Managing your business the easy way

When I started my business I didn’t use any kind of app or program to manage my project, clients, or bookkeeping. I kept manual records of everything and sent invoices directly from Paypal. When you’re first starting out, this might be the way to go for a while, but I quickly realized the pitfalls of my lack of a system.

It took too much time to keep track of everything and as my business grew, my time involved in managing the back end of my business started taking over the time I was actually working in my business. Plus, I wasn’t giving my clients a seamless or branded experience and I knew I needed to change.

Intentional Business Honeybook Management Software

For the past few years, I’ve used 17Hats to manage my business. It is a great tool that helps keep everything in one place from client projects to bookkeeping. It has served me well over the years, but now I am moving on to something different and I want you to do it with me. I recently switched over to using Honeybook for all my business management and I want to tell you why you should too.

Why you need a business management program

I believe that every small business owner and solopreneur can benefit greatly from well-designed business management software. We may not always have the resources to hire someone to do these things, but a good program will help us efficiently manage our businesses and ultimately make us more money.

By streamlining your business management process, it gives you more time to be able to focus on other areas of your business. It also helps give clients and potential clients a red carpet experience from the beginning which could result in more sales and referrals.

HoneyBook is a proactive platform for creative small businesses to create, review, and manage—all in one place. Its where you can keep all your contact info, manage projects, send invoices, receive payments, maintain your bookkeeping, and manage your calendar.

Honeybook is different than most management software. It seamlessly ties together CRM, workflow, agreements, and transactions. I made the switch to Honeybook because of the robust options that it offers along with the design interface and ability to brand my own template and emails well. There are several great features incorporated with Honeybook that are just too good to pass up.

What Honeybook has to offer

There are so many great features that Honeybook has to offer, but I wanted to highlight my favorites here for you:

One stop shop

It houses everything in one place. You can manage almost every aspect of your business from one login and connect it to anything that happens to be outside of Honeybook.

Amazing support

From the beginning, I’ve received amazing support from Honeybook. They talked with me directly to help me get started and learn the new system. Any question I had was answered quickly and efficiently, and I appreciate good customer service.

Concierge service

The worst part of signing up for a new app like this is learning the new system and getting it set up, especially if you’re transferring information from another program. Honeybook has a simple solution for that. Honeybook offers a free concierge service to upload your existing proposal and contract templates. When I heard that, I was sold!

Workflows + Templates

You can set up workflows for processes that you go through often so that clients will automatically filter through your process. You client will go through each stage of the process and you have the option to approve each step before it happens or make it flow automatically. You can also set up templates for every contract, questionnaire, and email you use. This is a great way to streamline your process and allow Honeybook to do the work for you.

Project Pipeline

You can view your projects in a pipeline format that shows you an overview of what you’re working and lets you move them through the pipeline based on the stage of each project. This is an easy way to keep track of where each project is at in the process.



As a designer, I can’t help but pay attention to design and Honeybook delivers. It has a great design interface that is clean and professional looking and gives you the ability to brand your templates and emails too.

How much does it cost and is it worth it?

So Honeybook might be the best there is to offer, but what’s the catch, right? When it comes down to it, we have to be able to afford the software to really make it work for us. In this case, Honeybook may be slightly higher than other management software, but the pricing is simple:

  • $40 monthly membership or $400 annual membership

  • 3% credit card fee or 1.5% bank transfer fee per transaction

But hang on until the end and I will have a special offer just for you that will make the cost even better.

Even though you’re making an investment when you sign up for Honeybook, I think it is well worth it. Consider all the functions you are getting with one membership. You could hire an accountant, assistant, and project manager at a much higher cost or invest in one subscription that will allow you to handle all of that with ease.

How to get started

Have I convinced you? If you’re ready for easier business management, sign up for Honeybook. And because I love you so much, I am offering you an amazing deal to get started. One of the biggest things that held me back from making the jump over to Honeybook was the price. I knew it was an investment I needed to make but I had a hard time pulling the trigger.

But I’ve got a deal that will make it even easier for you to make the commitment. Sign up here and you can get 50% off the regular pricing.

Still not sure? I understand the hesitation. Start by going through the free trial and get a feel for it for yourself. Then if you decide it’s right for you, come back and get the discount!

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