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!
HoneyBook is a powerful CRM that can elevate your entire client experience. And when you combine that with the power of automations? Total game changer for your entire business.
Watch the video below to get a quick intro to HoneyBook* Automations, or keep reading to see all the possibilities. We even have examples of how you can use them to nurture leads and impress new clients – all without you lifting a finger.
HoneyBook Automations can help eliminate manual tasks within your CRM. Basically, you can automate your entire client journey and keep processes moving along even while you’re logged out.
Now, before you get anxious about giving up total control of everything inside HoneyBook – that doesn’t have to be the cause with automations. You can still proof anything you want before it sends automatically! That way, you can double-check things like emails, brochures, and contracts before sending them off.
It’s easiest to think about HoneyBook Automations in two parts: actions and triggers.
First, you can automate several different types of actions you perform within HoneyBook, like:
Even though these actions are automated, you can still personalize everything with client names, unique email signatures, and any other element that gives it a personal touch.
Once you determine the actions you want to automate, you can set triggers for each action. Those triggers can be minutes, hours, days, or weeks before or after something happens, like:
Again, you can still set these actions and triggers to require your approval before sending – it will simply appear in your tasks list!
When it comes to learning the ropes of HoneyBook, it’s often easier to see the features in action instead of reading about them. Here are two examples of how you can use HoneyBook Automations to nurture new leads and clients!
When you’re trying to grow your client list, the last thing you want to do is keep new leads waiting to hear back from you. But it’s also not realistic to stay on top of your inbox 24/7 in fear of letting a potential client slip through the cracks. That’s where automations come in.
In HoneyBook, you can create an automation that responds to new inquiries right away. But not in a robotic, non-personalized way – we can do better than that! Here’s what an automati0on for new inquiries could look like:
With this type of automation, you can ensure a new lead never slips through the cracks while still offering a personalized touch. All, of course, without you lifting a finger!
Getting a new client on the books is certainly worth celebrating. But it’s just as crucial to nurture brand-new clients even more than you do new leads. Once again, with HoneyBook Automations, you can impress the heck out of new clients right away. Here’s what a new client booking automation can look like:
As a result, your client is incredibly delighted and impressed as heck (and you have everything you need to have a productive and successful first call)!
HoneyBook Automations can transform the way you nurture leads, communicate with clients, and so much more. So, if you’re ready to automate your entire client journey – while saving hours of time and energy – Systems School might be the perfect solution.
Inside our Systems School HoneyBook Course, you’ll get:
Plus, you will get FULL access to future course updates as HoneyBook continues to add new amazing features, including all the automations, of course!
