The BEST Client Management System for Creative Entrepreneurs

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The BEST Client Management System for Creative Entrepreneurs (and why you need one)

Jenna Kutcher 

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I used to think “If it ain’t broke, don’t fix it” when it came to business matters and workflow. There was such a fault in my reasoning but I had a system down for things and I didn’t see why I should disrupt that system if it was working. The truth? Running a business is a lot like conducting a circus – out of control, exciting, but sometimes a little chaotic.

The more I get to know entrepreneurs, the more I realize how ill-equipped we are to run streamlined businesses – mostly because we are artists at heart who are secretly yearning to step away from our computer screens and get back to the art. Isn’t that really why we started our business? For the simple love of the art?

Today I want to share with you what I think is the best client management system for creative entrepreneurs and why you should consider giving it a try! Honeybook is my platform of choice and if you want to check out their FREE trial and save 50% an annual subscription, I have a video on how I use it.

What is Honeybook?

It’s a place to keep your business pipeline up, running, and organized. It’s basically a personal assistant for your clients and it streamlines your business, your communication in the most beautifully branded, intentionally designed way. Why did I finally make the leap after four years of doing things my way? Because I knew there was a better way. I wasn’t foolish to think that my system was best, I had just been hesitant in the direction I wanted to go.

Instead of mailed contracts and collecting checks from clients, everything is online. Each client has their own folder, their own pipeline that tracks the progress from initial inquiry to final delivery. Proposals, contracts, invoices, and questionnaires are all formatted into your account so with the click of a button, your clients are getting their questions answered (before they even have the chance to ask them!)

Why Honeybook?

There are quite a few different software companies that claim to do the same thing. The thing that sold me the most was their personal concierge service. I had been afraid to sign up with a workflow system because I knew I didn’t have the hours to devote to learning it, implementing it, and understanding it. Within an hour of signing up my packages, pricing, contracts, emails, and templates were all uploaded and ready.

Honeybook changed a lot of things for me: it changed the way my team worked, it changed the way I organized my client communication, it freed me up to make fewer trips to the post office and bank, and it keeps everything in one spot so that I’m never hunting through my Gmail archives trying to find that one email about that one thing.

At the end of the day, my hope for you is that you put a strong focus on streamlining, refining, and systemizing your business so that you can get back to doing what you truly love (which likely has nothing to do with collecting invoices or scheduling out emails!)

Honeybook was the best investment in my business 3 years ago and we still use it every single day… yeah, it’s that good! Ready to join the Honeybook Fam? Hop in to your free trial right here! Psssst you’ll get my 5 favorite email templates to incorporate into your Honeybook workflow just for giving it a shot!

More info about Honeybook and How I use it!

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  1. Birgit says:

    What an extremely handy tool! I am from Holland and I wish we had an tool like Honeybook. I hope we will have soon though.


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