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 + how to SAVE 35% off your entire first year!
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
And, ⇒ ⇒ ⇒ you can get started for 35% off your ENTIRE first year!
Use CODE: SWEETLYSIMPLIFIEDSYSTEMS
InvoicesSecure 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
ProposalsInvoice, contract, payment all-in-one 1-2-3 client booking process Professional branding
SchedulingIntegrated with your calendar and Zoom if needed Confirmations and reminders
ContractsCollect online signatures Smart bar highlights where to sign Instant notifications when your client signs
Workflow AutomationCustom step-by-step workflows Automate all tasks (emails, etc) associated with each stage in your workflow
STILL HAVE QUESTIONS ABOUT HONEYBOOK?
(Use CODE: SWEETLYSIMPLIFIEDSYSTEMS)
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!
(Use CODE: SWEETLYSIMPLIFIEDSYSTEMS)
Stop wasting time, trying to figure out HoneyBook on your own!
Have you been looking for a step-by-step Roadmap from someone who specializes in HoneyBook set ups…like, say a HoneyBook Pro?
LOOK NO MORE!
Grab your FREE HoneyBook Roadmap and start setting up your system like a PRO!
This HoneyBook Roadmap is an excerpt from the Scatterbrained to Streamlined Bootcamp will take you through all of the steps needed to successfully set up your HoneyBook system without the second guessing and overwhelm.
These are the exact same steps I take all of my 1:1 clients through to ensure a smooth set up and you can grab it for FREE!