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12 Ways to Up-Level Your Business in 2018

As you get ready to wrap up the year and reflect upon what “worked” and “what didn’t”, think about the “why”. Every year, the “why” my business was successful is always mostly attributed to HoneyBook. For the past three years, this system has positioned my business as professional and reliable across multiple facets. On top of that, I have been able to deliver an elevated client experience that has given me the know, trust, and like factor that is the foundation to growth and success.

Before HoneyBook, I can honestly say that my business was a huge mess. I didn’t have systems in place, I was spending too much time doing the same tasks over and over, and I really had no clue about my business back-end until each each tax season came around. The lack of streamlining and automation prevented me from being productive and efficient on various levels and it was limiting my ability to up-level my business in so many ways.

With all the new features that HoneyBook has recently rolled out, I thought it would be the perfect opportunity to share my experience and process with potential, new, and existing users. Here are how 12 ways you can start up-leveling in your business right away with the help of your small business management platform!

1: Set Up Your Business Front and Back-end: We all hear the buzz word “brand-identity” when it comes to our website and collateral. With HoneyBook, you can do the same! In account settings, you can set up your brand colors, logo, headshot, description, banking info for payments, etc. in minutes. When your brand is consistent and professional, client trust is built from the start. Remember, first impressions are everything!

2: Capture and Convert Leads with Inquiry Form + Agreements: One very crucial piece to making HoneyBook work to its highest potential is utilizing the inquiry form on your website. New leads are easily funneled into HoneyBook and added into a new workspace without you having to manually type in the information. Hooray for saving more time! Also, having your online contract handy and ready to go with e-sign, gives you the opportunity to make the sale on-the-spot.  

3: Create Email Templates that Convert: Templates are huge. Why continuously spend time writing and creating documents over and over? Create templates that cover all your bases and make sure to make them short and interactive with a call to action of some sort. Prompt options to ask questions, schedule a call or meeting, read a blog post, or simply connect with you on social media. When you have templates in place for each process in your business, your efficiency levels go way up and you get interaction started.

4: Streamline your Proposal/Online Invoices/Package Process: Again, templates! When you set up all your offerings as templates, creating and sending documents is a breeze. You can respond to inquiries faster which in many cases for me, leads to more bookings!

5: Create Brochures with Call-to-Action: Brochures are a feature I wish I would have implemented sooner! This is an automated feature in my business that is triggered the moment I get a new inquiry. It allows me to share my services and provides a call to action where packages can be selected. This allows me to gain some intel about each lead and the level of service they need.

6: Qualify and Educate Clients with Questionnaires: Questionnaires are another piece of my workflow that is triggered when leads make a brochure selection. I can qualify leads from the beginning and also keep things nice and organized along the way as the planning continues. Some of them are automated too!

7: Stay Organized with Workflows: You can create workflows for different type of events. A workflow includes different steps that are triggered with every new inquiry. These steps can include emails, brochures, questionnaires, and tasks and can be automated or approved before sending out. This feature has allowed me to stay organized with each client and never missing a beat in my process.

8: Automate with Integrations: You can automate emails, brochures, and questionnaires to save you time in your process. The newest recent integration with Calendly allows you to sync your calendar and appointments that are created are posted to your workflow.

9: Close Sales with Payment Schedules: Providing my clients with custom pay schedules has allowed me to provide a systematic approach to affording my services. By allowing multiple monthly payments, the overall breakdown makes my services seem more “affordable” vs. taking very large payments that many simply cannot afford.

10: Run your Business on-the-go: As busy entrepreneurs, being at the computer or even taking calls can be a challenge. With the HoneyBook App, you can literally run your business from anywhere. Respond to leads immediately, send invoices, answer emails, and so much more!

11: Elevate your Client Experience with Workspaces: Creating a positive client experience is huge in my business because in the end, you gain so much leverage. When clients are happy, they refer more business your way. With workspaces, communication is seamless, files can be exchanged, and planning can be done with multiple people, all in one place! No more losing information, forgetting details, and the best part? You can see when documents are viewed, selected, signed, and paid. No more guessing games!

12: Onboard + Nurture with Email Marketing: I have saved best to for last because email marketing is kinda my jam. HoneyBook will be launching Zapier integration very soon and I have been praying and dreaming for this feature for a VERY long time!! I was given early access to test it out and OMG, I am so excited! You can create a zap for so many different things. For me, connecting new leads to my email provider is the best part. This zap now eliminates a step in my workflow and I can onboard and nurture new leads to establish the “know, like, and trust” immediately!

Want more detailed insight on how I do all of this in my business and how you can start? I am launching #12DaysOfHoneyBook in a matter of days to show you how I use each and every feature to position my business and convert more sales.

What is #12DaysofHoneyBook?

It’s 12 days of me popping into your inbox to deliver exciting tips and tricks that will help you implement HoneyBook, get the most of each feature, and up-level your business through posts and live video trainings.

And the best part?

It’s 100% free to you!

Go ahead and sign-up here to receive the full schedule of daily topics and get in on this.

Hope to see you soon!

~Cristina

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