Honeybook Housekeeping!
Do you remember that episode of Friends, The One With The Secret Closet?!
Chandler discovered a locked closet and Monica didn’t want to tell him what was inside. Eventually, he takes the door off the hinges, and that’s when he discovers it. Super-organized Monica has an absolute mess hiding behind that door.
Don’t let your Honeybook account be your secret closet, friend!
From your clients’ perspective, things appear professional, organized, and on-brand. The backend of your Honeybook should be the same!
Sure, you have a rough idea of where to find your files and templates. After having to search for them so many times, how could you not? But honestly, why are you taking 10 seconds to do something that could be done in 3?!
Here are a few things you can do to get things cleaned up:
1. Re-name your files
Keep your templates all grouped together in a way that’s easy to find. I like to name my templates using this breakdown: Session Type – File Number – Title
So, for example “Wedding – 01 – Inquiry Auto-Responder” and “Wedding – 05 – Wedding Day Questionnaire”
This way everything gets listed in order inside my Honeybook template library. It’s easy to find because I know exactly where to scroll when I need something!
2. Organize your pipeline
Keeping your pipeline organized is the best way to know where your clients are in their journey. One of my favourite Honeybook features is that you can customize the pipeline! I’ve added extra steps for things like editing, album design, and sending reviews.
If you’ve ever felt like there’s a gap in your pipeline, use the customization feature to fix the problem!
3. Clear out your archives
Lastly, clear out your archives. After a while, it just doesn’t make sense to keep logs of clients you haven’t worked with in 10 years. And it definitely doesn’t make sense to keep every single lead that didn’t book with you. Go into your archives, use the sort filters, and delete only the projects that are no longer relevant to your business.
It’s a lot of tedious work but you won’t regret it once it’s done!
If you’re feeling like this is the absolute last thing you want to or have time to do right now, here’s a little something to help…
Introducing, Honeybook Housekeeping!
Honeybook Housekeeping is a brand new service I’m offering. It’s for wedding photographers who want their Honeybook account sparkling clean! Just without spending hours on the tedious work it takes to make it happen.
It’s perfect for busy wedding photographers with a mess of templates and projects they’ve been digging through every time they need something!
I’ll log into your account to:
- Re-name and organize your email templates, smart files, and legacy files so you can always find what you need
- Re-name your automations for quick reference in the future
- Organize your pipeline to help you keep track of your clients’ journey
- Delete old tasks and library files that aren’t relevant to your business anymore
- Clear out your archives because they’re just taking up unnecessary space
… For only $97!
Here’s the truth:
The time you’re wasting trying to find your files and templates inside Honeybook adds up. Even if it is just a few seconds here and there it still adds up! And using a CRM system shouldn’t make things take longer.
Time is money.
Time away from your camera = money out of your pocket.
Are you ready for that “just climbed into bed with freshly washed sheets” feeling, Honeybook-style?!
Let me help you get organized so you can get back behind your camera. Stop rage-scrolling while you try to remember what you named that email template your client is waiting for!
Let’s talk more about your Honeybook account and how I can help you get things organized! Click here to call the housekeeper!
Not using Honeybook just yet? Click here to save 35% off your first year!
Looking for more help with your Honeybook account? Here are some of my faves on the blog!
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June 20, 2023
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