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WHY HONEYBOOK?

This CRM is second to none, in my opinion

If you landed on this page, you’re probably already thinking HoneyBook is a fantastic tool for automating your client onboarding processes and for streamlining all the administrative tasks in your business... (and I would have to agree with you! I’m a little HoneyBook-obsessed!)

Keep Scrolling to see all the reasons why!

  • Start-to-finish project tracking 
     

  • You’ll be able to quickly view which stage each of your projects are in - from initial inquiry to job completion. No more dropping the ball on timely follow-ups or past-due invoices!
     

  • Branded templates to elevate your professional presence and simplify client communication 
     

  • You’ll have a professional and brand-aligned template for every task - from emails to invoices. 
     

  • Full-service mobile app allows you to view and manage all system components from your mobile device 

  • Your HoneyBook system is accessible wherever you are and whenever you need it!
     

  • All of your client-related tools are in one place - Including Time Tracking!
     

  • Invoices, payment history, contracts, contact information, packages, scheduling, etc., are all accessible in a one-stop-shop. No more time wasted searching for resources!
     

  • Integrations to make your life extra streamlined
     

  • HoneyBook integrates seamlessly with the tools you already use like QuickBooks, Zoom, Gmail, Zapier, and more!

Reasons HoneyBook Stands Alone in the CRM World

Are you wondering which systems HoneyBook streamlines for you?

Invoices


Secure and easy digital payments Payment schedules and reminders Auto-saved item bank for fast invoice creation Time tracker that adds billable hours to your invoices




Proposals


Invoice, contract, payment all-in-one 1-2-3 client booking process Professional branding




Scheduling


Integrated with your calendar and Zoom if needed Confirmations and reminders




Contracts


Collect online signatures Smart bar highlights where to sign Instant notifications when your client signs




Workflow Automation


Custom step-by-step workflows Automate all tasks (emails, etc) associated with each stage in your workflow





STILL HAVE QUESTIONS ABOUT HONEYBOOK?

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Need Help Deciding Which

option is right for you?

Fill out my contact form and we can discuss it over coffee!

Why am I such a huge fan of HoneyBook?

For almost three full years I did EVERYTHING manually for my online business. And I mean EVERYTHING! Using 7 different apps/programs, I scheduled all meetings, developed proposals, wrote contracts, created invoices, managed payments, wrote all the emails individually, and on and on and on…

 

And even though I’m an ultra-organized person, I often felt totally overwhelmed trying to keep up with all the moving parts. 

 

The truth is, it was burning me out to re-invent the wheel every single time I started working with a new client.  And I knew the day was coming very soon when I’d drop the ball and forget to follow-up, or miss the fact that an invoice hadn’t been paid, or double book consultations, or something worse! 

 

So, I scoured the internet to learn about all the options for streamlining these kinds of tasks in my business, and ~ 

 

That’s when I fell hook, line, and sinker for HoneyBook

 

HoneyBook is truly like having a 24-hour personal administrative assistant by my side ~ keeping my business totally organized for me. 

 

⇒ I know that when new clients inquire about my services, HoneyBook takes care of making an appointment on both of our calendars, a Zoom meeting is created, and meeting reminders go out to both parties automatically by email.

 

⇒ When new clients request a proposal, everything is ready to go in HoneyBook so all I have to do is type in the job-specific information, and everything else populates accordingly in my branded template. 

 

⇒ My invoices go out when they need to, and when a payment due date has been missed, a friendly reminder is sent out automatically. 

 

⇒ When jobs are completed, an end-of-project questionnaire is sent, requesting feedback so I can continually improve. (This information is so valuable, but how often do we skip this step in our rush to move on to the next job??)

 

Long story short, I became SO impressed with how much HoneyBook positively impacted my business systems, I wanted to share the magic with other entrepreneurs! 

 

So, I became a certified HoneyBook Pro and started offering HoneyBook support and setup services as a key part of my business. And here we are! 

 

If you have any questions about HoneyBook, and/or how it can help you simplify and streamline your business tasks, contact me to set up a free discovery chat!

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