There’s something you should know about me: I love being organized. I’m a little OCD about it, to be honest. Clothes, books, everything in their place. I seriously can’t even relax if my space isn’t organized.
But when it comes to business, well, it’s a whole different matter.
Yes, I love to be organized but when it comes to running my business it’s absolutely crucial that I have all my ducks in a row.
Juggling multiple projects + running a blog means I have a lot going on all at once. If I’m not organized, it could mean missed deadlines, unhappy clients, and me being a total spaz all day.
Like I said, being organized in business is crucial.
For awhile, I had a lot of different systems going. Freshbooks for invoicing, Trello for organizing projects, tons of email folders for keeping client communications, and Google Calendar for keeping track of all my meetings.
And it worked but not well.
I felt like I was constantly switching back and forth to update and make sure everything was consistent. It was fine when I just had a few clients but as my writing business grew, I realized that I needed a more streamlined way of managing my workload.
And that’s when I found Honeybook.
Honeybook is a web-based project management system designed for creatives. And it is wonderful.
When I first started using it, I was concerned that it wasn’t the right fit because it seems to be mostly geared towards photographers and event planners. However, after talking with a Honeybook rep, I felt more confident in its abilities to serve my needs: an all-in-one system that allowed me to do everything from onboard new clients to send final invoices. That’s a lot to ask of one program but Honeybook actually delivers.
How I use Honeybook
So what does Honeybook do, you ask? Let me tell you…it does everything. Well, almost.
The one thing I wish that Honeybook did was allow me to use their calendar to book meetings and/or let me integrate their calendar into my Google Calendar.
Other than that, I’m super happy with all the features.
Here’s a quick run-through of how I use Honeybook:
- I integrated their contact form into my website. This allows me to collect potential client information directly into the system.
- The events feature is how I manage my client projects. When I get a new project or client, I set them up as an “event”. This creates a sort of dashboard for that particular project, allowing me to communicate with my clients directly through Honeybook, as well as organize the scope of my work into a timeline. This is so priceless. I keep track of everything on this dashboard.
- The pipeline acts as a homepage to keep track of all my projects in one glance. You can categorize each project as inquiry (if I’ve sent a pitch out or a client has contacted me), follow up, proposal sent, proposal signed, retainer paid, planning (my projects stay in this category while I work on them), submitted for review, and finally, completed (after the client has paid their final invoice for the project).
- While I still use Google Cal to schedule my days (it’s just easier and color-coded, which is helpful), the HB calendar helps me keep track of project deadlines and when invoices are due. Lifesaver, let me tell you.
- The reports section tells you how many clients you booked, versus how many proposals you sent and gives you updated income information. This gets even sweeter when you use Quickbooks because you can integrate it and keep track of all your income + expenses (if you’re anything like me, the easier it is to deal with finances the better).
- When it comes to invoicing, I haven’t found a better system than Honeybook. I used Wave and Freshbooks and they just don’t compare. With Honeybook, I can send a customized invoice along with the proposal (taking an entire step out of the process) or send an invoice separately. You can set up automated messages to remind your client that their payment is due, taking the awkward (and often annoyance) out of following up on payment. Oh, and clients can pay online so no more waiting for checks! There is a fee of 3% for credit card payments and 1.5% for bank transfers BUT since using Honeybook, my clients have been paying way faster so the fee is worth it to me.
- Last but not least, Honeybook allows you to customize gorgeous templates, questionnaires, contracts, and emails to send to clients. Super professional, pretty, and easy. What more can you ask for?
So, let’s talk cost
I know you want to know…how much does this magical system cost? Honestly, it’s super affordable at $24 a month OR an even better option of $500 forever. Not per year. Forever.
For me, Honeybook is a no-brainer. It’s easy, effective, and fully customizable. It has completely transformed the way I do business.
Have you ever tried Honeybook? How did you like? What other programs do you use to organize your biz? Drop a comment below!
Side note: This is not a sponsored post. All opinions are my own. However, the Honeybook links are affiliate links–using my link gets both of us a free month. Pretty sweet, huh?