As your business grows and you get busier and busier, it’s essential to set some foundations that will help you simplify and streamline your processes.

I choose to use HoneyBook to help run my creative business and simplify my workflow, so that I can focus on what I love doing best… creating.

But it goes beyond just simplifying processes. The platform really delivers on so many aspects of running a small creative business: lead gathering, client on-boarding, project and task management, as well as contracts and invoices.

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1. HoneyBook has a beautiful user-friendly interface

HoneyBook* is one of the best user-experience platforms I’ve worked with, compared to other CRMs. I really appreciate how fast I was able to get going as soon as I signed up, so I was using the platform immediately and began customizing my business account.

Right away, you’ll notice the user interface is clear and well-organized so you can quickly find what you need when you need it. Projects, invoices, tasks, calendars, and reports are visible through the dashboard for quick access and assessment.

2. HoneyBook simplifies the setup process with forms and templates

Quickly get up and running without having to learn a new software. HoneyBook* provides easy prompts to customize your account with your branded elements such as colors and logo.

Then you can embed a beautiful contact form directly into your website or landing page and start capturing those important leads. These forms are super easy to customize with a variety of fields so that you can collect all the information you need tailored to your business. You can easily brand the forms with your business’s fonts, colors, and logo. And the form’s information is immediately stored in HoneyBook, which can then trigger workflows that you can set up and customize too.

HoneyBook* also has email and invoice templates that help get the ball rolling from initial client inquiry to final invoice payment. You can customize all of the templates to fit your business’s needs, and once you have those all set up… you really don’t have to think about it again. It’s entirely streamlined.

3. Onboarding is a breeze with HoneyBook’s automation features

Sometimes the most time-consuming part of starting a project is the on-boarding. We’ve all been there - emailing a PDF contract only to have to chase down the client to sign and return it (scanned in) in a timely manner. Or juggling a different software to create and send a proposal or an invoice. Well… get ready to have a major zen moment when you realize that with the click of a button, you can set your client onboarding process in motion. And then watch the magic happen.

As I mentioned previously, you can create and customize workflows to trigger events or emails based on the project stage, including contract signing, saving you tons of time! I love the project dashboard where you can visualize the current status of multiple projects at once. Track projects from inquiry to completed so that you don’t miss a beat.

I’m also impressed with HoneyBook’s* scheduling feature which makes it a breeze for potential clients to quickly book a time block for a discovery call. Clients can easily view your calendar and pick a day and time to meet with you based on your availability. So no more emailing back and forth on an agreed meeting time. HoneyBook seamlessly integrates with Gmail and Google Calendar, so if you use those tools you’re calendars can sync.

4. Get paid faster with HoneyBook

Track your expenses within the HoneyBook* platform to help keep everything in one place. If you’re a Quickbooks user, you can also connect your account to further streamline your accounting processes.

And of course, HoneyBook* helps you get paid faster with secure and easy digital payments. If you choose to accept credit cards or direct bank transfers you can connect your bank account too - both options have standard processing fees (similar to Stripe or Paypal) that HoneyBook will deduct from the payment. Payment schedules and reminders can be set up to gently nudge clients so that you don’t have to.

5. Simply put… happy clients

With all of these amazing features in place, I’ve been able to provide top-level services to my clients, and they’re happy with the simplicity of the collaborative process. Which is my ultimate goal… happy clients!

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