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Staying organized and productive can be tricky when you are the boss of everything and building a business from scratch, especially when you have several service options. In the early days of starting my own business, I didn’t have a big budget to purchase software or subscriptions, so I created my own tools and systems using whatever I could get my hands on to help me build my business and support my clients. There are a ton of tools out there to use and if you are like me you have tried just about everything to keep yourself on track. I tried special notebooks, lists, Post-its, organizational apps, timers, online scheduling tools, templates, limited time trials, and more.

All of those options were helpful individually but still left me feeling scattered as they often didn’t mingle well together and it ended up being more work for me to find or use what I needed.

Additionally, my needs increased as I added more client coaching and website design work, both of which required more project management steps and efficient communication. Trying to build a business system this way was more chaotic and less coherent than I was looking for, which left me feeling frustrated and dizzy.

I made the decision to invest in software that would allow me to streamline all of my business management needs. I needed a tool that would allow me to share my service proposals & contracts, automate process flows, easily manage projects, and communicate with my clients effectively. I wanted this for my own sanity but also wanted to have a strong process and helpful tools built as an added benefit for my clients. I tested out a few options but eventually landed on HoneyBook and it has become one of the best tools I have for running my business.

HoneyBook is a Client Management Software for small businesses that has built-in project management, communication, invoicing & payment tools that help save time and scale your business effectively.

Since starting with HoneyBook, I’ve been able to work more efficiently and feel much more at peace in my process and work.

I put in the work on the front end to create my own templates, automated process flows & client resources. The automation is fantastic and their customer support is top-notch.

Why I love HoneyBook:

• It works for a large variety of businesses types so I don’t feel like I am trying to squeeze a square peg into a round hole. I can build flows and tools for my website design work and for my coaching options.

• They offer a great trial period with awesome customer service and setup support that allows you to quickly get a real feel for how the software will work for you.

• I like the option to pay annually for membership.

• It’s so easy to track leads, follow client movement, book services, and manage projects.

• The integration with my Gmail business account and Squarespace website has been smooth and so helpful.

• There is a nice variety of business templates that can be customized based on needs.

• Excellent automation of proposals, contracts, invoicing, and emails.

• Easily handle payments (including payment plans and reoccurring) and financial reporting.

• Their productivity tools have been so helpful and include a time tracker, scheduling tool, and a task organizer.

• I love that I have a unique portal to offer my clients and client project task tracking tools help move projects along smoothly.

• It’s so nice that they have an app that I can use when I am away from my computer.

Overall, thanks to HoneyBook, I’ve been able to work smarter, not harder. My systems are built out now allowing me to spend more supporting my clients, designing, and scale my business. I use it to connect with leads, send proposals, take notes, list out tasks, build out my service options, invoice, track time and so much more.

I highly recommend it as a benefit for you and your customers if you are thinking of using business management software.

As a member of HoneyBook, I do have a 20% discount code for the first year of usage that I can offer my clients. You can enter this code when setting up your account. http://share.honeybook.com/nikki6397254