So you’ve started your business, grown your client portfolio, and now you have a million folders spread across your desktop with client information also stored on your phone, in your planner, and throughout random emails. Maybe you’re even more old school than that and have been printing off invoices and contracts while trying to find adequate physical filing space.

What does your current client management system look like?

Be honest—can you really even call it a system?

Whether you’re just starting out or you’re a veteran, it’s so, so, so important to have an organized approach to client management. Because seriously, you don’t really want to be spending your time doing the busy work of business, do you?

You’re spending too much time grabbing information here and there while recreating content with each new client that you aren’t able to give the energy needed to really move your business forward. It’s time to get organized so that you can refocus your energy on your marketing, sales, branding, and all the other strategic elements of your business that’ll get you in front of more potential clients which in return will bring you even more sales.

So let’s get you streamlined, shall we?

I, along with tons of other business owners around the world, am obsessed with HoneyBook because it does just that. It has so many amazing features that help entrepreneurs stay organized, efficient, and simplify their process.

Here are some of its best features.

1 // Centralized System

You collect all your client information that you’ve been storing here, there, and everywhere and put it in ONE place. HoneyBook allows you to stay on top of your payments, contracts, proposals, and custom designs. You can also manage new inquiries through their software, so even potential clients are stored in one place!

This means you don’t need twenty windows open on your desktop anymore. You can literally log into HoneyBook through the app or on your desktop and view EVERYTHING—yeah, I heard your sigh of relief from here.

2 // Automation

No more reinventing the wheel every time you have a new client. HoneyBook enables you to create templates that are customizable for each client. You can literally automate your proposals, contracts, emails, a-l-l o-f i-t.

With the entire process automated, all the documents needed to walk new clients through the experience are right there. All you have to do is tailor little pieces along the way, which saves you SO MUCH TIME! And that time can go to space for creativity or other areas of your business that need attention.

3 // Proposals, Contracts, and Payments

Honestly, this is not the fun part of owning your own creative business, but it’s the stuff you have to do in order to keep your business running.HoneyBook puts all of these elements into one interface for you and your clients to interact with. It eliminates confusion while making it easy for everyone involved.

With just a click of a button, you can send a contract, have your clients sign it, and then have them immediately submit payments. There’s no printing, scanning, attaching, or sending that needs to happen outside the application.HoneyBook makes it so easy to get the busy work done fast!

4 // Communicate Business-Specific Documents

HoneyBook provides the ability to create documents that help you clearly communicate your products and services to clients. You can build questionnaires, timelines, and other documents that walk your clients through your process and give them the reassurance they need that you are the right person for the job.

Plus, once you’ve created the documents that you need, you can store them on HoneyBook and reuse them with any new or potential clients.

It’s time to get organized and automated so that you can quit wasting your time on the stuff that you don’t really want to be doing anyway!

Are you nervous to make the leap because the thought of you having to migrate all of your existing client information and other documents and templates has you completely overwhelmed?

No stress, friend. Honeybook’s team will walk you through getting started and help you set yourself, and your business, up for success. No headaches. No roadblocks. Honeybook is on your side and wants the setup process to be as easy and straightforward as possible for you!

Why an Organized Client Management Approach Matters – Intro to HoneyBook


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