Recently I shared all about how I made the most out of this year’s slow season and one of the items I got in order was my inquiry and onboarding process.

I use Honeybook for my CRM and I was absolutely amazed when I had the time to dig into it and see all of the features it has. I’d just never had time to get into it but I was able to implement some of their features to make my life as a branding designer so much easier.

Today, I’m going to be sharing some of my favorite Honeybook features that make my life so much easier as a small business owner and mom.

Flows

I’m not going to lie, when Honeybook implemented Flows last fall during my BUSIEST time ever, I was a little annoyed. I felt like I did NOT have time to learn something new and I put it off for months, I’ll admit. When I did finally sit down to figure it out, though, it was SO helpful. 

Instead of sending several emails throughout the inquiry and onboarding process, I can use flows instead. For my onboarding flow, my clients get an email that takes them to their contract to sign. Once they sign that, they can click to the next screen and pay their invoice – it’s all in one document.

I also send worksheets and instead of sending them in three different emails, clients get an email with one flow that takes them from one worksheet to the next. Less annoying for them, less time consuming for me.

Templates

Templates save so much time. I utilize email templates for just about everything and I also have my contracts, invoices, and worksheets as templates, too.

Custom contact form

Many of my clients utilize their Honeybook contact form for their websites so I knew about  them but I finally sat down recently and made my own for my website and it’s a game changer. It makes it easy to keep track of leads and referral sources AND you can use automations to immediately have an email sent back to them with a link to schedule a call or whatever you’d like.

Scheduling

This is a feature I never really paid attention to and I am SO mad I didn’t figure it out sooner! Not only does Honeybook have a scheduling feature that you can send to clients so they can set up calls with you, it integrates with Zoom.

I have mine set up so that when someone emails me they

…Get an email from me thanking them for their inquiry and sending a link to my Honeybook schedule so they can book a discovery call.

…They then get an email with a Zoom link for their scheduled time.

…They also get reminders so they’re less likely to forget.

And I don’t have to do anything other than set it all up initially and focus on researching and preparing for my call.

I’m sure there are more fantastic features I haven’t discovered yet – I can’t wait to dig in and save myself some more time/mental energy.

What’s your fav Honeybook feature?