I absolutely love doing using HoneyBook to manage my creative business. I used to have to use multiple services and platforms to accomplish everything that HoneyBook can do by itself. Now that my business is growing quickly, HoneyBook has become even more vital to my success as a business owner.
Here are 13 reasons I love using HoneyBook:
1. Custom Library
I use the library to store all of my files and images I use on my branding materials. By having it all in one place, I can easily customize anything I send out–from emails to invoices– with my business branding.
2. Invoices and Payments
With HoneyBook, I’m able to create customized payment plans for each of my clients. HoneyBook will then email out reminders and invoices to my clients to help make sure they pay their bills. I don’t have to remember to do this on my own. It makes everyone’s lives easier.
3. HoneyBook Helps my Business Look More Organized and Professional
Every business owner wants to look professional. It’s so important to your growth and success. Thanks to HoneyBook, I’m able to elevate my client’s experience, while also keeping my side of my business running smoothly. It’s like I hired a personal assistant, but I didn’t have to!
4. A Simple Calendar that Integrates with Google
The Calendar tool in HoneyBook is so great. I love that I can color code different items to make it easy to see what is happening and when. Upcoming payments, projects, and even meetings are all easy to find.
5. Questionnaires
No more google forms for asking my clients questions or following up with past projects. HoneyBook lets me keep the questionnaires for each client within their project so I can stay on top of all of it. I can also add a step in my workflow for HoneyBook to automatically send out a questionnaire to clients at a certain point in the project. This allows me to receive the feedback I need for my business without having to remember to send out the questionnaire on my own.
6. Task Management Tool
This tool allows you to go to your “tasks’ tool and view what tasks need to be done for a certain time period for very single client, all in one place. It has been such a lifesaver for me as my business has grown. I can’t keep on top of all of the moving parts of my business and clients without this.
7. Workflow Tool
You can create custom workflows for the different project types you are working on. Within the workflow, you can then set up what needs to happen and when for each client. By creating templates and then tasks based on a trigger I define, I can have all of my clients taken care of without ongoing effort on my part. The 4 main types of tasks that can be created are: task only, send questionnaire, send brochure, or send an email. Once you have checked your workflow and made sure it is the order you work in, and want it, you can apply this to all of your clients. Even as you grow. This makes life sooo much easier as a business owner
8. Contact form
Another thing I love, is the contact form. It’s easily customizable and can be embedded on my website. It looks so professional and clean. And I can customize it to fit completely with my branding.
9. The Bookkeeping Capabilities of HoneyBook
Did you know that HoneyBook integrates with quickbooks? You can create all of the reports you need to keep on track in your business finances quickly and easily because of this. I can see at a glance where my business finances are, instead of having to import information into another program.
10. Concierge Service
Give HoneyBook your project info, or your login to your current platform and they will move everything for you! Even down to the invoices and email templates. You will be ready to go in no time.
11. Payment Reminders and Appointment Alerts
Have you ever forgotten to ask for your money from your clients? Not a problem anymore with this feature. HoneyBook will automatically send out friendly reminders to encourage your clients to pay you. Also, when you go to schedule a meeting, HoneyBook will alert you if you already have one at that time. This saves me from looking and being disorganized or unprofessional.
12. Templates
I keep everything in this area. I’ve got my templates for emails, contracts, questionnaires, and brochures all located in one easy to find area. Having everything in one place, ready to go and built into the system I’m using saves me so much time. I also love that i don’t have to use copy and paste from a google doc or a Trello board to send out emails to clients. I have it all ready to go and integrated into my workflows as well.
13. HoneyBook’s Core Values
I’m big on doing business with companies that stand for something good in the world. So, when I read HoneyBook’s core values, I was immediately impressed. Their core values are really just the icing on the cake for me. That’s why I saved the best for last in my list.
The 5 Core Values are:
- People come first
- We love what we do
- We are family
- We are fearless
- We go the extra mile
Have I convinced you to try out HoneyBook for your creative business yet? I know I wouldn’t be able to accomplish half as much as I do now without the help of HoneyBook to manage my business. Give them a try HERE and see what they can do for you!
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