How I Keep my Business Organized with Honeybook

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My #1 business tool in my in my tech stack is Honeybook

Do you own a service or product based small to medium sized business? Are you looking for an all-in-one platform that will help you to streamline the back end of your business to save time? Keep reading...

When you first start out in business, you are thinking about all.the.things. You want to make sure you have your business structure strategized including your invoicing for clients, your contact list, email list, tax information, and more. The fact of the matter is, you need to have an organizational system in place for your financials, clients and customers no matter what system you use.

This is a system I personally use to run my own business and it has saved me hours of time because it's all in one spot.

Honeybook is a Client Relationship Management software (CRM), and is one of the leading tools used by independent small business owners today. With capabilities billing, contracts (including signature capability), AI tools, and client communication, business owners can get organized so they can provide top-tier service at every step of the way.

Who is this system good for?  

Basically ANY business that is product or service based.

Here are some examples:

Photographers, project Managers, wedding planners, virtual Assistants (VA's), business coaches, graphic Designers, invitation designers, florists, content writers, brand strategists, website designers, wedding venues, social media managers, online business managers, lawyers, interior designers, hair & makeup artists, accountants, agencies, videographers, wellness professionals, cake designers, bloggers & influencers, caterers, podcasters, calligraphers & artists, makers & artisans, media companies, rental companies & management

And the list goes on!

With all of the new small businesses starting up, there is a need for a system that is going to save them time, and ultimately save them money (speaking from experience).

Some of my reasons for signing up include:

• Client workflows

• Branded client portal

• Integrations (i.e. using Zapier)

• A built in signature tool for contracts

• Branded tools such as contracts, proposals, invoices and more

• Easy to use invoicing system

• Customizable file templates

• A built in meeting scheduler

• Payment processing built right in-no need for an external processor such as Square or Stripe

• Reports to track cash flow, end of the year tax information, profit and losses, see where clients find you, and evaluate your booking rate with new clients

  
  

Let's dig a little deeper on a few of these options...

Automations

These let you set up sequences of actions, like emails, smart contracts, tasks, or pipeline moves. These trigger based on client behaviors, dates, or milestones. Whether you're auto-sending welcome messages, follow-ups, payment reminders, or post-session surveys, everything can be branded, timed, and tweaked for approval

Invoicing

There are several payment processors out there, but the one built into Honeybook takes the cake 🍰. Clients and customers can pay via ACH (1.5%), credit card (2.9% entered payment and 3.4% card on file) Google Pay, or Apple pay. You can full customize how you are paid, add a spot for tips, offer payment plans, add late fees, and set clients up on autopay (or require it) - you can even offer a discount for clients who pay in full. You are in the drivers seat of your payments - as you should be! Cha-ching!

AI Meeting Notes

This is probably one of my favorite features in Honeybook. Have you ever had a meeting with a client and after it was over there were things you were struggling to remember? AI will handle that for you by recording and summarizing the meeting for you. It will even give you meeting prep notes prior to this meeting that gathers details such as project details, past communication, questions for the meeting, action items, and more. *Please note, this feature is turned on by default, so you will need to turn it off by: clicking your profile photo in the upper right of your profile, click on "company settings", select Honeybook AI, and toggling meeting prep notes on or off.

SMS Reminders

If you're like me, you like a little nudge to remind you of appointments JUST in case I happen to forget to add it to my calendar. Once your clients opt-in, they can receive SMS reminders for meetings and even payment reminders. This reduces friction, and keeps open communication so everyone is on the same page.

A Mobile App

We're all on the go these days, so having access to your CRM at your fingertips, no matter where you are, is paramount so you don't miss a beat (or feel pressured to rush home to your computer!)

Multiple Companies, and Unlimited Schedulers in One Account

Yes, you heard that right! If you have more than one company, no problem, you can just create another under the same account. For instance, I help small business owners as a Creative Marketing Partner & Ops Lead, however I also do photography (+ drone pilot) and need these 2 offers to be separate. And I need various scheduler types, so luckily Honeybook offers that to make things easy all-in-one.

Final Thoughts

Honeybook continues to evolve and roll out more options to make business owners and creators lives easier with this robust software. I'm a Honeybook Educator, so please feel free to reach out with questions. I can also help you set everything up for your brand should you sign up and would like the assistance.

A 7 day free trial is included in my link, so you can check it out to make sure it's for you, and lose absolutely nothing!

For more resources on this great all-in-one CRM, you can head over to Honeybook's blog, where they have a buffet of resources for you as well.

Feel free to reach out with any questions, or if you're ready to get your very own Honeybook set up for your company, just fill out this quick form to connect with me.

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Hi, I'm Trisha!

When I'm not helping businesses, I'm out soaking up nature (avid hiker), flying my drone, helping animal rescues, or relaxing with a good movie. Im also vegan and love to cook!

Thanks for being here!  I hope you enjoyed this blog and we'll catch you in the next one!

Connect with me at trishabadman1@gmail.com