I am so excited to bring to you this on-air coaching series. I’ll be bringing photographers and VAs onto the show to go over the sticking points in their business systems and giving the actionable advice that they can use to make their businesses run more smoothly. This week we’re talking all about using Honeybook as a CRM.
First up, Emily Louick, an amazing photographer out of New York. She moved to Honeybook to help streamline and automate her client relationship process, but has run into some issues. Between having emails fall out of the project space and issues with sending multiple documents, we’re fixing her up.
Not all of her problems could be solved however because every CRM has their limitations. However, I’m giving her my work arounds and different ways to look at her processes and perhaps come up with more efficient workflows and tasks.
I’m excited to hear how our coaching session impacts the ease she feels in her business. Listen in to hear all about Honeybook and see if this is the CRM for you. We may be talking about issues that Emily is facing with the system, but that doesn’t change the fact that she still loves how much freedom Honeybook gives her.
What systems and processes do you need help with?
In This Episode:
[00:43] We’re kicking off the on-air coaching series with Emily Louick.
[01:19] Learn more about Emily and her business.
[02:29] Emily shares more about her background in television and film production.
[04:58] Just this year she went full-time in her business after initially trying in 2020.
[05:47] Why she chose Honeybook and why she loves it.
[07:01] What she’s struggling with in Honeybook.
[11:38] Who are the multiple people who need to be in a project?
[14:08] Jenn digs deeper into the main issue and provides a solution for multiple people in one workspace.
[15:28] Ways to make the client portal an exciting perk of working with you.
[16:41] One of the features that is lacking in most CRMs is conditional logic.
[18:17] The Honeybook scheduler is like its own island. Learn why.
[21:28] Emily asks for more clarification between using the tasks and workflows.
[22:57] Workflow triggers defined and how to map them out.
[25:21] Why do emails randomly pop out of the Honeybook system?
[27:55] How to work around sending contracts to multiple people.
[29:42] Is there a way to change the dates once a workflow has started?
[34:08] Jenn asks her three quick questions of Emily.
[36:58] Connect with Emily.
Links and Resources
The Steps to Setting Up Your CRM Correctly
Find Emily:
Emily on Instagram
Find Jenn:
@successbeyondthelens
@successbeyondthelenspodcast
Grab your Boundaries Resources
Editable Welcome Packet Template
Join the Become a Virtual Assistant for Photographers waitlist!