Your Biz Systems Soulmate is HONEYBOOK
Woot! HoneyBook is a clean and simple tool to streamline your client journey!
It can handle all the steps of aquiring that lead, wooing them into paid clients, and all the steps of your fulfillment client process.
AND ...it allows you to streamline your client fulfilment process with beautiful multi-page documents (Smart Files and Lead Capture forms) to step your clients through each phase of the journey!
* HoneyBook is currently running a $1 One Month Trial (normally a free 7 day trial). If you decide to subscribe to a paid account you’ll get 50% off your first year with my link!
HoneyBook Key Features
Projects Dashboard to keep you Organized
You can customize your client pipeline with 10 custom statuses. This allows you to add in stages of your client process before and after the sale to fully tailor the experience to your needs.
Lead Forms that let you schedule and book your clients from the first contact!
Smart lead forms allow your clients to book you from the first step!
Build your multi-page form with info about your services, allow them to select their service or package, schedule the session and pay you!
How is that for streamlined!
Smart Files for the Win!
Smart files in HoneyBook allow you to customize your client's experience with your biz with multi-page files that can make short order of several steps in your booking and or client service fulfillment.
Create a smart file to have your client select thier service level, sign your contract, provide project information and make payment.
Create an onboarding smart file with a welcome video, gather info via a form section and have them schedule their session.
Pretty much anything you can dream up you can put into a smart file!
HoneBook tracks your lead or client progress through the smartfile and alerts you to actions they've taken.
*get extra streamlined and combine your smart files with Automations in HoneyBook and have your forms autosend based on triggers you set up in the automation.
Automations
Automations allow you to setup up repeatable processes for each phase of your client journey (and for each service you offer if that process varies).
You can autostart an automation from a Lead or Contact form submittal or trigger them manually - whichever way works best for you biz flow!
You can also base some of your automation steps on actions taken by your client.
Best for those that want . . .
Easy Scheduling for Teams
You can create session types to easily schedule things like intro calls, coaching calls, and more. You can also create session types for individual team members, so clients are able to book each team member separately!
Fast & Easy Design
Pre-configured design layouts make short work of getting your forms ready to share.
Easily customize the look by applying your brand settings and add your content.
Lead Form Booking
Adding a services section to your Smart Lead form and invoice allows your new lead to become and instant client!
*Note: these forms do not include a contract (only smart files offer contract option)
Send Bulk Email
The bulk & batch email feature will let you send an email to multiple receipients at once.
Batch allows you to select from your contact list & Bulk from your projects list (will email to all project participants).
Batch allows you to select from your contact list & Bulk from your projects list (will email to all project participants).
More Resources
go deeper into Honeybooks features - - >
✨ Other CRMs to Consider ✨
Because HoneyBook and Dubsado are so close in feature sets (and trials are free) you should definitely run both tools through some testing to see which tool fits your needs best and which to LIKE using.
Because… let’s face it, if you don’t like the look and feel of a tool – you likely won’t be jazzed about using it daily!
Dubsado’s features are very similar but there is more custom and smart field personalization for email templates and forms (example you can refer to child or pet name in an email sent to your client if you build that as a project custom field).
However if you are time poor and need your processes automate as much as possible give Dubsado’s workflow a good look. You can trigger the next workflow from the completed one to step your client through each phase of working with you. You may hardly need to lift a finger to hit “send” ever again!
