Are you struggling to manage the back end of your business? Finding it difficult to keep up with appointments and leads? You’re not alone, and you're in the right place. The HoneyBook App is an indispensable tool designed to streamline your operations, but you might be underutilizing some of its game-changing features. Let’s dive into the top three HoneyBook features that you're probably overlooking, but absolutely need!
1. The HoneyBook App's Automatic Meeting Recordings
Imagine never having to scribble furiously during meetings again. With HoneyBook's automatic meeting recording feature, that's a reality. As meetings are booked through your HoneyBook calendar link, they're automatically recorded and added to the respective project. Post-meeting, you receive not only a comprehensive transcription but also a summary, eliminating the stress of missing crucial details.
This feature is incredibly user-friendly, allowing you to copy and paste notes into a Google document or directly share them with clients. It saves time and ensures that you have a reliable record to revisit. Regular client meetings are simplified—book through HoneyBook, and your notes are always a click away.
2. Lead Forms
Lead forms are a powerhouse for booking clients and sharing links effortlessly. Creating, publishing, and sharing your lead form link is a breeze. For those using Canva, you'll be delighted to know that HoneyBook is integrating direct uploads, so there's no more hassle of saving and uploading from your computer.
Using the share button provides you with a URL or an embed link, perfect for websites or social media. These forms are only useful if they're used, so of course, there's excitement every time a notification pops up, signaling client engagement. This feature has become indispensable for me, second only to automations.
3. Powerful Automations
Automations, or Workflows, may initially seem daunting, but they are essential for maximizing efficiency. My journey with HoneyBook's automations transformed from confusion to reliance. Whether it's follow-up emails post Power Hour sessions or managing contact form submissions, automations take care of repetitive tasks.
For instance, after a Power Hour session, an automated follow-up email is sent with a thank you note and review links. After another two weeks, a check-in email follows, all without any manual intervention. Similarly, upon submission of a contact form, schedules and questionnaires are sent seamlessly, preparing me for discovery calls. The entire process runs like clockwork, ensuring I never miss a step.
Bonus Tips and Opportunities
If you're seeking a comprehensive CRM, or feel you're not utilizing HoneyBook to its full potential, know that these features are merely scratching the surface. Additionally, for January, HoneyBook is hosting a Jumpstart contest where you could earn up to $10,000 in product and prizes. Use my referral code (https://share.honeybook.com/hellojackieklein) to start a seven-day free trial. Entering the contest is simple—just start a trial, link your bank details, and send an invoice.
For more detailed insights into how I can help elevate your business processes, feel free to schedule a discovery call (https://bit.ly/3MKcmtQ).
Embrace these features, optimize your workflow, and discover just how impactful HoneyBook can be for your business.
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