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HOW TO USE HONEYBOOK: MY 6 FAVORITE THINGS
Honeybook really has been a game changer for my business! I went from a jumbled mess of excell sheets, mailing paper contracts, and folders of notes, to now using ONE place for everything. ALL. DIGITAL.
Want to see if you love it as much as I do? Give Honeybook a try for a week for free, and then get 50% off your first year!
ALRIGHT, MY FAVORITE FEATURES…
I. THE HONEYBOOK PIPELINE
Never get confused again about what phase of the process each client is in! This wonderful little organizer helps track each step of the way - from inquiry to completion. You can even add or edit different steps of the pipeline to make it perfect for your personal process This stage tracking does wonders to the organizational side of the business!
II. THE CONTACT FORM
So, this is an INCREDIBLE feature! You can embed your Honeybook contact form into your website! This way, as soon as someone inquires, HB automatically generates a project with all the details filled out! This will save you so much time! I especially love it when I’m traveling because all the details are easy to see all laid out and organized!
I LOVE this feature!! Because, we all know I am a huge fan of creating unique templates that speak to your personality and brand! Well, Honeybook makes it EASY to use these! You can plug in all your templates - from invoices, proposals, contracts, to welcome guides - HB allows you to keep them all in a hub, and with a few button clicks, have them sent off to your clients!
*pssssst! If you love Honeybook after your free trial and decide to stick with it, let me know! I’ll send you one free template of your choice! ;)
IIII. PROPOSALS, INVOICES, CONTRACTS - ALL DIGITAL.
I wasn’t kidding when I said I used to MAIL everything to my clients - contracts, invoices, questionnaires… you name it! Which meant, I had folders and folders of paper that I needed to make sure didn’t get lost!
WELL, those days are over! Thanks to HB making the digital life easy! Send proposals, contracts, invoices, and even questionnaires all digitally to your clients! They love it too!! I mean, who really wants to print + scan things anymore? The digital life is a time saver!
*You CAN even get paid through Honeybook! Just be sure to make it a Bank Transfer and save yourself from that 2.9% credit card fee! But, you can also make credit card an option if you want to!
The workflow tool is just one more step to making this whole process a breeze! You can custom create as many different types of workflows as you need! I have my “Wedding” one that I plug in for all my couples! It’s basically an automated “to do” list that reminds me about important steps along the way! If you’re not even sure HOW to start building a detailed workflow check list, head over and snag my guide! It even comes with a detailed checklist! ;)
VI. CALENDAR COLLABORATION
I’ve always been one who is obsessed with Google Calendar, so the integration of HB + Google is a beautiful thing! This calendar feature really does put my heart at ease - I know I will never double book a day or overlap two important things! It’s a great way to keep your schedule all laid out!
The Honeybook app interface is also SO amazing and easy to use!