5 Easy Ways to Up-Level Your Client Experience With Honeybook


This post contains affiliate links to tools I love and actually use in my own business and I might get a kickback at no additional cost to you!

Ok, I get it, friend. You’re probably reading this because you’re itching to give your client experience game a jolt ⚡️.

To stand out from the crowd in today’s fickle and competitive market, you need to think outside the box and come up with ways to up-level your client experience that go beyond simply providing great services in a timely fashion (that’s already sorta expected…I hope you agree that quality work is a given we should always produce).

Here are 5 ideas on how to do just that using Honeybook as your CRM:

1.- Make it easy for clients to book a consultation with you

Something as simple as providing the necessary info on your site and allowing them to book a call online and choosing an available time slot is something that can bring things to a smooth start.

You can also allow them to book a consultation by message or email, and have that be a seamless experience, no matter where they start from. All within your systems!

Whatever you decide to offer, having an easy-to-use booking process for consultations is one way you can help reduce your clients’ anxiety about their investment, give them confidence in your services, build trust, and create a more positive and pleasant client experience. 🥳

2.- Add some personalized human touch to your email correspondence

Automated email correspondence is a great way to have some time back in your life, and Honeybook is great at creating workflows that save you time! But sometimes people forget that automated doesn’t have to be a synonym for “impersonal”.

Add some personalized human touch to your client experience with simple things like the way you greet them, adding their name, and write those emails in the same way you normally speak (come on, you know when it sounds like a corporate robot).

Make sure each and every message you send is relevant and timely, add a personal touch, and remember that you’re not trying to sell your services via email, you are truly just starting this relationship and building trust. 💚

Promptly reply emails: Be prompt in replying to any and all emails from your clients, even if it’s just to say that you received their message and you’ll get back to them as soon as possible.

Make those automations work!

3.- Automate your onboarding and retention process

Speaking of automation, automate your onboarding and retention process as much as possible.

This way, you can welcome new clients and they get to experience the benefits of using your CRM right away, without having to wait for you to go through the onboarding process. A simple way to do this is to send a welcome email with a guide or tutorial that walks your clients through the starting process for your project! Aka a welcome email with a PDF or links to a client lounge on your website!

Now, what about the off-boarding?! You should absolutely treat it with the same care as onboarding. By having a workflow dedicated to follow-up emails to check in with your clients, request feedback, and simply be “present” you are making sure that running a business doesn’t distract you from caring for your past clients.

I know you have the best intentions, but sometimes it’s hard to keep up with everything, so let your systems help you!

Want to save this post?

4.- Make it easy to book your services — saved packages ready to roll while keeping it ethical and transparent

Offer clients an easy way to book your services by having saved packages ready to roll in your Honeybook templates. This helps reduce your time creating proposals, which in turn means you can send them out quicker!

Create a variety of saved packages depending on the type of services you offer and have them ready to send over a brochure so they can pick what they want!

Honeybook truly helps us make it easy for clients to pick the package they’re interested in — no, really, upon selection and hitting “submit”, the system will create a draft for a proposal (contract + invoice) that has those exact details to outline the selected services 🤩

Talk about saving time and getting paid faster! All you have to do is give it a check and send it over!

5.- Track everything so you can continuously improve

Whether it’s one-on-one follow-up emails or a welcome series to your Honeybook list, make sure you track everything so you can continuously improve the experience you provide.

You can track your best source of leads and see their conversion rate so you can truly focus your time on where it will be the most effective. And yes, Honeybook has a whole section dedicated to your financial reports so you can see how much you’re making and how much you’re spending!

You can also adjust your client emails based on the responses you get, or if you see that you need to send more information or maybe provide more support, etc. Listening to your customers will always be the best way to serve them.

Final thoughts and recs

And that’s it! You now have a fully functional digital marketing and client retention system to grow your business.

The best part about having everything in one place? You won’t have to worry about keeping track of everything because Honeybook does it for you.

No matter how hard you work, it’s impossible to build a thriving business and brand without taking a look at every single aspect of your business — from the way you work to your marketing and sales strategies, to your client experience.

The good news is that you can start by implementing just one or two of these ideas. They don’t require a lot of time or money to implement, and they can have a significant impact on your business.

If there’s one thing I hope you walk away with after reading this article, it’s that you need to pay attention to the way you serve and care for your clients even before they sign that contract because it all affects your bottom line in one way or another, and simply because it’s the right thing to do when you truly care about them.

Want to give Honeybook a try?

Honeybook has 2 plans, a Starter plan for $9/mo and an Unlimited plan for $39/mo. I talk more in depth about Honeybook, how I use with my design business and the differences in each plan over here.

You can grab Honeybook 💰 for $1/mo for 8 months with code “penguin”!

filed under:



I'm Ingrid, welcome!  I'm a branding designer + Showit Design Partner, doggy mamma, and tea drinker.

get to know me »

Ready to turn your website into a powerhouse lead generator even on a saturated market? 

My free guide, "5 High Converting Website Tricks", gives you key strategies to create a website that showcases your brand, attracts your ideal clients, and is ready to convert them into paying customers. 

Download now for free!

Interested in working together?

Send me a message

Hi I’m Ingrid

I design strategy-led brands and Showit websites that confidently represent you.

I’m a designer with a magic touch for monetizing websites. I’m also a tea-lover, dog momma, Ravenclaw, INFP and 2w3 (for all you personality-test nerds like me). 

I’ve also been called a Showit website expert (been with them since 2013), and a sucker for understanding customer journeys, brand psychology, and consumer and sales psychology. My clients have some pretty cool results after working together, things like doubled shop conversions, booked-out services in weeks, and increased monthly revenue, among other cheer-worthy celebrations.

Get to know me

looking for something?

grab it!