Module 1: Why A Workflow?

To do



Let’s face it, HoneyBook, or any project management system for that matter, is not cheap. And although they have tons of lovely features, if you’re not utilizing all of them, you’re not getting your money’s worth.


Today, let’s change that! Let’s automate your system so you can provide a better client experience!




Client Onboarding

Cut down on the time you spend onboarding clients. With HoneyBook workflows, your onboarding process can be much more efficient. You’ll no longer have to spend an hour or so delivering welcome documents; you can now push one button and it does it for you—every. single. time!


Never Forget Again!

Have you ever forgotten to send an important email or questionnaire? It’s pretty easy to do when you’re juggling 7+ brides at any given time. Workflows prevent tasks from slipping through the cracks.


Your Time Is Valuable

You already know that time = money. So stop wasting time on repeated tasks that you are manually doing over and over. With workflows, you don’t have to think about sending a timeline questionnaire; it will automatically go out at the designated time.


A workflow is the mandatory progression of steps (tasks or activities) that add value to your organization’s activities. These steps should be followed each and every time you work with a client.  


But hey, you already know this because you’re taking the course!