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Between regular client meetings, research, project planning, and deliverables -- running a consulting business is a lot of work. And when you couple that with the time it takes to respond to new inquiries, create proposals, draft contracts, and invoice clients, your work can quickly take over your life.
HoneyBook gives you back your time, by automating all the routine tasks that keep you in business. You can create profiles for leads and add business documents as the project progresses. You can also create beautiful proposals, contracts, and invoices with custom templates -- and send them through your client portal to make onboarding fast and easy. And throughout the engagement, you can accept payments directly through HoneyBook to keep everything professional and organized.
At the same time, your clients can view their intake form, proposal, contract, invoice, and payment history in their own branded client portal. Everything you need to look professional to your clients and run your business efficiently can be found in HoneyBook.HoneyBook for Consultants
First things first, you need to pick an invoice template that matches your consulting services and customize it to fit your branding. When you’re happy with it, you can go ahead and plug in your business and client info, including:
Once you’ve entered in the relevant information, you can hit send. The invoice will be added to HoneyBook’s online client portal, where your clients can pay it directly with a debit or credit card. And, to save you some extra time, HoneyBook will automatically email your clients to let them know they have a new invoice available.
Whether you charge clients at the beginning and end of a project or you invoice throughout, HoneyBook’s templates can help you create stunning invoices for each and every client engagement. This includes:
It can be frustrating if invoices pile up or you have to put a project on hold while you wait on a payment. And when clients drag their feet at the end of a project, it can be even more stressful. HoneyBook eliminates all of these issues, by allowing you to send invoices online and letting your clients pay them in a secure client portal. If clients look like they’re dragging their feet, HoneyBook sends out invoice reminder emails automatically, to keep your bill top-of-mind.
No matter how many clients you take on, consulting is a very personalized activity. But using generic templates can take away from that personalization, by making your clients feel like an afterthought. HoneyBook allows you to create branded invoices quickly, and share them in a similarly branded client portal. This means all of your client touchpoints will be aligned with your branding and perfectly tailored to your clients.
You don’t have the time to calculate tax percentages or manually recreate invoices for payment plans. Luckily, if you use HoneyBook, you don’t have to. By simply checking a few boxes and clicking a button, HoneyBook will do all the math for you. And if you want to break up your payments into installments, you can do with a few clicks, too.
The truth is, invoicing is a time suck. It pulls you away from your clients, your projects and your own marketing. HoneyBook is here to make sure you can spend more of your time on the projects that matter most by providing custom business consultant invoice templates, sending automatic payment reminders, and processing payments for you.