5 easy ways I use HoneyBook to elevate my client experience

October 16, 2018

Fellow designer, I totally get it. Between sending logo proofs to your clients and building out website wireframes, there are so many things on your to-do list. But creating a strong client experience that elevates each client project doesn’t have to be one of those things you have to recreate at the beginning of every new client project.

I have worked so hard over the years to refine some strategic automated tools on the backend of my business that allow me, as the designer, to serve my clients with all of my active mental energy while still ensuring that those important backend systems are still moving forward purposefully.

5 easy ways I use HoneyBook to elevate my client experience | Today I’m sharing five different ways HoneyBook has elevated my design business and created a strong automated client experience. I’m also included a free guide to walk you through these steps to implement in your own business using HoneyBook. | b is for bonnie design #clientexperience #branddesigner #HoneyBook

5 easy ways I use HoneyBook to elevate my client experience

The biggest tool I’ve learned to leverage to create this client experience is HoneyBook. I’ve been using HoneyBook for years now and am absolutely blown away by the robust amount of features. As a designer, it’s extremely important to me that I’m able to tailor HoneyBook in a way that serves my clients well, but also in a way that serves me well.

Today, I’m sharing five different ways HoneyBook has elevated my design business and created a strong automated client experience.

Related: Read more about WHY I love HoneyBook here!


The first way HoneyBook has elevated my design business is that it serves as a cohesive home base for all my client projects.

Instead of spending time in my inbox sending emails to clients, or whipping up interactive PDFs to send client homework, or creating customized timelines and perfectly polished invoices in third party programs, I now can go to one simple app and access all of these very important steps in one cohesive space.

Using HoneyBook to streamline proposals, invoices, client homework and all the things I’m sending my clients on a daily/weekly basis has now made my life so much easier. But not only has it made my life easier, it’s also elevated the experience on the client side. Each client can access all the tools, files, and invoices in their own custom project within HoneyBook.

Now, instead of searching through their inbox to finish client homework they started days before they can log into their account and pick up right where they left off.  If I want my client’s to go through their homework with intention, I need to provide them with an easy and accessible way to do so.

From a user standpoint, HoneyBook gives a cohesive space for their client project to live.

And as a designer it creates this great way to streamline projects and create a powerful homebase for all my client work.


Before I was using HoneyBook, I used a hodge podge of third party systems to email PDFs and resources to clients. I handled invoices in one system. Sent client homework in another. And I felt like I never truly had 100% control over how everything looked or with how my clients engaged with the resources on the front end.

I had to piece together tools and resources in order to touch all the functions and actions I needed my clients to take throughout our work together.

Now with HoneyBook, I’m able to have full control over the look and feel of every client project, every invoice, every contract, every worksheet, and every timeline I send out.

The great thing is I know exactly how it’ll look on the front end before I even send it because I have the ability to preview it. I can tweak the color palette that I use, customize the header image and upload any necessary logos. Having control over those aspects makes my life a lot easier.

And as a brand designer I can rest assured knowing I am sending out a perfectly polished proposal to potential clients in a way that reflects positively on my brand.

Because here is the deal: when you send customized proposals to potential clients and are asking them to heavily invest in you and your services, you want to wow them right off the bat with something that looks beautiful and as professional as you are!


I love that HoneyBook has so many “hidden” features. Okay so they aren’t really hidden, but they do have so many robust features and if you take a little bit of time to really acquaint yourself with HoneyBook, you can leverage these built in functions to serve your business even better.

For example, I know a lot of people use HoneyBook for the bare bone functions like invoicing, client contracts, client communication and maybe some worksheets.

But did you know that directly in HoneyBook you can access things such as a timeline template?  So if you are a designer and are constantly sending out timelines for each project you work on, you can save yourself some time and create a timeline template that you then can easily customize for every project.

Another great function is they have an amazing time tracking tool. Say you have a retainer-based client you work with on a monthly basis and your service offers X number of hours each week/month. Then directly in HoneyBook, you can track your time and from there create an invoice from those billable hours you tracked.

I just think that HoneyBook has so many great features and if you take just a little bit of time to scratch more than the surface. Then you are going to find different ways you can really take your subscription and get the most out of it.


What I mean by easily accessible is that I love that I have the ability to access my HoneyBook account no matter where I am. I can download the app and log in to my account, easily create invoices on the go or send my client worksheets to help them along the client onboarding process no matter where I am.

And if you are like me and you are intentional with how many apps you have on your phone, you also can just access HoneyBook online in your phone’s browser.

But not only is it really easy to access on the backend, but it’s also easy on the front end for your clients.

If you email them a worksheet or timeline that needs to be approved. They can easily click on the link that lands in their inbox and sign off or complete the client worksheet no matter where they are.

It’s such a fantastic way for you and your clients to make good use of the precious time you have no matter where you are! Because let’s be real, no one can be tied to their desktop computer and email all day, every day.


The fifth thing I absolutely love about HoneyBook is how amazing and helpful their support team is.

Like I said earlier, I’ve been using HoneyBook for years. And when I first started using it, there was one feature that seemed like a helpful resource for creatives to have as part of their CRM that HoneyBook didn’t offer. The time tracking feature.

I had used other CRM systems in the past that had the time tracking feature and I knew that as a designer there are so many projects we tackle that might be on an hourly basis. It just didn’t make sense for me as a designer to be hopping into all these different apps in order to do something that I thought my CRM should do.

So I sent the team over at HoneyBook an email. I said, hey, I have this idea that I think would be an easy thing for you to incorporate. And I really think that a lot of your customers would also find it useful.

They emailed me back almost instantly. Let me know my suggestion was received and valued, and that they would pass it along to their development team.

Now, I know I’m not the only person who emailed HoneyBook about adding a time tracking feature. But months later, they responded and rolled out a really easy to use time tracking tool.

To take their customer service to the next level, after a few months had gone by and I was using the time tracking feature, the HoneyBook team actually got back in touch with me and asked if I would be willing to give my feedback on this new tool. Since this was something I had asked for months ago and also since it was something I was actively using, they wanted to see how it helped my business.

As a user, I loved having the opportunity to be part of this conversations as they were figuring out different ways to consistently improve upon their tools. And it made me as a customer feel incredibly valued and seen.

And as a fellow business owner, that tells me so much about the team that HoneyBook has on staff. Their level of care and consideration shows in the way they value their customers. But also their commitment to constantly improve their product so that all clients across the board, no matter how long you’ve been using HoneyBook, can benefit from it.


With all that to say, HoneyBook is hands down my favorite CRM and truly does hit on all the needs I have in my design business.

And through my mentoring sessions with fellow designers as well as my incredible designers inside the Brand Strategy School. I know there is such a need to really take your CRM and customize it in the best ways possible to serve you and your clients well.

Which is why I’ve created a totally free guide that shares 5 easy ways to use HoneyBook to elevate your design business. As part of this guide, I’m sharing the exact steps I take to really use HoneyBook and leverage it to work smarter not harder for me so I can wow my clients at every turn without investing tons of hours on the back end in order to make that happen.

If you want to get your hands on this fun, free guide and start immediately elevating your design business using HoneyBook, click here!

P.S. If you are a designer who is curious about what HoneyBook could do for you I have an exclusive offer where you can try HoneyBook on a 7-day free trial using this customer link. And if you fall in love with HoneyBook like I have, you can sign up using this link and receive 50% off your annual subscription. Which is big big savings y’all!

P.S.S. I had the pleasure of being a Member Spotlight on the HoneyBook blog this summer where I share how I got my start as a designer (with just $200 in the bank!) and how I build strategic brand designs with the help of HoneyBook! You can read that here.


5 easy ways I use HoneyBook to elevate my client experience | Today I’m sharing five different ways HoneyBook has elevated my design business and created a strong automated client experience. I’m also included a free guide to walk you through these steps to implement in your own business using HoneyBook. | b is for bonnie design #clientexperience #branddesigner #HoneyBook

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My name is Bonnie – I’m a brand designer, strategist, and writer which all adds up to one eclectic conglomeration of qualities that enables me to serve you well! Past clients have dubbed me "the Joanna Gaines of brand design," and I've had more than a few call me a dream maker, a game changer, and a design wizard (my Harry Potter-loving heart didn't hate that one, let me tell you!). At the end of the day, I'm a big-hearted creative who will get teary-eyed as you share the heart behind your business; who will lose sleep over the perfect font pairings and color selections to bring your brand to life visually; and who will work tirelessly to empower, encourage, and equip you to share your work with the world intentionally. 

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