Streamlining my business with Honeybook
In my business, streamlining processes and improving workflow is crucial.
HoneyBook is an online business management tool that helped me simplify my process so I could scale my business. Today, I’m going to tell you the 5 reasons why I recommend it for small business owners.
1. Helps me be more efficient and stay organized: Stop switching tools for every task! I can manage all of my important documents, payments and client communication in HoneyBook.
Features to highlight:
I have a shared client workspace with each client, which keeps everyone on the same page. Those workspaces allow us to easily access all project details, documents, emails and client info in one place.
I love getting read receipt on proposals, invoices and contracts
I know where each client/project stands with my customized pipeline
2. Provide a professional client experience: Give your clients an easy and delightful booking experience that reflects your quality of services from start to finish.
Features to highlight:
Clients can easily sign contracts and pay invoices online in one step
Reply to customers fast from your mobile device with email templates
Keep a pulse on your client with custom reminders, read receipts, and more
3. Automate and streamline your business: Save time and scale your business without losing the personal touch. I’ve used automation tools to take repetitive steps off my plate but get to keep control where I want to step in.
Features to highlight:
Use automations to automatically send emails and files but keep the ability to make last minute changes
Send automated payment reminders so you don’t have to do the awkward work
4. Showcase my brand: HoneyBook lets me put my brand first. I can showcase what makes my business unique in every client interaction, which helps me stand out and connect with clients.
Features to highlight:
Use pre-made templates that you can customize to your brand, industry and client.
Use your own fonts and logos in invoices, contracts, proposals, brochures, emails and your client portal.
All client-facing documents are customizable.
5. Make better business decisions: It’s like having a statistician on my team… but better!
Features to highlight:
The HoneyBook lead source report not only shows me where my leads are coming from, but it also breaks down which lead sources have higher conversion rates so I know where to put my marketing dollars!
I can get a quick view of my revenue and expenses so I know what to expect each month and can decide when to make bigger purchases.
I can also see my outstanding payments so I can quickly see how much should be hitting my bank account
Do yourself (and your business) a favor! Get 50% off your first year by starting a trial with my link below. You’ll wonder why you didn’t do it sooner!
