Here at 86th & Trend we talk a lot about how to make your website work for you as part of an overarching strategy to grow your business. One of the biggest ways to do this is to include key integrations that will not only make your life easier, but that will also make your client experience better, and will help you grow your business, all at the same time. Today we’re chatting all about these different kinds of integrations, why you should include them on your website, and the top platforms for each tool.
Top Website Integrations
Client Management Tools
If you’re not already integrating your CRM into your website, this is the #1 thing you need to update. Connecting your CRM to your website via a lead capture form (or contact form) will not only ensure that you get all of the important information from your clients automatically in your CRM, but if you’re using the automations your CRM is capable of, it will also immediately kick-off your client experience with any initial emails, forms, or scheduler links you want to send your clients. All without you lifting a finger.
Integrating a scheduling tool into your website will mean that when your client is ready to reach out and get started? All they have to do is click that pretty little button that will let them access your calendar. And when you have a brand new client that can’t wait to get started? Being able to immediately give them a way to set up their first chat with you is priceless. You can also set this up so client’s are able to pay before your call or fill in any forms/ questionnaires.
Our Favorite Scheduler Tools:
The scheduler in your CRM (we use the scheduler in Dubsado!)
Being able to get in touch with all of your clients, potential clients, and whoever else likes to hear from you on a consistent basis is invaluable. And having all of those people and their emails in one place? It’s priceless. This is why it’s so important to have a newsletter platform integrated into your website. This gives any website visitor the option to hear from you, however often you decide to pop into their inbox. And whether you’re popping in with educational or inspirational emails, or working on selling your latest offer, you’ll want to be able to easily collect emails and connect with your audience. There’s no better place to do that than a newsletter platform that’s integrated with your website.
An Opt-In is a phrase you might be familiar with or have heard in passing. It is essentially an incentive for people to join your mailing list. Opt-ins are usually a free resource and it’s usually something that provides quick, immediate value for your clients. A great place to start when thinking about an opt-in is to consider what questions are you always getting asked by your clients and provide a resource to answer those questions.
If you have a membership, integrating it into your website makes it easy for your members to always be able to access your community, especially if they can’t find their confirmation email or link to the community someplace else. It also helps to fully build out the experience for your clients by having your third party community/membership platform integrated on your website so it all feels cohesive and like one.
Added bonus: if your website visitors didn’t know you offered a membership or community, they will know.
Integrating your course platform to your website is beneficial for two reasons. The first is that it will let your clients easily be able to purchase your course without jumping through hoops to get to it, 24/7, 7 days a week, without you needing to be the middleman. The second is that it will easily let your students be able to access their course without needing to log in to email, or save a special link to get there.
Our favorite way to integrate your sales page with your course checkout link is to build your sales page on your website which will allow you to continue that seamless experience for your clients and then link your CTA button to your course checkout.
If your business specializes in selling physical products, you definitely want to make sure that whatever E-Commerce platform you sell on is integrated seamlessly with your website. Linking the two ensures that your clients don’t get confused about which site to go to, and it also makes it easier for them to find what they’re looking for in one place. The bonus? By integrating the two, you may see additional sales from clients who didn’t know that you offered either products or services too!
In addition to all of these platforms that we recommend you integrate your website with, we also wanted to share a few additional tools with you that we’ve found to be helpful in setting up an amazing client experience and in managing your client workflows.
Zoom: For all of those client meetings, coffee chats, and masterclasses.
Loom: To record any custom training or walkthroughs for your clients.
Google Drive: To store any important client files or documents in one place.
Project Management Tool (ClickUp, Asana, Trello): A Project Management tool will help you run any client workflow pieces that can’t be automated in your CRM. It is also great for client communication, and for overall project management. We use ClickUp.
Zapier: To connect any tools you use that don’t automatically integrate with each other (i.e. Dubsado and Flodesk or Teachable and Dubsado).
Thinking about building a brand new website? I’d love to talk with you more about how our Done-For-You or Done-With-You options might work for you! DM me to start the conversation!
We are a strategy focused web design agency for online service providers helping you scale your business through strategic web design - done for or with you. Learn more here.
