HoneyBook Quick Start Guide For Newbies by Lisa Siefert

Honeybook Quick Start Guide for Newbies

welcome Ready to dazzle your clients with your robust Client Onboarding Experience that runs on auto-pilot for you?! Of course you are so let’s get started!

I’m so excited to teach you how to use one of my all time favorite tools: Honeybook. Not only is it well designed and gorgeous, it will make you look well-prepared for all clients needs, professional and amazing.

It also has the ability to send out emails at just the right time for you as well as reminders and notifications. It’s like have a digital assistant to help you with your creative business.

Never have to manually send another proposal, brochure or rely on your memory to keep everything afloat - because Honeybook will do it for you.

Because of all its fantastic features, Honeybook can seem ovewhelming at first but dont’ worry - we’re going to fix that together so you’ll be a Honeybook Ninja by the time we’re done with your Honeybook Setup of packages, templates and workflow designs.

Honeybook allows you to add in your own branding, colors and style to ensure aesthetically everything coming out of Honeybook looks like yours.

The capacity to learn is a gift The ability to learn is a skill The willingness to learn is a choice © 2 02 2 P R E T T Y FA B U LO U S D ES I G N S | L I SA S I E F E RT

Honeybook Quick Start Guide for Newbies

basic settings 1

STE P TWO

Set up your Honeybook Account Info - who are you, what’s your contact info, your social media, etc.

3 4

STEP THREE Set up your Company Settings | Branding, Logos, Colors, etc.

STEP FOUR Set up your Client Portal | This is your chance to setup a subdomain and embed the Honeybook Portal onto your website

5 6

STEP ONE

STEP FIVE Set up your Integrations | Facebook Login, Zoom, Calendly, etc.

STEP SIX Everything else: Invite Team Members, Select Your Preferences + Enter Your Bank Details to get paid

Honeybook Quick Start Guide for Newbies

advanced settings 7

STEP SEVEN Create your ideal Client Workflow [on paper first | not inside Honeybook] and then use that as a guide to customize your pipeline

STEP EIGHT

Set up your Templates

9 10 11 12

STEP NINE Set up your Contact Form(s) + embed them onto your website

STEP TEN Create your Workflow(s) to automate your Client Onboarding Experience

STEP ELEVEN Set up your Project Types + Products + Pricing with icons so you can create your first Brochure

S T E P T W E LV E Create and send out a Test Proposal

Honeybook Quick Start Guide for Newbies STEP ONE

CHECKLIST

You get a 7 day trial which I promise will go by in a flash - so start thinking now about which plan is best for you. Plus - some features won’t work on the trial so you’ll want to upgrade right away.

My suggestion: The $9/month Starter Plan if you’re new to client work and are unsure if you’ll fulfill the pipeline required to really make a return on your monthly fee.

Join Honeybook Facebook

BUT if you’re a client booking ninja and have tons of clients and referrals and inquiries, then definitely sign up for the Unlimited Annual $390/year

Add Plan Renewal Date to your Clickup Calendar and set a reminder to yourself Group Whitelabel Honeybook Support in your email concierge@honeybook. com Sign Up for Honeybook Orientation

NOTES

STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

STEP 6

Honeybook Quick Start Guide for Newbies STEP TWO

account settings YO U R P E R S O N A L AC C O U N T

CHECKLIST

Click your profile circle at the top right and then click My Account + fill out all of the information requested YO U R H E A D S H O T

Upload your headshot Add your phone # Add your email

I would strongly suggest adding a headshot photo and NOT your company logo. People like to see the person they’re working with.

Add your Job Title Add your mailing address

YO U R H O N E Y B O O K P U B L I C P R O F I L E

All of this inforamtion will be used to build your public profile for networking and making connections within Honeybook

Add a security phone Update the credit card info for future Honeybook subscription charges you pay to Honeybook

NOTES

STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

STEP 6

Honeybook Quick Start Guide for Newbies STEP THREE

company settings C O M PA N Y B R A N D

CHECKLIST

Add your logo and then choose your company type. Here is where you’ll add your Company Information that is client facing. They personali informatoin you entered in Step 2’s Account Settings are not visible to your customers. They will only see the Company Settings information.

Upload a Primary Logo

GRAPHICS

Upload a Header Image

100x100 pixels Upload a Secondary Logo 300x100 pixels Change the default green button color to your primary brand color 700x300 pixels - Make it dark

Have all of your graphics you see in the Checklist ready to go before starting - ensure they are all the correct size. H E ADE R I MAG E

Make it dark because the writing overlap will be white.

Set up your Email Signature Here - Use a square headshot Add company description Add your social media links

NOTES

STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

STEP 6

Honeybook Quick Start Guide for Newbies STEP FOUR

client portal HONEYBOOK DOMAIN OR SUBDOMAIN

CHECKLIST

The easiest solution is to use Honeybook’s domain and just add your personal prefix so your client portal becomes prettyfabulousdesigns.hbportal.co

Option 1 | Use Honeybook

But the better solution would be to use your own subdomain. If you have BlueHost, this is a free feature and you can call their customer support with help setting this up correctly. If you go with this option, your client portal could be honeybook. prettyfabulousdesigns.com - you can replace “honeybook” with any word you want.

Customize the Client Portal

Option 2 | Use your own subdomaindomain with your logo + brand color Confirm it looks okay on mobile

C U S T O M I Z E T H E C L I E N T P O R TA L L O G I N

You can upload a logo + change the background color

NOTES

STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

STEP 6

Honeybook Quick Start Guide for Newbies STEP FIVE

integrations D E F A U LT E M A I L

CHECKLIST

Clients will always see mailman@honeybook.com as the default but you can connect to your Gmail, AOL, Outlook, Yahoo accounts instead. This will be a better option for both you [because everything is in your inbox] and your customer since getting a generic email will be confusing to them.

Connect your business email Optional | Sign up for Bench instead of connecting Quickbooks Connect your Facebook as a Login option for yourself Connect your Facebook Ad Manager to track leads

Q U I C K B O O K S A LT E R N AT I V E = B E N C H

Optional | Download the

You could connect Quickbooks but better solution is to invest in a monthly accounting service like Bench - it consolidates everything for you + you have an entire team of accountants.

HoneyBook Chrome Extension for Connect your Zoom account but only if you’re NOT using Calendly Connect to Calendly

SCHEDULING

I highly recommend Calendly and not using the builtin HoneyBook scheduler NOTES

STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

STEP 6

Honeybook Quick Start Guide for Newbies STEP SIX

everything else INVITING TEAM MEMBERS

CHECKLIST

You can only add people who do NOT already have a HoneyBook account. If they do, use an alternate email for them.

Add Team Member emails +

YO U R P R E F E R E N C E S

Preferences | Project Details - decide

Unlock Project Details you want visible to clients. Toggle More Notifications on/off B A N K D E TA I L S

set permissions Preferences | Add your Lead Sources if you want to track it what you want clients to see Preferences | Project Types - This is for you to group projects together Toggle Notifications on/off

Let’s get you paid!

Toggle Actions of/off Toggle Payment reminders on/off Set your Default File Name | Template Name is most popular Enter your bank routing # and account #

NOTES

STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

STEP 6

Honeybook Quick Start Guide for Newbies STEP SEVEN

dashboard pipeline I DEAL CLI E NT WOR KFLOW

CHECKLIST

Draw this out on paper first. On the next page is a recommended workflow. Don’t think about how Honeybook works - just map out what you’d like to do. Your Client Management tool should work for you, not the other way around PIPELINE

Write out your ideal Client Workflow on paper Customize your Pipeline based on that Remember - you can add/ delete Pipeline steps. It’s YOUR process

Customize the steps on your Pipeline so you know where each project/client is in your Workflow process NOTES

STEP 7

STEP 8

STEP9

STEP 10

STEP 11

STEP 12

SampleWorkflow

Honeybook Quick Start Guide for Newbies

Honeybook Quick Start Guide for Newbies STEP EIGHT

templates R E V I E W D E F A U LT T E M P L AT E S

CHECKLIST

Based on the information you filled out when signing up for Honeybook, it has pre-populated many of your templates with common wording and formatting. Some of them may work for you as is. A D D N E W T E M P L AT E S

Review all of the default templates to see if they’ll work for you as is Rename your templates to something that makes sense to you Create a New Package for each

If they do not work or you’d like additional templates, then add them in now

Product you offer It’s okay to not create a gazillion

N O T E O N PAC K AG E S

templates when you’re just

It sounds like it will be “many” products but that is not true. One product = One package | Create a new package for each product you offer.

starting out. You can always add them in later

NOTES

STEP 7

STEP 8

STEP9

STEP 10

STEP 11

STEP 12

Honeybook Quick Start Guide for Newbies STEP NINE

contact form(s) Q U E S T I O N N A I R E C R E AT I O N

CHECKLIST

These are the questions that will determine if this prospective client is a good fit and also give you a better expectation of their needs and timelines CUSTOM LOOK + FE E L

Create prospective client questions Add them to your contact form Make it look pretty

Once you’ve entered all your questions, go back and make it pretty!

Embed it onto your website

E M B E D T H E FO R M O N YO U R W E B S I T E

Copy the code and embed your form on your website - it works on Wordpress, Squarespace, Showit and more. NOTES

STEP 7

STEP 8

STEP9

STEP 10

STEP 11

STEP 12

Honeybook Quick Start Guide for Newbies STEP TEN

workflows

HONEYBOOK DOMAIN OR SUBDOMAIN

CHECKLIST

The easiest solution is to use Honeybook’s domain and just add your personal prefix so your client portal becomes prettyfabulousdesigns.hbportal.co

Option 1 | Use Honeybook’s

Customize the Client Portal

domain Option 2 | Use your own subdomaindomain with your logo + brand color Confirm it looks okay on mobile

C U S T O M I Z E T H E C L I E N T P O R TA L L O G I N

You can upload a logo + change the background color

NOTES

STEP 7

STEP 8

STEP9

STEP 10

STEP 11

STEP 12

Honeybook Quick Start Guide for Newbies STEP ELEVEN

brochures

T H E B E S T PA R T A B O U T H O N E Y B O O K

CHECKLIST

This makes it all worth it - when you can take everything you’ve set up in Honeybook, along with your gorgeous graphics and put them all together in a beuatiful brochure that you can send to prospective clients

Create different brochures for each

CONTE NT B LOCKS

Add in all the questions you

You can add information from the Questions and Services tabs. It also allows you to format the data.

Provide all of the Services options

type of potential client | Corporate Logo, wedding calligraphy, restaurant chalk menu, etc. Select your best photos to add as Portfolio past examples need to get started on this job

DAZZ LE

available to clients Format your brochure so it follows a logical order of progression, is

This is your chance to throw in some of your beautiful photos showcasing your skills + past jobs

easy to read and looks pretty

NOTES

STEP 7

STEP 8

STEP9

STEP 10

STEP 11

STEP 12

Honeybook Quick Start Guide for Newbies S T E P T W E LV E

proposal TEST PROPOSAL

CHECKLIST

Before you send anything out to a client, test your workflows and automated messages first to ensure they’re working correctly. There’s nothing worse than sending out incorrect information or incorrect pricing to your clients.

Create a Test Proposal Send it out to another email address you have - so you can test it yourself Fix any mistakes

PROPOSAL

The proposal has 3 steps 1. Proposal [contains Packages] 2. Payment Plan [deposit, incremental payments + final payment] 3. Contract NOTES

STEP 7

STEP 8

STEP9

STEP 10

STEP 11

STEP 12

Honeybook Quick Start Guide for Newbies

three quick tips Have all of your graphics ready to go in

one

the correct sizes before starting •

Square Logo 100 x 100

•

Alternate Logo 300x100

•

Banner Image for invoices - make sure it’s dark 700 x 300

•

Product Icons 100 x 100

•

Brochure Graphics

Have your product + price list ready so

two

you can copy + paste it in during setup Have your email templates ready to go for copy + paste Have your client questionnaires ready

three

to copy + paste

Map out your workflow prior to setting up your automations in HoneyBook so you get it right the first time around

Honeybook Quick Start Guide for Newbies

honeybook resources one This is the HoneyBook Knowledge Center. I usually go here to search for an answer. https://help.honeybook.com/en/

Help Center

two HoneyBook hosts a LIVE New Member Orientation every Tuesday at 9am PST so you can attend and get your questions answered LIVE + on the spot. https://www.honeybook.com/product-education

Orientation

three Free Migration Service | Honeybook will migrate all of your information over for you

Concierge Migration

60 Day Guarantee | You can request a full refund before 60 days if you’re not happy with HoneyBook or find an alternate Client Management System that you like better.

Honeybook Quick Start Guide for Newbies

three mistakes to avoid O V E R LY C O M P L I C AT E D W O R K F L O W S Don’t try to micromanage the process - just stick to the core 5 steps 1. Send a brochure after activating the automation 2. Send an email immediately after the client makes a selection from the brochure 3. Send an email immediately after the first payment 4. Email the client one week after the project begins to check-in 5. Email the client one day after the project ends to thank them and request a testimonial

N O T AT TA C H I N G A N A U T O M AT I O N T O Y O U R C O N TA C T F O R M The whole point of the automations are to obtain clients while you sleep. If your Contact Form requires you to read, review and then respond, your prospective client could’ve already found a competitor to go with. Ideally - as soon as someone submits the contact form, they should be give more information hello brochure! +/or an opportunity to do a discovery call with you

N OT SEG M ENTI N G YO U R AU D I EN CE Corporate Calligraphy Clients looking fo ra unique-one-of-a-kind beautiful logo do not have the same needs as a bride to be. So make sure you’re both 1) creating different contact forms for each group and 2) putting them through totally separate workflows that are specific to their needs. So many people simply put directions to clients that say “Skip any question that doesn’t apply” - don’t be one of those!

Honeybook Quick Start Guide for Newbies

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Honeybook Quick Start Guide for Newbies

READY TO LEVEL U P ?

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