Managing Your Clients with Honeybook

Duration: 1.6 hours

Honeybook is a powerful client management system that will streamline your business and simplify your life if used properly. In this course, we will walk you through the Honeybook pipeline and discuss how to set up winning proposals, accept payments, integrate your email system and set up your client management portal. We will also introduce some cool methods for effectively branding your business in Honeybook.
Check out Freelance University!

Course curriculum

  • 1
    Managing Clients with Honeybook
    • Download Course Handout
    • LESSON 1: Intro to Honeybook
    • LESSON 2: Set Up Honeybook Part 1
    • LESSON 3: Set Up Honeybook Part 2
    • LESSON 4: Create Client Templates
    • LESSON 5: Create Client Workflows
    • LESSON 6: Set up Project Pipeline & Manage Communications

Instructor

  • Craig Cannings

    Craig Cannings

    Chief Learning Officer, Freelance University

    In 2008, my wife Kelly and I co-founded Freelance University with the purpose of becoming the #1 go-to training center for Freelancers and VAs from around the globe! As of this year, we have successfully trained over 25,000 Virtual Assistants and Freelancers in more than 75 countries. Kelly and I have had the great privilege of building our Online University while raising our 5 daughters who are the greatest blessings of our lives. I look forward to meeting you and seeing you either in this program or at our University very soon. I leave you with my favorite quote from marketing guru, Seth Godin: "The only worse thing than starting something and failing... is not starting something."

Course Reviews

  • Good Info But A Little Hard To Follow

    Josie Peterson

    You learn a lot about HoneyBook in this course, but the jumping around to different screens, as well as back and forth between topics, makes it difficult to ...

    Read More

    You learn a lot about HoneyBook in this course, but the jumping around to different screens, as well as back and forth between topics, makes it difficult to feel like you haven't somehow totally lost your place. It was just a little too scattered feeling. It's still worth it to be able to use HoneyBook efficiently, as Craig goes over just about all aspects of the application.

    Read Less