WORKFLOW HOW-TO: How I Onboard New Clients Using Honeybook + Trello
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- Опубліковано 12 вер 2024
- The best way to ensure you don't miss a SINGLE important step on-boarding a brand new client, is to rock out your client workflow.
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It's important to have an onboarding process that dazzles that new client ... aaaand saves you time. My two favorite tools that get it done for me are Honeybook and Trello.
In today's video, I'm walking you through my Honeybook workflow in a tutorial style video. I'm showing you inside my business systems and how I use a combo of both Honeybook and Trello in my workflow for booking clients. If you need a better workflow for booking clients, this one's for you, friend.
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DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support!
Your channel is incredible!! God bless you with more success Ashlyn!
Thanks so much, Claire!
Oh my gosh! You had me at "work from a place of rest not hustle" glad I found you!
I'm so glad,too! :) Thank you for your kind words!
just learning overwhelm= automate, delegate or eliminate so huge!
Yesssss, Jessie! It was a gamechanger for me, too. What are you moving off your plate? xx. Ash
This was great! Thank you for your share, it's well put together.
You're very welcome, Jeremy!
Thank you so much for the trello company guideboard this is exactly where I am in my business and needed some guidance on creating and organizing
You are so welcome! I'm so glad you found this helpful! :)
Just watching hours of your channel, thank you for all this incredible teaching ❤
Dannielle! I love having you over here in my little corner of the internet ;)! Let me know if you have any questions, ok??
This is incredible! Love seeing how you use HoneyBook. Amazing.
Hey Natalie, I'm so glad it was helpful to you. One thing that helped me so much in the beginning of my business was to see how other people did the things I was trying to do, and pick and choose which of their tactics I wanted to adopt. So I figure, with videos like these I get to pay it forward. xo. Ashlyn
I am in the process of researching all the different aspects needed to set up my new business. I already have Trello on my list of apps to use as I use it currently but not to its full potential. I have copied your boards over so will have a look and use them as a template for my business. I hadn't heard of HoneyBook before so that's added to the list to look up. Thanks so much for this video! I have also subscribed. xx
That is exciting, friend! So glad to hear you found this helpful and please let me know if you have any questions-ok?! Thank you for subscribing!
Hello Ashlyn! Great video, Im so glad I came across your video to get my honey book setup. I've been able to do most of the steps as I followed along. I'm taken back by how simple your trello board is. I over think everything and I appreciate you sharing and showing me that I can do business in simple form. Looking forward to using trello and honeybook in my business.
Yayyyyy!!!! I subscribed JUST for the fact you live in ATL like me...and this video was super informative 😋
ATL, you know. Hahah ... Thanks for subscribing to a fellow Atlanta gal, Neka! I'm glad it was helpful ... keep in touch! xo.
Another organized forgetful person right here. I am enjoying your channel very much.
Bahaha-I can so relate Debbie! Let me know if you have any questions, ok?? xx.
This is incredible information! I’m glad I stopped to watch your video. I will be using the software you recommend.
Hey there! I'm so glad it was helpful to you! - Ash
Thank you for walking me through your process! I am just getting used to HoneyBook for my wedding rental and styling business in Colorado. I hope to grow my team eventually, but in the meantime, Honeybook will help keep my head on!
Yes! Honeybook is chief among the things that help my team and I keep our heads on, lolol. xo.
Hey Ashlyn - I’m loving this tutorial and have a question for you or anyone who has advice - do you invite your clients to your Asana or Trello current clients or leave them set with Honeybook. I can’t figure out the best workflow for working with my 1:1 clients and use both Honeybook and Asana right now. I just feel like I have so many things all over the place and am feeling like I need an outside the box perspective.
Hey, Kelly! So we do NOT invite clients into our own Asana (used to be Trello, now Asana). That's where OUR agency runs things, but our clients ONLY see Honeybook for deadlines. Internally we absolutely use Asana to track their project tasks. My goal is to give them as little as possible to check in on or manage ... I always think "how can we make this more white glove/Ritz Carlton-like" ha. I know the other side could be argued, but that's the place I landed!
Hi Ashlyn! great video.. .loved it! Any chance you can provide a hot link to the Company Guidebook Trello board. It doesn't seem to be working. Thanks!!
You are amazing
Do you still use Honey Book?
Kishana! Yes, we do! It's been a staple in my business for sure. xx.
Hi would this work for a social Media manager?
Great video, thanks! Fyi, you have a typo in your FB link: www.facebook/com/ashlynwrites
This link isn't working sample Company Guidebook board: trello.com/b/7vM3iDeG (board is set to private so it can't be viewed
The CRM tool that has everything in one place is called HUBSPOT lol
Hey Peter! I'm so glad you've found a tool that works for you. Honeybook is my jam, but it's cool if Hubspot is yours. Everyone's gotta find what works for them! - Ash
I lasted 3 days with Hubspot before I gave it the boot.
Like Ash said above, you gotta find what works for you! xo. Team AW