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Gather around creatives, small business owners, and entrepreneurs! Do you feel as if you are having to juggle your client’s schedules around their time and not yours? Do you want an easier way to intake your client’s information or have them schedule a call with you? How about keeping all of your client’s information about their project in one organized folder? If you are nodding your head in agreement, then HoneyBook is what you have been looking for. You may be thinking, “But I don’t want another place where I need to organize things” but trust me it is so much more than that! They provide a scheduling tool with calendar integrations, workflows that start with your contact form or lead captures, and they organize your projects in one easy place.

Scheduling Tool and Calendar Integration:

HoneyBook isn’t just another Client Management Software, it’s a timesaver, organizer, and boundary setter. Let’s underline, bold, and repeat that statement again. HoneyBook is a CLIENT MANAGEMENT SOFTWARE because you are supposed to manage your clients not the other way around. How many times do you have to go back and forth with a client to track down the exact time that both of your schedules work for that 30-minute meeting? Wouldn’t it be better if you could just send them a link and they can schedule their appointment based on your time availability? This is where HoneyBook comes in. They use the calendar integration to create the best pockets of time for you! This also gives you room to set boundaries, don’t want to work on a Friday morning? Make that time slot unavailable then you won’t be bothered with ‘does 11 am work’? Instead, your client will see that only the afternoon/evening times work for Friday.

Workflow Lead Capture and Contact Forms:

My favorite feature from HoneyBook is its workflow feature. I discovered this with my mom’s business because she uses a client intake form. When the client fills out the form they automatically get stored in your ‘project’ area. The client is then trigged through a workflow depending on what project type you have the workflow set up with. Let’s take my mom’s business for example- she has two courses, a writing course, and a life coaching course. Once the contact form is filled out, the project is then sorted into the writing course or the life coaching, then depending on that project type the customer may receive an email saying ‘Let’s schedule a chat’ or ‘Did you want to learn more? Take a look at this brochure then follow the link to sign up for the online course’. You can customize the workflow you would like them to run through. Plus this ends up saving you that 5 extra minutes it may take you to type up an email and it makes you look really professional!

Projects:

The project area in HoneyBook is the main place where your customer profile will live. The customer can use the intake form or you can manually put it in their own project folder. This area helps keep each customer organized with emails, documents, and payments between you two set up in one place. Two of my favorite features with this is going into their profile and making notes about that them and their business. You can also write specific ‘To-Dos’ for this specific project. Let’s say I am working on getting someone’s website up and running, I may type my questions in the notes section so when we have a meeting I can quickly find my notes pertaining to that client. Maybe you need to remember to send that client a ‘Thank You’ card, write it in your to-do list for that customer and HoneyBook will alert you when needed.

HoneyBook really has amazing customer management software and this has seriously been one of my FAVORITE tools to use as an entrepreneur. Use any of these referral links to sign up and get 20% off for one year! Need help setting your HoneyBook up for success? Contact me today so we can get started!