Want a one-stop-shop for organizing your business?
In the immortal words of Amy Poehler, "Yes please!"
It's easy to find reasons to put off switching to a new organizational system. We've also been guilty of sometimes thinking too short-sightedly when it comes to business processes, and having an "If it's not broken, don't fix it" mentality to things other than the actual photography part of our business. But friends, let me tell you, we love HoneyBook for managing our business, and are so happy we made the leap! We even updated this post because HoneyBook has introduced new features that make it an even more amazing tool for small business owners!
What is HoneyBook?
While HoneyBook is used by lots of different types of vendors, our review will be largely written from the perspective of a Wedding & Portrait Photographer. HoneyBook streamlines and automates your client's experience from inquiry to final invoice. The HoneyBook system keeps your clients moving through the workflow with automated reminders and notifications. Your pipeline helps you visualize where you are with your clients and what you need to work on next, all in one place. Email clients directly from HoneyBook (both the app and the internet browser version). Create and manage invoices, service brochures, and proposals , with the ability for clients to seamlessly select services, sign agreements, and make payments online. You can even send your clients customized timelines for their projects to help keep everyone on track!
Here are 5 reasons to make the switch!
1. Use the Pipeline View to Manage Workflow
The ability to view all of your projects (weddings, portraits, etc.) in one place and easily determine what needs to happen next, depending on what stage the project is in is invaluable in keeping up with your workflow and staying on top of deadlines.
2. Create an Integrated Contact Form To Send Website Inquiries Directly to Your HoneyBook Workflow
This right here is a game changer! Customize your perfect contact form through HoneyBook and embed the code onto your website's contact page, and just like that, every inquiry that comes through your website is automatically in your HoneyBook workflow!
3. Create and Send Brochures, Proposals, and Questionnaires
HoneyBook makes it super easy to send brochures of the services you offer, where your clients can select the service they're interested in. You can then send them a proposal (agreement/contract - pictured above) with the info they need to review and sign your agreement electronically, and they can make payment online immediately! I can tell you for us, this has made booking and getting paid a considerably less cumbersome process, and has created a lot less work for our clients too! No more finding checkbooks or locating stamps to send in paper agreements. What this also means is that not only are all your messages, from the initial inquiry to the last thank you, all in one place for each project, but so are the files you send them, including their signed proposal and any event questionnaires you've sent them! It truly is a one-stop-shop to keep track of all activity associated with each client.
You can even create the following types of templates, each fully customizable, to help you better streamline your client communications so you're providing consistent and complete information every time!
- Email Communications
- Services and Packages
4. Online Invoicing and Payment Made Easy
I'll admit it. Before HoneyBook, I was terrible at invoicing. I mean, I had the payment info in the contract, and I'd email people or follow-up, etc., but I did not have a good process in place for tracking amounts due, due dates, and following up with clients. Which made every interaction about it kind of awkward, and no one wants that. Now I can easily create an invoice and send it, track due dates, and HoneyBook will automatically send out payment reminders on past due balances (making it less awkward and weird than emailing myself)! Clients can even add a gratuity right through HoneyBook if you have that feature enabled. It's great! Once payment is made, the money is automatically deposited into our business account and available within 2-3 business days. If a client prefers to pay via check, you can manually mark the invoice paid. Easy as pie! Mmm... Pie...
5. Create Project-Specific Tasks & Workflows (in Beta)
Who here couldn't use a friendly reminder to keep us on track from time to time (or literally all of the time)? With HoneyBook, you can implement automated, project-specific workflows (still in Beta) to help make your life easier, and your client's experience even better! You can also create tasks, either as a part of a workflow or standalone, that make sure you never miss following up with a client, sending an invoice, or anything again! Here's a brief overview of these two features:
- Create and manage project-specific tasks to keep yourself on track (and receive reminders when you have overdue tasks)
- Tasks appear both in the Task Management area (all tasks) or within each project (project-specific tasks) and can be arranged by what's due next so you always have easy access to what your next steps are
- Create workflows based on different types of projects, for instance, a Wedding workflow and a Portrait workflow
- In workflows, you can automate, on a pre-determined schedule in relation with the project date, things like creating a task, sending a questionnaire, or sending an email (and you can turn on approval if you don't want emails to send without your review)
- Important Note: This feature is currently in Beta, but if you sign up for HoneyBook, I highly encourage you to sign up to be a Beta tester so you get the first access to all sorts of neat features and can provide feedback!
These automation features are an amazing way to stay on top of your workflow easily, so that you can spend your time focusing on better serving your clients!
Just for our readers, get 20% off of your first year with HoneyBook (or your first month if you choose a monthly subscription) when you use the link below!
Enjoy friends, and here's to streamlining processes, perfecting your workflows, and getting your life back!