Make the Most of Your Client Experience with HoneyBook

September 15, 2023

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!

It’s a pain point a lot of business owners experience: client onboarding. Between constant back-and-forth communication, managing deliverables, and staying on top of invoices, it’s a lot. What’s more, all of these tasks take up valuable time — time you’d rather spend doing actual work for them!

So, how can you make the entire onboarding experience better for clients and you? With one of our favorite not-so-secret weapons: HoneyBook. HoneyBook is a powerful client relationship management (CRM) system that can streamline all those smaller, repetitive tasks that take up so much time, all while creating a seamless experience for every new client you welcome aboard.

Ready to see what HoneyBook can do for your client experience? Let’s dive in!

Create processes (AKA workflows)

What’s your process like? What happens next? When can we expect a deliverable?

Questions like these are bound to come up every time you onboard a new client, customer, or partner. But if you don’t have actual processes fleshed out, you may find yourself scrambling to answer them with confidence.

With HoneyBook, you can actually create workflows, which is just a fancy term for processes. So, every single step that needs to happen to get from start to finish — it’s already created for you! Everything from onboarding sequences to individual deliverables, there’s a workflow for that.

Keep clients in the loop

Those workflows we just mentioned? You can also use them to nurture your current clients with automated emails! Any time there’s an update about their project or it’s time for their review, HoneyBook will let them know, so you don’t have to send a manual email every single time.

What’s more, you can even give clients access to HoneyBook, which helps streamline every project and deliverable. In it, clients can:

  • See overviews of projects
  • Send helpful documents
  • Review deliverables
  • Request changes
  • And so much more!

Streamline client communication

Emails are one of the biggest pain points for business owners. More often than not, our inboxes are flooded with meeting requests, questions, and follow-ups — all of which require manual, repetitive responses. It can be overwhelming and time-consuming, to say the least.

That’s when HoneyBook comes in to save the day. Here are just some of the amazing features that help streamline client communication (while saving you hours of precious time!):

  • Send a client proposal in less than five minutes after a sales call
  • Send automated follow-up emails (plus any templated, branded materials you have!)
  • Send clients your calendar so clients can book a call or meeting — no more back and forth emails!
  • Create and send canned emails, which are templated responses to questions and requests you receive the most often, saving you countless hours each week

Get their feedback

The ultimate goal for every client experience is to improve it along the way, right? With HoneyBook, you can get feedback directly from clients after projects are complete. You can even send projects to them for approval through this CRM! Plus, instead of chasing them down for testimonials, HoneyBook can automatically send a happiness survey so clients can let you know about their experience. That way, it’s all in one place instead of getting buried in your inbox!

Become a HoneyBook pro with our Systems School course!

At DaSilva Life, we understand that using HoneyBook for your business can be a bit of a learning curve. Even if you already use this awesome tool, there still may be features you have yet to explore.

That’s why we created the Systems School HoneyBook Course, which has everything you need to master the CRM and take your business (and client experiences) to the next level. Because your business deserves workflows that wow your customers — and that make it easy for you to do your most important work.

Lean into the awesome support that HoneyBook provides and learn everything you can do with this awesome tool. Here’s everything you get with our course:

  • 52 On-Demand Video Lessons
  • Plug & Play Templates
  • Systems School Community with weekly tech support
  • Once a Month Live Office Hours

The best part? Once you access the course, it’s yours forever. That includes any course updates we make along the way!

So, are you ready to become a HoneyBook pro and make the most of your client experience? We’re ready to help.


P.S. want 50% off of your first year of HoneyBook? CLICK HERE

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