Client Management: Can You Automate That?
Our co-founder on how HoneyBook simplifies day-to-day tasks so she can focus on business growth.
When you’re running a small business, there’s the super-fun part, where you plot and plan and scheme and take big steps to make your dreams come true. And then there’s the admin. Ohhhh, the admin. The proposals, contracts, invoices, inquiries, scheduling — it can be tedious, time-consuming and completely, head-spinningly chaotic. Plus, while totally essential, it takes time away from the larger growth, where you plan and execute industry domination. When it comes to client management, there has to be a better way.
For this one, we turned to co-founder Kelsey Gilbert-Kreiling.
Kelsey, can you automate that?
Kelsey: Yes.
HoneyBook handles client management from the first inquiry to the last paid invoice, keeping all those essential project documents in one well-organized place. It tracks progress, keeps on top of deadlines, allows for simple scheduling, handles contracts (including online signatures, huzzah!), sends invoices, and even collects payment for you. Communication can be customized to your brand, and HoneyBook also automates busy work such as sending emails. (Obviously, we love that.)
Kelsey says, “After years of using a different contracting service, we recently switched to using HoneyBook. From the moment someone sends us an inquiry, to wrapping up the end of projects, HoneyBook has made it so easy for our clients to contract, pay for their engagement and more. We love how easily it connects to Zapier, which powers so many other fun integrations that frankly, feel like magic.”
