Improve Client Experience With Honeybook

Continually improving my client experience is a top priority! Some years that comes in new products I offer, other years it may be in expanding my photography education. Two years ago it was with a CRM, and not just any CRM. I improve client experience with Honeybook. HoneyBook is a CRM, or Client Relationship Management software, that helps independent business owners to manage projects from start to finish in one place. I’m able to utilize templates I created to keep myself from writing client emails and creating proposals in bed at midnight. The best part is that it gives my clients one place to access everything they need to work with me- all of our communications, links, calendar reminders, invoices, and contracts are in one place!

Let’s back up for just a second…

Before I found Honeybook client’s would inquire about a session with me via my business email. I would then need to reply with a quick joyful response and ask a whole bunch of questions:

• What is their contact info?
• What type of session they want to book?
• What are the names and ages of participants?
• What is their preferred timeline?
• What is their preferred location?
• How did they find my business?

Once they responded, I would then need to formulate another email in regards to my pricing, based on the answers to the above questions. Then the client would respond via email when they were prepared to move forward. Finally, I would need to go into a contract website I was using to customize and send a digital contract to my client, and then I would head over to Paypal to send a Paypal invoice to the client for payment. I’ve now communicated with my client via several different email threads and sent them to TWO separate website links for contract and payment.

My OLD onboarding process was exhausting!

The old way of onboarding clients was exhausting for me. I was always hunting for emails from clients to see if I could find their invoice, their contract, or the email where they told me their kids’ names and ages. I knew that if I was exhausted and finding it hard to track down information, then my clients were most definitely feeling it too. It was obvious I needed a change before I dropped the ball for something really important.

Enter Honeybook, the BEST CRM for your creative business!

With Honeybook I can create an inquiry form that is embedded on my Showit website, custom email templates, and the perfect client workflow for every type of service I offer. Moreover, I can customize all of my invoices, contracts, brochures, and client communications with my business branding. Best of all, my new client onboarding process is smooth as butter*:

• A client inquires via my embedded website inquiry form. Honeybook immediately notifies me of the inquiry.
• An automated response is sent to the client with a questionnaire. I’m still sitting in the pool with my kids, enjoying my Saturday and my client is getting immediate answers.
• The client opens their email, Honeybook tells me.
• The client answers and submits their questionnaire, Honeybook tells me.
• I manually respond with a personal note and the appropriate Brochure for my client. It takes me a whole 30 seconds to send my pricing brochure because it’s already set up in Honeybook.
• The client opens their email, Honeybook tells me.
• The client selects their booking preference in my custom-on-brand brochure, Honeybook tells me.
• I respond to my client using my email template, but again customize parts of my response for a personal touch. I love connecting and creating a relationship with my clients, and there is always opportunity to do this in Honeybook by making specific steps manual in my client workflow.
• I send my client’s invoice and contract in one beautiful proposal via Honeybook.
• The client opens their proposal, Honeybook tells me.
• The client signs their contract digitally and pays their invoice online, Honeybook tells me.
• I do a happy dance!

*the only time I had to jump in and work to onboard a client is highlighted in this color.

All of my client and session information is in one safe space, Honeybook!

Anytime I, or my client, need to reference our communication, contract, or payments we can do so with ease via Honeybook! Everything is in one spot. And the best part, for every service I offer I’ve created a specific workflow (automation) to remind me of what I need to do to prepare for my client’s session. Honeybook sends me reminders and I’m always on the ball. My clients are blown away by the ease of booking and all the attention to detail. And, I’m on cloud nine knowing I don’t have to keep all the details stored in my head because it’s all in Honeybook.

Are you ready to streamline and IMPROVE your client experience?!

I have the BEST NEWS for you… I have a link for 50% off HoneyBook for your first year! Not only that, but I’ll also share my client questionnaire with you- the exact one I send to my clients. You get this for FREE when you sign up! This questionnaire will help you be better prepared to serve your clients with love. So grab another cup of coffee and link over to HoneyBook to see for yourself!

If you have any questions about how you can improve client experience with Honeybook, be sure to leave them in the comments below. I’m happy to answer them! I’m here for you in this photography business journey and I’m ready to cheer you on! If you want more one-on-one guidance you can inquiry about a personal mentor session with me too. I look forward to connecting friends!