You’re probably ghosting people…

carolyn leasure looking up with the words "designing your true north

You know that awkward moment when you submit a contact form and then…nothing? No thank you, no confirmation, no clue if your message even went through.😬 Not the best first impression, right?

Your website is more than just a pretty storefront, it’s actually the very first handshake with a potential client. And that white glove, stellar, raving, client experience? It starts the second someone clicks submit on the contact form.

But first, hey! 👋

I’m Rachael (she/her), Fractional COO + systems nerd at Hey Rachael Consulting. And today I’m taking over Carolyn’s email to chat all things client experience + how it ties into your website!

While my friend Carolyn (Website Evolution Expert who makes your site seamless for you and clients) is talking about how to get people to the contact button, I’m diving into what happens next…the inquiry process most people are totally winging.

Here are three easy ways to make the experience feel way more special (and effortless for you):

Upgrade Your Contact Form to Your CRM

If your generic website form just drops emails into your inbox, you’re probably spending too much time copy/pasting, or worse, losing opportunities altogether. Connecting your form directly to your CRM (Dubsado, Honeybook, Moxie) keeps everything organized automatically.

👉 Read the full breakdown

Redirect to a Thank You Page with Next Steps

The moment after someone hits submit is golden. Instead of a boring “Form Submitted” message, use a thank-you page to tell them what happens next, AND keep their excitement alive while you prep behind the scenes.

👉 Not sure what to say? See some suggestions here

Create a Smooth Referral Funnel

Referrals are amazing, but they often skip your system if someone just hands out your email.
A referral-specific form + scheduler keeps everything streamlined and ensures new leads get the same seamless experience as everyone else, without creating extra work for you! Then you can simply respond via email with this special link, and your tools will do all the work for you.

👉 Learn how to set it up

TLDR: These small tweaks build instant trust and show people you’re worth investing in! Connecting your form to your CRM, adding a thoughtful thank you page, sending a warm confirmation email…these are small touches that make a big impact. And with great client experiences, comes even more bookings, referrals, and business!

That’s it for me, thanks for joining today!

Any questions or need help figuring out which CRM to use? Come swing by Instagram and say hello! Happy to chat and help point ya in the right direction.

Cheers,
Rachael

PS – Want to go deeper?
My free Dubsado workshop shows you how to uplevel your systems and lead tracking inside ClickUp. Come hang out with me there!

Take a quick peek into the studio:

🎧 Listening to:

I'm looking out of my office window to the beautiful Blue Ridge Mountains, there is a nip in the air and the leaves are beginning to turn yellow.

It's my fave time of year and time to bust out my favorite homemade playlist, Guaranteed!

📚 Reading:

When I renamed my business, it took me months. With the help of the book Hello My Name is Awesome.

Now I'm naming my group program (see below...) and this book has yet again come in super handy 🙌

🌱 Launched:

AS WE SPEAK, I’m wrapping up my Suncatcher template for the done-with-you website building small group program I'll be launching in Q1 2026. (Three more templates to go).

Bringing in other experts for this program too, like copywriter Ami from Damn Write.

Interested?? Hit reply and LMK.