Identifying your own weakness as a business owner is incredibly important to your future success. For me that was organization. I can hustle like no other, I love working hard, my clients love me, but behind the scenes I was kind of a mess mostly relying on a single calendar, my email inbox, and my memory to keep track of everything. Last year I decided to make a change knowing that the busier I get the more risk I will encounter because of my lack of organization, and 2018 was shaping up to be my busiest year ever.
Honeybook is a top to bottom CRM (customer relationship management) platform. Because I am not naturally organized setting this up could have easily felt annoyingly tedious but Honeybook was completely simple and seamless. I was up and running immediately and once I got started I've never looked back. They took my contracts and integrated them for me, I didn't have to do a thing. Everything is super user-friendly and not once have I gotten lost on the site not knowing how to do something.
I want to make it easy to do business with me and yet prior to Honeybook I was sending my clients PDFs, making them print their contracts, physically sign them, and scan them back to me. Then, I would send them a separate invoice to pay their retainers. I don't think I directly lost any customers because of this but I was certainly not making it easy on them. Now I simply go in, add my client, and create a single proposal that contains the descriptions of services, contract, and invoice. Easy! I also love that I am notified when my client views their proposal, no more wondering if it went into a spam folder.
Finally I have a place where everything is organized- my work calendar, schedule of payments, client names and contact info, signed contracts, and invoicing. I used to joke with my husband that if I died it would be a full time job for him to figure out who my clients were and how to contact them (too dark? lol). There are so many other features of Honeybook that I haven't yet explored but I wanted to share how I personally use it.
Honeybook has revolutionized the way I do business, plus they are good people to support and do business with. We are so proud and honored that they have decided to sponsor our retreats this year.
If you are interested in trying Honeybook we have an amazing 50% off code for you!