How VA Dana S. Used HoneyBook to Provide a Seamless Client Experience That 6X Her Conversion Rate

Learn how Dana uses HoneyBook to turn inquiries into clients, get paid and onboard clients for her three different businesses.

The Situation

Dana Sacco of i2iHype is a Virtual Business Manager and Systems Setup Specialist who helps small business owners with bookkeeping, general admin and business systems. She has a separate website for each line of business, including beachfrontbookkeeper.com (for bookkeeping), techsavvyva.com (for general admin) and i2ihype.com (her main business of streamlining systems and setting up workflows).

The Challenge

As a systems and workflows expert, Dana knew she needed a better workflow for her own business to help her manage client communication—and actually get paid. 

“I had been using another client management system, but the complexity made it difficult to customize the experience for each client. There were also glitches in the payment system so people couldn’t pay. My customers were frustrated, and that experience reflected poorly on me,” Dana says. “I spent over a week going back and forth with their tech support team, and in the end, wasted more time because I had to go into another system, like QuickBooks, to send another invoice.”

The Solution

Dana uses HoneyBook Invoices to get paid fast.

“HoneyBook popped up for a free trial, so I set it up and created invoices,” Dana says. “I sent them out, they got paid and it was done.”

But aside from how easy HoneyBook made getting paid, Dana says joining was a “huge wakeup call.” The client experience for payment was so smooth, she immediately moved all of her business processes over. 

“Everything flows,” she says. “Client communication and projects go from one thing to the next to the next without a hiccup. No one has had an issue. And I get paid fast.”

Everything flows. Client communication and projects go from one thing to the next to the next without a hiccup. And I get paid fast.

How Dana Uses HoneyBook

She says:

I have three HoneyBook workflows, all under one HoneyBook account, set up on my three different websites.

She uses the HoneyBook Workflow to keep client communication—and her projects— flowing from one thing to the next, from inquiry to onboarding.

For My Bookkeeping & General Admin Businesses

I use this workflow for clients who are interested in bookkeeping and general admin services, which are billed hourly:

  • From either website, inquiries fill out the HoneyBook Contact Form.
  • When they submit the form, the system automatically sends them an email with my Brochure where they can select the services they’re interested in. It also includes a link to schedule a call with me if they want to discuss which service would be best.
  • For my general admin services, I also include a Questionnaire in the Brochure. (Because general admin can include a wide range of services, I need to know what they’re looking for, and the questionnaire helps me customize their package.)
  • Once I talk with the client, I create and send a Proposal. 
  • They click, sign, pay and DONE! 
  • After the Invoice is paid, I set it up so that HoneyBook automatically starts sending another sequence to start the onboarding process. 
  • The first onboarding email includes a Questionnaire to fill out or instructions of next steps based on the service they paid for. 
When inquiries submit Dana’s HoneyBook Contact Form, they’re automatically sent a Brochure and a link to schedule a call with her.

For My Systems Set-up Business

I use this workflow for clients who are interested in my systems set-up intensives, which can be scheduled for either a half- or full-day.

  • From the website, inquiries select the date for their half- or full-day service using the HoneyBook Scheduling link on the website.
  • Once they’ve booked their date and service type (half- or full-day), I send a Proposal that includes their Invoice and Contract
  • They click, sign, pay and DONE! 
  • After the Invoice is paid, the same on-boarding process I use in my other businesses starts (detailed above).

Results

“HoneyBook helps me provide a smoother client experience because the client has the information they need and knows where to go and what to do next,” Dana says. “It saves me time because I don’t have to wait, going from one step to the next. And my clients like it because it keeps things moving!”

HoneyBook helps me provide a smoother client experience because the client has the information they need and knows where to go and what to do next.

With HoneyBook, Dana was able to provide a high-touch client experience in less time, allowing her to take on more clients. And because it was easier for clients to understand what to do next, she also converted more inquiries into booked business.

“Simplicity speaks volumes,” she said. “Clients don’t see a whole bunch of technical stuff that keeps them from taking that next step.” 

6x

Converted six times as many inquiries to clients

2x

Doubled monthly active clients & revenue

Thanks, Dana! 

Get ready to simplify & scale

HoneyBook takes the heavy lifting out of running—and growing—a services-based business off your plate. From managing inquiries to helping you get paid to streamlining your projects, HoneyBook can be customized to fit your process, whether you’re a VA like Dana, a business coach, an interior designer or a graphic designer, just to name a few.

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With HoneyBook, you can keep everything in one place with one online tool that simplifies managing inquiries, documents and payments.
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Sobrina Pies

I’m a HoneyBooker—writing about small businesses, the people who run them, and tips and tricks to help them grow—and a lifestyle blogger at Quiet Like Horses, sharing stories, not small talk. HoneyBook helps you manage your business all in one place, from sending proposals, invoices and contracts to managing your projects and getting paid. Want to give it a try? Start a free HoneyBook trial here.  

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