Running a service based business is a lot for anyone, whether you’re a solopreneur or have team members. Finding a process for running everything smoothly and seamlessly is crucial not only to the success of your business, but also to your sanity! Sometimes we need to have catastrophes to happen in order to pin point the areas we need improvements and changes.
If you have been running your business for awhile now, and realize that you feel like everything is all over the place and so disorganized, your client onboarding process is a mess, and you’re finding yourself doing way more manual labor than you really need to. I’ve been there, and have been working on perfecting my processes for a few years now, making tweaks where needed along the way. I’ve used several different platforms, trying to find the right one for me, that wasn’t too hard to use. See, we are already so busy with our lives and businesses, we don’t need to spend so much time trying to learn these platforms that are supposed to make our lives easier.
When I first started looking for a platform to onboard new clients, I knew that I wanted as much all in one as possible to streamline the process and make things easier for my clients. Remember, if it’s hard for the client to use, you may lose them, so making sure you choose something that’s not only easy for you, but also easy for them. I started out using Dubsado a few years ago. I loved how you could house your client’s contact info, have them sign contracts, remit payment, and complete questionnaires all in one place. But, there was quite the learning curve, and I found myself doing way more manual labor to provide each step for my clients than I wanted to, or had time for. After a few years, I finally decided that I needed to start looking at other alternatives to ease my process. I had heard of HoneyBook before, but never thought to check it out, until this moment.
- Send Proposals
- Send Brochures
- Send Contracts
- Send Invoices
- Accept Payments
- Schedule Appointments
and so much more…
Save 50% on your first year of HoneyBook with my link here.
