As a business owner, you juggle a lot of different clients at a number of different stages of booking. It can be challenging to keep track of who’s ready to book, who’s already booked, what proposals are out, what deposits are due, and when to collect the final balance! And you’re likely communicating to inquiries and clients via text and email and Instagram and Facebook…keeping track of all of the conversations you’re having can easily become a full-time job!
In order to address these concerns, we use Honeybook to keep track of all of our clients at every stage of the process. This has created efficiencies and has given back time to do the things that really matter.
Check out the 5 features of Honeybook that have improved the way we interact with our clients and have made life a little sweeter! If you use Honeybook, we’d love to know what features you love – leave a comment below! If you’re looking for a client management system, check out Honeybook by starting a free trial.
Honeybook is extremely customizable, and the first template we’d recommend setting up is your contact form. This is the first point of contact between you and your potential clients! When someone responds to the Honeybook contact form on your website, the inquiry is automatically added to your account dashboard without any additional legwork on your end.
You can create a contact form as it makes sense for your business and add the embed code directly to your site. If you have multiple websites, businesses, or target markets, you can create multiple forms and save them as templates.
Once you have the form saved as you like it as seen here👆, you just add the embed code to your site and it will auto-populate as shown below. When someone inquires you’ll receive an email notification with your new inquiry, and your warm lead is waiting for you to respond. In order to respond as quickly and efficiently as possible, check out #2 for some of the other templates you can create in Honeybook. If you’re ready to start a free Honeybook trial, click here!
We live in a fast-paced world where we have information at their fingertips, and when someone inquires for pricing or for more information they expect a quick response time. If you’re overwhelmed juggling life and business and can’t respond efficiently, you may have just lost a client. In order to get back to your inquiries quickly and keep your sanity at the same time, we have one word for you: TEMPLATES.
In Honeybook, you can create email templates, brochure templates, proposal templates, contract templates, questionnaire templates, you name it. Not only can this save you an enormous amount of time once you have the templates set up, but it also takes all of the guesswork out of your pricing and your responses will be consistent from client to client.
You can set up email templates for any email you find yourself typing over and over again. What are the frequently asked questions you receive on a consistent basis? Write them down along with a response (in your own voice and on-brand) and create a template to save yourself time the next time you receive that specific question.
Download the exact email templates used in my family photography business here to get a headstart and start responding right away to your clients! This guide will also take you through our exact family photography brochure I use to send to all inquiries!
You just responded to two leads, you’re waiting on a proposal, you have three photo sessions next week…there are so many different projects to keep track of! But with Honeybook, you can monitor your entire pipeline on your dashboard and see where all projects are in the booking process. Once the project is complete, you can archive the booking and keep your pipeline clean and organized.
Creating a workflow takes some time up front, but trust me when I tell you it will save you time in the long run. When you create a workflow, it also gives every client the same experience and will help prevent things from slipping through the cracks. If you offer multiple services as I do, you can create multiple workflows and assign them to your inquiries as come in. Want to see the workflow we created for family photography clients? Grab the exact one here and start implementing it in your business.
Getting paid: a necessary part of business that can be awkward if you don’t have a system in place for it. With Honeybook, payment plans are part of the proposal and you can customize the number of payments offered, due dates, recurring payments, and auto-payments. You can also control how clients pay: via credit card or via bank transfer if they’re open to paying that way. (Keep in mind when clients pay with bank transfer you can avoid paying credit card fees! Yasss!) You can also set up automatic payment reminders so you don’t even have to think about it when their payment is due. Start getting paid with Honeybook…start your free trial and see how you like it!
This platform has made such a difference in my business, and I’d love to share the workflow and email templates used in my family photography business. Get instant access to the guide by clicking below, and start setting up your workflow and email templates! We also share other free resources, such as our scheduling platform, and the exact brochure we send to all family photography inquiries. Grab the guide below or comment below to share how you track your workflow!
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