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Three Ways to Use Honey Book to Supercharge Your Client Experience
1. Streamline Your Onboarding and Payment Process in One Simple App
You can store all of your client communication, contracts, files, invoices, questionnaires and more in their own custom project in Honeybook. It’s a one-stop shop for your clients. This reduced the amount of time you’re answering questions or chasing clients on information in multiple platforms.
2. Utilize Workflows & Automations to Take the Guesswork Out of the Steps in Your Process
Setting up automations and workflows is so important, because it can make your job so much easier. Whether you want to streamline your projects and client experience, or you just want to avoid forgetting to do something in a client project, there are ways you can improve this by using the Workflows in Honeybook.
You can set up different workflows based on the different services you offer so that each client gets a customized workflow that is relevant to the service they’re paying for.
3. Accessibility on the Go
All of our lives are different, whether you’re always on the go or your client works primarily off their phone, Honeybook has a mobile app that is designed just for you!
You can manage your projects, create a streamlined experience, and be available whenever you’d like in a way that fits your lifestyle.
Try Honeybook for free and get 50% off your first year at bisforbonniedesign.com/honeybook.
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Hi friends and welcome to the brand strategy podcast. A show created to equip you with the inspiration, encouragement, and clarity. You need to build the brand of your dreams. I’m your host, Bonnie Bakhtiari brand designer, strategist, and founder of the Lumetri from sustainable strategy to heartfelt encouragement. Each episode is designed to equip you with the tools you need to chase after your dreams, because you deserve a brand that empowers you to do what you love, connects with your dream clients and offers a deep sense of fulfillment along the way. So grab a cup of coffee and join me on this journey. Won’t you?
Hey friends, welcome back to the brand strategy podcast for today. We are talking about just a few of the reasons why my client relationship management tool or my CRM HoneyBook is such a game changer for my business. Now, before we dive into this, I do want to mention that this in no way, shape or form is sponsored. This is just coming straight from a long time user and big fan of this tool that I’ve used for years to grow my business to. Well, my clients, and I want to share it with you for my fellow service-based entrepreneurs out there. So if you are looking for a CRM that is going to help you elevate your client experience, streamline your workflows and allow you to do business with more intention. This episode is for you. Now, today, I’m going to be talking through, you know, just three of the reasons why I love HoneyBook so much, but if I’m being totally honest, a HoneyBook is so fantastic that I could talk for ever about this, but I want to look at specifically three ways that you can actually use HoneyBook to supercharge your client experience.
And the reason why I want for us to talk through this today, because I know just how intentionally you are working just to review your clients at a high level, no matter what kind of work you do, whether you are a photographer, a designer, a wedding planner, a coach, right? You care about the people that you work with. And so it makes sense to me that you want to guide them through thoughtful, elevated touch points, that position you as a pro, but also give them the best kind of experience that they can have, right? Especially if we think about someone who’s a new lead, they’re inquiring about you and your work for the first time, and they’re going through that kind of process with you, and they’re learning more about your services. We want them to be wowed every step of the way. So they’re building this really strong, positive association with you and your services and your client experience before they even sign on and become an active paying client.
So let’s dive into some of the specific ways that you can actually use HoneyBook to elevate your client experience. And I also excited for us to talk about this today, because if we think about all the things that are on our plates, right? I know you don’t have time to be sitting there, like figuring all of this out from scratch. There are much better things that are calling for you and demanding your time and attention, whether that’s your family or your team or your clients. And so let’s kind of take the guesswork out of how you can use a tool like HoneyBook to automate certain points of your client experience or streamline things so that it is working hard for you. Okay. So like I said, I’ve been using HoneyBook for a few years now, so I have done all the trial and error. I just made all of those mistakes.
I’ve gone through all kinds of system updates and things like that, so that you do not have to. And one of the things that constantly stands out to me, it’s just the way that HoneyBook really does focus on being user-friendly. So as a designer and a strategist, it’s really important for me that I’m able to tailor my CRM system in a way that serves my clients well, but also is serving me well. Right. Uh, and how you book really, in my opinion, does do that for me. So here are three ways that you can use it to streamline and elevate your client experience. Now, first and foremost, if you are not using any kind of CRM and you are managing all of your things, like your invoices, your contracts, any pre-work that you gather for clients like questionnaires or worksheets or assets, if you’re managing all of that separately or using kind of like a hodgepodge conglomeration of like all of these different apps, why are you doing that?
Cut that out. We don’t have time to be like asking our clients to go to five different places and, and access, you know, like five different tools or, or apps online. Instead we want to minimize the time that you and your clients are bouncing between your inbox or, you know, Google drive or DocuSign or whatever you’re using. So what I love about HoneyBook is that I have one simple app where I can just go and I can access everything from my proposals to timelines, to invoices, contracts, questionnaires that I’m sending out to clients. I can store all of the client’s information, like their timeframe, their budget, anything like that. I can store that all in HoneyBook. So I love it because not only does that make my life easier and not only will that make your life easier, but it also is going to elevate and streamline your client experience.
So like I said, they’re going to be able to access all the tools, files, and invoices. So, you know, for example, they can go and get a receipt without having to email you and ask for where it is and their own custom project within HoneyBook. So they do not need to spend days digging through their inbox, or, you know, like looking through all the threads of messages that y’all have exchanged instead, they can just go straight into their account and look exactly for what they’re looking for, pick right back up where they left off. And they can do that without having to reach out to you, which is fantastic because it minimizes the amount of time and reduces the amount of time that you’re spending in your inbox, chatting with clients or answering, uh, kind of those easy to answer questions. And what I really like about this is it makes it easy, especially with things like worksheets or any of those interactive components that I use for a strategy work with my clients.
I love that I’m able to see all of their answers at a glance. So I’m able to really take kind of a holistic look at what they’re sharing with me. So I’m able to then synthesize that information and use that for the strategy work that we’re doing. So if you’re a photographer and you want to gather information about your clients leading up to a session, or if you are a coach and you want to do some strategy, kind of work in some pre-work before session, all of those things really do come in handy. So that is the first thing that I think can really help you use a CRM like HoneyBook to elevate your client experience have have one in the first place that gives you that cohesive home base for all of your client projects and assets. All right, the second way that you can use HoneyBook to elevate your client experience is you can utilize workflows or automations to take the guesswork out of each individual step of your process.
This is especially helpful for new clients. So when you’re onboarding a new client and so right, there’s a lot of that kind of initial work, like, you know, completing their first payment, signing the contract, you know, sending over any like pre-work or questionnaires that you want to gather from them. Those are all steps that a lot of people, and this is something that I see even established entrepreneurs doing. You’re still doing that step by step, and you’re not using an automation or a done for you workflow to streamline that for you. So then what happens is you are manually having to remember and recall, okay, the client has signed the contract. I need to go and encounter signing the contracts. Then I need to send a welcome gift. Then I need to say, you know, you’re doing all of these things and that’s taking that valuable real estate and your brain.
And so then what happens is if life gets busy, your client is having to wait for those onboarding next steps. Or let’s say, if you are just in a really, really busy season of life and it slips your mind then, right, your client experience suffers and that client isn’t receiving those, uh, those next steps from you, that guidance from you. So what I really recommend doing, if you have a CRM like HoneyBook, if there’s an automation feature, please use that to streamline your experience because not only is that going to help again, streamline things and identify the correct order in which all of your steps or your client process steps should be happening, but also it’s going to really help your clients to receive this incredible experience. So in HoneyBook, they have an automation feature where I’m able to automatically set up a workflow based on a type of project.
So if I have a branding project, I can apply my branding workflow. If I have, let’s say a coaching call, I can apply my coaching workflow and I can go in, in the backend and I can customize those workflows. So the different steps are happening that pertain to that specific type of service. And the beautiful thing about that is I can choose when those actions are happening and what those actions are. So for example, if I have an inquiry, uh, and let’s say it’s an inquiry for a new branding client, then I can have an automated message go out to them at a certain time. I can time it even like, you know, send this email at this time of day and it’ll go out to them and they’ll get this, you know, next step of how they can book a call with me or let say that they have expressed interest.
They’ve responded to a proposal and they want to move forward. Well, then, you know, I know once that proposal is signed and that payment is complete, then you know, we send out this welcome it’s official, you know, kind of like pop the buggy sort of emails and we can, you know, just go step-by-step through that process. And I don’t have to think about it. I don’t have to remember any of it because it’s just a workflow that I can like click a button and apply it to the project and it is done. And it’s so helpful if you are, if you’ve got a very process oriented, a series of steps that you guide your clients through, like if you’re a designer for example, or a photographer, and you want to make sure that over the months that you’re working with someone, Hey, I want to remember to send them this timeline, or I want to remember to send them this guide, or I want to point them towards these blog posts that I have that are really going to help them prepare for their session.
And you don’t have to remember to do that. And you can just work it into a workflow. You can choose the email that you want to send out or the PDF or the guide that you want to include with that, or the workbook or questionnaire that you want to, you know, kind of embed in that. And it’ll go out for you. Now, if you don’t like the idea of having a fully automated process, you also can set that up so that it is, um, you manually send it out. You just receive a reminder. So let’s say if it’s a message that you want to customize, or if it is like a pre-work questionnaire or asset that you want to tailor and kind of tweak a little bit, you absolutely can do that as well. So definitely use automations workflows because that is going to allow you to really take the guesswork and a lot of that active work out of, um, that replicatable incredible process that you guide your clients through.
And so what that does, it allows you to work smarter and not harder. So your active mental space is not being taken up by remembering to, you know, send that, that thank you email. Instead, you’re thinking about, you know, that that email is going out. You’re thinking about how you can, you know, wow, the client, even more through the work that you do. So third and final tip out of so many that I could share today that I really believe will help you streamline and elevate your client experience using HoneyBook is that there are so many incredible assets that you can utilize inside HoneyBook that will help you wow. Your clients, right? But more than that, let’s say that you are a busy entrepreneur on the go and you know, that your clients are also busy people. One of the great things about HoneyBook is that it is very, very accessible.
So what I mean by that is it is very mobile friendly. There’s a fantastic app. You can download that. You can grab it, or your clients can access that as well. And so that means that if you are traveling a lot or if you are, uh, you know, running between, uh, you know, drop off and pick up with your kiddos and you want to still keep an eye on your business or make sure that you’re available to your clients, you can have that app on your phone and you can access it whenever you like. Right? All of our lives look different for some of us. We prefer to do the bulk of that work at our computers for others. Our phones are our secret weapons. And so we need to be utilizing resources like that. And so HoneyBook, I love that it has that very functional mobile app to use.
And you can also get those notifications. So when your clients are paying, you get that lovely little Ching, um, in your ear because right, we can’t always be tied to our computers every single day. So through that app, you can actually create an Sanje proposals or invoices. You can help your clients through their homework or answer questions and feel connected to them. So another reason why I love that, because if you’re having that kind of experience, your clients can also have that kind of experience if they are, you know, getting involved with that app, downloading that, opening it, using it and engaging with our work in that way. So it is a simple thing, but it is a really powerful and helpful little tool to utilize. Uh, as you are focusing on serving your clients. Well, now, obviously today, I’ve been talking all about HoneyBook, but here’s the deal, whatever kind of CRM you are using, whether it’s steps out over 17 hats or, um, you know, any other of the great ones that are out there, if you want to take your business to the next level, I do recommend having that kind of streamlined system on the backend, using a tool like that, to manage your projects, to keep everything under one roof, so to speak, and to really help you be viewed as the expert that you are, that technology, those tools really do make a big difference.
And again, right, we don’t want to have to ask our clients to go to like five different apps or to, you know, fill out a, you know, put in their credit card info to this invoice here, and then go over to DocuSign to sign the contract and then go over to Google drive to download the PD. You know, like that’s just a lot, it’s a lot. So instead we want to keep things really streamlined. And if I’ve been talking about HoneyBook today and it’s been peaking your interest and you’re thinking, Hmm, I could try this out. I actually have a free trial for you. You can go to be as for Bonnie designed.com/honeybook and HoneyBook is all one word, and you can not only see more of the reasons why I love HoneyBook, but also there’s a special link for you there. And you can sign up, you can try it for free, and if you love it, that link will actually save you 50% off of your subscription as well.
So it’s a pretty, pretty sweet deal for you too. So again, that’s B is for Bonnie design.com/honeybook. And of course, all of the resources, a recap, little transcript of today’s episode will be in the show notes. So you can go to brand strategy, podcasts.com and click on the latest episode link and all of that. We’ll be waiting for you there, friend. I hope that this helps, if you have been, you know, curious about HoneyBook and wanting to try it out, this is just my experience. Another thing, kind of a little bonus, a bonus tip here, their support team is really great. So like I said, I’ve been using them for gosh for years now. Uh, and anytime I have a question, anytime I get stuck, anytime I think, Hey, this feature would be really useful. If I send them an email, they always make me feel like I’m a priority.
They always point me to a solution or help me figure something out or take my, um, my product recommendations into consideration. And, you know, they, they really do listen. And so I appreciate that as a consumer. So with that being said, friends, if you have any questions about HoneyBook, I know that, uh, CRMs are very unique to all of us, right? Like we all work differently. There are so many incredible tools out there that really help us and the way that we work best. And so if you have questions about HoneyBook, I’m happy to share just from my personal experience, as someone who uses it every single day and, uh, points you in the direction that will actually serve you best, even if that is to a different type of CRM. So with that being said, friends, I am cheering you on always from Waco. Thank you so much for tuning into today’s episode. And I will see you again next time.
Thank you so much for joining me today, friend, before you go, I would be so grateful to receive your feedback on the brand Shazzie podcast. If you enjoyed this episode or the podcast in general has helped you grow your brand and really appreciate it. If you left us a review in iTunes, your positive reviews enable the brand strategy, podcasts paths to continue to grow and reach like-minded creatives. Just like you. Plus, I’ll be randomly selecting a handful of lucky reviewers each month, Jersey a little, thank you. Surprise for me in the mail, thanking for all your support and encouragement as together. We pursue building brands with purpose and intention, and till next time I’m cheering you on from Waco.
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