Kaitlynn Putnam Kaitlynn Putnam

What is Honeybook & How can it benefit your business?

I don’t know about you, but when I first decided to get a software to help me stay organized and have my processes look more professional to my clients, I was TERRIFIED! It was, at the time, a big investment for me. But as I’m sure you’ve now realized….running a business takes some risks. And I promise you, this “risk” is more than worth it!

Honeybook has completely changed my business for the better! I rely on Honeybook for so much of my processes and it saves me SO much time! The money I pay to Honeybook each year is something I don’t even blink an eye at anymore because it is so crucial to me and my business.

First off, congratulations on taking this step in your business!

I don’t know about you, but when I first decided to get a software to help me stay organized and have my processes look more professional to my clients, I was TERRIFIED! It was, at the time, a big investment for me. But as I’m sure you’ve now realized….running a business takes some risks. And I promise you, this “risk” is more than worth it!

Honeybook has completely changed my business for the better! I rely on Honeybook for so much of my processes and it saves me SO much time! The money I pay to Honeybook each year is something I don’t even blink an eye at anymore because it is so crucial to me and my business.


Okay, now that you’ve heard my experience with it, let’s talk more about what Honeybook is and what it can do for you! :)

 

THE BEAUTY OF HONEYBOOK IS IT IS TAILORED TO BENEFIT NEARLY EVERY BUSINESS!

AUTOMATIONS/WORKFLOWS & TEMPLATES

Honeybooks automations and templates make it easy to create and save any template for easy access to any client/project. As well as set up automated processes that you can attach any file to, making any repetitive processes you have in your business run smoothly without you having to put in more effort than necessary.

Before Honeybook I kept all my emails, brochures, etc on a Google drive. Although it worked okay enough for me at the time it was often frustrating to have to go onto a different website, find the template, and copy and paste my response to clients every time. Now with Honeybook I’m able to easily attach any response, brochure, invoice, etc directly through Honeybook.
It seems simple, but it saves me so much time from day to day!

 

What templates can you create with Honeybook?

Honeybook even has pre-made templates you can choose from!

  • Emails

  • Contracts

  • Invoices

  • Proposals - contracts and invoices combined

  • Brochures

  • Questionnaires

  • Packages

  • + More!


SCHEDULING

Honeybook’s scheduling features provides easy access to setting up meetings with clients! You can easily put in your availability and attach your scheduling link into any email. You also have the option to add a payment to each session type allowing you to be paid for your time.

Honeybook notifies you directly through email when a new meeting has been booked by a client.

This feature is in my top 3 most used!


PIPELINES

With the use of pipelines it makes it easy to categorize your clients/projects into the different stages you are at with them!
You can customize this pipeline and set it up to automatically move to the next stage once a specific task is completed.

For example, once a client inquires with me they automatically go into my inquiry section of the pipeline. I have it set up that as soon as I respond to that inquiry it gets moved to the next section of my pipeline, letting me know it is now in the clients hands to schedule a consultation or not. Once they’ve booked a consultation that project gets moved to my consult scheduled section and so on depending on the different steps of each project.

Pipelines make the process with each client clear cut and easy to remember what stage of the project you are in with them.


FINANCE & ANALYTICS

Honeybook offers a good amount of data to keep track of your payments, profit and loss, etc! I’ll let the images speak for themselves on what Honeybook calculates and offers to their users.

Tracking finances and how customers find you is a crucial part of any business!

Tracking and monitoring my finances has always been a pain for me, so these features are huge for me!


CONTACT FORMS

This feature allows Honeybook users to create contact/inquiry forms and easily link them to your business website.

Most websites have a feature for inquiries/contact pages, but having it through Honeybook allows any inquiries to directly connect to my pipeline without the need for manual logging of each client.

Having this connection between my website and Honeybook software is everything!


TASKS & WORK LOG

 

To help you stay organized and on track, Honeybook also gives the options to create reoccuring and case-by-case tasks to any/all projects within your workflows and individual projects.

They also offer a section where you can log your daily work hours, helping you to keep track of how much time is put into each project.

I use these options less than the other features; however when I do use them they are so helpful!


Honeybook has so many wonderful features that benefit my business in ways that I can’t even imagine what I would do without it!

If you’ve been on the fence about getting a software to help you stay organized and on top of your projects, trust me when I say this software is more than worth it!
Honeybook saves you SO much time and effort in the long run!

Here’s your sign to take the leap! :) I promise the investment is worth it!

PLUS, honeybook gives you a 7 day free trial AND if you use my Honeybook referral link below you can get 50% off your first year of using the software after your 7 day trial is complete.
This 50% off is exclusive to Honeybook educators - like me, and is the best deal for new Honeybook users out there :)

WHAT ARE YOU WAITING FOR!? :)
Sign up now!

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