• Karlee Crose

How I Organize My Business with HoneyBook



As an entrepreneur, organization is at the top of my priority list. At any point in time, I could be juggling between 25 to 50 projects, each with its own set of challenges. It is crucial to have a system that enables the streamlining of communication, invoicing, scheduling, reporting, and collecting details of each project. That is why I use HoneyBook!


What is HoneyBook? HoneyBook is an all-in-one platform that assists in streamlining the functions of your business. It allows you to see what is happening with each project from inquiry to completion. It provides a home base for essential documents, such as invoices and contracts, which are easily accessible to both you and your client.


What features do I utilize the most?

There are a TON of amazing features that HoneyBook has to offer. The more time I spend searching through the site, the more benefits I find! Here are the tools I utilize the most as a Freelance Makeup Artist:


Project Pipeline

HoneyBook's project pipeline allows me to visualize which stage each of my projects is in and will automatically move projects down the line once certain actions have taken place. For example, once the system recognizes that I have responded to an inquiry, that project is then moved to the 'Follow Up' stage. If a client signs a proposal or contract that has been sent, it is transferred to the 'Proposal Signed' stage.

It also allows me to archive projects if they will not be moving forward. This can be done for multiple reasons, including no response from the inquirer, lack of availability for the project, or if you simply are not a good fit for the project.


Templates

Are you having difficulty creating aesthetically pleasing documents? Unsure of the right language to use when writing a proposal or contract? No worries! HoneyBook has a wide variety of templates for invoicing, contracts, proposals, questionnaires, and more.

I get the most use out of the contract, questionnaire, brochure, and contact form templates. As soon as I get a bridal inquiry, I send the bride my Bridal Guide, which was imported into a brochure template. I used the contract template to create my Service Agreement, which allows for input from both myself and the client. I utilize the questionnaire to learn a little bit more about what my clients are looking for when it comes to customizing their services. And last but certainly not least, I have added a contact form to my website so that information is sent directly to my HoneyBook dashboard when a client submits a form.


Personalized Project Portals

Each project is given its own portal that can be moved through the project pipeline and accessed by myself and the client. Having these individual portals has been a LIFESAVER when it comes to keeping my projects organized. Each portal contains all email communication, brochures, contracts, and questionnaires sent to the client.

Additionally, it provides a place to collect all of the details for the project, including time, location, project type, etc. Behind the scenes, you can track your project stage, lead source, notes, and private details about the project.


Invoicing

With all transparency, I typically utilize other software for invoicing. I do this because HoneyBook does not have an instant transfer option for your balance. If that isn't a concern for you, HoneyBook's invoicing system is a great option!


You can track payments, expenses, profits, and losses. It is even compatible with QuickBooks! Clients can make secure payments using credit cards or bank transfers. You can also set up a payment schedule with automatic reminders sent to the clients.


What softwares are compatible with HoneyBook?

  • Gmail

  • Quickbooks

  • Calendly

  • Google Calendars

Membership

HoneyBook offers a 7-day free trial so you can see if it good a fit for your business. After that, plans start at just $9/month with the Starter Plan and $39/month or $390/year with the Unlimited Plan.

How to Sign Up If HoneyBook seems like a tool that could benefit you and your business, you can receive 20% off your first year of membership by using the following link:

http://share.honeybook.com/karlee387694



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