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Hey you! I'm Candice. I've owned my wedding planning and design business, Jubilee Events, for 12 years. I'm a 2x published author, podcast host, and your proud mentor.

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Detailed Honeybook Review: Is Honeybook right for YOUR business? Here are 5 things you NEED to know before you make the switch. This is a detailed Honeybook review, giving you the inside scoop on how to use this client management software in your creative business. Plus, receive 50% off your Honeybook subscription with a 50% off honeybook promo code.

It can be exhausting researching tools for your business. A lot of us get stuck in that very research process and end up never making decisions that move our business forward (hey, are you stuck there right now, searching google about Honeybook reviews?!). 

With so many creative business owners looking to take back time in their business, you may have heard about the client management tool called Honeybook. But how do you know if Honeybook is really the right fit for YOUR business?

Honeybook promises that it's everything your business needs to get it done. And the truth is, Honeybook does have everything your business needs for you to get things done.

Honeybook was built to help a variety of creative entrepreneurs. If you are a:

  • Business Coach
  • Wedding Planner
  • Graphic Designer
  • Photographer
  • Invitation / Stationery Designer
  • Event or Personal Florist
  • Copywriter
  • Brand Strategist
  • Website Designer
  • Wedding Venue
  • Social Media Manager

Honeybook is the perfect client management tool for creative entrepreneurs who both provide a service or sell a customized product.

Simply put, Honeybook helps entrepreneurs, like you and I, book our ideal client faster, more frequently, and with less legwork.

This is the only review you need to read for Honeybook.

Here are 5 things you need to know about how Honeybook can help you get more things done in your business:

TRACK & MANAGE LEADS

One of the most critical strategies for landing the sale is being able to manage your inquiries and leads with efficiency and ease. 

If you don't have a system for managing your leads, then you need Honeybook.

Imagine if you could track a potential customer through your sales process, step by step (and getting valuable data on how they buy in the process).

With Honeybook, you can see where any potential customer is in your sales process by viewing where they are on your pipeline. The bonus? The same goes for your current customers.

No matter your business type, your customers go through a series of steps or stages until their project is complete. Honeybook lets you track that process easier, so you know where all your sales and your customers are at any given time.

Does Honeybook sound like the right fit for your business?
Click here to save 50% ($200 off!) your first year's subscription
… or use the code PURPOSE at checkout

SELL YOUR PRODUCTS & SERVICES

You know the most important role you have in your business (besides being the badass that you are)? It's head of sales.

In order to stay in business, you need to sell whatever it is your selling. And if you feel like your sales process is tired, disjointed, or not meeting your goals — then you need Honeybook.

Honeybook will make you more money. How? It will give you a sales process that is efficient, easy and entices the customer to buy. How is that possible?

  • Customized brochures that you can send to your potential customers. Customize the look and feel of these to suit your brand, and even swap images to entice the “eye to buy”
  • Send customized proposals that clients can quickly review, approve or ask for edits
  • Get your contracts signed in an instant with digital contracts 
  • And finally, get paid ASAP

If you're not booking the number of customers you need to reach your sales goals, or you're not selling enough products or services – it could be because your sales process needs help.

The help you need? An automated sales process from Honeybook that entices your customers to purchase.

GET PAID ASAP

Listen… we want checks!!! Well, we don't actually want checks, we want to get paid as quickly as possible! And checks don't get that money in our account as quickly as Honeybook does.

As a small business, every dollar counts. In fact, it's downright critical that you get paid ASAP by your NEW and CURRENT customers so that you can keep your business (and bank account!) moving.

Your customers want to pay you, and they want to pay you with ease. If the process of obtaining payments from your new and current customers is NOT easy, then you need Honeybook.

Honeybook makes it easy to bill your customers and get paid quickly and securely. Your customers can also select which payment option works best for them using either their credit card OR a direct deposit from their bank.

No more checks.

No more making your customers go to the bank for wire transfers.

No more credit card forms emailed back and forth.

No more sketchy payments using Paypal or worse, Venmo.

No more delays in getting the money you're owed.

No more keeping track of customers' upcoming payments/installments.

Once you sign on a new customer, they're automatically entered into a payment automation, where Honeybook reminds them of upcoming payments via email, along with a link where they can make said payment.

If your payment process makes it hard for you to get paid ASAP, you NEED Honeybook.

Does Honeybook sound like the right fit for your business?
Click here to save 50% ($200 off!) your first year's subscription
… or use the code PURPOSE at checkout

AUTOMATE YOUR WORKFLOWS

Administrative tasks are a pain in the ass. Periodt. When you started a business, I'm pretty sure you didn't expect to spend your Monday night sending out repetitive emails and reminders to your clients.

In fact, I'm pretty sure you wanted to spend your Monday nights watching The Bachelor.

So why all the administrative tasks?

Honeybook helps you take back time in your business by automating certain workflows. The software allows you to automate things like:

  • Invoices & payments
  • Date based emails
  • Templates for emails, brochures, proposals, payment plans, contracts, and questionnaires
  • Lead captures

… and more!

So if you're spending your Monday night sending out payment reminders or revamping your PDF brochure (for the 100th time) instead of watching grown women fight over some undeserving guy, you need Honeybook.

GIVES YOU VALUABLE DATA

Part of growing a business is understanding where your numbers are. When you can track critical data in your business, you can make educated decisions on how to grow. 

If you don't have a system in your business for tracking critical data, then you need Honeybook. Every time you log on to the platform you can get an instant snapshot on the health of your business: the number of leads you're getting, how much money you're really making, and what referral sources are (or are NOT!) providing you with a link to your ideal customers.

Honeybook tracks this critical data by giving you reports on:

  • Where your leads are coming from, and the % of bookings received from those leads (all of which you can customize for your business!)
  • Your booking success rate based on the proposals you've sent and the number of those proposals that have converted into sales
  • The value of your bookings based on each year, so you can get an overview of where you stand financially
  • Outstanding payments, so you can easily calculate what monies are due to you soon
  • Yearly and monthly financial analytics, so you can compare and contrast how your business is performing and growing

This data is critical to growing a business. You can't project where you want to go unless you have an understanding of how far you've come. 

I want you to stop the analysis paralysis on which platform is best for your business, and instead, give Honeybook's free trial a spin. Honeybook offers a free trial so that you can see just how powerful this platform is, and how it will transform your business.

The best part? They're offering you 50% OFF your yearly subscription to Honeybook! Click here now to start a trial and get 50% off (or use the code PURPOSE at checkout).

I'm confident you'll LOVE Honeybook as much as I do.

Some of the links used in this blog post are affiliate links. When you purchase something, our company receives a small compensation at no cost to you. This compensation helps to maintain the cost of creating helpful content, like our podcast, so you can build a profitable business with purpose.

Is Honeybook Right For Your Business? 5 Things You Need to Know Before You Make the Switch

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Candice Coppola

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My team and I have worked with hundreds of clients all over the world, from New York City to Fiji, Vermont to Costa Rica, celebrating moments that matter in our clients' lives. I've worked with high-end clients since I started my business, producing events in excess of $1,000,000.



I owned my wedding planning and design business, Jubilee Events, for 12 years before I sold it.

I know what it takes to run a successful wedding industry business.

I also know how hard it is to be profitable in this industry. I've experienced many of the aches, pains and challenges you're facing right now.

I want you to succeed in your business. In fact, I teach wedding industry entrepreneurs because I want others to have the same level of success I've been so fortunate to have.

My passion for this industry is rooted in helping business owners, like you, build a profitable business with purpose.

That is the heart behind every webinar I teach, every instagram post I share, every course I create and every podcast episode I produce.

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Hey! I'm Candice