Being a stay-at-home mom is a full-time job- managing your home, taking care of your family, and keeping everyone happy and healthy takes up most of your time. However, if you are looking to start a career as a freelancer or you are already working from home, client management can be a daunting task. That’s where Honeybook CRM comes in! Honeybook is a customer relationship management (CRM) tool that helps freelancers manage their clients and projects efficiently. In this blog post, I’ll discuss how freelancing stay-at-home moms can make the most of Honeybook to manage their clients and projects stress-free.
WHAT IS HONEYBOOK CRM GOOD FOR?
When I started my freelance business, I struggled with client relationship management, which ultimately led to a lot of stress and lost opportunities. However, my business changed when I discovered Honeybook CRM. Honeybook has been a game-changer for me and has helped me build lasting client relationships with ease. Below, I share how I used Honeybook to build my freelance business from home and how it can help you, too.
Keep all client information in one place
One of the key features of Honeybook is that it allows you to keep all your client information in one place. No more digging through emails or text messages to find important information. Everything is organized and easily accessible within the Honeybook platform. From their contact information to project details, payments, and messages, they organize everything in one place. If you are a little scattered-brained like me or just mentally exhausted from mommy-ing, the centralized client management system saves time and keeps clients’ information organized and accessible when you need it. This feature is especially helpful for busy stay-at-home moms who may not have the time to constantly check their messages.
Use customizable templates
Another great thing about Honeybook is the customizable templates available for different projects. As a stay-at-home mom freelancer, you have unique needs, and Honeybook provides templates you can customize to fit these needs. Simply upload your logo and brand colors, and you’re good to go!
Send professional proposals and contracts
Honeybook allows you to send professional proposals and contracts to clients. These documents are pre-populated with details such as project scope and payment schedules, which you can edit to fit specific project requirements. In addition, you can track and manage signed proposals and contracts within the platform.
Create professional invoices and proposals
Honeybook offers customizable templates for invoices and proposals that can help you save time and make your business look more professional. As a new freelancer, it’s daunting to create these documents from scratch, but with Honeybook, you can choose from a variety of templates and customize them with your own branding and content.
Create streamlined workflows
Creating streamlined workflows is essential to running a successful freelance business. Honeybook offers a visual workflow tool that allows you to set up templates for different projects. You can track where each project is in the process and what tasks still need to be completed. You can also automate repetitive tasks, such as sending reminders to clients about upcoming payments or project deadlines.
WHY HONEYBOOK CRM MATTERS TO YOUR BUSINESS?
Schedule appointments with ease
One of the biggest benefits of Honeybook for stay-at-home moms is its scheduling feature. You can easily set up appointment times with clients and send automated reminders, making it easier to stay organized and avoid double booking. The platform also offers the option to set up a phone or video appointments, saving busy moms even more time.
Get paid faster
One of the most stressful parts of being a freelancer is getting paid on time. Honeybook makes it easy to keep track of outstanding invoices and even sends automated reminders to clients when payment is due. You can also set up payment plans and automatically charge clients on a recurring basis, making it easier for clients to pay and for you to get paid on time.
Manage your finances
Managing your finances as a freelancer can be challenging, but Honeybook makes it easier. With the platform’s financial management tools, you can track expenses, invoice clients, and receive payments. You can also keep track of unpaid invoices and payment deadlines to avoid any payment mishaps.
Access the platform from anywhere
As a stay-at-home mom, you may not always be working from the same location. Honeybook allows you to access your account from anywhere with an internet connection, making it easy to check in on your business while on the go. The platform also has a mobile app that allows you to handle client communications and bookings from your phone.
WHY IS CLIENT RELATIONSHIP MANAGEMENT IMPORTANT
For new freelancers who are just starting out, one of the top priorities is to attract and keep clients. One way to ensure that you are keeping your clients happy and satisfied is through effective customer relationship management (CRM). And one tool that is gaining popularity among freelancers is HoneyBook CRM.
A CRM system like HoneyBook helps you to streamline and organize all the interactions you have with your clients. It enables you to centralize communication, track client information, manage your sales pipeline, and automate your workflow. It ensures that you are not dropping the ball with any of your clients or missing any important deadlines. Plus, tracking your clients’ communication history and preferences allows for a more personalized approach to your client interactions.
As a new freelancer, managing client communications and projects can be overwhelming. However, a CRM system like HoneyBook can be a game-changer for your business. By centralizing all of your client communication, you can keep track of deadlines and ensure that you are not missing any important interactions. Plus, being able to personalize your communications with your clients can set you apart from the competition, which can lead to more repeat business and referrals.
Is client relations the same as customer service?
As a new freelancer, it’s important to understand the difference between client relations and customer service. While some may use these terms interchangeably, they actually have distinct meanings. Customer service refers to the experience provided to customers when interacting with a business, whereas client relations encompasses the entire relationship between a client and a service provider. Focusing on building strong client relationships will not only lead to repeating business but also positive word-of-mouth referrals. So, instead of simply providing excellent customer service, strive to create lasting connections with your clients by putting in the extra effort to understand their needs and expectations.
As a stay-at-home mom freelancer, I’ve experienced firsthand the stress of managing my own clients’ and clients’ projects as a solopreneur. But with Honeybook, I’ve been able to streamline my business processes and reduce stress levels. Using Honeybook as one of my favorite freelance tools feels like having a virtual assistant working with me. Don’t let disorganization hold you back from starting a successful business. Honeybook offers a 7-day free trial so that you can see how it works with no commitment. Try it out today and see how it can help you grow your freelance business.