Customize these free brochure examples to send to clients

Brochure examples ready to use

Showcase your brand and book more clients by customizing our free brochure examples. Download a brochure template to get started.

Ready to send a client or new inquiry your brochure but don’t know where to start? Look no further, we have just the tool for you.

We partnered with Galler.ee to create two high-impact brochure examples: ready-to-use business brochure templates that present your services, pricing, and story in the best possible light. They’re beautifully designed, fully customizable, and 100% free. Our brochure examples will help you to gain inspiration and find direction for your upcoming client or potential customers.

Leverage the templates with these business brochure examples and create the best sales tool fit for your needs. Choose the type of brochure you need and create a memorable experience for your future clients. 

Jump to:

Get professionally designed brochures

Get a competitive edge when presenting your services.

What’s included in our free brochure examples?

Our customizable templates include a range of visual elements and contemporary designs to serve your promotional purposes while providing ample space for your product details and product benefits. Furthermore, they offer an engaging experience for your potential customers beyond the standard brochure. They include: 

1. Entrepreneur pricing templates (PSD Photoshop files), which include individual files and design elements you can customize beyond the standard brochure. They include:

  • Top header
  • Let’s get started
  • My process
  • Core values
  • Inspirational quote
  • Testimonial quote
  • Pricing and services
  • Add ons

2. Storyboard & Proofing brochure templates (PSD Photoshop files), which include:

  • Top header
  • Quote sections
  • My clients
  • “Customize Your Experience” header
  • Primary palette
  • Secondary palette
  • Moodboard

3. Instruction set for using the brochure templates

What goes into memorable brochure design?

Using a digital brochure is best to showcase your products and services, but it can also showcase your brand. With an eye-catching, well-designed brochure, leads will form stronger associations with your brand so you’re more likely to convert them into long-term clients. 

You don’t need to have your brochures professionally designed or build your brochure from scratch to have a big impact— by taking a look at our brochure examples and using the right brochure template you’ll be able to create brochures and customize them to fit your needs so they look just as professional as if a hired designer created them. 

When customizing your brochure templates, be sure to choose fonts and colors that match the branding on your website and social profiles. You should also include high-quality vibrant images. We recommend adding a headshot of yourself as well as photos or samples of any relevant projects.

Want your brochure to do even more?

The number one mistake we see independent business owners make with their brochures is not making it easy for clients to book them straight from the brochure. Think about it: If you make your inquiry click out of your brochure to take another step to contact you, request a proposal, or book your services, you’re just adding more steps in between booking with you.

Clients get distracted. Emails get buried. The less friction between your sales process and booking process, the better.

Pro tip

With a clientflow management platform like HoneyBook, and using our brochure examples, customers can book from your brochure with the click of a button.

Interactive sales brochures let clients choose their desired services, and you can even build custom packages using the a la carte feature. On the next page, they’ll see an online invoice with the services they just selected, with the option to pay online immediately through our online payment software

Improving your brochure experience

Your brochure doesn’t always have to be a static file. If needed, it can become an interactive step in your booking process to help engage both clients and leads. The trick to improving your brochures is to think of them as part of the experience rather than just another file. Browsing brochure examples and reviewing design tips can help you to understand how other businesses use the limited space as valuable marketing materials, and incorporate their brochures into their booking process.  

HoneyBook Pros specialize in improving your business. A Pro works with you to map out the best brochure strategy for your needs and can show you multiple brochure examples to help you find one that fits your brand 100%. They’ll also help you understand when to send your brochure, what information to include, and how to move your clients toward next steps.

If you’re using brochure templates, they can even use their design expertise to make sure your template incorporates your brand throughout. 

How to use an online brochure maker

The easiest way to create a brochure is by using a platform that’s designed for easy client communication. With HoneyBook, you have full creative control to drop in captivating images, text, questions, and services in a variety of formats. Each element is included to help you move leads forward to clients by offering a single place for them to learn about your featured products, services and select their choices. 

To use your free brochure templates with HoneyBook, simply customize the brochure examples  using Photoshop files, then upload them to your HoneyBook account. Within the brochure builder, you can drop in each part of the template as an image, then add other content blocks like questions or services. The drag-and-drop builder lets you move each element around—and you don’t have to use every file that comes with your free templates. It’s all about creating the brochure that works best for you and your clients’ needs.

Don’t forget to include more information about your company, such as your social media links and some specific project information. Once you’re finished, you’ll have a stunning and professional brochure that’s fully customized to your brand. Better yet, you can do this all with little time and effort by using our brochure examples as your starting point. 

Get professionally designed brochures

Get a competitive edge when presenting your services.

 

How to create a goal map [template included] 

Man working on a goal map

Creating a goal map is a great way to stay focused on your personal and professional goals. Find out how to create one and download our goal map template to get started today.

Man working on a goal map

Creating a goal map for your business is one way to chart a path toward success. Whether you have a new business or you’ve been operating for years, it isn’t always easy to create goals in the first place, let alone achieve them. 

As an independent business owner, understanding your personal goals can similarly help you achieve more balance in your personal life, which can carry over to your business. 

Goal mapping is the process of defining your goals based on what’s most important to you, then outlining what you need to do to achieve them. Learn how to create a goal map for your professional, personal and financial goals, and use our free goal map template to get started. 

Jump to:

What is a goal map?

A goal map is a document that shows your ideal goals and the steps along the way to achieve them. Typically, they look like flowcharts, but you can design goal maps in any way that helps you visually. 

What do you want out of your business? What are your goals and how are you going to achieve them? This is what a goal map can help you figure out.

How to get started mapping your goals

Grab a piece of paper and write down what you value in your personal and professional life. Next, you’ll determine what’s most important to you so you can create your goals and integrate them into your daily life.

The different parts of your life journey are interconnected and take up your time and energy. It’s essential to look at your personal and professional goals because the two work hand in hand. Your goal map takes this into account and helps you create an overall picture of how you want your life and business to look, touching on both company goals and creative goals, instead of just focusing on one piece of the puzzle.  

Get the goal mapping template.

Learn how to set personal and professional goals with our goal mapping worksheet so you can grow your happiness and your business.

When creating a goal map, start with your personal life

To create a useful goal map, first, take a look at your personal life. 

Let’s rate the areas of our life that give you the greatest satisfaction on a scale of 1–5: 1 being the most satisfaction and 5 being the least: 

  • Family time: Meals together, quality time, and date nights
  • Personal growth: Through books, new skills, hobbies, and your creative life
  • Money: Your net worth, earnings, expenses, savings, debt, and giving
  • Health: Energy, sleep quality, and exercise
  • Relationships: The quality of personal friendships, work friendships, and meaningful connections

These five categories can give us a good understanding of our feelings of satisfaction in our overall life. This will not be a one-and-done assessment. You will need to go back to your answer key to understand whether the steps you take are improving your circumstances or just pushing off the problem for another day.

Evaluating business goals for success when creating a goal map

As an independent business owner, you’re responsible for the success, viability, and growth of the company. You need to look at your business as a living entity and base your decisions on what the business needs to stay alive and prosper. Look at these five main categories when evaluating your business goals and creating a goal map.

  • Management and staff: Consider the cohesiveness of the group, the ability to achieve your goals together, and the needs of your employees to help them be successful.
  • Growth: Are you maintaining a trend of profitable growth? Are you increasing your offerings or removing unprofitable areas? Have you revisited your pricing strategy to be in line with your competitors?
  • Money and sales: Do you have working capital, positive cash flow, and good sales? Does the company give back to the community? What is your debt-to-net ratio?
  • Health: Are you in a growth industry, or is your industry in decline? Is your company growing, or has the company become stagnant?
  • Relationships: Your relationships with your client base, reinvigorating your past client base and creating positive buzz to develop new relationships and impact your customers lives.

How to use your goal map

The identification of your biggest areas of satisfaction and wins will give you the fuel to work on your least satisfactory life areas. What are the issues you need to focus on, and how can you take action steps to change the outcome? 

To oversimplify the issues, you can say that your dissatisfaction with money means you don’t make enough or that your lack of time at home means you need to quit working so hard. But rushing to a judgment and taking quick action could lead you down the wrong path. Instead, let’s take our goal map findings, create smart goals for your personal life and use those new life goals to evaluate your job, business, and career goals.

For example: if you find dissatisfaction in your lack of time at home and want to stop working so hard, take a look at how you operate your business or manage your workflow. You can make changes to better fit your needs and spend less time working (using a clientflow management platform helps enormously with this). You can also then make specific changes to your daily habits regarding what you need to receive from your job, including time off, pay, and the ability to increase your knowledge and personal growth. 

Outlining what you need to achieve your goals

Once you have focus areas that align with your values, you can use your goal map to start determining the actions you need to take to achieve your goals. For instance, if you value your management and staff the most, you may need to outline steps for training. 

Using our goal map template, you can dig even deeper by determining your stakeholders, key dates, business metrics, and individual tasks. 

Let’s say one of your focus areas is management, and you notice that you aren’t spending your time where you want to. A good goal would be to reduce your workload by a certain amount of hours each week, so you can prioritize as needed. Your tasks might be implementing calendar blocks, automating some emails, and delegating more tasks. 

If you are focusing on relationships, join an industry group, use the monthly meetings to meet new vendors or clients, and expand your social network.

If you have employees as a small business owner, take into consideration how personal and professional goals interact for your employees, as well. Employers can create opportunities for employees to bring in their personal goals and relate them to the company’s goals. Find ways to help employees offer meaningful input and set smart goals for the company to satisfy their personal needs. Try to find a common goal or goal themes that can inspire concrete outcomes that can benefit both you and your employees.

Some additional examples

How can the company support a flexible work schedule to allow maximum home or family time while ensuring completion of the job? 

Are you able to facilitate the hiring of or provide the services of training one or two days a week in the office before or after work to help your team improve overall health?

Understanding personal and professional growth with a goal map

No matter how we manage the results after completing our goal map, we must first figure out what we need to be happy and successful on a personal level. Once we’ve got that figured out, we can use those results to create an environment at the office in which we can find success. Understanding that personal and professional goals work hand in hand will help both businesses and employees find long-term success in their chosen professions.

Checking back in to re-evaluate how your action plan is working will create a sense of accomplishment and increase job satisfaction for all involved. 

Another way to ensure meaningful changes in your life and business is to use a clientflow management platform. This streamlines everything you need to manage your business into one place, giving you the peace of mind you need.

Keep your business organized

Manage each step of your clientflow and ensure nothing slips through the cracks. 

18 passive income apps for making extra cash

Woman using passive income apps

With so many passive income apps out there, how do you know which ones are worthwhile? We did the research for you. Here are the top 18 that can help you generate income on the side.

Freelancer checking her passive income apps

Passive income apps can be a great way to make extra money on the side. It can help boost your income on top of your day job or serve as a starting point for starting your own business.

With so many passive income apps out there, how can you know which ones are worthwhile for extra income and which ones are a waste of time?

We’ve compiled an extensive list of tried and tested passive income apps that actually work. Give a few of these passive income ideas a try and slowly add more as you get more comfortable. 

Jump to:

What does passive income mean? 

There’s always something new to learn when it comes to building passive income. Because passive income is such a buzzword, it seems only right to provide a small caveat about what we mean when we say “passive income apps.”

It’s very unlikely any of the passive income apps in this list will make you a millionaire overnight with no effort.

While many people use the word “passive income” to describe a wide spectrum of potential revenue sources, in this article, we’ll stick to apps that allow you to make money on the side from activities you’re presumably already doing on a regular basis (driving, shopping, using your phone, etc.)

Not all of these passive income apps are 100% passive. They all require minimal investment and, over time, can supplement your income. 

The best passive income apps to start earning extra cash

Survey Junkie

One of the quickest and easiest passive income sources is using passive income surveys to make extra money without a lot of extra time or effort. Passive income surveys like Survey Junkie connect users (you) with companies that need research data from potential or past customers. Often, passive income surveys take less than a couple minutes, allowing you to make extra money during downtime throughout your day.

Google Opinion Rewards

The Google Opinion Rewards App is another way to make a little extra money. The payouts come in the form of Google Play Store credits where you can buy books, movies, apps, and more.

What’s great about this passive income app is you’re sent questionnaires or online surveys based on places you go, apps you use, videos you watch, or things you ask Google Assistant. 

Since you’re doing all these things anyway, you can make a little extra money by sharing your opinion with Google (and their partner companies).

HoneyBook

HoneyBook is a clientflow management platform, so you might not think it can help with passive income opportunities. But there are a couple of ways you can leverage HoneyBook as a passive income app to supplement your income.

First, if you’re an independent that uses HoneyBook, we offer a referral program that gives you up to $200 cash for each referral that joins using your unique referral link. Many members have seen success by simply including their referral link in their social media bios, promoting them on their website, and even offering their link to clients.

If you’re a business owner, you can also leverage HoneyBook to create projects and manage your client journey. Automate your lead response and streamline your entire clientflow

When using your HoneyBook contact form, you can embed one on your services landing page. When someone fills it out, the app will automatically send an invitation to book without you lifting a finger. 

With little effort, HoneyBook can help you bring more money in!

Leverage automation to build passive income

Try HoneyBook free for 7 days to see how powerful automation, invoicing, and payment processing can bring in more revenue.

Creative Market

If you’re a creative person, a little upfront work can have a huge payout and big long-term dividends with sites like Creative Market.

Learning how to make money on Creative Market can take time, but if you’re already creating artistic elements for your work or hobby on a daily basis, why not upload them to the platform? Sell them for a reasonable price and start generating some passive money.

Using the Creative Market as a passive income app works well for designers, illustrators, photographers, and other visual creatives.

Society 6

Another great way to make passive income is to sign up for an app like Society 6 where you can license your work for extra revenue.

In essence, licensing your work means you create it once, making an initial investment of time and work, and then sell customers the right to use your work in certain settings. While licensing fees are not usually very high, they add up over time.

Fluz

If you’re looking for passive income apps that help you get money back on purchases you would have made anyway, then you should start by checking out Fluz.

Fluz is a passive income app that offers cashback rewards you for shopping at certain popular retailers. 

But what makes Fluz super-cool is the “network” element. When you get friends to join Fluz, you get cash back when they make a purchase too. And if they invite friends, you’ll get cash back from those strangers’ purchases as well. Not bad!

Swagbucks

If you spend a lot of time shopping online or doing a wide range of anything on the Internet, then you could be missing out on additional income from the passive income app Swagbucks

Swagbucks pays you to do stuff you were already planning to do anyway— shopping on Amazon, watching YouTube videos, and lots more.

Then, once you’ve built up enough Swagbucks to cash them in, you can trade for gift cards to your favorite retailers or cash via PayPal.

Fiverr

If you’re willing to do small tasks on a regular basis, Fiverr may be one of the passive income apps to check out.

Sites like Fiverr allow users to offer services to customers at a standard price. When customers search the large site and find your services, you complete the work and get paid. Fiverr could be a great way to leverage your side hustle and add another source of income if you aren’t ready to turn it into an independent business yet. 

The trick to making passive income with Fiverr is to sell tasks that can be easily repeated with minimal effort.

Instacart

If you ever pick up groceries for your family or significant other, why not make a little extra when you take those trips to the grocery store?

With the Instacart App, users can request grocery delivery from local stores. When they do, the passive income app notifies you and you pick up your neighbor’s groceries while you’re out getting yours anyway.

Instacart splits the fee with you once you deliver the goods—a win-win for you and your neighbor too.

Ibotta

Another way to earn passive income through cash-back rewards is to sign up for Ibotta. With passive income apps like Ibotta, you search through their coupon codes and offers before you shop, identifying items you were going to buy anyway.

Then, you use the Ibotta app to make those purchases and you’ll receive cash back almost instantly. Plus, you can get an immediate $20 welcome sign up bonus just for using the app.

Fundrise

Of course, we can’t create a list of quality passive income apps without diving into the world of real estate, right?

As one of the original and purest forms of passive income, real estate is as alive as ever—despite factors like the economy and the digital world that surrounds us on a daily basis.

But investing in real estate properties can seem overwhelming and expensive—which is why there’s Fundrise.

Fundrise pools users’ funds to raise money for large real estate investments around the world allowing you to invest in a low-cost, diversified portfolio of real estate. 

Betterment

One of the most traditional ways to generate passive income is to start investing in the market. You might already be investing as a way to financially plan for your future retirement, but investing can also help you build wealth with a target date in mind to utilize the cash before you retire. 

Passive income apps like Betterment offer a simple way to get started investing without a lot of financial knowledge. With automated options, you can choose an investment portfolio that’s already put together and also utilize automated tools that help you prevent unnecessary taxes on your investments. 

If you already save money in a bank account, consider setting some inside to invest.  

Honeygain

Here’s one of the most creative and simple passive income apps: it’s called Honeygain. It relies on “sharing internet.” What does that mean exactly? You get paid to let Honeygain take advantage of the unused traffic resources on your computer. They then sell that to data scientists and others, sharing that payout directly with you.

It means you can simply install this passive income app on your active device, surf the web, and start collecting money right away. 

Fetch Rewards

If you’ve got a lot of mouths to feed, you know that groceries can take a massive bite out of your monthly finances (pun intended). 

With Fetch Rewards, you can collect rewards for buying the food you already have on your shopping list.

Just download the app, shop for groceries, scan your receipt, and the passive income app will send you rewards for purchases you were going to make anyway.

DoorDash

If you find yourself eating out a lot, you may want to think about signing up for food delivery passive income apps like DoorDash.

With DoorDash, you sign up to deliver takeout to people living in your city. When someone places an order, you drive to the restaurant, pick up the food, and deliver it. Then you collect a small fee.

Not 100% passive by any means, but a nice way to get paid while you’re out running errands or on your way home from work.

Wikibuy

If you do a lot of online shopping, you can save a ton of money with Wikibuy. While it’s not technically additional revenue in the form of passive income, it is still extra money you would have spent while shopping anyway.

The Wikibuy app is free to install and activates when you shop on Amazon or other online retailers. Before checking out, it will notify you if the same product is cheaper somewhere else—saving online shoppers hundreds (or more) each year.

Nielsen App

Known for its famous TV and radio ratings, Nielsen is one of the leading media research companies in the world.

Once you install the Nielsen app, you just continue to use your devices as usual, while Nielsen Mobile Panel collects data on your usage in the background. The more data they collect, the more rewards they send you. Every bit counts towards your pocket.

Native

If you’re interested in getting paid to share your data, habits, and behavior with companies you shop with, then Native is another great option when it comes to passive income apps.

Native sends you tasks based on your location (enter a specific store, for example) and then sends you payments and rewards for taking those actions and providing feedback.

Neighbor

If you’ve got an unused basement, garage, or shed that’s sitting empty, then you should sign up for Neighbor, the peer-to-peer storage sharing app.

With Neighbor, people in your city pay you to store their stuff for short- or long-term periods. At half the cost of traditional storage units, it’s a win-win for both of you.

Even more passive income ideas

Naturally, this list of passive income apps only scratches the surface of what’s possible when it comes to potential earnings via passive income. There are hundreds (probably thousands) of passive earning methods—including some you’ve never even considered—so the only thing stopping you from making (or saving) a few hundred dollars each month is your own creativity and go-getter attitude.

Work more efficiently

Set up custom automations with HoneyBook that ensure you’re still providing personalized interactions.

How referral marketing is the key to growing your business with Sara McCabe

Word of mouth marketing is the best way to get the word out about your business, but most of us don’t spend much time investing into that area of business. We rely on social media to get our name out there, and while that is important, nothing beats knowing that there are people out there who know and love your business and are willing to share your work with others. 

In this episode, we’re joined by Sara McCabe, a people and business development consultant. She shares how she was able to stop leaning on social media for leads and focus only on referral marketing. Her strategies of how she’s turning her clients into raving fans is pure gold! 

The Independent Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, get paid faster, and have business flow your way with HoneyBook. Use the code PODCAST to get 20% off your first year as a new member.

Follow the Independent Business podcast

Transcript

The power behind word-of-mouth marketing

For the last 12 years, Sara has worked in people and business development. She started her own business four years ago, and for the last two years, she has leaned into word-of-mouth marketing over social media.

In 2021, Sara went all in with social media strategy, especially on TikTok. She put in tons of hours and posted multiple times a day. She was able to build an audience of 17,000, but it only generated about 10% of her business revenue. 

Sara realized that most of her revenue was coming through word-of-mouth referrals, which she wasn’t even intentionally focusing on. She decided to take a step back from social media and go all in on referrals instead. 

She experimented with this new strategy in 2022 and was able to generate $50,000 more in business revenue while saving herself a ton of time. Today, 100% of Sara’s business revenue comes through referrals. 

Building a powerful referral system

Data shows that 88% of people will mention a brand once a week to friends and family members if they have a good experience with it. To make referrals work for your business, you need to have a powerful system in place.

A holistic referral system includes client surveys. Every time a client completes a project or experience with you, send them a survey to get the following information:

  1. Why did they decide to work with you?
  2. Where were they before they started working with you?
  3. What did they enjoy about working with you?

If the survey is a great testimonial for your business, you can reach back out to the client and ask them if they have three friends who would also benefit from working with you. For the best results, send out client surveys immediately after they wrap a project with you. They will feel excited about the work you did together and eager to send you referrals. 

Getting a referral from past clients could be instant or take months. However, as soon as a new referral comes in, you should also send them a survey before you get on a call with them. A pre-discovery call survey will give you some context so that you can make the most of your call with them. 

This survey should include these questions:

  1. What are you experiencing in your business?
  2. What have you done to try to fix that?
  3. What outcome do you want to experience as a result of working with me?

Coming into a discovery call with context and plans for your potential clients begins to build trust and makes them more likely to work with you. 

After the discovery call, if the client is a good fit, send them a proposal package that includes case studies. 

The value of case studies

Case studies are an extremely valuable investment for your business. When a client really enjoys their experience with you, ask them to sit down for an interview about your time together that you can turn into a case study.

Sending out case studies to potential clients is a great way to let your past work do the selling for you. Seeing real-life positive outcomes of your work is more powerful than any promises you can make. 

Here’s what makes a powerful case study:

  1. You need to have a range of case studies that display different aspects of your work
  2. They need to spell out exactly how you helped that client in detailed steps
  3. The clients you choose for case studies should be excited to sing your praises

Build a strong referral system by serving your past clients

If you want to implement a brand new referral system, the first thing you need to do is look back at the past six months or one year of your business. List out all the clients you worked with and identify the projects you really enjoyed. Ask yourself these questions: 

  1. Why did you enjoy working with those clients?
  2. How did those projects align with your values?
  3. What kind of budget did those projects have?
  4. What kind of work did you do for those clients?

Next, reach back out to those clients and ask them how things have been going since you last worked with them. Ask if they have any questions for you or if they need any new resources from you. Offering them your help before you ask them for anything in return is a crucial part of building a strong referral system. 

If these clients are still singing your praises and excited about the work you did for them six months ago, ask them if they know two people who would also benefit from working with you. Alternatively, you can ask them if they know two people that they think you should meet.

It’s important to remember that getting new clients through referrals is a long game. It takes time to build relationships and lay the groundwork before the referrals start streaming in.

Move past the awkwardness of asking for a referral

When you want to grow your business through referrals, it’s crucial that you clearly ask your past clients for them in a direct and clear way. Don’t beat around the bush or make it awkward. In Sara’s experience, clients have never responded negatively to the question, so it’s important to get over any shyness around it.

How referrals can attract the clients you want to work with

When you source referrals from past clients that you loved working with, you will attract more great clients from their communities. It can also help you attract clients in the budget tier that you want to work with more.

Additionally, referrals help provide insights for your business. When you send surveys and capture information from your clients, you see what they liked about working with you and how they would describe you. You can use their insights to adjust your proposals for new clients, in your social media strategies, and to inform the services you offer.

The biggest differentiator between businesses that succeed and the ones that fail

Sara believes that the biggest differentiator between the businesses that succeed and the ones that fail is the ones that succeed, ask for what they want and they make sure they are being of service. Their top priority is to be helpful to people. 

Important sections of the conversation:

  • [1:50] Sara’s business journey with word-of-mouth marketing
  • [9:20] Building a strong referral system 
  • [16:50] The value of case studies
  • [24:54] Sourcing referrals from past clients
  • [29:29] How referrals can attract the clients you want
  • [38:07] The biggest differentiator between the businesses that succeed and the ones that fail

Connect with the guest

Episode Transcript

Akua Konadu
The best type of marketing hands down is word of mouth and get we’ll spend a lot of time investing in that area of our business. Many of us rely on social media to get our name out there. And while that is important, nothing beats knowing that there are people out there who know and love your business and are willing to share your work with others. So how can we invest in our referral marketing strategy? Well, today on the podcast, we have Sarah McCabe, who is a people and business development consultant. And she sharing with us how she was able to stop leaning on social media for leads, and focused only on referral marketing. Her strategies of how she’s turning her clients into raving fans is pure gold. So if you want to learn how to do the same thing, this episode is for you. Hey, everyone, this is your host, Akua konadu. And you’re listening to the independent business podcast, more people than ever are working for themselves and building profitable businesses in the process. So on this show, I get to sit down with some of the most influential authors, entrepreneurs and creators to break down the science of self made success so that you can achieve it too.

Akua Konadu
Hello, Hello, Sarah. Welcome, welcome. How are we doing today?

Sara McCabe
Great. Thank you for having me.

Akua Konadu
Well, thank you for being here. We are just so excited because I feel like this is we hear this all the time as business owners that the best type of marketing is word of mouth marketing. Right? It is the best way hearing people talk about your products and services. And also people are also burnt out from social media. So I think also looking at your business and your marketing strategy holistically, this would be a good conversation to do that. So thank you so much for being here.

Sara McCabe
Thank you. I’m really excited. It’s one of my favorite topics. Yes,

Akua Konadu
well, great. Okay, so let’s hop on in. Well, first, I’ll let you start with your business journey, right, I really want to hear about your journey from kind of where you started to where you are now. And what kind of led you to focusing more on word of mouth marketing,

Sara McCabe
which I told you, this is my favorite question. I’m gonna do, I’m gonna do my best, we’ll keep this very short and sweet. I don’t want to give you a monologue. But for the last 12 years, I’ve worked in people in business development. So four years ago, before I started my own business, I was a business development manager for a retail company for North America. So essentially what that means, because what is what is that even what I did was I oversaw store openings for that business, as well as rolling out any operational initiatives, as well as people and development initiatives. So it’s kind of funny, because I think people when they hear operations, and people, they feel like two very different career paths. For me, they’re sort of inextricably linked. They, you need both, you need people and you need systems. And so for almost the entirety of my career, I’ve really focused on those two aspects within business. And I got burnt out. So you know, long story short, that that role required an insane amount of travel, you know, eight months at a time I was gone, and I would be home for a few days. So I had what I would call a table flip moment, where I decided I can’t do this anymore. I, this isn’t working for me. And I also really wanted to work with a company that I felt like align with my values. So after leaving that company, I interviewed at a few other places and sort of felt like I was gonna run into a lot of the same issues. And so I honestly felt like I was left with no choice. But to start my own business. I had intentions of doing that later on in my career. I didn’t think I would do it as soon as I did. But I really sort of felt like I was left with no choice. And so four years ago, I started my own business. And here we are.

Akua Konadu
Well, first of all, that’s amazing, because I can definitely relate to that because I absolutely. Similarly, I had a big flip the table moment and kind of just said screw it and started my business. I had no money in the bank, I literally just I was living paycheck to paycheck. And not fun. It’s hard. And but I literally was like what I’m experiencing currently whatever, like, whatever, whatever’s on the other side has to be better than what I’m currently experiencing it. So which I know not everybody starts their business that way, but I can which I don’t recommend.

Sara McCabe
The other day. Another consultant reached out, they’re like, can we talk about you starting your own business? And I said, I wouldn’t recommend doing what I did. I went it was stressful in a lot of ways that it didn’t need to be stressful, but I felt like I didn’t really have an option. So I did what I did. So

Akua Konadu
you did what you did. Yeah, there’s no shame in that. Of course, everybody’s journey looks different. But yes, to your point would not recommend and so one thing that I I love that we can relate on that. So one thing that I’m really curious about is to know what exactly made you kind of lean into more with word of mouth marketing.

Sara McCabe
Mm hmm. Yeah, so this was way back in 2022. So ever A year. I mean, I can’t wait,

Akua Konadu
I love how you said Wait.

Sara McCabe
Is it just two years ago not feel like an entire lifetime ago. The business landscape that we’ve navigated in the last two years feels like a god. I mean, every year feels like a gauntlet running your own business. But at the start of 2022, I was doing what I always do, which is I look at my data, I look at the numbers, and I see what they’re telling me. And at that point I had, so for the entirety of 2021, I really sort of gone all in on social media marketing, primarily focusing on Tic Toc, and I posted every single day, multiple times a day. And I mean, if anyone’s done that they know the time investment that it takes to show up. And to do that, and I I had been relatively successful. And I’ve been able to build an audience of about 17,000. But when I looked at what that was able to generate for my business, for my revenue, it really wasn’t that much it generated about 10% of my total revenue for the business. But from a time investment perspective, it was astronomical. But when I looked at other areas, and where the majority of my revenue was coming from, it really was already at that point, coming from word of mouth. And, and it was kind of funny, because it wasn’t even something that I had intentionally been focusing on. I was fortunate enough that I had clients that wanted to sort of share their experience, you know, with others in their community or other businesses that were similar to theirs. But that was where I had that that turning point where he sort of asked myself that question, what if I went all in on referrals, and I took a massive step back from social media. And so that’s what I really experimented with for 2022. And when I looked at the data again, you know, I was able to generate another $50,000, saving myself a ton of time. And so I felt like, okay, we’re just going to continue to double down on that. And at this point, referrals generate 100% of my revenue, I don’t get any business through social media, not to say that it doesn’t play a part. But all of my business is generated through referrals. through referrals, oh,

Akua Konadu
that is fantastic. And amazing, because I think, again, it’s looking at your whole marketing plan holistically. I think so many of us be have tunnel vision in regards to social media, and feel like if that is the end all be all only way for us to make money in our business where we can neglect other areas that truly are bringing in the revenue that are bringing in the money. And so one thing that I’m really curious about, I had a couple of questions, but the first one that I want to ask you is outside of like revenue, what other analytics were you looking at, to really make this to come to this conclusion.

Sara McCabe
I mean, I’ve obviously I was looking at my social media analytics, I was looking at what people were saying when they were reaching out to me, who was referring them. So the types of clients that I was getting referrals from, and also the quality of the referrals that I was getting, because I think that’s the other piece that we sort of, not forget to talk about, but not all referrals are created equal. And you want to make sure that if you’re going to build your business primarily on referrals, you want to make sure that you’re getting really high quality referrals. So I looked at all of those, I looked at what was generating revenue, who was sending referrals, the quality of those referrals, the size of those projects that were coming my way because of those referrals. So I looked at the whole landscape really, to to be able to assess, okay, what types of clients do I really want to connect with that are going to send the best quality referrals my way?

Akua Konadu
That is so so key that is so important, such a good question to ask. I love that. And so let’s backtrack a little bit. So what is your system look like? Like? How are you building this relationships? Right? Because I think that’s so important for referral marketing, right? Like really building those relationships and nurturing providing the best client experience possible, so that they’re talking about you outside of the room. I mean, data has literally shown that 88% of people will talk to the mentioned a brand at least once a week, to friends or family and family when they have such a wonderful experience with that brand. So how are you nurturing these relationships? What what systems do you have in place to do that?

Sara McCabe
It’s sort of this holistic, so I guess I could even start with the way that I wrap every project is without fail, I’m going to ask you to take a survey. And in that survey, I’m really asking a lot of questions to try to understand what your decision making process was, where you were at before you decided to reach out to me what it was that you enjoyed so much about us working together. And I mean, I asked those questions in a lot of different ways. Subtle changes in those questions, really yield so much information to help me understand. Where does this client have don’t land on my doorstep, where are they at when they’re coming? To me that I think is such crucial information to have, you know, I also have a background in learning and development. So I sort of liken it to that, where you really want to understand how Is someone coming to me when they knock on my door? What state are they in? What are the feelings that they’re having? What information do they need to make a decision? What information do they need to feel supported? What do these people love? What are they excited about? What do they want more of, you know, in our time together, so that really starts to shape the entire client process. But I gather that at the end of every single client project through that survey, once I get that survey back from clients, I’ll review it. And then more often than not, if it’s a great testimonial, which I feel like knock on wood, I’m very lucky that, you know, 100% of my surveys end up with really great testimonials. I’ll reach out to them after and I’ll ask, are there three people? Or is there anyone that you know, that you think could benefit from working with me, and they will either directly linked me with someone there or they’re often say, I’ll keep you in mind. And a few months down the line, typically, an email will pop up into my inbox, and it’ll be a referral from from that past client. So from the start of my client process, not to ramble on for too long. So please let me know if this is too long of an answer. But I will any inquiry that I get, I send them a survey that they have to fill out before I hop on the phone. And the reason being is I want to make the most of our initial conversation together. So I have to have some context, some understanding of where that client is at where their businesses out what problems are experiencing, in order for me to be able to come to the table with a ballpark of what would need to happen project wise, but also budget wise. And so I asked very simple questions, you know, even three questions can help everyone prepare for a sales call or a you know, a discovery calls where it’s basically I’m asking, What are you experiencing in your business? What have you done to try to fix that? And what’s the, what outcome Do you want? From our time together? Those three questions tell me right away, what does this person value? What are they experiencing emotions wise, you know, tangibly in the business. And that helps me start to flesh out an idea, I really use that discovery call to dig deeper, to try to understand what are the main issues because people tend to come to you and I don’t maybe you also experienced this, people come to me a lot with what I would call are secondary issues, they’re not actually the main problem. They’re sort of symptoms of what the main issue is. And so I use that call to start outlining that what you’re experiencing are symptoms. This is actually what the main issue is. And that alone tends to build the type of trust that you need to get people excited and willing to invest, you know, in a six month long project, or even a four month long project. So I get that survey, we hop on a call, if I feel like I’m the right person to help them. From there, I will send a proposal out and I detail, everything. So every single phase of the project, what the deliverables are the work that we’re going to be doing together, the investment, the breakdown, I, of course, include case studies that are similar to the work that we would be doing other testimonials that I feel like support that process. As a side note, invest in case studies, people, case studies are it, they are it, if you don’t want to sell your work, a case study will sell your work, it does such a fantastic job of really spelling out, this is what I do. This is what I’m capable of. And these are the results that it generates. And I have found since I’ve been, you know, really started investing in case studies, I, you know, my conversion rate has increased, you know, when I’m sending out a proposal, I see an uptick in my conversion rate does a lot of the heavy lifting for you, you’re not having to sell so much it does the job for you. And from there, you know, we kick off the project, I can go into more detail about what that looks like. But as a whole, that’s sort of how I gather the information to build a system that’s suited to the type of clients that I want to work with, and what the start of that process looks like. Yeah,

Akua Konadu
I mean, there’s so many things that you shared that I think are so key number one with the survey is huge, right? I think, especially asking and sending a survey at the end of your experience with a client is such a great way to have that necessary feedback. So you can go and put tweaks in your systems just get a better understanding of how to show up as a business owner, but I loved what was key. Was that how you were saying like, hey, are there three people that you think could benefit from my service? And so you have already provided such an amazing client experience that these people are like, Oh my gosh, yes, like already think of three people, let me connect you with them and so are ready, you don’t have to do any of that heavy lifting. Either they’re doing the work for you. They are and they’re excited to and they’re excited to do it, you’ve

Sara McCabe
got to do it. And this is something that I feel like I sort of often say again, and again and again, stop waiting, the minute that I wrap with a client, I am immediately sending out that survey. And that’s because they’re sort of in this shiny moment where we’ve solved a lot of problems. They’re so excited, they feel like a weight has been lifted off. They’ve had a great time with you. And that’s the moment to say you’re excited. Who else can we get excited about that? And they like you just said, Right? They’re very excited and willing to share those names with you. Absolutely.

Akua Konadu
I love that too. Also, don’t wait on it. Sometimes. I’ve seen some entrepreneurs where they’ll do Oh, yeah, like maybe in like 48 hours or even a week, they’ll send a survey. And it’s like, no, it sounds like it’s really critical to send it ASAP. Because again, you’re kind of on this high, where you’re so excited, and you feel good about everything that’s happening, you’ve seen the progress that you’ve wanted to make working with this individual, like this individual working with you. And so it’s like, boom, just hurry up and send it quickly as possible. And so I think that’s, that’s awesome, awesome feedback. And to also do even with your discovery call, though, I love that the three simple sales questions that you’re asking, but it’s very clear that you based on that information of you’re able to really tailor the whole experience based just off of that one call. And I think we sometimes slip up or don’t as realize the weight of sales calls and how they can you just so incremental in your business, I really taking those sales calls and really asking the right questions so that you can tailor your holy client experience from the project from beginning to end, I think is so valuable. And then the case studies, which I think is so crucial, which that’s what leads to my next question. Number one, the fact that you’re putting case studies into the proposal, I also think is brilliant, because it really solidifies of like that the person is making the right decision, because we do sometimes forget, like, what we’re asked their app or ask them to invest in us. That’s a big ask. Right? So it’s like really making sure of like, at times, where people might be like, Am I making the right decision, you already have those cases, studies in there to remind them that they’re making the right decision. So like, please sign the dotted line, immediately, immediately, this,

Sara McCabe
this makes business sense to do this. Right. I think people forget, you know, regardless of however much money I’m asking for someone, and it’s all sort of relative, right? You know, you have contracts that are $30,000 contracts, or $40,000 contracts, and then you have contracts under $3,000 contracts. It’s all relative. For some people, the $3,000 is a massive ask, and I want to respect that. And I still want to make people feel comfortable in knowing that any amount of money that you invest with me is a smart savvy business decision, it’s strategic for you to do this, right? It’s going to pay in dividends, right. And I think a fantastic way to do that is case studies, primarily because it sort of lends itself to the fact that this is another way of thinking about it in terms of word of mouth, right? It’s not me saying that it was a fantastic experience. It’s the data saying that this is a worthwhile investment. And it’s also the fact that clients enjoy the experience so much, it was so helpful to their business, that they’ve chosen to invest their time in, sitting down, right, so they have to sit down for an hour long interview with I have someone who writes the case studies for me, we sort of collaborate on the questions that we’re going to ask the clients together, but these clients volunteer an hour of their time to sit down and be interviewed about, you know, very minut details of the process and what it felt like, you know, for them, you know, on the other end is a client to have me take them through this whole process, what it did for their business, what it did for them what it did for their team. And that is so powerful, because it’s not me saying that I’m great, and I can help you. It’s companies saying that I’m great. And yes, Sara can help you. And you’d be foolish not to hire her. That is far more powerful than then be saying that.

Akua Konadu
Absolutely. So in terms of case studies of how you’re conducting it, what essentially just makes a great case study. I think a lot of us, you know, especially those we hear about that right? Case studies always show your social proof, like show the proof. But I do think like case studies, you have to be very strategic in how you’re putting them together. And so what does that look like for you what makes a good case study?

Sara McCabe
A couple of different things. I think, first and foremost, it’s good to have a range of case studies, depending on what your focuses are. So use my my business as an example. Because I do operational development. And I also do people development, it’s helpful for me to have two different distinct examples of what a project would look like. So for example, if I’m consulting for a franchise, and we’re looking at all of their training and development programs, right, I’m going to have a case study that outlines that entire part process? How did I approach that? What did the development look like? And what were the results of that, right? So really spelling out to someone, what it looks like for you to work with me in terms of learning and development programs, onboarding programs, things of that nature. The other side of that is operations. So when I’m saying, I’m going to go into your agency, and I’m going to clean up all of your operations, I really need to be able to spell it out. And I think it’s so important for work like mine, where a business like mine, where everything you do is completely custom. That can feel fairly ambiguous to a lot of people, even the word consultant is like, what is that? What do you really do? I sort of joke all the time that people are like, people in my life that are close to me, you’re like, Sarah is a consultant. She works in business. What does that really mean? And so I have to know that people who are landing on my doorstep probably have a similar thought process, they don’t really know what it means for me to come in and, and make your operations more efficient, or streamline your operations. So I really have to walk them through that entire process. So they are more reassured in that, okay, first, we start with an internal analysis. From there, then we start to develop sales, then we go to project management, then we go to HR, so they get to see, okay, in its entirety, this is what it looks like for Sarah, to work with us in this way. So I think that is really helpful, right to have case studies that reflect sort of your areas of focus. But the second piece, I think, is to have case studies that the clients are the types of clients that want to sort of sing your praises. And what I mean by that, and I’ll give you an example, I, at one point in my business, I knew that I sort of wanted to take that next step up. And I really wanted to get closer to working with the types of companies that I was working for, when I was working in corporate, I wanted to work with bigger teams, I wanted to solve bigger problems. And at that point, I really wasn’t on any of those companies radar, I was working with a lot of smaller teams solopreneurs at that point. And so I made a very conscious effort to start building a relationship with a woman that I’d known who she had grown her marketing agency exponentially in the last couple of years. And I sort of felt if I could work with her agency, she is the type of person to get on social media and to very excitedly, share what that process has been like, as she did throughout the entirety of us working together, even before I was asking for a testimonial. You know, after a meeting, we would have, she would get on the phone and talk about how helpful even just that meeting was. And so I sort of banked on that. And that alone has helped me because she was very vocal about working with me. And that’s connected me with a lot of other people that I wanted to be connected to, or at least sort of be in their frame of reference in that world of Oh, Sara is the consultant to go to, once my business reaches this stage. So I think finding clients that are in the communities, that you want referrals from clients that are happy to be very vocal about what that process was like, and are generous with their words. So I think those are the two things that you would want to focus on. When you’re starting to choose who to use for case study and what type of content to cover in your case studies.

Akua Konadu
I love that I think it was very, very strategic, a lot of really great tangible tips that we can take with that I think it’s so important. Number one, seeing somebody who is very, very vocal in that community. So again, what kind of communities are you willing to invest in? Right? Like what network like how are you willing to network and just connect with people, I think that’s such a key part in referral marketing is the type of communities that you want investment, invest in, and really find communities that truly align with your values. And it seems like you are a very, as a business owner, your values are some that are very important to you, and you keep at the forefront in your business, which I think is also contributed to your success, which is amazing. And again, I think it just goes to show again, of really take the time to figure out what communities you want to invest in, really take the time and so we can get a better understanding look your target audience of the people who that you know, would sing your praises, and also to creating a case study that can just really get people excited to want to work with you where again, it’s doing the heavy lifting for you. So I have you just shared so many great tips, which is wonderful. And so another question that I have for you is for business owners where we are now okay, somebody like I really want to start now investing more into referral marketing and getting people excited and talking about my business. What should they be looking at? What are some key things that we can do? That’s

Sara McCabe
another big question, but I think the first thing is to even if you can do a retro Effective of the last. I mean, I would love a year because the more data, the better. But even the last six months of all of the clients that you’ve, you know, worked with in your business in the last six months, and really highlighting the clients that you enjoyed working with, get really clear on why it is you enjoyed working with them. So one, you know, values for me that that, as you said, that’s a huge piece, I really want to make sure that it’s people that I enjoyed the process. So one values to where they the types of projects that you ultimately want more of right? So what is the work that you want more of budget wise, the actual work that it is that you’re doing? Once you find those clients? And if they also, you know, were generous with their words and saying they loved it, or it was incredibly helpful for their business, reach back out to them? And just ask, How is everything going so I do something very similar to this. Six months after I wrapped with a client, I’m writing back and I’m not asking anything other than, hey, how have things been going in the last six months? It’s an opportunity for me to see if they need, you know, a quick question answered, if there’s something else I can offer them a resource or something like that. So my first goal is to be helpful, always, because I think we forget about that when we’re talking about referrals, we tend to just want referrals. My goal always is to be generous and be helpful first, before I’m ever asking for anything from anyone. So six months, go back, ask, How is everything going? How has it been going? Since we work together? What are any updates, if you can be of service and share any resources or, you know, guide them in some direction that’s going to help them with a small problem they’re having? That’s fantastic. If they’re still singing your praises and talking about how much they really enjoyed working with you, they’re still feeling the effects of of whatever services it was that you provided to them. At that point, then I would ask, is there two people that you could send my way? Or is there two people that you could think of, that I could just be introduced to even if you’re not going to get money from that right away? I think the really important thing to remember about referrals is that you’re playing a long game, it is a long game. I know I was able to generate, you know, another $50,000 in my business in a year. But unintentionally through relationship building, I was sort of planting a lot of those seeds far before the start of 2022. And so I think it’s really important for people to remember that this is a long game. But practically speaking, I think go back in the last six months, look at clients that were aligned, budget wise, Project wise, more work that you want to attract the type of clients again, they’re going to likely have people in their community that are similar to them. And values wise, reach back out, ask if you can be of service. And then if they’re equally still excited, ask for some names and start making those connections. I think the other thing that you always have to be very cognizant of is you have to make a very clear ask. And that’s it. I know that that is sometimes the most uncomfortable piece of all of this for everyone is to make a very clear ask. But nobody a nobody I’ve ever asked has felt awkward about that. They’re excited. They’re like, yes, actually, I know someone or you know, no, I don’t know anyone right now. But I’ll keep you in mind. And that’s business. And that’s just part of building relationships. So making a very clear ask.

Akua Konadu
I love that. Yes, I think again, being direct being clear with what it is that you want. And nobody, nobody ever takes offense to it, like it is more than okay to just make the ask. And if anything, right, just make the ask. And so I think that’s so important because we can feel so awkward and just uncomfortable and feel like you know what, we’re a bother and it’s like, no, you are a business owner. So at the end of the day, each decision that you make in your business needs to like being aligned with that right, whatever your goals are, so don’t be afraid to just do whatever it is that you have to do to accomplish your goals. So just be directed make the ask because what’s the worst they can say no, and you just move on. Like that’s a Okay, so I love that and so many key things, other things that you shared as well. And again, going back and looking at your past clients that you’ve worked with and really highlight the ones that like just remember remembering what it felt like to work with them of how much joy it was working with them in that project and like how can I attract more people like that, I think is so so important. And again, it just makes it more fun in a way right when you’re thinking about that and and also to the potential clients that you can attract. I feel like that just gets me excited. It gets me excited, where I’m like alright, let’s get my creative juices flowing about like how can I attract more people like that because I had such a blast working with Tom, and I think it just puts so much joy back into your business, which I love that. It

Sara McCabe
does, I think, but it also provides so much insight and clarity. I think that that is business owners is something that we crave constantly, I think, you know, we take a step back, running your own business and sort of like, paving your own path is something that is scary. And it’s scary, because we don’t necessarily always know what the outcome is going to be. And so clarity is something that I find so many business owners rightfully crave all the time, I include myself in that. But when we reach back out to people, when we, you know, share surveys with them to capture more of that information, it gives us so much insight into clients, what they want more of what they love about working with you how they describe working with you. And all of that can shape your entire client workflow, it can shape the content that you do inevitably share on social media, it shapes your proposals, it shapes the way that you even explain what it is that you do, right. So it really sort of tap touches every aspect. And the nice part is, is you’re not guessing, you’re getting that information directly from clients. And you can see the ways that it works, you know, through increasing in conversion, an increase in referrals. So it’s it just gives you so much clarity. And it’s not a guessing process of just pushing out content on social media and sort of hoping for somebody to bite, it’s just so much more strategic, and

Akua Konadu
so much more strategic, and lets you know exactly where to be more intentional with spending your time because as business owners, we wear so many multiple hats, especially as we’re starting out and you know, as things keep evolving, and so you can’t be everywhere. So be strategic and use that data to figure out okay, what’s going to be the most beneficial for me what’s gonna give me the most bang for my buck? So exactly. I think that’s key. Another thing that I’m really curious about because you know, we’ve talked about communities earlier has, and that’s fine, if it hasn’t, but has partnerships and you know, collaborations has that also played a part in your referral marketing strategy. And if so, how,

Sara McCabe
as far as partnerships go, it hasn’t, at this point, I’m starting to do a couple of different collaborations that are probably going to happen next year, it really wasn’t a focus for me for all of last year, just from a capacity perspective. But it also felt like some of the increase again, I’m very mindful of aligning myself with people that are a part of communities, or are working with businesses that I ultimately want to continue to work with, or other types of companies that I want to work with. So until collaborations, or partnerships come through that I feel like really sort of meet that criteria, I’m pretty clear on saying no, but at this point, I have a couple that are, again, with companies that are more aligned with communities that I want to be a part of. And so we’re going to do some workshops together for my business, just being a consulting business, you know, online workshops, and things like that aren’t necessarily the type of collaborations that I do mine are more so partnering with another consultant and going into companies and sort of privately delivering those workshops. But again, that’s just really lovely in that it gets my foot in the door, or it sort of lends some credibility again, right, if it’s someone else is working in a particular industry that I really want to get into, to sort of collaborate with people in that way can be very strategic and incredibly helpful and just continuing to meet people get your foot in the door, it hasn’t been, like I said, it hasn’t really been a huge focus of mine, it certainly can be for, you know, other businesses. But for me, it’s just starting to be and that’s also because I miss collaborating with people, you know, being the only person doing everything in my business gets lonely after a while. So it’s something that I put a lot of focus on in the last couple of months of building relationships. And I actually was the one who sort of pitched it some other consultants, right. Like they didn’t they didn’t approach me, they just said, I like talking to you. But I said, what if we did this, and that, again, is for a very specific reason, but also because then I get to collaborate with somebody. Yeah,

Akua Konadu
that’d be that’s exciting, though, right? Like, that’s a new fun venture that you’re exploring. But then also too, it’s like being of course, the beauty of community over competition, like the fact that you hit up other people in the same industry as you and you guys are both collaborating together just makes you so much more powerful. And again, building that credibility because to your point with what you said, like referral marketing, it’s all about sustainability, you know, the results are not going to come right away of what you’re looking for. So again, really just getting your foot in the door. I think that’s such an important thing as business owners, instead of thinking like, oh my gosh, I want to make this much what I think is great to have those goals, of course, but breaking it down into smaller goals of how you’re going to get there and being realistic about how you’re gonna get there because again, it’s like, what’s gonna, what, how are you gonna get your foot in the door, right, like, I think that’s a great starting point. Okay, then what’s winter? Your foot in the door like, what’s the next step? How are you going to build that credibility? How are you going to build that, like know and trust factor right before you finally get to like selling? I think, again, it’s just so many key steps that we need to take into account with referral marketing. And just in collaborations in general, being very strategic with your collaborations, and really looking at like, what’s the ROI here with us coming together, but also to how can we have fun when doing it. So I absolutely love that. It is

Sara McCabe
I, and to just really sort of echo everything you said, it’s, it’s such a long game, and I don’t know that people are always aware of that. And I’ll give you an example, a franchise company that I’m consulting for right now, at the start of this year, so I guess it would have been in 2022, they reached out to me to do one singular workshop, they were having a sort of company wide retreat, they wanted me to come in and do a singular workshop, I said, that’s great, I can do that. So what I did is I came in, I delivered that workshop, I sent a survey to the owner of that franchise of that company. And they had such wonderful things to say. And they said, let’s keep in touch. So I followed up six months later, and now you know, I have a monthly retainer with them. But that is something that took almost a year to sort of slowly get to. So if you can always get your foot in the door with something like a workshop or something that sort of smaller scale. It gets you in front of that person, they get to see a fraction of what you’re capable of. And you do you have to put in the work to continue to stay in touch in contact with those people and remind them hi, I exist. I’m here. And I’m still killing it. And here, here’s a case study. Look at this case study.

Akua Konadu
Yes. Somebody one of our previous guests who in a previous episode I Lucretia Davis, she said there’s there’s money in the follow up. And

Sara McCabe
like I Yes, 1000 times, yes, more often than not, I don’t have any data to give you an exact number. But more often than not, when I follow up with clients six months down the line. They’re saying, Hey, can we we have this one thing, can we just do this one thing with you. And you know, maybe it’s gonna take us a month to fix that. But almost every time they’re they’re signing on to do a little bit more work a little bit more work. And you can continue to build on that. And I mean, the cost of acquiring any client from a social media perspective is so high, versus if you can retain clients, or get them to do the heavy lifting through referrals. It’s just so much better. There’s established relationships, there are so much more trust, which just makes the work such a joy to do. Yes,

Akua Konadu
I have loved this conversation. Like there’s so many things even within my own systems like my own client flow. And I mean, again, how can I really nurture and build these, like, continue to deepen the relationships with my current clients, right, and just learn more about just the power of referral marketing? And so this conversation has been wonderful. And so a question that I always love to end with is, what do you think the biggest differentiator is between the businesses that succeed and the ones that fail?

Sara McCabe
I think to keep it short and sweet, it’s probably the ones who ask for what they want. I think that’s the biggest thing. But beyond that, it’s it’s the people that are genuinely of service. And their top priority is making sure that you are helpful to somebody,

Akua Konadu
boom, that was great. I could keep going. But I’d be No, but I mean, that was great, though. Simply that right? Again, make the ask it’s okay to be directed. It’s okay to ask and also to always coming from a place of service always asking how can I serve this person, I think of myself to how I started my own business. There were so many wonderful people who came in that exact way, and didn’t ask for anything in return. And so now even me, myself as a business owner, that’s how I always come to other people, like how can I serve you? How can I support you? And how can I help you? And I realized that as that has taken my business so so much further, right, just being that just being of service to others, and doing it in a way that where you’re, you know, where it’s almost like you’re you’re you don’t want anything in return, you write because I feel like that pays off later on. Because then when people are thinking about something of like, Hey, I have this person that can help me with this, you’re the top person that comes top of mind immediately. So again, that’s just the power of referral marketing. And so thank you, thank you so much, Sarah, for being here. You have given so many tangible tips on how we can just get better at that how we can nurture our relationships with clients, and overall just be much more powerful with our brand and referral marketing. And so where can people find you to connect with you as

Sara McCabe
much as I said, I’m not on social media I I mean, so I don’t very much but I am frequently on stories. So at Sersi McCain consulting, you can go there. I’m pretty I story every day. And what I do is I love to share. I’m passionate about teaching. So I teach or I mentor outside of my business. And so I love to show up and share on stories, any information that I think is going to be helpful. And that is, again in my two areas of focus, so operations and people development. So you can find me on there just about every day sharing stuff, not posting that much, but certainly on my story. And if you ever want to reach out and connect and just ask me any questions, I love that I love meeting people. I love sharing anything that I can to make anybody’s life is your business. So go ahead and shoot me an email at info at CRC, McCabe. I love connecting. So those are the two best places to find me. Yes.

Akua Konadu
Oh, well, thank you. Thank you so much for being here on the show. And if you’re listening until next time, that ends our episode of The Independent Business podcasts. Everything we’ve discussed today can be found at [email protected] headrow website to access for show notes, relevant links and all the resources that you need to level up. And if you’ve enjoyed today’s episode, be sure to subscribe to the podcast to make sure you never miss our future content. Drop us a review and leave our guests some love on social and thank you again for listening.

How to identify your ideal client

Business owner meeting an ideal client profile

Learn how to create your ideal client profile. Strategically target your audience and nurture qualified leads that make the most sense (and cents!) for your business.

Business owner speaking to an ideal client

I’ve run an independent business for over 14 years, so I can say from firsthand experience that your entire business changes when you understand your ideal client profile. But identifying your ideal client is easier said than done. In fact, you might be wondering where you should begin when it comes to defining who they are.

In the earlier stages of my business, I had no idea how to identify my ideal client. I was generating leads without focus and was willing to work with just about anyone to gain experience. I soon realized that wasn’t the best strategy — it left me exhausted, broke, and questioning if I was really cut out for being a business owner, especially without my own sales team.

But I was cut out for it, I just needed to know when to say “yes,” and when to say “no, thank you.” 

It became clear that I needed to stop saying yes to every inquiry and instead find the clients best suited for my business. If you’re feeling overworked, overwhelmed, and over your business, it might be time to say goodbye to the wrong clients and start attracting more of the right ones that actually match your ideal client profile, or buyer personas. Before we do that, let me explain what an ideal client is and why identifying them is essential.  

Jump to:

What is an ideal client?

Businesses exist to solve problems for their clients. Your ideal client is the type of client your business was created to serve. 

The term “ideal” can be misleading. An ideal client is not a unicorn person who is the perfect customer. Sadly, unicorns don’t exist. (Sad face, I know.) Your ideal client is a potential customer with the combined attributes that complement what your business offers. You wouldn’t offer wedding photography services to a married couple, for example. You need to make sure you have a specific ideal client profile in mind so you can evaluate qualified leads and better service your clients once they’re booked.

As you set out to identify your ideal client, keep in mind that you’re not writing a dating profile for your customer that includes zero flaws and only perfection. Your marketing messages and marketing campaigns should reflect this. The people you want to work with have flaws, quirks, and personality traits that are not always the best—they’re human! But, aside from all of that, they are *your* people.  

Get the ideal client profile worksheet.

Map out your ideal client and make it easier to understand who they are. Then turn your most qualified leads into paid projects.

Why it is important to identify your ideal customers

1 in 5 businesses fails within the first 18 months. That’s a pretty sobering statistic. One of the reasons these businesses fail is that businesses often don’t know their ideal audience or which clients to target. You need to identify your prospective clients so that you can create strategies to market, sell, and serve that specific target customer.

From there, go a step further and focus on what problem your independent business solves and what your ideal client values most about the work you do. Once you understand who your ideal client is—their personality, problems, values, and more—you can begin to position your business in front of them.

Make business easy for you and your customers

One way you can position yourself for success every time is by assessing and streamlining your clientflow. Your clientflow comprises everything from the business admin tasks you do on the back end, to the client’s experience when finding you, to signing the contract, to receiving the service. 

If your ideal client is tech-savvy and pays with a credit card in full, send a contract, invoice, and request payment in a single secure email. This makes the exchange seamless for your customer and helps you get paid faster.

Essentially, your entire clientflow, from the business plan to the buying process, should be designed to offer solutions for your ideal client’s pain points while making your job as easy as a few clicks. Once you have that focus, the next step is reaching the types of clients you want.

Understand who is not your target audience

Imagine no longer wasting time in email threads that go on forever, or being on consultation calls that go nowhere.  As you start to create your ideal client profile, it’s easier to think about your ideal client persona, and who you no longer want to work with (or who not to take calls with). Remember when I told you that it’s okay to say no to clients you don’t want to work with anymore?

These are those people. It’s time for you to decide who you’ll say goodbye to so that you can stop serving the clients who don’t serve you. Once you identify clients who are not a good fit for you, you can transition to supporting them in finding a better fit. You can do all this while freeing up time for more dreamy customers and perfecting your business niche.

This is your opportunity to get very specific about who you no longer want to work with. Specific clients might be the wrong fit (aka not your ideal client) for your products and services based on the project itself, their budget, or even particular personality quirks. This is the first step to calling in those dreamy, high-end customers you’re dying to work with. Here are two action items to help you through this exercise:

  • Identify past clients who were the wrong fit, and investigate what went wrong
  • Identify red flags, deal-breakers, and non-starters based on experience

Identify prospective ideal clients you want to attract 

Now that we know who we no longer want to work with, it’s time to describe the ideal client that we do want to work with. What’s their budget, style, and current circumstance? We want to determine if they’re the client whose problems your business is designed to solve and build an ideal client profile.

The best way to attract clients who are a great fit for your business is to get specific and identify your niche. Start with this list of questions to figure out who your ideal client is:

  • What is their budget for the service they’re looking for?
  • Where do they live and work?
  • What types of activities do they do for fun?
  • How do they spend their free time?
  • What values do they hold that align with my own?
  • Am I appealing to a specific niche in my industry? 
  • What is their background story and buying behavior? 

These are great starter questions that give you the characteristics and traits of ideal clients you should focus on marketing toward.

What are your ideal client’s problems?

To better serve your customers and land sales, you have to understand your ideal client’s pain points and how you can address them.

You and your business offerings are the solution to their problems. By understanding them and their point of view, you’ll be able to offer the services that your perfect clients will be eager to purchase. Your services become the remedy to their biggest pain point.

This is the best way for you to show up and serve your clients better than any competitor. By stepping into their shoes and solving your customer’s exact problems, you’ll also turn them into brand advocates and build a reliable referral pipeline for your business. To tailor your services to your ideal clients, ask yourself these basic questions:

  • What problems are my ideal clients currently facing that need to be solved?
  • What do those problems feel like? For instance, how do they manifest in their life? Describe those problems in as much detail as you can.
  • How does my business solve these problems?

Pro tip: Data-mine for insights about your ideal client, using testimonials, reviews, consultations, and interviews to shed light on the questions above. 

What are your ideal client’s values and desires?

Every client who submits an inquiry desires something from you and also values something about your service. 

Now that we understand your ideal client’s problems and how your business solves them, let’s talk about what they ultimately desire from you and what values guide them in making the purchasing decision. The easiest way to do this is to answer the following prompts:

  • What would your client’s ideal life be like if this problem didn’t exist?
  • Finish this sentence: Because of the problem my client is experiencing, they’re feeling ________. But once this problem is solved, my ideal client will feel _________.
  • Aside from solving their problems, what experience do they ultimately desire working with a company like mine? 
  • What does the client value most about the work we do?  

The more thought you put into empathizing with your ideal client’s situation, the clearer your ideal client profile becomes. 

Don’t be so hard on yourself and don’t expect yourself to have the “right” answer to every question. Instead, get curious about how your ideal client personas think and feel. Stay committed to understanding how their personalities, problems, and desires might change over time. 

Pro tip: To define all these characteristics, take a look at your existing customers. Which ones didn’t work out? Which ones had the most successful projects? You can also conduct market research to get broader data on your target audiences.

How to create ideal client profile in four easy steps

  1. Identify which clients are not your ideal clients. Before you decide who you want to attract, get clear on which customers are not the right fit for your business. This will give you a boost in understanding who you do want to attract.  
  2. Identify who you want to attract. Now that you know who you don’t want to attract, you can figure out who you do. What’s your target demographic? And what do facts suggest about who your target demographic is and what they value?  
  3. Identify your ideal client’s problems. Businesses exist to solve their customers’ problems. What problems does your ideal client face, and how do you provide the solution?    
  4. Identify your ideal client’s desires and values. To serve your customers better and land those sales, you have to understand what they value and desire from you.

Leverage your ideal client profile

Now that you know how to identify your ideal client, it’s time to reach them through digital marketing. Use the ideal client profile throughout your lead generation funnel and your sales pipeline so you can make sure you don’t spend time nurturing leads who are unlikely to convert. Start with your marketing efforts, including content for social media channels and your website. Be precise with your marketing budget. Create content that speaks directly to your ideal customer. From there, make sure you’re using your ICP during your discovery calls to ensure you’re only moving qualified leads forward in your sales process.

Centralize your client management

Capture leads, sell services, manage projects, and nurture client relationships from one platform.  All that and more with HoneyBook.


Are you a wedding pro and want my help understanding your ideal client profile? Check out The Client Cocktail, my secret recipe for wedding pros who want to book high-end clients in the wedding industry. The Client Cocktail is a client attraction formula for wedding planners, photographers, and industry creatives who are ready to upgrade their clients (and stop serving the wrong people). In just one day, you can map out your ideal client avatar with my help.

Guide to professional services billing

Business owners working through professional services billing

Explore the essentials of professional services billing in this comprehensive guide tailored for small-business owners. Learn about different billing models, time and expense tracking, and building a billing process that gets you paid fast. 

Business owners working through professional services billing

When it comes to running a client-based small business, there are plenty of rewards to be had. Helping a client achieve a personal milestone, tackling an ambitious marketing campaign, capturing an unforgettable moment through your camera lens—this is why you got into the business in the first place.

However, with the independence of small-business ownership comes the work of administrative tasks, like billing clients for your professional services. Though professional services billing may seem daunting, and many business owners fall victim to a chaotic billing process, having an organized system for getting paid is vital to keeping your business running and cash flowing. 

So how do you make it easier? Follow this guide to streamline your payment process and collect timely payments so you can continue doing what you love most—providing your clients with excellent service. 

Jump to:

Sell your services in style

Create professional and branded invoices in minutes with HoneyBook. 

Types of billing models for services providers

Before you send your clients an invoice or even offer them a quote, you’ll first need to determine how you’ll bill them for your work. There are several billing models to consider for client projects: 

  • Hourly billing: As the name suggests, hourly billing is based on the amount of time you spend on a project. It’s ideal for projects in which the scope isn’t clearly defined or is expected to change. Hourly billing offers flexibility but requires meticulous time tracking.
  • Fixed-fee/project-based billing: This is when you charge a single, predetermined project fee. It’s suitable for projects with well-defined scopes and deliverables. It provides clients with cost certainty but requires precise initial estimates for the sake of profitability.
  • Retainer-based billing: With retainer-based billing, clients pay a regular, recurring fee for ongoing services. This billing model is best for sustained, long-term client services with only minor fluctuations, if any, in the workload. 
  • Contingency billing: This unique model involves billing only when a particular outcome is achieved. For example, if you’re consulting for a business that wants to increase its social media presence, you may set targets for increasing the business’s follower count, its engagement rate, or the conversion rate of a particular social media campaign. When you hit those targets, you would bill the client for the agreed-upon amount. 

You can also combine these billing methods to create a hybrid billing model. For instance, if you’re working on a retainer as a business’s social media manager and bill monthly for your services, you may also bill the client for an additional amount when certain contingency milestones are achieved, like a specific number of followers or social media conversions. 

Billable vs. non-billable hours

If you bill your services hourly, you must understand the difference between billable and non-billable hours. 

Billable hours encompass all of the time you spend on activities that directly contribute to your client’s projects or other services related to your client’s needs. This may include time spent designing, developing a plan, writing copy, scouting a location for a shoot, or preparing coaching material. It also covers direct client interactions like meetings, calls, or presentations related to a project.

Non-billable hours are when you spend time on tasks for your own business operations, such as general administration, staff training, and business development efforts like networking or marketing. Drafting proposals or conducting preliminary research for potential client projects also falls under this category as this takes place before you work on the actual job you’re hired for. Although non-billable hours do not immediately contribute to your revenue, they are vital for your business’s overall health and growth, so don’t skimp on the tasks that keep the gears of your business churning just because no one’s paying for them to be done. 

Pro tip

Outline examples of your billable tasks for clients in their contracts to avoid disputes when you send invoices. 

How to bill for professional services

Successful billing for professional services requires an efficient process for both you and your clients. Follow these guidelines as a road map to a better billing process. 

Determine your payment terms

Determining your payment terms is the fundamental first step. These terms act as a clear agreement between you and your clients, outlining how and when payments should be made. Carefully crafted payment terms help minimize confusion and set expectations for timely payments. Some payment terms you’ll want to address are:

  • Payment time frame: Set a deadline for payments once your clients receive their invoices.
  • Accepted payment methods: Clients want a faster way to pay. Offering multiple payment options makes it easier for your clients to pay you on time.
  • Late-payment policy: This might include late fees, interest charges, or pauses on future work until payments are received. Communicating your late-payment policy up front helps you avoid any confusion over the consequences of overdue payments.
  • Discounts for early payments: If you can afford to discount your services in exchange for quick payments, this may benefit your clients and keep your cash flow moving. 

By establishing clear payment terms before you begin the work, you set a professional precedent with your client, which will help build a clear and trusting relationship. 

Establish your billing process

Creating a consistent billing process will help keep everything running smoothly and make the payment process easier for your clients. Consider the following to make your billing services as professional as possible.

Use invoice templates

Creating an invoice online is easy if you know where to look for great templates. Using invoice templates streamlines the billing process by providing a standardized, predesigned format that is organized and looks professional. Using templates also helps reduce the likelihood of errors, makes it easier to include branding elements for your business, and provides complete clarity for your clients. 

HoneyBook invoice template
HoneyBook invoice template

Create your payment schedule

Establishing a structured payment schedule sets clear expectations between you and the client. If the bill is recurring, decide on the frequency of your invoicing—weekly, monthly, etc.—and set the number of days your client has to pay their bill once you’ve sent the invoice. Thirty to 45 days is a common time frame for a payment. If you need help sending recurring invoices, automated invoicing software can go a long way. 

Set up payment reminders

Even your best clients may let a due date accidentally slip their minds. If you’re using invoicing software, you can set automatic payment reminders that notify your clients when an invoice is approaching its due date or is overdue. Implementing a system for payment reminders not only helps you secure timely payments and maintain a smooth cash flow, but it also helps you maintain positive client relationships by avoiding the strain that comes with late payments.

Payment reminders in HoneyBook
HoneyBook payment reminders

Track payment status

In the interest of knowing how much money you expect to pull in each month and to make sure your clients are paying on time, it’s vital to keep track of each payment’s status. However, doing this task manually can be time-consuming and eat into your billable hours, or time you could spend connecting with potential new clients. Again, invoicing software can help you track a payment’s status by offering an organized glimpse of your outstanding invoices right from your platform. 

HoneyBook payments dashboard
Payment tracking inside HoneyBook

Implement time tracking for accurate billing

Implementing time tracking for accurate hourly billing begins with choosing the right tool. When you accurately record and share your time spent on different tasks, your clients are more likely to trust the billing process and feel assured that they’re being fairly charged. This transparency can significantly reduce disputes over invoices and strengthen your client relationships.

There are many time-tracking apps on the market, but they’re not all equally great. Test a few time-tracking applications to find the best one for your needs.

Pro tip

Using a time tracker that integrates with your invoicing software or, better yet, is part of your invoicing software will make your billing process much easier. 

Track expenses for an accurate view of cash flow 

Accurate expense tracking helps you clearly understand your business’s financial health. It involves recording all costs associated with delivering your services, such as travel expenses, software subscriptions, and any outsourced work. Tracking these expenses helps you price your services appropriately to secure a sustainable return on investment.

Find the right software for your professional billing services

Managing your billing services in a way that keeps your cash flowing and your business running smoothly can be a full-time job on its own. Fortunately, technology can help cut down the workload of your billing tasks. By using invoicing software like HoneyBook, you can automate invoicing tasks, track payment statuses, and set up automatic reminders that allow you to focus on your clients instead of administrative work.

HoneyBook is an all-in-one clientflow platform that helps you manage all of your client touchpoints, including billing, scheduling, communication, and contracts. Discover how HoneyBook can help streamline your workflow as your business grows. 

Get paid faster

Use HoneyBook to simplify your payment process—no more chasing payments. 

What is the best invoicing software for consultants?

Consultant speaking with a client

Sending invoices is one of the key administrative duties consultants need to master. Learn how to choose from the best invoicing software for consultants to simplify this process and get paid more quickly. 

Consultant speaking with a client

As a consultant, you make your livelihood by leveraging your expertise to help individuals or businesses. Your days are packed with research, meetings, and appointments. Your evenings are spent catching up on client communications, managing your social media strategy, and marketing yourself to new clients. The last thing you have time to do is chase down payments. 

This lack of free time may be one reason that 74% of 1099 contractors report getting paid late throughout their careers. Simplifying the billing process with the best invoicing software helps both you and your clients. You save time and energy with invoicing billing software that does most of the administrative work for you, while your clients enjoy updated payment options, billing reminders, and more. 

Here’s what you need to know about the best invoicing software for consultants

Jump to:

Sell your services in style

Create professional and branded invoices in minutes with HoneyBook. 

You deserve to get paid: The billing process for consultants

Research shows that more than half of 1099 contractors, including freelance consultants, are owed $50,000 or more on work they’ve already finished. 

There are a number of reasons clients might not pay contractors. Some clients are intentionally malicious, banking on the idea that consultants might not have the time or resources to continue following up on missed payments. Some clients are dissatisfied with the work done and believe they shouldn’t have to pay money because of it. But all too often, payments are missed due to simple human errors. Clients forget that they have outstanding bills to pay, or consultants forget to send the bills in the first place. 

Consultants can eliminate these issues by fine-tuning the billing process. Instead of sending invoices ad hoc, whenever they remember to send them, consultants with a strong billing process: 

  • Send estimates to clients before completing their work
  • Convert estimates to bills as soon as they’ve completed their work
  • Send reminders about outstanding bills on a consistent schedule

While some consultants manage to stick to a consistent billing process on their own, it can be time-consuming to track all stages of payments for all clients. Investing in billing software eliminates the guesswork, reduces the mental load, and simplifies your life. 

More is more: What to look for in invoicing software

There are a number of factors to consider when you’re evaluating good invoicing software. You’ll want to consider factors like ease of use, payment tracking, customization options, billing templates, and pricing. But one thing that is rarely explored when it comes to evaluating the best invoicing software is how well the software takes care of other administrative needs. 

The best billing software is more than just billing software. When evaluating the right tools to invest in, you should consider all of your administrative needs, not just one or two of them. Instead of looking for a decent piece of software to take care of only your invoicing, consider looking for software that’s capable of handling all of your client communications. 

Looking for an all-in-one client communication platform rather than just focusing on invoicing software eliminates the need for multiple platforms. It means you don’t need to juggle multiple systems or make multiple payments. By choosing one piece of robust software, you cut your administrative workload down significantly, freeing yourself up to spend more time on the consulting aspect of your business. 

Comparing the best invoicing software for consultants: 5 options evaluated

Invoicing software is designed to help you create and manage invoices and collect online payments. But let’s be honest: If that’s all you want to do, you can manage it with a free PayPal account. Consultants looking to elevate their business and simplify the invoicing process need more, from easy payment tracking to customizable templates. 

Let’s take a look at the best invoicing software for consultants, including what each solution gets right as well as which features it may be lacking. 

HoneyBook

HoneyBook stands out as an all-in-one client management platform rather than just another invoicing option. It provides an endlessly customizable platform for independent contractors, as well as an easy-to-use home base for the clients they serve. 

Payment processing

HoneyBook provides clients with a frictionless online bill-pay experience. Clients can pay their bills with credit cards, debit cards, or ACH bank transfers. They can even set up autopay so their bills always get paid on time without you or the client having to spend extra energy on the process. 

Invoice templates and customization

HoneyBook offers fully customizable online invoice templates. Start with a professional-looking template. An easy user interface allows you to update the template as you like. Give premade templates a facelift with customized color choices, logos, and more, and save your favorite templates to use them again and again. 

Consulting invoice templates
HoneyBook invoice template for consultants

Invoice and payment tracking

HoneyBook allows you to track invoices and payments from your web browser or mobile device. Autopay and recurring payment options make it easy for your clients to pay their invoices on time, and automatic payment reminders ensure unpaid bills never fall through the cracks. 

HoneyBook payments dashboard
Payment tracking inside HoneyBook

Client portal

HoneyBook provides a convenient client portal, allowing all of your clients to track communications, review files, send messages, and make payments from the same convenient location. By keeping everything on one centrally located platform, you improve the communication between you and your clients, increase your workplace efficiency, and keep your consulting business as professional as possible. 

Mobile app

HoneyBook has a mobile app that’s compatible with both iOS and Android devices. Respond to client communications, receive payment notifications, and even create new projects on the go. This mobile-friendly accessibility is critical for consultants who may be traveling, attending meetings, or visiting other clients on a regular basis. 

HoneyBook consultant invoice
Example of a HoneyBook consultant invoice on mobile

Additional features

HoneyBook is designed to be much more than basic invoicing software. It offers numerous additional features beyond sending invoices and receiving payments. Some of HoneyBook’s standout features include: 

  • Send proposals contracts to clients and receive secure online e-signatures
  • Automate emails, tasks, and more
  • Schedule client meetings and send automated meeting reminders
  • Manage client communications, projects, and more while integrating with the top tools you’re already using

Zoho Invoice and Zoho Books

Zoho’s solutions, Invoice and Books, are designed to simplify invoicing and bookkeeping. 

Payment processing

Although Zoho Invoice doesn’t have its own payment processing system, it integrates with ACH payments and some of the top online payment gateways, including Stripe, PayPal, Square, and more. Most clients will be able to find at least one payment gateway they’re comfortable using. 

Invoice templates and customization

Zoho Books has a system in place for customizing invoice templates, purchase orders, receipts, and more. You can customize the fields in your headers and footers, include your own branding, change fonts, and do much more. 

The only downside to Zoho’s customization options is that you can’t click on the template and make your adjustments directly. Instead, you adjust the fields outside the template and then view how those changes would impact the look of your invoice. 

Invoice and payment tracking

Although you can keep track of customer invoices and payments with Zoho, it’s not the easiest process. To track invoices and payments, you have to generate the invoice history and customer balance reports. This does give you a precise look at each customer’s history with your business, but it makes it difficult to see outstanding payments at a glance. 

Client portal

Zoho offers a client portal that allows your customers to see their quotes, invoices, and time sheets in one location. They can view their outstanding balance with your company and easily download their statements. There’s even a collaboration feature that allows clients and consultants to discuss quotes and reach a final agreement without going back and forth via arduous emails. 

Mobile app

Zoho Invoice offers a unique mobile app that integrates with Siri, allowing you to set transactional reminders in a hands-free setting. You can also send out invoices, estimates, and account statements and even use a time-tracking widget to keep track of your billable hours with a client. 

Additional features

Zoho Books offers a number of standard accounting features, including payment links, payment reminders, and recurring invoices at the lowest payment plan. However, you have to pay a premium price if you want to access premium features like signature integrations and budgeting assistance. 

QuickBooks Online

QuickBooks is a popular option designed for small- and midsize-business owners. 

Payment processing

QuickBooks allows customers to directly pay their invoices using digital payment methods, including credit or debit cards, ACH payments, Apple Pay, PayPal, and Venmo. Customers can even set up autopay for recurring invoices or bills. 

Invoice templates and customization

QuickBooks does allow you to customize your invoices. However, any changes you make to your invoices, including changes to your logo or company information, will change that information across the board within your QuickBooks account. This means you cannot use the same QuickBooks account to run multiple businesses or design unique invoice templates for specific clients. QuickBooks also does not allow you to customize sales receipts. 

Invoice and payment tracking

Although QuickBooks tracks payments that you make, allowing you to create 1099 forms easily, it’s much more difficult to track payments your clients make to you. If you want to see if a client has paid a specific invoice, you can open that invoice and see when a payment was made or how many days overdue the payment is. However, you need to integrate a separate invoice tracker into your QuickBooks account if you want to send payment reminders to clients or see at a glance which invoices are overdue. 

Client portal

Although QuickBooks offers Customer Account Management Portals (CAMPs) for its users, it’s a far cry from the robust client portals other invoicing software options provide. QuickBooks’ CAMPs allow clients to pay invoices and download receipts, but that’s about it. Clients can’t review past transactions, update contact information, or sign documents within the portal. In fact, the client portal is so lacking that there are companies offering separate client portals to integrate with QuickBooks just to improve this feature. 

Mobile app

QuickBooks offers mobile apps that are compatible with iOS and Android devices. These apps are free to use with an existing QuickBooks account and provide on-the-go accounting functionality. 

Additional features

Some of the features that make QuickBooks stand out include inventory management, accounting reports, and project profitability reports. For some industries, these accounting features can help track nuanced budgetary information. However, consultants may find that the robust accounting features cannot adequately replace the client management features found with other invoicing software options. 

Xero

Xero is cloud-based accounting software that’s based in New Zealand. It’s specifically designed for small-business owners. 

Payment processing

Xero allows customers to pay directly from their invoices using a credit card, a debit card, Apple Pay, Google Pay, or an ACH bank transfer. 

Invoice templates and customization

Although Xero allows you to customize templates, it’s not the most straightforward process. Xero uses a system called “advanced invoice templates.” Users can download these templates as DocX files, edit them offline, and then upload them back into Xero’s system. Advanced invoice templates can get a bit tricky, because if you edit the wrong fields, they no longer integrate with Xero’s system. However, this system also allows for some truly customized templates. 

Invoice and payment tracking

Although Xero doesn’t have its own invoice and payment tracking system, it integrates seamlessly with an app called Invoice Tracker. Using Invoice Tracker, you can automatically sync your invoices and your Xero account. Invoice Tracker updates every few minutes, so reminders can go out frequently, but never after a payment has been received. 

Client portal

Xero does offer a customer portal. Clients can use the portal to view invoices, expenses, bills, and bank transactions. They can also reach out to Xero’s customer support directly from the portal if they have any questions. 

Mobile app

Xero offers the Xero Accounting App for mobile devices. This app is free to download and is included with a Xero subscription.

Additional features

Xero is largely built as accounting software. Most of its additional features are accounting-related. For example, in addition to sending and receiving invoices, Xero allows you to claim expenses, reconcile your bank accounts, and even perform accurate multi-currency accounting. 

Xero also empowers users with financial analytics, asset tracking, and even automatic sales tax calculations so you can stay on top of every aspect of your business’s finances. 

FreshBooks

FreshBooks offers web-based accounting software for small- and midsize-business owners. 

Payment processing

FreshBooks does not have its own system for receiving payments; instead, you have to integrate your FreshBooks account with a platform like Stripe or PayPal. However, FreshBooks integrates well with these third-party platforms. Your clients can choose to make their payments directly from the invoice, and FreshBooks will automatically track those payments in your account. 

Invoice templates and customization

FreshBooks offers two invoice templates: simple and modern. However, you can customize these templates to your liking. You can also save your customized templates to use again and again. 

Invoice and payment tracking

FreshBooks allows you to send invoices, set up recurring invoices, and schedule automatic payment reminders. You can also track invoices from the moment you send them out until the moment they’re paid. FreshBooks will show you when customers receive and view your invoices, and you can even set up notifications so you know the moment your clients have paid. 

Client portal

Although FreshBooks has client portal software, the portals are limited to a certain number of “primary clients.” 

Mobile app

FreshBooks does have a robust mobile app that allows you to send invoices on the go and keep track of your time. However, it’s important to know that the mobile app does not allow you to generate reports on the go; you have to use the desktop version to do that.

Additional features

FreshBooks offers a number of advanced accounting features, including profit-and-loss reports, bank reconciliation tools, automatic expense recording, late payment reminders and fees, file sharing, time tracking, multi-currency accounting, and online e-signature capabilities. These robust features make FreshBooks a top contender for the best online invoicing software. However, FreshBooks stays firmly in the accounting landscape and does not extend to overall client management and communication. 

So what’s the best invoicing software for consultants? 

While some clients choose not to pay consultants for a variety of reasons, many more clients who don’t pay their bills simply forget that they owe their consultants any money at all. The best invoicing software for consultants meets clients where they’re at while simplifying the invoicing process. 

After comparing the five most popular invoicing software options for consultants, HoneyBook is the clear winner. HoneyBook offers a robust suite of features, from customized invoices to convenient client portals, making it easy for consultants to bill clients without spending hours each day tracking down payments. 

By offering the greatest blend of cost-effectiveness, critical features, and ease of use, HoneyBook makes choosing the best invoicing software for consultants a no-brainer. Get started with HoneyBook today. 

Fast, reliable payments

90% of HoneyBook invoices are paid on time or early.

How to make an invoice for graphic design work

Designer working

Elevate your graphic design business with a billing process that underscores your professionalism and expedites payments. Learn how to make an invoice for graphic design work that also gets you paid fast. 

Designer working

As a graphic designer, your creative prowess is evident in every logo, layout, and webpage you craft. But beyond the visuals, there’s another art form equally crucial to your business success: professional invoicing. Knowing how to make an invoice for graphic design work not only ensures you get paid promptly but also represents your brand with the same level of professionalism that defines your designs.

For freelancers and small studios alike, invoices are more than mere requests for payment. They’re a key touchpoint in managing client relationships. A well-designed invoice reflects your attention to detail and commitment to seamless client interactions, setting a tone of trust and efficiency from a project’s start to final payment. As a graphic designer, your professionalism should shine through in your invoicing process.

Let’s dive into crafting invoices that mirror the excellence of your graphic design projects while facilitating a smooth payment process.

Jump to:

Sell your services in style

Create professional and branded invoices in minutes with HoneyBook. 

Determine how much you should charge for graphic design work

Before you can create your invoices, you need to determine what will go on them. 

Cracking the code on what to charge for your graphic design work can be a complex decision. You’re not just selling designs, you’re providing solutions that enhance brand identities and communicate core messages. 

To set a fair price, consider the type of project on your desk. Is it a logo that could become iconic or a full website overhaul requiring intricate UI design? Each demands its own market rate, from logos ranging between $100 and $5,000 to websites that might total anywhere from under $1,000 to over $15,000.

Additionally, your experience adds significant value. If you’ve got years of pixel-perfect projects under your belt or specialized skills in areas like typography or animation, these justify higher rates. Your location also plays into this equation. A designer based in New York might charge more due to the cost of living differences. You can do some industry benchmarking through designer aggregation sites and other similar platforms.

Pro tip

When discussing rates with clients, underscore your unique value through your swift turnaround times, accountability for high-quality work, and specialized skills that align with their projects. Make the conversation about benefits, not just costs, to help them see the true worth of your graphic design expertise.

Determine your payment terms and structure

As a graphic designer navigating the ebb and flow of projects, setting clear payment terms is the anchor that keeps your business steady. Beyond just getting paid, you need to establish trust and transparency with your clients. To start, consider asking for a deposit upfront. This not only secures commitment from both parties but also helps cover any initial expenses related to the project.

Milestone payments are another common practice that benefits you and the client. By breaking down the project into phases — conceptualization, design, revisions, final delivery, and so on — you can align payments with progress. This approach keeps cash flowing and reassures clients they’re getting what they pay for at each stage. 

Some designers opt for full payment upon completion, especially for smaller projects or those with quicker turnarounds. Whichever structure you choose, ensure that it’s clearly outlined in your agreement. Payment schedules should include specific dates or project stages when payments are due.

Clear communication from the get-go about these expectations ensures there are no surprises later on. Clients appreciate knowing exactly what they’re paying for and when, and smoother transactions can pave the way for a professional rapport and future collaborations.

Use a graphic designer invoice template

When it’s time to get paid, that’s where the magic of a graphic design invoice template comes into play. It’s like having a master file that captures all the crucial billing elements with just a few clicks — no more drafting from scratch after every project. Graphic design invoice templates are all about efficiency. They’re set up for quick customization, allowing you to plug in project details and send them out promptly, keeping cash flow as steady as your creativity.

Consistency is another headliner in the world of professional invoices. When you use a template, your invoices send a subliminal message of reliability and organization. Plus, clients love familiarity. It makes processing and paying bills easier when they know exactly where to find the total due or payment terms.

What about those projects that break the mold? No problem. Your invoice can be as flexible as your designs, tailored to reflect different project scopes from minimalist logo work to comprehensive branding packages. Swap in specific service descriptions or adjust pricing structures, all without compromising on professionalism or brand identity. With templates, you’ve got an invoicing process that’s as polished and adaptable as your portfolio.

HoneyBook brand design invoice
Example of a HoneyBook design invoice

Incorporate your branding in the template

Think of your invoice not just as a bill, but as a brand ambassador. By weaving your unique branding into the invoice template, you transform a standard document into a personalized experience for your clients. This consistent branding enhances recognition and cements your professionalism with every transaction.

To seamlessly integrate your brand’s personality, start by adding your logo. This should be the beacon that catches the eye first. Next, harmonize the color scheme and fonts to match your other marketing materials. These touches reassure clients that they’re dealing with you and not just another faceless freelancer. And remember, subtlety is key. Keep it professional with a clean layout where your brand elements complement the vital details of the payment process rather than overshadow them.

What important invoice information should you include?

Your invoice needs to contain all the necessary details for clear communication and prompt payment. Here’s what to include:

  • Description of services: Clearly itemize the services provided, along with any project-specific details.
  • Pricing breakdown: Whether you charge by the hour or per project, outline your fees clearly for each service rendered.
  • Client information: Personalize each invoice with the client’s name, company name (if applicable), and contact details.
  • Invoice date: The issue date often also starts the countdown for payment deadlines.
  • Payment terms: Specify due dates or expected timelines for payment.
  • Invoice number: Assign a unique identifier to simplify tracking and organization on both ends.
  • Tax details: If applicable, include tax identification numbers and specify any taxes applied.

By presenting these elements neatly and accurately, you reduce potential back-and-forth that could delay the payment process.

Offer common payment methods

In a highly digital and modernized world today, the ways in which you can get paid for your graphic design work are as varied and vibrant as your color palettes. As digital engagement deepens, it’s clear that offering a mix of payment methods isn’t just convenient, it’s expected. Reports indicate a significant leap in US consumers using multiple digital payment methods, from 45% to 58% between 2019 and 2020. 

This surge highlights the need for flexibility in how you receive payments. Whether it’s through bank transfers, credit card payments, or mobile apps like PayPal and Venmo, each option offers its own set of benefits. Digital platforms often provide instant processing, which means faster access to your earnings and less time spent chasing down payments.

Pro tip

Flexible payment options aren’t just nice to have, they’re essential for attracting clients and keeping them in your orbit. Look for a platform that offers multiple payment methods without the need for integrations, like HoneyBook. With an all-in-one platform, you can enjoy invoicing and payment processing in one place. 

An all-in-one clientflow platform for all your invoicing needs

As an expert graphic designer, you understand the power of well-executed work and its impact on client relationships. You’ve learned how to set competitive rates that honor your expertise, how to present yourself with professional invoices, and the necessity of offering a variety of payment options to accommodate client preferences. 

Consider HoneyBook your partner in progress. It’s more than just an invoicing tool, it’s the ecosystem that nurtures your business growth with features tailored to your creative workflow. From crafting bespoke invoices that carry your brand identity to managing seamless communication and payments, HoneyBook is crafted to support service-oriented professionals like you.

Book clients in seconds

Get HoneyBook and bundle your invoices, contracts, and payments into one single file. 

Legislative advocacy: The policies behind getting independents paid with Rafael Espinal

Did you know that 84% of independent business owners think that there should be more government resources and financial assistance to support them? The current government infrastructure makes it difficult for us not only to build but also to protect our business. 

In this episode, Rafael Espinal, president of the Freelancers Union, joins us to share how we can become fierce advocates for our businesses through legislative advocacy.

Today’s conversation is only the beginning. We will be partnering with the Freelancers Union to host a meetup at the South by Southwest event next year. We are so excited to join forces to help secure a better future for independent business owners.

The Independent Business podcast is powered by HoneyBook, the all-in-one platform for anyone with clients. Book clients, manage projects, get paid faster, and have business flow your way with HoneyBook. Use the code PODCAST to get 20% off your first year as a new member.

Follow the Independent Business podcast

Transcript

Rafael’s journey from independent creative to President of the Freelancers Union

Rafael was born and raised in Brooklyn, where he still lives today. He knew from a young age that he was creative and he dreamed of being a filmmaker. Along with that dream came the realization that he would probably have to do independent work to make it happen.

Rafael’s life took an unexpected path after he graduated from college and ended up running for political office. At age 26, he became a New York State Assembly Member, and he took a meeting with the Freelancers Union to discuss a bill that would expand the rights of independent workers. His work with the union resulted in passing the nation’s first Freelance Isn’t Free Act in the city of New York. 

The biggest challenges affecting independent business owners today

The Freelancers Union surveys its 500,000 members throughout all 50 states in America, and these are the biggest challenges that they report have to do with health insurance.

Health insurance is too expensive. Many people who want to freelance do not want to leave their 9-5 jobs because they would lose their benefits. Those who do freelance and buy health insurance from the marketplace report that it’s one of their biggest expenses.

The Freelancers Union offers a partnership with Galileo, a telehealth company that offers medical services through an app. If you’re a member of the union, you can get Galileo services for a reduced rate.

The next challenge that freelancers face is getting paid for their work. The Freelancers Union toolkit released the following data:

  • 70% of freelancers face nonpayment and the impact on their personal life can be devastating. 
  • Freelancers reported they took the following actions:
    • 44% relied on credit cards 
    • 25% borrowed money from family & friends 
    • 17% took a job outside of their field
    • 7% received government assistance
    • 7% sold a car or other item 
  • Nearly 28% of freelancers say they always use a contract. 

Without proper regulations in place, it’s easy for freelancers to be exploited. A big part of the problem is that the organizations that contract freelancers are not held accountable when they fail to pay.

The Freelancers Union is working to proliferate the Freelance Isn’t Free Act, which creates a 30-day payment standard, across the country in order to protect all independent business owners.

In five years since the law was passed in New York City, 3000 claims have been filed for independent businesses and $2.9 million has been recovered for freelancers. Check out the full five year report

The process of getting a Freelance Isn’t Free Act passed

As we mentioned in the intro, most freelancers don’t think the government offers them enough resources or financial assistance. Recent reports also show that there are 60 million Americans who are independent workers, and 64% of freelancers believe that the government does not do enough to improve access to the limited resources and assistance that is available to them. 

The Freelancers Union is trying to change these statistics by getting Freelance Isn’t Free laws passed all around the country. Here’s what the law ensures:

  1. Clients must pay freelancers within 30 days, or they will be fined.
  2. If the client still does not pay after being fined, they can be taken to small claims court.
  3. The freelancer can present a letter from the city or state acknowledging that the client has not been responsive, which will cause the judge to rule in the freelancer’s favor.
  4. After the judge rules in the freelancer’s favor, the client will owe damages.
  5. The client is responsible for attorney fees incurred through the process.

The purpose of the law is to make it clear to clients that the easiest thing to do is pay freelancers on time, otherwise, they will have to go through a time-consuming and expensive legal process.

How you can get involved with the Freelancers Union

The Freelancers Union is free to join, and they offer several beneficial resources on their website and through their newsletter. They also facilitate monthly meetups around the country to help freelancers build community. 

Along with joining the union, you can make a difference by voting in local elections and making your voice heard by your local officials.

How freelancers can protect themselves better

Only 28% of freelancers report using a contract to clearly outline their agreements with their clients. Failing to write the terms of work or terms of pay opens you up to being exploited by clients. 

Here’s how you can protect yourself:

  1. Create contracts for your work using templates from HoneyBook or the Freelancers Union
  2. Clearly scope out your work
  3. Include milestones for payment
  4. Ask for a deposit on the front end of the project 

Some companies will send you their own contract; however, it’s important for freelancers to remember that they can negotiate the contract and ask for revisions to it.

The biggest differentiator between businesses that succeed and the ones that fail

Rafael believes that the biggest differentiator between businesses that succeed and the ones that fail is resilience and resourcefulness. Make sure clients can find you online and can easily access a portfolio of your best work.

Important sections of the conversation:

  • [2:06] Rafael’s journey from politics to union president
  • [4:28] The biggest challenge facing freelancers today
  • [10:20] Passing the Freelance Isn’t Free Act
  • [16:18] How to get involved in advocacy
  • [19:26] Protecting yourself as a freelancer
  • [24:34] The biggest differentiator between businesses that succeed and the ones that fail

Resources Mentioned

Connect with the guest

Episode Transcript

Akua Konadu
84% of independent business owners think that there should be more government resources and financial assistance to support them. It’s clear with the current government infrastructure that it makes it really difficult for us to not only build but also protect our business. So now more than ever, it is vital that we come together to advocate for policies that protect the rights of independent business owners. So how can we get started? How exactly can we better equip ourselves to protect our business? Well, that is where Rafael Espinal comes in. And he is the president of the Freelancers union, which is a nonprofit organization, serving as a support system for independence through advocacy, education and surfaces. Raphael will share with us how we can become fierce advocates for our business. And this conversation is just the beginning, we will be partnering with the Freelancers union and hosting a meetup at the South by Southwest event next year. And we are so excited to join forces to help secure a better future for independent business owners. Now let’s get into the episode. Hey, everyone, this is your host Akua konadu. And you’re listening to the independent business podcast, more people than ever are working for themselves and building profitable businesses in the process. So on this show, I get to sit down with some of the most influential authors, entrepreneurs and creators to break down the science of self made success so that you can achieve it too.

Akua Konadu
Hello, Rafael, how are we doing?

Rafael Espinal
I’m doing great. It’s great to be here. Yeah, well, we’re

Akua Konadu
happy to have you, you know, I’m really excited for this discussion. Because just even kicking it off here, you know, 84% of independent business owners feel that they’re the government does not provide enough financial resources or assistance to supporting them. So I’ve been looking forward to this episode, and just hearing more of your work with the Freelancers union, and just the impact that you guys are making in our community here for every single independent business owners to make some of these resources available. So I’m really, really excited to have you here. So thank you. And yeah, so we’re just gonna hop in right away. So can you just share with us your journey? And how did you get involved with the Freelancers union and essentially, like, become their executive director? Yeah,

Rafael Espinal
I mean, it’s a it’s a long journey. But it all started with me being born and raised and growing up in Brooklyn, lived here my entire life. And I growing up, I always knew I wanted to be a creative. I wanted to be a filmmaker. That was the big dream. And there was also an understanding that with that, most likely you’d be doing independent work. So as I went through high school and college with that goal in mind, the Freelancers union was actually founded in Brooklyn, and they were and they were really working behind the scenes through those years to build the organization. And I remember writing the New York City subway and seeing their posters plastered everywhere, they had this big sign that said, freelancers, union, independents unite, anyone who works in TV, graphic design, or just works independently, in general, come to our organization and be had got access to all these benefits, community and more. And I remember thinking like how important that was, especially for folks who worked independently, because I think we all can agree that independent work is siloed work, right? Everyone’s working independently is very fractured, you have to kind of create the opportunities to make connectivity. So I thought it was great that there was an audition doing this work. And when I graduated college, life took me a different path. I got involved in politics, and I ran for office at the age of 26. And I became a New York State Assembly Member. But in my time in government, everything kind of came full circle, because the union requested a meeting with my office to talk about a bill they were working on to expand the rights of independent workers when it comes to non payment. And I happen to have been the legislator that they approached with this with this with this bill language. And we work together to actually pass the nation’s first law called the freelances and free act in the city of New York, that granted independent workers the right to a contract and the right to a net net pay of 30 days.

Akua Konadu
Yes, and I’m excited to talk about that. And I think that is just so amazing. Just, first of all the amount of work that you’ve done, and from where you started to where you are now. And it’s kind of interesting of just even just little moments in our own journeys where like you saw a sign you’re like, Okay, this is what I need, and then how just things to transpire to where you are now it’s just it’s such an amazing journey. And so in your time with the Freelancers union, what do you think are the major challenges that are affecting independent business owners currently? Yeah, we

Rafael Espinal
constantly put out a survey to our members, we have a membership of about 500,000 people across the country in all 50 states. The majority, of course, are in New York City and in California, and in states like Texas, and the growing population also in Illinois, and what we constantly hear from them is that, number one, health insurance is too expensive, and it’s the biggest hurdle for a current freelancer for anyone thinking of going into freelance, right we’ve been sold our entire lives this idea that we need health insurance and you need a nine to five job In order to get good quality health care that is paid for and that you don’t have to worry about. And unfortunately, that that becomes the biggest barrier for a lot of folks. And it’s a big and it’s the biggest, I think, expense that hurts their bottom line when it when it comes to just taking care of themselves and providing for their families. So, you know, that is why, you know, the organization that has put a lot of focus and energy in focusing on on that work. You know, I think one of the major accomplishments that the organization was able to do was create its own health insurance company, at some point called a freelance freelance insurance company and, and freelancers were able to get health insurance at half the cost. And if they went out on their own and bought it anywhere else, unfortunately, given the regulations and within with the Affordable Care Act and rules that came around that it no longer allowed us provide that, that that, that service, but we try to think of new novel ways of skirting around those regulations and figuring out how we can create strong partnerships to get freelancers the best deals, for example, just recently, we launched a partnership with this help with this telehealth company called Galileo. And you’re able to get telep 24/7, access to a doctor on your phone, discounted prescriptions, discounted vision and dental, that is only available if you remember the Freelancers union, because if you went out and try to buy it on your own, through Galileo, you would only get half the services, and you’re probably paying more of a cost. So that is what we do in the background, right? Like how do we strongly build these strong partnerships, that at the end of the day, isn’t isn’t a is gonna benefit the worker?

Akua Konadu
Absolutely. I think again, it just goes to talk about how the current infrastructure that has been created in society is not meant for independent business owners. I think of myself when I first started my business, I mean, when you’re, especially as a solopreneur, that is, the last thing on your mind, is health insurance, you’re just trying to get clients, you know, show up on, you know, with your marketing, bookkeeping, all of these different hats that you have to wear. And so then when you have to finally get health insurance, and you finally make it a priority, just to be able to attain, it is so difficult. And I’m one of the 62% of independent business owners who feel that the government also does not make it easy to attain the limited resources that are already available to us. And so I love that what you guys are doing is, I think it just reminds me, I think the heart of the Freelancers, human right, it’s freelancers being scrappy, of like, Okay, we’re gonna figure this out, we’re going to be innovative in any way that we can to be able to provide these resources to independent business business owners. And I love that. And so another question that I want to ask too, is, what do you think the biggest challenge is, with independent business owners getting paid, because I love that you guys had your freelancers toolkit, and I think I just really wanted to paint this picture of just how much it really affects business owners when, like potential clients, I mean, just clients in general miss payments. And so this is what I loved so much about what you guys shared, I think it was like 44%, if they don’t get paid end up having to use credit cards, some people end up having to borrow money from family and friends, some people 7% end up having to get government assistance. So you know, it’s so so key, being able to protect yourself and protect your business. And so I want to ask again, why do you feel like what are some of the challenges that are really impacting independent business owners from being paid? Yeah,

Rafael Espinal
I mean, I will start off by saying that, you know, the latest numbers show that there are over 60 million Americans who are independent workers, independent business owners, and that just creates an opportunity for 60 million Americans to be in a situation in which they won’t have enough money to pay their rent or pay their utilities costs and kind of further driving them into debt. For reasons you mentioned. Right having to tap into your credit card, having to get a small business loans to keep you afloat. So we we worked around around this issue, because we knew that given how fractured the workforce is and how everyone operates in silos, it just creates more opportunities for larger companies and for clients to be able to exploit you feel like they don’t have to pay you on time, because there aren’t these regulations in place that are going to penalize them enough to hold them accountable. So it really comes down to a few things, right? One, you’re you’re likely working with a company that has very complex internal finance systems and tools in place that doesn’t allow them to be able to process your invoices or lose your email or be able to get your paid on time. Right. But then you also have the the clients who don’t have I guess, the who also don’t feel the need to be able to pay you on time for a host of other reasons. But this is why the law was so important. It’s like how do we create a basic standard across the board to ensure that every independent business owner to every client relationship, there’s a standard of getting paid within 30 days, and there’s a standard to having a contract in place. And that’s what the law did in New York City. And since then, you know, we’ve been working to to get this law proliferator across the country that has been our focus over the past few years.

Akua Konadu
Yeah, and the impact due to the Freelancer ism free act is amazing. I mean, I read a report since in the past five years since it has gone into effect. 3000 claims have been filed by independent business owners and you guys have been able to recover $2.9 million for businesses, which is just absolutely fantastic. And so I wanted to ask you, what was that process like getting this bill passed? What did that whole journey look like?

Rafael Espinal
Yeah, so first and foremost, the reason that we see a lack of protection and and benefits for the freelance workforce, is because there has been a there isn’t really a unified voice advocating for this workforce. Right, the traditional employee has a traditional union that has been organizing them for 100 years. Right. And, you know, even even larger businesses have these big lobbying firms who are in the halls of government, you know, fighting for their causes, because freelance workers have relaxed that, that that that space of community and solidarity for a long time, it’s really allowed for government to keep up with it with the with the rapid changes has been happening within the Independent Business workforce, right. So what really, really started pushing things over the edge was when the when the Freelancers union, began working with their members and working with other independent business owners to to really think about, well, you know, what are the what are the needs of the community? And how do we shape legislation that’s going to benefit them and nonpayment was was that big issue. And they work with labor lawyers and other labor unions to get language to figure out, you know, how do we craft a bill, that’s going to ensure you get paid on time. And if you don’t get paid on time, that there’s a mechanism in place in which that client is going to get fined by the city or the state. And if they end, if they don’t pay after getting fined, that you’re able to go to small, small claims court as you normally would. But now that when you do go to small claims court, you actually have a letter acknowledging from the city or the state that you have gone through this whole process, trying to get paid, and the client has not been responsive. So when you go into court and are in front of a judge, you already have all of this information that’s going to guarantee the judge site in your favor. And on top of that, if you do have to go through the entire process, now the clients then have to owe you double damages. So that $2,000 invoice becomes a $4,000 invoice to that client. And they’re also responsible for any attorney fees you incurred through the process. It was really designed to protect the freelancer, but also make clear to the client that this is going to be a long and expensive process for them. And the easiest thing and the best thing they can do is ensure you get paid on time for the work you’ve completed.

Akua Konadu
Yes. And I think that is just so so key. And I love that you guys have this resource, because as independent business owners, right, we naturally don’t think that we always think that businesses are willing to pay, we always go into situations, hoping for the best as we should. But sometimes that just doesn’t happen. And then you don’t know you need something until you need it. And so I think that’s just so so amazing that you guys have that in place. And you guys are working hard right now to get this expanded into other cities. So what does that look like as well with that journey? Yeah,

Rafael Espinal
I mean, I would, I would say the pandemic has really created an opportunity to open open the eyes of our society and legislators about the need to create protections for all workers. You know, I think we can all look back and and think about how concerned we all were when the government was announcing programs that would support brick and mortar store businesses, when they were announcing programs to ensure that the average daily that the traditional end worker had a paycheck every single week, if they were laid off at their jobs. No, we had to work as an organization to bring these issues to the federal government and say, Hey, there’s there’s over 16 million Americans who potentially are going to go weeks or months without a paycheck or without, without, without get an invoice paid. Unless Unless you unless you do something. So you know, I guess I use that as to as an example, because that really created a conversation on how do we start thinking about the future of work? You know, how are we going to prepare for the for, for for a workforce that for over a century has gone without these basic protections and resources? Now, when we approach legislators in California, in Illinois, in Texas, they’re more keen and more attuned to what’s happening. And we’re and because we’ve we have cities like New York City, and now the city of LA and now the city of Seattle have implemented these laws. It makes it a lot easier to start these conversations. And we’re seeing we’re seeing this law coming in. It’s coming into place in across the country, one of the cities that just mentioned Seattle, the city of LA, just as just as of last month, the state of Illinois signed a state freelances and free bill into place to This Week in the in the state of New York. Our governor is going to assign a statewide bill into place. And we also have a bill in Austin. But ultimately the idea is how do we get enough states and cities agreeing that this is the basic right that all independent business owners and freelancers need so that we can go to the The federal level and try to get a national bill passed that will cover freelancers across the entire country.

Akua Konadu
Oh my gosh, I love that. And that is just so powerful to see all of the work that you guys are doing. And you’re right, like the pandemic, I mean, how many I mean, millions of people started their own business due to the pandemic. And there are more people that lie ahead in the journey, who are going to start their business. And so again, this is just so key and making sure that people are getting paid, that their businesses are protected, and that they’re still able to support their themselves, their teams, their families. And so I absolutely, it’s just really inspiring. And it makes me excited about the future of entrepreneurship. And I think it just makes it clear, especially to the government that small businesses are here to stay, we work we’ve always been here. And to finally get that recognition. I think it’s so important to where slowly but surely, the infrastructure is being rebuilt to now include independent business owners, which I think is just it’s amazing. And I’m just so excited to hear more about the work that you guys are doing. And I think again, it just leads to the importance of legislative advocacy. I think as business owners, many of us wonder how can we get involved? What can I do? I’m just one person. And so how can independent business owners be more involved and be more aware of what’s happening in our in our government? Well,

Rafael Espinal
the first thing you can do is join the Freelancers, union, freelancers. union.org is free to be part of our community. And what that opens up for you is all of the information and resources that our team curates to ensure that you’re armed with everything you need to ensure that to ensure that you your business and your career is a successful one. But two we also are doing are doing that work on the ground, approaching legislators trying to make the news to help inform people about what’s happening and what what can be done to improve the lives of the of independent business owners. So you know, we have a weekly newsletter that goes out with all this useful information. So I encourage everyone to join. And that is that is the easiest step you can take. And from there, you know, we do have monthly meetup groups around the country in which you’re able to connect with other like minded independent business owners, and potentially help you create your own community locally as well.

Akua Konadu
Absolutely. And then another thing that I want to add to that as well, because as independent business owners, there’s power in voting, right, like I we, I think that was highlighted heavily, obviously, in 2020. But just realizing too, that it’s so important to know what’s going on in your local government. I know for my personal experience, just with voting in general, I had all of these other, I always had create a list of values, right. And small business, like how government officials are supporting small businesses was not on that list for me every time I voted. Now, it’s different for me this year it is and also to from a local perspective, researching and getting to know the people in your local government, your local districts who are able to who are fighting the fight for small business owners, to help you make the best decision for you and your family. As you’re voting i That’s something that I’ve just learned in terms of like, at least getting started with advocacy that I found super helpful. And I’m really excited for the Freelancers here. Because I will definitely join

Rafael Espinal
as a former legislator that was voted into office by constituency. I mean, the my agenda was was sculpted by the people that that I represented, right. So if you’re in the office of your local council member or your local state senator, and you’re expressing your concerns and and your needs, and what what you believe this legislative could be doing to better your life, you know, you’ll have someone that can potentially be an ally, and help craft and push those laws that are important to you. So absolutely. Voting is the number one thing you definitely can do. And I will say that’s probably the easiest thing you can do before joining the union.

Akua Konadu
Yeah, no, there’s so many. But the things that I love is that it’s not that difficult, right? I think, again, we’re like, how can I get involved, there’s so many different things that I just don’t know. And it’s like, number one, there’s power and knowledge that like Knowledge is power. Literally, there’s power in your vote and joining places like the Freelancers union to really help guide you, and just give you that education that you need to make the best decisions for you. And so I absolutely love that. And so another question that I have is where How can also business owners improve to protect themselves? I mean, I learned in your toolkit that I think like 28% of independent business owners only, like have written contract, which I was so surprised by that, because when I first started my own business that was an that was drilled into me, but then I realized, like, not everybody has all of our experiences are so different of how we get started. So how can we better protect ourselves? Yeah,

Rafael Espinal
I mean, there’s, there’s a lot of word of mouth contracts, right? Or that people don’t, that failed to write, to write down the terms of the terms of the work the terms of pay, and that really opens you up to to allow for a client to take advantage of you right and exploit you. So a written contract is is the number one thing you can do in order to ensure that that you get paid and if you don’t get paid, that you can at least take go through the through the process of going to small claims court and having your case being heard by a judge and potentially getting getting you the money that for the work that you’ve come to lead it. So we encourage everyone you know, get get a contract on our website, I think honey book as well provides this sub contract template. And clearly scope out the your the work, but also milestones in which you think when which you should, in which you agree on to get paid to ensure that, at least at least as you go on to the journey of completing this work, that you’re getting money through the door, and not wait until the end of a project, which will make it much more likely that you’d have to wait more than 30 days to get to collect on that check or not get paid at all. So have that front end deposit, have have those milestones in between where you’ll get paid for the work, you’ve completed to those points. And then I think at the end of the day, you know, those two things will will will give you that that for that protection. And if and if you’re working with a client that denies you the right to a contract, I think you should think twice about working with with that client.

Akua Konadu
Yes, I was just about to ask you, because I’ve had, you know, I have worked with corporations as a business owner, and some of them, you know, they send you, which that’s why what I’m curious about to know your thoughts on this is they will send you their contract to sign where they may not want you to send your own. And so which I’ve noticed some corporations do that some don’t. And so how, if you’re a business owner, that find yourself in that type of situation, what advice would you have of how to advocate for yourself in that?

Rafael Espinal
Yeah, I mean, from from my experience, that contract that you receive from the larger corporation is not written in stone, I think that you have the right to, to come back to them with your own revisions and your own concerns of how do we think the contract should be renegotiated? So I would go down that route first. But again, you know, the reality is that that there isn’t much recourse for a freelancer if if a client does not want to budge on how their how their contract is structured, right. Which is why laws like the freelancers and free Act were created to ensure that they’re that freelancers have more bargaining power when they’re working with a client, especially larger corporations that have all the tools and resources to be able to push back against you as a solopreneur.

Akua Konadu
Yeah, I think that’s one thing I that just popped into my mind is, as business owners that, you know, you have to be your own biggest advocate. And so it is okay to say this does not fit me and what I’m looking at, you know, in my needs as a business owner, and again, you have every right to negotiate. And if a company is not willing to do that, that is already a red flag, and I already tell you how this project could potentially go. So absolutely just walk away if you if you’re able to, but if not, again, standing up for yourself being direct being bold, because at the end of the day, this project affects you heavily, right. And I always tell myself, if this causes me, if this literally disrupts my piece, I won’t do it. If I have any inclination, because again, like it’s already a lot being an independent business owner. And so if somebody’s wanting to shortchange you or not see your worth or, you know, take advantage of you. I have every right to stand up for myself and say, No, so I hope if you’re a business owner, like you don’t have to take what exactly what’s offered to you right away, you have every right to negotiate, you have every right to say no, I think this XYZ and so I love that you just shared that just to give us a at least some tools that we can use to better advocate for ourselves in that process. And so another question I wanted to ask as you know, as the freelance isn’t free act is as you guys are working hard to get this distribute into other states. What other things could we do? Like, for example, if it’s not in Illinois yet or in other states, as you mentioned, what can business owners also do in that meantime? What other ways can we protect ourselves?

Rafael Espinal
Well, yeah, I mean, it’s, it’s everything we spoke about earlier, right? It’s just making sure you have that contract in place, making sure you’re advocating for yourself and ensuring that you have a net pay that you can live with. But you know, you should you should be reaching out to your local legislator and and, and educating them on on this law that exists in other parts of the country, so that they can play a role in ensuring that your local municipality or your local state government has a freelancing freedom place.

Akua Konadu
Yeah, absolutely. And so I feel I have loved this conversation. I think it was so many great, impactful tools that you have shared and I hope if you’re listening, that you will join the Freelancers union, because again, like they have the resources that you need to be successful as a business owner. And so a question that we’d love to close out each episode with is what do you think is the biggest differentiator between the businesses that succeed and the ones that fail?

Rafael Espinal
You know, it’s a tough question. I think at the end of the day, it comes down to how resilient you are and how resource resourceful you are as an individual. You know, I hear from freelancers in all levels of their career. And there are those that struggle finding one client and there are those that are swimming in clients. I think that the best thing you can do is just keep a positive mindset. I think that the best thing you can do as an independent worker is put your best foot forward. Right? Make sure you have a strong portfolio, make sure that when when, when a client, Google’s your name, that they’re able to find a website that shows all of the amazing projects you have done. I hear from a lot of folks on different points of their career, about how either they’re struggling to find one client or whether they’re swimming and or others who are just swimming in clients. And I think that the differentiation that I see is that those who are swimming in clients have have the best portfolio and have their best foot forward and those who are struggling to find that first client, or you can tell that they’re still struggling to figure out their own identity and how and where they plan on taking their own freelance career.

Akua Konadu
Yeah, I think that’s so so important resiliency, right, as a business owner is so so key and mindset, right, you have to truly be your own biggest cheerleader, because at times, you know, it’s hard. There’s just the journey of entrepreneurship, it has so many ups and downs. And so really being able to cheer yourself on when nobody is there, right? Even when you’re doing the mundane tasks, things that you don’t necessarily enjoy. And again, putting your best foot forward. I’m talking about your work, being proud of the work that you’re doing to be able to attain those clients, I think is just so, so important. And Raphael, this has been wonderful. And where can people connect with you? Obviously, the Freelancers union. Anything else you want to add where people can connect with you? I’m

Rafael Espinal
on Instagram. I’m on Twitter, RL SB now, and also, you can just email me directly at Rs Bernel at freelancers, union.org.

Akua Konadu
Awesome. Well, thank you. Thank you so much, Raphael. For this, this has been so helpful. And I hope if you were listening, you feel empowered and equipped as a business owner to be able to just get more involved in legislative advocacy and really be able to help join the fight to protect your business to protect each other as a community moving forward. So thank you so much for listening. And until next time, that ends our episode of The Independent Business Podcast. Everything we’ve discussed today can be found at [email protected]. Head to our website to access for show notes, relevant links and all the resources that you need to level up. And if you’ve enjoyed today’s episode, be sure to subscribe to the podcast to make sure you never miss our future content. Drop us a review and leave our guests some love on social and thank you again for listening.

Why drip email marketing is essential for business growth

Woman reading a drip email campaign

Learn why drip email marketing is essential for growing your business and how to build successful campaigns that reach your leads and clients at each step of the funnel. 

Woman reading a drip email campaign

In digital marketing, one strategy has proven to be an indispensable tool for businesses aiming to foster lasting relationships with their audience and drive sustained growth: drip email marketing. But why exactly is this method considered essential for business expansion?

Drip email marketing goes beyond the one-size-fits-all approach, offering a nuanced and personalized communication strategy. By nurturing leads, retaining customers, and leveraging data-driven insights, businesses can adopt the full potential of drip email marketing to create meaningful connections, drive conversions, and propel their growth to new heights. 

So, in a world where effective communication is paramount, learn how to build email campaigns as a strategic approach toward building lasting connections that grow your business.

Jump to:

What is drip email marketing?

Drip email marketing is a strategic approach to email campaigns that involves sending a series of specific, pre-scheduled messages to target audiences over a period of time. This method aims to nurture leads and guide them through the sales funnel by delivering relevant and personalized content based on their behavior, preferences, and engagement with previous emails.

In essence, “drip” refers to the gradual release of information, much like a faucet releasing water in controlled, measured drops. This technique is designed to build and strengthen relationships with recipients over time, providing them with valuable content at each stage of their journey.

How drip email marketing differs from traditional email marketing

Drip email marketing differs from a traditional email marketing strategy in several ways. Here are a few ways: 

Automation and personalization

Drip marketing campaigns leverage automation tools to send emails automatically based on triggers, such as user actions or time intervals. Traditional email marketing often involves manual, one-time broadcasts.

Drip marketing also allows for a higher degree of personalization by tailoring email content to the recipient’s specific interests, behaviors, and interactions. This personalized approach enhances engagement and relevance.

Segmentation and targeting

Drip campaigns often rely on audience segmentation, dividing target customers and subscribers into specific groups based on characteristics or actions. This segmentation ensures that recipients receive content that aligns with their needs and preferences.

Traditional email marketing may have a broader, one-size-fits-all approach, potentially leading to less targeted communication and lower engagement levels.

Lead nurturing and conversion

Drip email marketing is particularly effective for lead nurturing, guiding leads through the sales funnel with a series of well-timed and purposeful messages.

Traditional email marketing might focus more on immediate conversions, with less emphasis on guiding leads through a structured sequence of communications.

Key components of drip email campaigns

Drip email campaigns include several key components that impact your success rate. Here are some key components:

1. Trigger events

Drip campaigns are often triggered by specific events or actions, such as a user signing up for a newsletter, downloading a resource, subscribing to a specific email list, or making a purchase. These triggers initiate the automated drip campaign emails.

2. Content sequencing

Drip campaigns involve a carefully planned sequence of emails, each designed to deliver a specific message or piece of content. The content progression is typically aligned with the recipient’s position in the sales funnel.

3. Personalization and dynamic content

Personalization is a cornerstone of drip campaigns, and dynamic content elements are frequently used to tailor messages based on recipient data. This might include personalized greetings, product recommendations, or exclusive offers.

4. Analytics and Optimization

Drip campaigns utilize analytics to track recipient engagement and campaign effectiveness. Marketers can analyze open rates, click-through rates, and other email metrics to refine and optimize the campaign for better results.

Why is drip email marketing essential for business growth?

Businesses are continually seeking innovative strategies to foster customer relationships, drive conversions, and sustain long-term growth. Here’s why drip email marketing is considered essential for business growth:

1. Improved lead nurturing

Drip campaigns allow businesses to nurture leads systematically by delivering a series of targeted messages. This method ensures that potential customers receive relevant content at each stage of their journey, building trust and engagement over time.

2. Increased conversion rates

Drip campaigns are strategically designed to align with different stages of the sales funnel. By delivering timely and personalized content, businesses can guide leads through the conversion process, increasing the likelihood of turning prospects into customers.

3. Enhanced customer engagement

Drip campaigns maintain consistent communication with customers, keeping them engaged beyond the initial transaction. By delivering valuable and relevant content, businesses can strengthen their connection with customers, leading to repeat business and brand loyalty.

4. Time and resource efficiency

Drip email marketing leverages automation tools, allowing businesses to set up and schedule campaigns in advance. This not only saves time but also ensures that the right messages are delivered at the right time, optimizing resources and maximizing the impact of marketing efforts.

5. Segmenting your audience

Drip campaigns are effective because they allow businesses to segment their audience based on various criteria. This ensures that recipients receive content that is tailored to their specific interests and needs, resulting in higher engagement and conversion rates.

6. Crafting compelling content

Drip campaigns rely on delivering content that resonates with recipients. Crafting compelling and valuable content not only captures the audience’s attention but also encourages them to take desired actions, such as making a purchase or sharing their information.

7. Monitoring and analyzing campaign performance

Businesses can track the performance of drip campaigns using analytics tools. By analyzing metrics such as open rates and click-through rates, marketers can gain insights into what works and refine their strategies for continuous improvement.

When drip email campaigns are used

Drip email campaigns are used for a variety of reasons. Here we list some of the reasons to use drip email:

Connect on important dates for your audience

Drip campaigns can be timed to coincide with specific dates that are relevant to your audience. This approach adds a personalized touch and ensures that your communication is timely and aligned with your audience’s interests and activities.

  • Holidays and special occassions: Send emails to your audience on major holidays, seasonal events, or special occasions. Tailor the content to match the theme of the celebration and include relevant promotions or offers.
  • Anniversaries and milestones: Acknowledge important milestones, such as the anniversary of a customer’s subscription, purchase, or membership. Use these emails to express gratitude and offer exclusive benefits or discounts.
  • Personalized birthdays: Implement a drip campaign that automatically sends personalized birthday greetings to your customers. Consider including a special birthday discount or a freebie as a gesture of appreciation.
  • Product launches: Remind customers of the anniversary of a product launch or a significant update. Share success stories, improvements, or exclusive offers related to the product.
  • Local or cultural events: Customize your drip campaigns based on regional or cultural events that are relevant to your audience. This demonstrates an understanding of their context and adds a personal touch.

Speak to users based on their actions

Drip campaigns can be triggered by specific user behaviors, allowing for a more personalized and targeted approach. By understanding how users interact with your content or platform, you can tailor your emails to their preferences and needs. Examples include:

  • Welcome series: Trigger a series of emails when a user first subscribes or creates an account. You can use automated onboarding emails to introduce them to your brand, guide them through key features, and encourage them to take specific actions.
  • Abandoned cart reminders: Send automated emails to users who add items to their shopping cart but do not complete the purchase. Remind them of the items left behind, and consider offering incentives or addressing potential concerns.
  • User engagement: Recognize and reward users who regularly engage with your content or platform. Send personalized emails with exclusive content, early access to features, or loyalty discounts.
  • Re-engagement campaigns: Identify users who have become inactive or disengaged. Deploy a drip campaign to rekindle their interest with compelling content, promotions, or personalized recommendations.
  • Purchase history follow-up: Based on a user’s past purchases, recommend related or complementary products. This cross-selling approach can enhance the customer experience and increase average order value.
  • Feedback and surveys: After a user completes a specific action or transaction, such as making a purchase, send a drip campaign requesting feedback or encouraging them to participate in a satisfaction survey.
  • Upselling opportunities: Identify users who may benefit from upgrading to a premium plan or purchasing additional features. Craft a drip campaign that highlights the value of the upgrade and addresses potential concerns.

Leverage the right tools to automate your drip email marketing

Drip email marketing stands as a crucial strategy for businesses aiming for sustained growth and increased sales. Distinguished by its systematic and automated approach, drip email marketing sets itself apart from traditional methods by delivering personalized content at strategic intervals.

It proves effective when used to guide leads through various stages of the customer journey, from initial awareness to conversion and beyond. Further, it empowers businesses to forge stronger connections with their audience and foster brand loyalty.

HoneyBook automations is your time-saving ally in the world of drip email marketing. It empowers you to streamline communication effortlessly with personalized client onboarding series to automated follow-ups.

HoneyBook automations ensures your messages hit the right notes at the right times. Say goodbye to manual tasks and hello to efficient, tailored communication. Let HoneyBook automations be your partner in maximizing productivity and growing your business seamlessly.

More time for fun

Automate your repetitive tasks and admin work with HoneyBook automations.