Are you tired of juggling emails, proposals, payments, and schedules for your photography business? Look no further! Honeybook, our go-to CRM platform, is transforming the way we manage clients and streamline workflows. In our YouTube video titled “Honeybook Project Pipeline: How To Customize Your Stages,” I’ll take you on a journey into the world of Honeybook’s game-changing pipeline feature.
Unveiling the Honeybook Pipeline Magic
Picture this: a seamless process where client management becomes a breeze, leaving you with more time to focus on what truly matters – capturing those picture-perfect moments. Honeybook is our secret weapon, delivering an array of tools like automations, templates, and, of course, the spotlight feature – the project pipeline.
The Game-Changing Pipeline Breakdown
The pipeline is the place where the magic happens, the stages are set, and clients embark on a red carpet journey. From the top view, you’ll witness the stages, each tailored to guide clients through their unique experience.
But that’s not all – click on a stage and enter a world of personalized client management. Imagine effortlessly tracking client progress, knowing who’s where, and even moving them around stages with a click. And yes, automation is our trusty sidekick, like when a retainer is paid, swiftly transitioning clients from ‘contract sent’ to ‘retainer paid.’
Personalize Your Pipeline: Crafting the Ultimate Experience
Now, the truly exciting part – customizing your pipeline. Here are our stages and how we work our pipeline magic:
- Inquiry Stage: Active inquiries start here, ensuring a consult is scheduled. Unfit or out-of-budget inquiries? They’re elegantly tracked outside Honeybook until the perfect fit is found.
- Proposal Progression: Move seamlessly from ‘proposal sent’ to ‘proposal signed’ to ‘retainer paid.’ These stages are the heart of converting clients into excited partners.
- Engagement Session Delight: Enter the ‘E-Session Scheduled’ stage after engagement sessions are scheduled. A month prior, clients receive vital info for the session.
- E-Session Delivered: Celebrate a successful engagement session by placing clients in the ‘E-Session Delivered’ stage.
- Crafting the Perfect Timeline: Enter the ‘Check In Stage,’ where clients receive an automated, six-month-out check-in email. And don’t miss the spotlight on ‘The Timeline Wizard’ – a product that’s revolutionizing wedding timelines.
- Gathering Wedding Details: After the ‘Check In Stage,’ dive into the ‘Planning’ stage, awaiting the big day while gathering essential details via a well-crafted questionnaire.
- Completion and Archival: The final destination, ‘Completed,’ or, in Cameron and Tia’s case, ‘Archived,’ gives closure to projects.
The Extra Spark: “To Happen Sometime”
Just like every tale, there are exceptions. ‘To Happen Sometime’ is a unique stage where bundles or one-off sessions dwell. These projects don’t follow the traditional pipeline path, offering tailored attention.
Honeybook: The Unseen Hero
Also, Honeybook isn’t just a tool; it’s a revolutionary ally that ensures every client receives a red carpet experience. From inquiry to completion, Honeybook’s pipeline keeps everything meticulously organized, promising no one slips through the cracks.
Eager to transform your photography business? Dive into the Honeybook adventure today. Without further ado, we have a special treat for you – a 50% discount for your first year! Use the code CAMERONANDTIA or click HERE to embark on your journey of streamlined client management.
Honeybook is our Fave CRM, try it out!
With Honeybook’s project pipeline customization, we have unlocked new levels of efficiency, client satisfaction, and creativity. If you’re ready for the red carpet treatment for your clients, dive into Honeybook’s world and watch your photography business soar!
And remember, if you loved this guide, be sure to like and subscribe to our YouTube channel. Until next time, bye!