Let’s talk about HoneyBook’s Smart Files and why for some of us – this is pure magic!

Are you designed challenged? The HoneyBook designer might just make you ENJOY designing your forms again! 

Not only do they give you standard design elements they also expand that and give you layout blocks that make designing your form super simple.

Add a few blocks and your content and off you go. 

HoneyBook has an extensive template gallery. So if you need some inspiration start with a template and tweak to your needs.

One other small but must not be under-valued feature is their branding options.

Not only can you apply your brand colors and fonts to your new form or template (Yes – across the entire form with one click!)

BUT you have your hex colors at the ready preloaded for any other design tweaks you need to make. 

This may not seem like a big deal but try typing in your hex code every S I N G L E time you need to a change something and then selecting your font from the list E V E R Y time  (yes Dubsado …I’m calling you out on that one, why o’why don’t we have saved hex codes for brand colors yet. sigh🙄)

Beyond Design . . .

There is the potential to replace the need for complicated workflow automations with the strategic use of Smart Files!  Because you can bundle up what would have been several steps in a workflow automation into one Smart File!

You can now use a Smart file for you purchase phase with

• Services info page
• Services selection page
• Contract page
• Scheduler page (if needed)
• Invoice page
• Payment page

Then send another Smart file to Onboard your client with:

• Welcome page
• Questionnaire section (to gather project details
• Education your client on process steps
• a page to have them book their first meeting with you (with a scheduler section)

ALL IN ONE FILE!

If you have multiple phases in your clients fulfillment journey. You can build a smart file for each fulfillment stage.

If you desire you can add your smart files into an automation to trigger as needed (with specific timing) without the need to add them manually to the client project.

For those of us that have less need for specific timing of our process steps but desire an elegant way to step our client through a comination of information and actions related to that info before we move on in our client process – Smart Files can be that one thing that ticks multiple boxes.  

Giving us the ability to be more nimble with our clients by having Smart Files that fit each need – so we can tailor to what our clients need as they need it BUT insuring it’s streamlined and consistent and still provides structure to our process.