5 Common HoneyBook Mistakes (And How to Avoid Them)

As a creative entrepreneur, HoneyBook is likely your go-to tool for keeping everything organized. From managing inquiries to sending invoices, it streamlines operations and helps you stay on top of your game. But with so many features, it’s easy to slip up and make mistakes that can slow you down. Let’s dive into five common HoneyBook mistakes and how you can avoid them to get the most out of this powerful tool, saving you time and energy.

Common HoneyBook Mistakes

Mistake 1: Not Customizing Templates

HoneyBook’s customizable templates are a lifesaver, whether you’re sending out proposals, contracts, or questionnaires. But here’s the thing—many people skip the step of customizing them, sticking with the defaults just to save time. I get it; you want to get that proposal out quickly. But when you take a little extra time to align your templates with your brand’s colors, fonts, and voice, it makes a huge difference.

For example, I always customize my templates with my brand’s colors and logos, making sure that from the first touchpoint, my clients are immersed in my brand. This consistency across all platforms—not just HoneyBook, but also your website and emails—creates a professional image that builds trust.

Mistake 2: Ignoring Automation Features

Automation in HoneyBook is a total game-changer for saving time on repetitive tasks, like sending inquiry responses, scheduling calls, and managing the offboarding process. But guess what? Many people don’t take full advantage of these features, and they’re missing out big time.

In my business, automating those initial inquiry responses and call scheduling has been a game-changer. And when I automate the offboarding process, including final calls, follow-up emails, and feedback questionnaires, both my clients and I know exactly what’s coming next. It makes everything run so much smoother. When I work with clients on their HoneyBook setup or during a 1:1 Strategy Call, we start by identifying their goals and then tailor the automations to fit their needs. The result? A streamlined, stress-free process.

Mistake 3: Overcomplicating Workflows

Workflows are essential for managing your client journey, but overcomplicating them can backfire. This often happens when workflows are designed from a business-first perspective instead of being client-focused. But here’s the deal: the key to a great workflow is simplicity and efficiency.

As a former counselor with a background in solution-focused counseling, I approach simplifying workflows by asking why each step is necessary—from the client’s point of view. This helps eliminate unnecessary steps, emails, and tasks, making the process smoother and more efficient for everyone involved.

Mistake 4: Inconsistent Client Communication

We’ve all been there—waiting on a response and feeling frustrated when communication is inconsistent or nonexistent. It’s a real turnoff and can damage client relationships. Thankfully, HoneyBook’s templates and automation features make it easy to maintain regular communication.

In my business, I set up automated messages and reminders at key stages of the client journey. This ensures that my clients are always in the loop, and I don’t have to worry about dropping the ball. During a Full HoneyBook Setup, I work with clients to develop a communication strategy that keeps everything on track. (Click Here to get my Free Email Essentials Workbook)

Mistake 5: Not Regularly Reviewing and Updating the Setup

HoneyBook is a dynamic tool, which means it needs regular maintenance to stay effective. Unfortunately, many people overlook this and don’t review or update their setup often enough. The result? Outdated workflows, pricing, and communication strategies that no longer serve the business.

I recommend reviewing the basics of your setup quarterly and doing a full audit once a year. This is when I update prices, refine workflows, and make sure everything is aligned with my current business needs. During 1:1 Strategy Calls, I help clients make these adjustments to keep their setup optimized and effective.

Conclusion

To really get the most out of HoneyBook, take the time to create a setup that works for both you and your clients. By avoiding these common mistakes and regularly reviewing your setup, you can make sure HoneyBook helps you reclaim your time and focus on what you love. When your HoneyBook setup is fully optimized, you’ll have peace of mind knowing that everything is in place and can be managed with just a few clicks.