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!
If growing your business is one of your 2022 goals, we’re super excited for you. But what plans do you have in place to make it happen?
It’s easy to say we’re going to do all the things – like utilize our calendars, stay on top of our to-do lists, and keep our inbox organized – but when the new year rolls around, things can still feel…overwhelming.
So, how can you run a business and focus on growth instead of managing the chaos?
Two things: CRMs and project management (PM) tools.
Watch our video below to learn the difference between a CRM and PM tool, what each can do, and how they can help your business grow.
Don’t have time to watch now? Here’s a quick look at each of these amazing tools!
A CRM — which stands for customer relationship management — stores all current, previous, and potential client data. Think of your CRM as a virtual administrative assistant that helps with scheduling appointments, sending emails, and executing simple and clear workflows.
We always recommend HoneyBook because it helps cultivate stronger relationships with your clients while growing your prospects even more. HoneyBook also helps you manage:
As a result, you can streamline (and automate!) virtually all of your business management tasks while keeping your clients impressed every step of the way. But how does it help your business grow?
CRMs are great if you want to track leads and impress new clients more easily. No more bouncing from emails to invoices to contracts to client calls and forgetting who you’re supposed to follow up with and when. With a CRM like HoneyBook, it’s incredibly easy to turn interested prospects into paying (and happy) clients.
In simplest terms, a project management (PM) tool is a digital to-do list. If your CRM is your virtual assistant, then think of your PM tool as your online business manager that runs the back end of your business to keep everyone on track.
We recommend ClickUp as the go-to PM tool. Why? It quickly helps you manage and organize all of your tasks, projects, and deadlines in a more streamlined, efficient way. On top of that, ClickUp can also help you with things like:
And, if you’re someone who likes to separate client, business, and personal tasks, a PM tool can help keep all of these in order, too. So, how does this solution help your business grow?
Once you bring clients on board, PM tools help you get the work done. Imagine being able to turn in a project or deliver a result right on time — or maybe even early — because you have the project planned so well. How would that enhance your efficiency? And benefit your reputation? Or increase the odds that a client comes back for more work? Our answer: a lot.
Systems are the key to business growth — and we’re not just saying that because we are systems experts (and self-proclaimed geeks). We’re saying that because we’ve seen dozens of businesses transform because of it. We’ve seen them go from blocked and struggling to flowing and growing. And that’s exactly what we want for your business in 2022. Trust us – you’ll thank yourself for it!
If you want help setting up your HoneyBook or ClickUp in 2022, we’re here with all the solutions to help you out. Don’t forget that we also have our YouTube channel, where we share tons of helpful tips and tutorials to get your business organized and back on track. Hit subscribe so you don’t miss out!
