Alright sweet friend, let’s talk about workflows for designers. So often as a designer I hear my students ask questions about the systems and processes they are struggling with on the backend of their business. 

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.

Over the years, I’ve worked so hard 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.

HoneyBook has been my go-to CRM for these systems and I firmly believe this tool positions you as the expert to your clients, saves you tons of time doing routine tasks, and helps you stay on your timeline.

HoneyBook Systems and Workflows for Designers

Today, I’m excited to dig into a few of the features I absolutely adore about HoneyBook that have elevated my design business and created a strong automated client experience.

Related: Read more about WHY I love HoneyBook here!

1 | HoneyBook is a homebase for my client timelines

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.

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

2 | Leverage HoneyBook Functions

The second thing I love most about HoneyBook is all of the built-in features that come with this incredible CRM tool.

There are simple functions that many people know about like sending invoices, client contracts, client communication and maybe some worksheets.

But did you know you have the ability to schedule emails, automate a project rescheduling flow for any changes to project timelines, and automate tasks through Honeybook workflows?

I know the words automation, workflows and streamline can sound a bit intimidating, but, friend, trust me when I say that these functions have given me so much time back in my day.

3 | Creating Workflows and Triggers in HoneyBook

If all of this sounds great to you, but you’re struggling to know how to actually implement these workflows for designers in HoneyBook, I’ve got something just for you.

As a brand designer and strategist, I’m passionate about empowering designers to stop working more to earn more and instead start building a profitable design business through a proven brand strategy process.

That’s where I believe my brand strategy process and a strong CRM like HoneyBook are the exact tools and knowledge you need in order to transform your business and your life.

Related: Try out Honeybook for FREE (and save 50% off your subscription)

Many of my students ask me how exactly I use HoneyBook to uplevel my client experience and my answer resulted in setting up a guest expert training inside our private members-only Facebook group to walk them through exactly how to implement HoneyBook workflows from beginning to end.

Inside this exclusive training with systems strategist for designers, Kelli of Kay + Co. Studio, walks us through the simple ABCs of building and implementing HoneyBook workflows for designers. When you join the Brand Strategy School, you too will be able to enjoy this free training as part of your membership!Can’t wait to take your systems to the next level? Head here to hire Kelli to set up your CRM in just one day!

Trust me, friend, automation, workflows and systems do NOT have to be intimidating. I fully believe having a strong CRM tool like HoneyBook can serve you and your clients in ways you never imagined.

If you’re curious to learn more about the Brand Strategy School and if it’s a good fit for you, you can binge-watch my totally free training for designers all about how to 3x your income without taking on more branding clients.

Register Here!

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!