Hey, there! As of March 2023, HoneyBook has rebranded, which means they are updating a lot of terms and phrases we frequently use throughout our blog posts. That doesn’t change anything below; it just means you’ll see some different terminology from us moving forward. For more details, we have a breakdown of the changes in this blog!
Whether you’re brand-new here or have been with us for a while, you’ve probably seen us use the word workflow a lot. Workflow this, workflow that, workflows all day, every day. What can we say? We absolutely love workflows.
But if you’re not as familiar (or in love) with workflows as us, you probably have a lot of questions, like:
Well, friend, we have all those answers for you – including brand-new templates for ClickUp and HoneyBook! Watch the video below for all the details, or keep reading if you can’t watch right now (but can’t wait for the new template).
Workflows are repeatable steps and sequences to complete specific tasks and activities. Everything from a client project to new employee onboarding can be considered a workflow. They also:
Beyond organizing your business processes, workflows are essential for several other reasons.
As your workflows become more standardized, work will naturally get done faster. After implementing workflows, businesses typically discover that they require fewer resources to complete certain tasks. And by doing more with less, you’ll become more productive while saving lots of time and money.
Having standardized workflows gives your teammates and clients a better understanding of daily activities from beginning to end. With each workflow, the responsibilities and steps of each task and job are clearly laid out. As a result, your team members and clients will know what they need to do and what to expect, which increases overall trust and job satisfaction.
As we mentioned above, workflows help you discover where you need less (or more) resources in certain areas. This is where automation comes in.
For example, if you create a workflow that outlines the new hire onboarding process, all of the steps and actions that need to be taken can be triggered automatically. So, instead of onboarding a new hire manually, they can manage most of their training and new-hire tasks on their own, giving you more time to focus on business growth.
But that’s just one example. By identifying inefficiencies and streamlining your work, you’ll free up so much time for you and your employees. As a result, you’ll get back all the time, energy, and effort that should be spent actually growing your business.
So, now that you have a better idea about the power behind workflows, it’s time to implement them into your business. But where do you start?
With our ClickUp and HoneyBook templates, of course!
Our newest ClickUp template is built to set you up for success with future projects – start to finish. It’s broken into phases and tasks to successfully onboard new clients, kick off new projects, manage and complete tasks, and even off-board clients and projects if applicable.
With this template in your ClickUp arsenal, your entire process is already built out from start to finish. All you have to do is customize where needed, then rinse and repeat!
Download our Workflow Mapping Template now for just $30!
If you want to automate some client processes in HoneyBook, we have a template for that, too! This template is great for automatically sending questionnaires, emails, brochures, updates, and whatever else to clients, so you can really elevate their experience!
Buy our Automate Your Strategy Sessions Mini-Course now for just $90!
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P.S. Both of our templates work beautifully together, so you can manage both the internal and external sides of your biz. Not to mention, both of these templates are available inside the Systems School Membership for just $350 per quarter! When you join now, you’ll get access to both of these templates, dozens of additional templates, and all the future templates we create!
