Maximize Your Creative Business Potential with HoneyBook and Streamline Client Workflow

Introduction

I have been using HoneyBook in my creative business for quite some time now, and I can easily say that it is the program that my business would not survive without. I first noticed that I needed a client management software after I was constantly rewriting the same emails over and over again. I was taking inquiries solely through my instagram DMs and spending HOURS crafting emails and going back and forth with clients. This system was essentially not scalable and my business was drastically being hindered by it. HoneyBook allows for you to streamline workflow, improves client experience, and allows for financial tracking.

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Streamlines Workflow

The main reason I went looking for a program like HoneyBook was because I needed a tool to help me manage cliental. I was ready to spend a pretty penny solely to get a way to collect inquiries and email clients from. HoneyBook had this and even more. HoneyBook uses contact forms, that can be placed on Websites or utilized as links, for clients to inquire with you. After this initial inquiry, it then creates projects and puts the projects on a customizable pipeline. This allows for you to easily see all clients and what part of the pipeline they are in.

HoneyBook Pipeline Example

Once a client has inquired, HoneyBook has several tools that help you quickly respond to, collect information from, and even schedule clients. I personally utilize investment information templates, contract templates, invoices, and their scheduler. My investment, contract, and invoice templates all allow for me to quickly send over information to clients and collect information from clients. I also utilize their questionnaire templates in which I can easily ask a client information about the session. Alongside these templates, HoneyBook also allows for you to utilize automations. For instance, say a client submits an inquiry, then you can easily have an automation set up where HoneyBook automatically sends them over to your investment guide. This streamlines client communication. I found a drastic increase in how many bookings I made through inquiries as I was not only messaging clients faster but was also doing so more professionally.

I also want to highlight the scheduler feature in a little more depth because this feature is one that drastically improved my client experience. The scheduler allows for clients to see when you are available. Not having to go through the back and forth communication with a client to find a good date was something that drastically saved so much valuable time. It also stopped any possibility of double booking cliental as all projects where under one program and I couldn't possibly forget to have put something in my calendar.

Scheduler in HoneyBook from Client View

Improves Client Experience

I have already touched on several factors of how HoneyBook has improved my clients experience. However, I want to touch on a few more. Creating a positive client experience is a crucial part of being a creative. As stated earlier, automations have drastically improved client experience as my response time was more than cut in half. I also was giving more detailed information allowing for clients to be at ease and easily receive information about my services.

Clients all have their own portal in HoneyBook when they are a client. Therefore, they are able to easily see all communication and notes about a project in one place. I work with seniors walking through their senior years and crazy busy moms. Them easily being able to see a start time or address has lead to much a smoother session overall for them. When they are having a positive client experience, they only love their photos more.

Furthermore, I collect all payments through HoneyBook. This allows clients to easily see due dates, balance remaining, and even be reminded about when payments are due. It has also allowed for me easily track all finances for bookkeeping and taxes since all payments are in one place.

Conclusion

Overall, HoneyBook has helped me streamline my client workflow which in turn has maximized my creative business potential. Through streamlining workflow, improving client experience, and helping with my finances, HoneyBook has been worth the investment for my business. HoneyBook offers far more than what I mentioned and I encourage you to look in to it to help streamline your client experience.

The investment for HoneyBook starts at $29 a month. I have a code that offers 30% off your first year! Just use the link below to sign up! They even offer a week free trial for you to see if this is something worth investing for your company. HONEYBOOK 30% OFF FIRST YEAR