Episode 235: How To Use Honeybook To Grow Your Design Business with Mac Hughes
As a business owner, you’ve probably found that you can’t run your business without a solid set of tools and platforms, but are your tools as efficient as they could be? Today I’m joined by Mac Hughes from Honeybook (the CRM that I use in my own business), who is sharing all about creating efficient workflows in your business and building consistent client experiences all within Honeybook. Listen in as she shares a few of her favorite features with Honeybook, along with a bit of encouragement if you’re just getting started! If you’re ready to get organized in your business by streamlining a consistent client experience, try Honeybook today! You can try it for free today, plus get get 50% off your first year when you use my link to sign up! SIGN UP From organizing candy in the checkout aisle as a kid, to her degree in entrepreneurship, Mac has always had a passion for creating and organizing. Currently working alongside new and existing HoneyBook members to help them streamline their processes and make the best decisions for their businesses so they can get back to doing more of what they love. Utilizing Tools in Your Business Your business needs tools to operate efficiently and with intention. As you’re just getting started, you may want to try out a variety of tools or even use a few different tools to meet your different needs. This could be through creating brochures, gathering client signatures on contracts, or collecting payments. If you’re using different tools to take care of each of these tasks, you not be as efficient in your business as you’d like too be. Consolidating All of Your Tools by Using Honeybook Honeybook is an all-in-one tool that allows you to manage your inquiries, brochures, email communication, proposals, payments, questionnaires, and more all inside one platform. In turn, this streamlines the backend work within your business to keep you more organized and productive. Honeybook Features that Benefit Your Client Process While every business is different and the tools are going to be unique to you, there are a few Honeybook features that will automatically benefit your business: * Automatic Job Tracking: Inside your Honeybook pipeline, you’ll see automatic updates for signed proposals, payments, and more so that you know exactly when you need to step in.* Automated Workflows: As soon as your client takes an action, you can automate the next step based on the type of project. Ex: Sending an onboarding questionnaire as soon as a clients signs on to work with you.* Scheduling Tool: With a built in scheduling tool, you have synced your calendar to show your availability and your clients can schedule calls with you as needed based on your client experience.* Time Tracking: If you invoice your clients based on hours, you can track your time within the app and invoiced based on those hours.* Team Management: If you have multiple team members working on projects, you can incorporate them into your projects to view and collaborate. While Honeybook does have all of these amazing tools and more available, you do not have to utilize them all immediately. You can start small and build as you grow or shift your workflows. Creating a Consistent Client Experience with Honeybook Not only does Honeybook create an efficient and streamlined process for you in your business, but it also helps support a consistent client experience.