HOW TO USE HONEYBOOK FOR YOUR BUSINESS
WHAT IS HONEYBOOK?
HoneyBook is a CRM (client relations management software) - that allows you to organize your entire creative small business online. It's pretty much like having a virtual personal assistant because HoneyBook does everything for you with ease.
With HoneyBook you can send contracts, have clients digitally sign them, send automatic payment reminders, and create automatic workflows that allow you to get paid while you sleep. Pretty freaking cool if you ask me.
WHY I CHOSE HONEYBOOK
I was so tired of sending contract via snail mail and doing things the hard way. It felt really unprofessional to ask people to scan and email things back to me. With HoneyBook I have been able to take my entire booking process virtual so that it's easier for everyone. Clients can sign my contracts digitally and pay me directly through the invoice I send them (also through HoneyBook).
Trying to track the progress of all of my projects was seriously so exhausting. There were so many times where I would forget a step, forget to send a questionnaire or email someone something and the more clients I took on the worse my manual workflow got. With HoneyBook I can create a workflow template and plug clients into them so that I never have to worry about missing another email or sending another document again. This also allowed me to up-level my experience making me look like I totally have my shizzz together - even if I forgot to brush my hair that day!
All of my clients have their own client portal so that every email exchange, every document we send back and forth is all kept in one place. They can look up their payment schedule, set up auto pay, and keep track of everything like I can which is a total bonus for everyone!
HONEYBOOK FUN FACTS
HoneyBook allows you to integrate other programs so that you can manage your business on one convenient platform. Apps such as Calendly and Google calendars integrates with the HoneyBook calendar so you never have to worry about double booking again.
HoneyBook will send your clients automatic payment reminders when they have a payment coming up, so if asking for money makes you uncomfortable, HB has your back on this!
Do not let the technology of starting a new program scare you. I know it can be intimidating when you have to learn a whole new system but when you sign up for HoneyBook they make this process so incredibly easy by offering a free account set up for you. Someone from the HoneyBook team will reach out to you and offer to plug in your contracts, questionnaires, and any other resources you already have. They have amazing customer support and fraud protection!