Managing Clients with Honeybook

Managing Your Clients with Honeybook

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.
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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


  • 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 14,000 Virtual Assistants and Freelancers in more than 70 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."

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