HoneyBook
It’s Time to Organize HoneyBook — Here’s How (Your End of the Year Checklist)
December 20, 2023
By now, you’ve probably thought a lot about your New Year’s resolutions. Go to sleep earlier, set aside more time to answer those emails, and maybe start that online course (finally!).
But before you log off for the year…you need to get ready to do it! There’s nothing more satisfying than leaving for vacation or a break knowing you’ve set yourself up for success when you come back.
So before the clock strikes midnight, don’t forget to check in and organize your HoneyBook workspace to ensure it’s all tidy and ready to go for the new year!
And if you’re not sure where to start, this post will help you know exactly how to get it done. Let’s get to it!
Whenever it’s time to give HoneyBook some TLC, the first thing we always do is start by taking a peek at our project pipeline. In this case, we’d look at the entire catalog of our yearly projects — active or not.
We take this time to sift through projects that have been completed (and archive them). And then we look at any projects that are currently “stuck,” or haven’t really made any progress (this usually happens in the follow-up phase).
If we know that we won’t be a good fit, then we’ll go ahead and archive the project. However, if we do think there’s potential there to keep things moving along, we’ll follow up with them one last time.
It’s always a good idea to keep your workspace clean so you can get an accurate picture of what’s actually going on in your biz — without needing to sift and sort through tons of files and emails to make it happen!
Plus, you can see more realistically what kind of capacity you have going into the new year.
In HoneyBook, there’s one feature we can’t get enough of — Smart Files! It lets you create a “personalized website” for your clients where they can access and submit all kinds of things from contracts to invoices, and even questionnaires.
But it’s really easy for things to get cluttered throughout the year when you’re in the weeds. So when it comes time for our yearly cleanup, we’ll go through all of these and see if there’s anything that needs to be deleted or moved around into a different folder.
Keeping things organized is so important for running an efficient business!
We’ll also take a look at our templates, like contracts or other client forms, and see if anything needs to be updated. This keeps us from having to retract our steps and make edits in the future.
Ever had a case of inbox overload? Then you probably understand how important it is to keep your inbox organized as well. And if you haven’t started a system for this yet, now is the perfect time!
Throughout the year, we keep up with a naming convention that helps us see the most important things faster. We start every name of projects we want to see at the top of the list with a period. And then anything else that we use in our automations will be named according to the service.
How you name things is up to you, but maintaining those naming conventions makes it easier to stay organized.
We also take this time to do a sweep of all of our emails inside of HoneyBook and delete old ones so there’s not a lot of chaos inside those folders.
And finally, we spruce up our email automations. We’ll reread and take a look at the sequences to see if there are updates or things that need to be taken out completely.
It’s a great practice to have — especially if you’re testing different automations out — to keep digital clutter at bay and prevent unneeded emails from crowding your view!
And then lastly, we always set our new yearly schedule into the HoneyBook scheduler.
We have our standard call availability, but we always check in to make sure it still aligns with everyone’s schedules and what we’re doing in our business at the moment.
Whatever you decide, you can edit availability directly in the HoneyBook Scheduler by just clicking “add” and then selecting your schedule. It’s super simple and straightforward!
Cleaning up your HoneyBook often is always a good practice. But if your New Year’s resolution looks more like trying to learn the ropes than creating a system to manage it, we have you covered!
Our HoneyBook course gives you all the training and insight you need to master HoneyBook in 2024. Everything you need to DIY it, without all the headache, hassle, or confusion, is right there in one place!
For just $497, you’ll get:
Ready to get started? Grab the course here!
