out the form in a span of 48 hours:
A Thank You email is sent out, with another prompt to book their virtual meeting in the next few weeks.
If the customer has yet to fill out the form in a span of 48 hours:
An email reminder is sent every couple of days to follow-up until the questionnaire is filled out.
Customer is emailed to book a session created inside Honeybook in a few weeks span.
If the customer books a session in a span 72 hours:
A Thank You email is sent out, with booking information details, as well as instructions on what to prepare during the session.
If the customer has yet to fill out the form in a span of 72 hours:
An email reminder is sent every couple of days to follow-up until a session is booked.
Customer receives a "Thank You" email with booking information details, as well as instructions on what to prepare during the session.
HomeMuse will personalize the email to send the client as each final packets vary from one another. However, an email template is provided as a skeletal guide.
Due to limitations and confidentiality of the project, only a visual mapping is provided below.
ERIN TURTENWALD
Founder of HomeMuse E-Design Solutions