After leaving my corporate job at The Knot and starting my own company, I thought that my project + client management would remain the same. Clearly, I was wrong because I quickly was swimming in contracts, brand templates, questionnaires and inquiries that all lived in separate places on my computer. I was overwhelmed and didn’t know how to get everything I needed in one place— gmail, contracts, invoices, calendly— it was all too much! And then in stepped HoneyBook.
HoneyBook is a client management system that will help you manage workflows, track project status, send invoices, collect payment and export finances, all in one place!
First, HoneyBook helps me keep track of not only all the projects I am working on but also tracks my inquiries. I am able to have a step by step tracking process and see where I am with clients in each phase of their project. Have I sent the contract? Have they signed the contract? Have they paid their invoice yet? All these questions are answered and I can quickly move to the next phase. Plus, with everything stored in one place, my client experience has vastly improved!
One of the biggest lifesavers and probably my favorite feature (other than the incredible customer service) is that all my templates, questionnaires and contracts are branded and can be sent and tracked through HoneyBook. I was sending contracts through Adobe, questionnaires through google forms and additional emails etc through gmail. It took me way too long to source all the materials for a project. What a headache! This feature saved me so much time and energy!
The customer service team, I kid you not, uploaded all my forms, templates, contracts, then customized them to by brand colors and fonts so I can easily send them in one place! Goals! This implementation was something that was so important for me, I needed all my content to remain on brand but now it is even more efficient!