If you’re ready to finally set up workflows in HoneyBook + start booking clients on autopilot, this post is for you.

Want to read the PDF version of this post? Grab your Better Workflows Guide here!

You know that feeling when all the cool kids are raving about their fave tool and you can’t wait to get started? And after listening to all of the benefits (and the 20% off for joining), you decide to jump right in.

But after spending hours trying to figure out what to set up first, you’re ready to ‘throw in the tile’. 😭

Well, today you’ll know exactly what to do first before you start creating your workflows so you can streamline and automate your client experience.

This post contains affiliate links, which means I receive a commission (at no extra cost to you) if you make a purchase using one of my links. Thanks for your support!

Watch this video here (don’t forget to like and share): https://youtu.be/XFQ4lzx4Mss

What’s HoneyBook?

Let’s start with the basics.

What’s HoneyBook and what’s it used for?

HoneyBook is an all-in-one client management tool that helps freelancers and consultants book clients faster and manage projects right in your dashboard.

This means you can:

• Answer all inquiries and communicate with leads and clients here
• Easily schedule sessions with new leads
• Send your branded proposal, contract, and invoice altogether so they can quickly sign and pay online
• Create lead capture forms and questionnaires
• Manage clients from onboarding to offboarding (and automate follow-ups)
• Use the client portal to upload and download all the files