Coaching Lead Management

3 Secrets to Effective Calendar Management

As the saying goes, time is money. It may be October, but there’s no better time to set a resolution to manage your calendar more efficiently.

These insider tips will help you reduce your no-show meetings, separate your personal and professional life, and set aside some much needed time for yourself. Ironically, in the essence of time, we’ve narrowed it down for you to just these 3 essential tips.

1. Reduce no-shows.

No shows slow everyone down. We recommend sending your clients not 1 but 2 reminders prior to your meeting in order to reduce no-shows. At 24 hours out, you’ll not only want to remind them of the meeting, but you’ll also want the client to have any information they may need time to review beforehand. Include any links, presentations, or articles you think may be helpful. Send the second reminder an hour or so before the appointment. This second reminder can be casual. Shooting them a text saying, “Looking forward to chatting with you in about an hour” will do the trick.

Pro-tip: Find a method that works for you to automate these reminders.

2. Separate your calendars.

Go ahead and create that second calendar. There are more demands today outside of the workspace than ever. Create a second calendar for your personal life and use it similarly. You can now add everything from doctor appointments to soccer practices and beyond. Several calendar systems allow you to link these calendars so you’ll never double book a client meeting with your hair cut. This will also keep your contacts separate but consistent by allowing your assistant to book a touch base and your partner to book a date night with you.

3. Schedule with yourself.

Avoid the frustration of not being able to find time to actually do your work. Set aside time with yourself the same way you would with a client or colleague. Filling every day with back to back meetings will leave you feeling overwhelmed and overworked. Bonzo gives you ample ways to skip on the late-night work sessions and simplify your schedule. For instance, you can now sync your Calendly account with Bonzo. When someone books a meeting with you, they will automatically be pulled out of the campaign sequence and receive an automated confirmation message from you! This kind of integration will free up some time in your day where you were previously confirming appointments and manually managing your database.

Coaching Lead Management

Why More Integrations Mean More Money

Nowadays it seems like you can connect every aspect of your life, especially your digital life. Don’t let your fear of not knowing how to set integrations up deter you from being as connected as you need to be. The simple fact is that the more connected your systems are, the more time and leads you’ll have. Like anything worth having, setting up integrations takes initial start-up time. Invest this time, do the work, and you’ll thank yourself at the end of the day.

“Now, where did I save that list again…?”

If you dread managing client lists and excel sheets, lead integrations are the perfect solution for you. Using a system like Zapier to automatically pull your leads into a CRM or Conversation Software will save you the hassle of organizing lists and keeping track of where you saved them. Everything from client name, email, phone number, and more will automatically be pulled over in a matter of seconds. Pull in your leads from top names in the industry like Facebook, Zillow, HomeBot, and many more. Then, sit back and watch your leads come in. We like to call this working smarter, not harder.

Convenience is your middle name.

While some integrations can pull in leads directly, other integrations can earn you money in less direct ways. For example, Bonzo offers direct integration with Slack. Always on the go? Push a client’s data to yourself or a teammate in your go-to Slack channel.

Email integrations are another way to keep your outreach convenient (and consistent). Whether you have Google, Outlook, Yahoo, or any other email providers, look for a system that offers integration with these platforms.

Consider Your Time ROI.

We know that taking the time to set up integrations can feel overwhelming. Don’t let that feeling stop you from charging forward in the pursuit of more leads and a plumper paycheck. The initial time investment will be well worth it when your return looks like new leads pouring in faster than you can keep count of. Try to have patience with yourself and technology as you begin the set-up process. Utilize Customer Support teams on the platforms you are working with. For instance, if you’re working on pulling leads over from a Facebook ad to Bonzo, reach out to a Happiness Advisor and let them do the dirty work for you. Again, smarter, not harder is key!

Coaching Lead Management

What’s the difference between Conversation Software (Bonzo) and a CRM?

You can breathe a sigh of relief–you aren’t the only one who’s wondering what the difference is between Conversation Software (Bonzo) and a CRM. Although CRMs and Bonzo have similarities, it’s important to understand their differences and how they can take your business to new heights and give you back time in your day.

Conversation Creation > Data Organization

While Conversation Software like Bonzo offers data organization similar to CRMs, the main focus is creating meaningful conversations. Studies show that 70% of data goes bad or becomes obsolete in just a year. For this reason, the focus is shifted to creating relationships with leads and customers that will stand the test of time. Not only do users have the ability to make dynamic campaigns, but they can also easily insert a prospect’s personal information using Merge Tags. Conversation Software is perfect for users that want to make swift, worthwhile conversations with their potential clients.

User Simplicity

Another significant difference between Conversation Software and CRMs is user simplicity. CRMs tend to require manual data entry and organization. “Most CRM systems are complicated, and using them properly requires a lot of manual work on the sales team who usually don’t see equal value in return” (Hubspot). On the other hand, Conversation Software puts users’ ease of operation at the heart of what they do. For instance, Bonzo users can create a campaign in under 5 minutes, and on average, Bonzo gives users 8 hours per week back by eliminating follow-up and outreach.

Adoption Time

CRMs can cost users a lot of time in the initial set-up phase because they rely on a lot of manual input and organization. Conversation Software like Bonzo only requires an initial time investment of a one-hour Onboarding Session. On the Onboarding Session, users work with a Happiness Advisor to update their settings, create campaigns, and add prospects in. Plus, Bonzo has a new offering called the Conversationalist that will reply to leads, set appointments, and more!

Managing Growth

You’ll want to consider the scale of your business when selecting a Conversation Software or CRM. As previously mentioned, data can go obsolete in as little as a year’s time so it’s important to select a program that will not become as useless as the data it houses. Since conversations will never go out of style, neither will Conversation Software. Systems like Bonzo are rapidly updating as new outreach methods become available. Users can now quickly and efficiently put a video thumbnail in an email to introduce themselves. Likewise, Bonzo gives users the opportunity to utilize ringless voicemails to contact prospects.

Coaching Lead Management

5 Ways to Make an Impact in Conversation

Ready to win over the relationship with your client? Get there by deep diving on the conversations. Clients can be hounded with inauthentic outreach messages every day–separate yourself from the rest and create an impact on your next conversation by following these tips.

1. Use Video

Allow your clients to put a face to a name by showing them yours! Get vulnerable and put yourself out there on video. Introduction videos are a fantastic way for clients to get to know more about you when they haven’t had a chance to meet you in person yet. At Bonzo, we recommend adding a video thumbnail to your emails to boost engagement. Stats say that a video thumbnail can improve subscriber engagement by almost 41% when it’s included in an email (Backlinko). 

2. Ask about THEM

Ensure that your meeting has not turned into a monologue. Ask the client about themselves and make it personal. Try to push beyond the basic, “How’s your day going so far?” or “What’s the weather like for you?”. While these are safe options, they are not personal and show a lack of authentic interest. Instead, “How did you become a [job title]?” or “What’s the best career advice you’ve ever received?” are just a few examples that will inspire a deeper conversation.

3. Stop selling and start engaging

While selling is important, try putting it on the back burner initially. Creating organic conversations with clients will allow them to open up to you more and lean into who you are and your why. Try a humanistic approach by sharing a photo of your family or your dog in his Halloween costume. The client will begin to separate you from other stereotypical sales associates, loan officers, etc.

4. Look for commonality

Like you, your client probably has a picture of their pet in a Halloween costume that they are dying to share. Give them that opportunity! If you met the client through a mutual event take a few minutes to discuss their thoughts on the event. Even something as simple as asking for a restaurant recommendation in your shared city will give you an opening and the client will feel valued and heard. Commonality exists everywhere–you just have to uncover it.

5. Go above and beyond

Surprising and delighting the client is often a forgot about method to impacting a conversation. For instance, if a client’s needs don’t match your services, refer them to someone you know who can help them. Not only will the client be impressed, but they will be more likely to come to you the next time when they do require your services. Treat every client as you would like to be treated in their shoes.