Have you ever found yourself staying up late, replying to emails or scrambling between documents trying to find the info you need for a client? If so, you are not alone! 

No matter what stage you’re at in your business, it can be hard to set boundaries for your work. That’s why it’s so important to find tools that help you to be more efficient with your time!

HoneyBook is a business management tool that allows you to manage projects from start to finish in one place. You’re able to utilize templates to keep yourself from writing those emails and creating proposals in bed at midnight. It also gives your clients one place to access everything they need to work with you.

For Coaches and Consultants it’s such a valuable tool; it will keep you connected with your clients and allow you to create a remarkable customer journey!

Here is how to get  started with HoneyBook so you can get organized, get some time back and ultimately grow your business without working those crazy hours!

Step 1: Organize your leads in one place

The first place to start is managing all new inquiries in HoneyBook. I don’t know about you but I find most coaches  get inquiries from so many different places. They are spending way too much time asking the same questions over and over, and looking back to find their info later. You can totally avoid this.

There are three easy ways to automatically add new inquiries into HoneyBook:

  • First, add the HoneyBook contact form to your website. You can customize the questions so you get all the information you need upfront. New submissions are automatically added to HoneyBook for you.

  • You can also add your direct link to your bio on social media! This allows you to share your form without any embedding necessary. It is also a great way to get the info you need from folks who slide into your DM’s.

  • For those inquiries coming through email, check out HoneyBook’s Chrome Extension. With this installed, you can automatically add new inquiries to HoneyBook without leaving your Gmail inbox! 

Once new inquiries have been added, the project pipeline is your best friend! This is a dashboard that gives you a bird’s eye view of where all your clients currently stand – from first inquiry to contract completion. You’ll want to spend much of your time in this view, so you are always up to date on where all of your clients are in your process.

Step 2: Follow up quickly!

First, you need to answer this question: “How would I like to follow up with my new inquiries today?” Do you like to send an email to introduce yourself, or do you prefer to schedule a call? Do you like to send them a pricing document to review your services, or do you prefer asking them some questions and getting more details? 

It’s super important  that new inquiries get followed up with quickly, but you always want your replies to feel personal. That’s why having templates set up in HoneyBook comes in handy!

Send an email: The faster you respond, the more likely you are to book that client. What’s great is it’s super easy to add your personalized email templates into HoneyBook, so you don’t have to write the same intro repeatedly. This is a great way to make sure all new inquiries get the info they need quickly. 


Schedule a call: Meeting face-to-face on Google Hangouts or Zoom with a new potential client is a great opportunity to build a relationship and establish if there’s a mutual fit.  HoneyBook’s scheduling tool saves me so much back and forth!  All you do is pre-set your availability and pop in your custom meeting link to your email template. Your potential clients select a time that works for them and get confirmation and reminders automatically. 

Send a questionnaire: Need to get some more details before moving forward? You can use questionnaire templates to make sure your clients answer all the important questions that you need answers to. That way you can make sure they’re a good fit quickly. You can also use questionnaires once you have started working with a client. They are great for making checklists, creating reflection worksheets and more!

Send a brochure: Brochures are a wonderful way to present yourself and your services to potential clients. When a potential client receives a brochure; they’ll be able to select a package or list of services that they’re interested in. This allows you to showcase your services and makes it so easy for your potential clients to work with you!

Bonus (that will save you hours!):

With all the things you have on your to-do list for every client and project, every bit of automation can help. HoneyBook workflows can allow you  to automate the steps you want while still giving you complete control where you need it. 

Workflows allow you to automate your first replies to inquiries; automatically send next steps when a client makes a payment. You can also send a questionnaire asking for feedback when a project is complete.

Automating these steps in your process gives you so much peace of mind; it will free up an incredible amount of mental space so you can focus on moving your clients forward.

Step 3: Book your client

So you’ve added your client into HoneyBook and you’ve followed up with them appropriately. You’ll probably find that this speedy yet personalized and professional communication sets you apart, and it doesn’t stop there!

When it’s time to book, sending a contract and invoice can be a lengthy process for you and your clients. You may be used to sending a contract and invoice separately. Sometimes you likely  would receive a signed contract but no payment, or vice versa. 

Let me show you how can HoneyBook makes your life easier!

Enter the HoneyBook proposal file 

The proposal merges these two steps by combining the contract and invoice into one file! Just insert your template, review the payment schedule and contract, make adjustments where needed, and send.

When a client receives the proposal; they can review the services, sign their contract and submit their payment – all in one place! This  saves so much time and makes booking so easy for clients. What used to take you  hours putting together a contract and invoice, can now be done in a few minutes with HoneyBook! 

There you have it! With this little better understanding of the HoneyBook tools and how they work together; you are ready to get booked quickly and efficiently. HoneyBook is not just for onboarding though; it can help you with your entire client lifetime. Not only can it keep you and your clients accountable, it also makes you look incredibly professional!  It might take some time and effort to get all settled in at first, but I promise it’s worth it! With our help and the help of the world class HoneyBook team you’ll be there in no time! 

And now is the perfect time with HoneyBook launching their NEW AMAZING PRICING!


As Diligent Assistant we will also help you by offering this a discount code. You can enjoy 50% off your first month or year with HoneyBook.

Alternatively if you need some help to build this platform out, why not schedule an exploration session with us and let’s see how we can help you get started.

Disclosure: This blog contains affiliate links. We only partner with websites and platforms that we use on a daily basis and provide real value to our business and team. Diligent Assistant does not make money from platforms we have not rigorously tested.