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Does the whole âcreating systemsâ thing feel like more work than itâs worth?
You know that having an onboarding process and CRM helps reduce chaos in your business. It can help you get the info you need to work on a client project, get paid, and more. You know that it can help you wow clients, increase retention, and even drive referrals.
But no matter how hard you try to create a new client workflow or onboarding system, you end up creating more work for yourself. Proposal templates here, brochures to create there, a random email that was sent and youâre not sure how or whyâŠ
Youâve probably even found yourself wondering if this whole âsystems thingâ is all it's cracked up to be. But HoneyBook can change all that.
HoneyBook is our FAVORITE tool for streamlining your clientflow  from lead inquiry to onboarding, delivery, offboarding, and more. Of course, like any CRM and onboarding tool, thereâs a lot to learn about HoneyBook.
But just because HoneyBook has tons of features doesnât mean it has to be hard or overwhelming. In fact, you can start to benefit from this clientflow management tool in just about an hour when you join our workshop.
Weâre offering a free one hour session to help you learn what HoneyBook can do for your business and how to start using it in your own clientflow.
How to streamline client management by automating routine tasks and centralizing communication inside of HoneyBook.
How to build stronger client relationships with HoneyBook that lead to client satisfaction, loyalty, and repeat business.
Using HoneyBook in ways you may have never even thought about â whether youâre just getting started or want to deepen your expertise!
Weâre also going to share:
Insight into HoneyBookâs amazing features you might not know about
The basics of a good client workflow strategy
Examples of a strong client workflow strategy, by industry
Everything you need to nail your client delivery  (emails, brochures,etc)
How to automate your clientflow to keep things simple and easy
Clarity on what a smooth client workflow looks like.
A deeper understanding of how HoneyBook helps you grow your business.
A plan to optimize your clientflow with HoneyBook, to save you time and drama.
Actionable tips to automating routine tasks to centralizing communication.
Clarity on what a smooth client workflow looks like.
A deeper understanding of how HoneyBook helps you grow your business.
A plan to optimize your clientflow with HoneyBook, to save you time and drama.
Actionable tips to automating routine tasks to centralizing communication.
Better Systems  =  Better Relationships
Itâs hard to be on your A game and deliver a world-class experience to your clients when youâre reinventing the wheel every time you onboard someone new. Without the right clientflow (and tool to automate it), youâre likely dreading the next inquiry or payment, because it means you have to figure out what to do
next and manage all the pieces manually. But creating a client workflow thatâs as efficient as it is personal doesn't have to be a challenge. With HoneyBook, you get the best of both worlds: automated clientflows that you and your clients will LOVE.
Iâm Kristi, your new systems BFF. Together, let's transform your business into a well-oiled machine, allowing you to focus on what matters most â achieving your goals and embracing the journey.
Learn from a HoneyBook Pro whoâll show you how to make your onboarding and client management a breeze.
Join this free session and get the insights you need to optimize your clientflow, build better connections, and run a more profitable, efficient business!