A practical account check for service providers who know HoneyBook could be doing more.
You may have spent time setting up HoneyBook, but that does not mean every part of your account is working as well as it could be.
After working in 300+ HoneyBook accounts, I tend to find the same things that have either been missed completely, never fully set up, or have not been revisited since the account was first created.
THE 7 THINGS I FIX IN ALMOST EVERY HONEYBOOK ACCOUNT
Some are small settings you may not know exist. Others affect how clients move through your process or what HoneyBook is doing behind the scenes.
This is not a step-by-step setup guide or a checklist. It is a practical look at what may be missing, underused or not working together in your account, whether you are brand-new to HoneyBook or have been using it for years.
• Account Setup
• Inquiry Form
• Pipeline
• Scheduler
• Email Templates
• Smart Files
• Automations
Inside, I cover the seven areas I find myself fixing over and over again:
Free download
The 7 things I fix in almost every HoneyBook account
An eight-page look at the seven areas Karly regularly finds herself fixing in HoneyBook accounts.
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"I loved working with you! HoneyBook is one of my most-used tools in my business, but it's been drastically underutilized, and the automation setup alone saves me SO much time.
Plus, I feel like the way you pulled it all together in a way that just made sense was *chefs kiss*
"The way you pulled it all together in a way that just made sense was *chefs kiss*"
"GIRLL book her, I literally watched her do in 2 hours what felt like it was taking me over 6 months to do and figure out.... SO YES you need her!
I also loved her feedback on the different things I could do or set up to be easier and more in depth!"
"I literally watched her do in 2 hours what felt like it was taking me over 6 months to do"
