How to Get Organized and Automate Your Business - Shawon Davis
photo of women in an office

If you’re like most women small business owners I know, you’re always trying to find ways to be more organized and efficient. Let’s pause and write down a list of everything you juggle in a day. Just kidding. That would take you forever, right? When starting and running your own small business, organization and efficiency […]

How to Get Organized and Automate Your Business

How to Get Organized and Automate Your Business

30

May

If you’re like most women small business owners I know, you’re always trying to find ways to be more organized and efficient.

Let’s pause and write down a list of everything you juggle in a day. Just kidding. That would take you forever, right?

When starting and running your own small business, organization and efficiency are key. I realize that you have so many tasks on your to-do list in a day, a week, and even a month. It is so easy for something to fall through the cracks.

You NEVER want your client experience to be one of those things. 

Thankfully, there are some great tools that can help you get organized and automate your business processes.

In today’s blog, I’m sharing my favorite business tool to get organized, automate your business, and deliver a wow-client experience.

Let’s start with the facts.  You’re the CEO, the salesperson, the marketing department, and the visionary all rolled into one. It can be tough to keep everything organized, but it’s essential if you want your business to run smoothly.

Systems and processes may sound boring, but they can make a world of difference for a small business. By taking the time to set up some basic systems and processes, you can give your business the structure it needs to thrive.

Here are a few tips on how to start organizing your business:

-First, identify the areas of your business that need to be organized. This could be your project management system, your daily task list, or your client workflows. 

-Next, start small. Don’t try to tackle everything at once. Choose one area to focus on and gradually add more structure over time.

-Finally, be consistent. Once you’ve put systems and processes in place, it’s important to stick to them. This will help you stay organized and efficient in the long run.

Client experience was on the top of the list. 

If you asked me what was one of my top priorities when I first started my business, I would say my client experience.

It is so overwhelming to look through all of the choices you have when it comes to providing that. Not to mention paying for a client experience tool on top of other business start-up expenses just doesn’t seem feasible.

So I relied on my old pen and paper method that I used when I was a Realtor. It seems easy to just create a checklist and print a new one each time you get a new client.

That works great for a while….until more and more clients come into the business. Now you have a whole new set of worries.

  1. You have to keep up with your paperwork.
  2. You have to pack up your paperwork to take with you if you work elsewhere.
  3. You have to make tons of copies. 
  4. You have to update manually. 

Pretty soon the paper and pen bestie begins to eat up time.  Something has to give.

That’s where Honeybook comes in to save the day!

graphic of screenshot of honeybook setup

This business automation tool will help you get organized and automate your business processes so you can focus on what’s important – your clients!

Here are some of the ways this online client experience tool will help you:

Honeybook helps you deliver a high-touch client experience.

I decided to try out Honeybook so I could claim back my time and my clients could continue to receive an amazing experience.

I knew that it was essential for me to have business processes in place to maintain an amazing, repeatable, consistent, client experience.

Honeybook can give you back the freedom to focus on running your business. I know the initial time investment can be overwhelming to think about when you first begin to use it. Isn’t getting back your time and energy worth it in the long run?

Honey Book provides an all-in-one experience. 

Honeybook is proven to create a high-end customer experience all in one location. This is beneficial for both you and your clients.

Honeybook is a business management tool that helps you to do everything from invoicing to client communication. A few ways I personally use Honeybook are:

  1. All of my workflows for branding and business coaching clients are in one location that I can have anywhere. 
  2. Create email templates to improve my communication time and quality.
  3. Send out invoices, contracts, accept payments and keep track of finances.
  4. Overall ability to automate and streamline my business without spending hours.

The list could go on and on, but I am pretty sure you are convinced you need Honeybook now too right?

graphic of honeybook desktop of tasks to complete

Take back your time. 

Automating systems and tracking client information can become a cakewalk. This can save you so much time and mental space that you can now put back into your business. Time and mental space that is going to allow your business to grow.

The best part is that Honeybook integrates with so many of the platforms you probably already use. Zoom, Zapier, Google Calendar, and Quickbooks are a few that immediately come to mind.

I’ve partnered with HoneyBook to help you get started for just $1 month for your first 8 months (or $96/year, paid annually) This is the perfect time to get your business organized and set yourself up for success. HoneyBook has been a lifesaver for my business and I know it will do the same for you.

If this doesn’t scream the perfect opportunity to get organized and set up for success I don’t know what does. Don’t waste any more time on your own paper and pencil method or switch back and forth between tons of platforms.

Get started today. http://share.honeybook.com/shawondavis I mean it is practically free for the first 8 months.

If you want to learn how to get started with Honeybook, you may also like these videos:

How to Boost Your Client Experience with Honeybook

How to Send Proposals and Contracts

How to Onboard New Clients with Honeybook

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