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!
Is 2023 the year you hit the ground running with new leads and client processes while saving time and energy along the way? Say it with me: Yes!
Whether you have been using HoneyBook for a while or are brand-new to this amazing tool, there are so many possibilities that lie ahead in the new year. That’s why now is the perfect time to get re-acquainted with HoneyBook and learn how it can help you make 2023 the best year yet for your biz.
Watch the video below for my full HoneyBook tutorial, or keep reading to learn more!
In case you need a quick refresher, HoneyBook is a Client Relationship Management tool – or CRM – that helps you build and maintain client processes and workflows while nurturing new leads. Beyond that, HoneyBook can streamline those processes and workflows with automations and triggers.
Note: once you know your processes and workflows, you can easily automate everything inside HoneyBook — but more on that later!
Here’s a quick look at some additional features of HoneyBook:
Your HoneyBook homepage gives you a holistic view of everything that’s going on. This is always my go-to place when I first log into HoneyBook and before I log out. It’s here you can keep tabs on everything, like:
You can also quickly look at all of your tasks and to-dos in one place so you can view and approve items within minutes without toggling back and forth between tons of different applications!
Your project pipeline is a quick snapshot of everything you need to know about your leads, including:
This is a great way to make sure no inquiry or new lead slips through the cracks. In addition to the HoneyBook homepage, I make sure I keep a close eye on this a couple of times a week.
One of my favorite features of HoneyBook is the client portals. This is a central hub where you’ll find everything happening with any particular client, like:
Smart Files can come to life in so many ways that can transform your client experience and make things really efficient on your end. You can use Smart Files to create and send things like:
The short answer? You can use HoneyBook Smart Files for anything! But here are a few examples of how small business owners can bring them to life:
And if you’re wondering, ‘Won’t this just create more work for me?’ I’ll happily answer no! That’s because HoneyBook has tons of amazing pre-made templates to choose from to bring your Smart Files to life in just minutes! And once you create them, all you have to do is rinse and re-use!
Imagine a world where you can schedule meetings without coordinating back and forth over email. Your HoneyBook scheduler is a unique link you can add to your website or add to your Smart Files. It integrates with your Google Calendar, so it knows when you’re available and when you aren’t. This way, nothing slips through the cracks, and you don’t risk missing a new inquiry – it’s right there on your calendar!
When you’re nurturing new leads, booking a client, or offboarding a project, there can be a lot of manual work involved – typically in the form of emails. But what if that wasn’t the case? With automations, you can streamline virtually every process and workflow you have within HoneyBook without losing personalization. Here’s what that means:
Let’s use the same examples as we did above when we talked about Smart Files. Whether you’re a photographer, wedding vendor, or any other type of service provider, you want to make sure you’re nurturing new leads as soon as an inquiry comes through. While Smart Files makes all of your various assets come to life – like brochures, invoices, and contracts – automations can send them for you, so you never miss a step in your process.
Here’s how:
In addition to that, you can also set up various triggers and automations to send a contract, send a welcome email as soon as it’s signed, send a follow-up questionnaire once a project or service is complete, and so much more!
Seriously, no matter what your workflows and processes look like, HoneyBook can help automate every step of the way.
Once your HoneyBook is set up, it’s important to maintain it, which can be difficult if you’re brand new to this type of CRM…or any CRM for that matter. Here’s what I do to stay on top of everything:
HoneyBook can transform the way you nurture leads, communicate with clients, and so much more. So, if you’re ready to automate your entire client processes and workflows – while saving hours of time and energy – our HoneyBook Course inside Systems School is the perfect solution.
Inside our 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!
