By now, you probably already know that you need systems to make your business run — sans the overwhelm and chaos of course!
But what makes a system “good”? How do you know if one can really help you get the backend of your business organized so you can run a smoother business that wows clients and still brings in profit?
The answer? HoneyBook, of course!
It’s no secret that this is our go-to CRM, but it’s for reasons past just being an ultra-robust system. There are a lot of features that make this CRM tool so amazing, but today we’re covering three of the best HoneyBook features you may not know about.
And we hope that by the end of this post, you’ll get a clearer idea of just how HoneyBook can help you build a sustainable and profitable business!
Smart Files is essentially a personalized website for your clients where they can access and submit things like contracts, invoices, and payments. The best part about this feature is that everything is right there in one place, so it makes it easier for your clients (and you!) to access everything you need in a snap!
All you have to do is send your clients a unique link, and viola — they’ve got access!
You can also use smart files to level up your presentations for clients. This can help you keep the integrity of your brand intact no matter what you’re doing. Plus, a polished and professional look never hurt, right?
Basically, smart files keep everything easy and seamless. Need we say more?
HoneyBook schedulers — they’re not something that’s talked about often when discussing all the amazing features of HoneyBook, but they’re by far one of the most useful!
Schedulers make it easier on both ends to schedule discovery calls, or paid calls or sessions. Clients can easily see what times are available, book their session, and then pay all in one go.
And with easy scheduling, there’s always better profitability. Why? Because when scheduling with you is as easy as the click of a button, your clients don’t have to think twice about it!
Plus, with HoneyBook schedulers (vs. using something like Acuity or Calendly), you also get:
All these features make HoneyBook’s Scheduler the most robust one we’ve ever seen!
We’ve saved the best for last!
HoneyBook’s automations have to be our ABSOLUTE favorite thing about the platform. The automations are so helpful and you can practically do anything with them — without so much as lifting a finger!
From nurturing leads to getting paid, HoneyBook automations will do all the backend work for you, so you can focus on delivering your best work to clients.
Here are a few examples of what HoneyBook can help you automate:
We know that steps like these may seem quite easy or simple. But trust us, when you’re constantly doing it all from scratch, every single time, something is bound to slip through the cracks.
But with HoneyBook automations, you know you’ll have a smooth clientflow that doesn’t miss a single step!
Our HoneyBook Course can help with that!
With this course, you can avoid all the tech drama and FINALLY get your clientflow put together. We’ll walk you through how to DIY build your own system inside of HoneyBook that’ll wow clients and make your life SO MUCH easier!
Wondering if our Systems School HoneyBook Course is right for you?
It is if you…
👉Need help building systems and processes that cater to clients seamlessly (and cut back on wasted time doing it all manually!)
👉Need a roadmap to help you (or your team) set up HoneyBook the best way possible, without the massive learning curve
👉Are tired of spending HOURS Googling or going through YouTube videos to figure HoneyBook out
👉Want the help of a HoneyBook Pro who knows all of its best features, inside and out, and can show you the path to success
Is that you? Then you’ll love our HoneyBook Course!
