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HONEYBOOK PLAYBOOK
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***NEWLY UPDATED! Module 1: Setting Up Your Business Front and Back-end
HONEYBOOK TOUR (12:18)
ACCOUNT SETTINGS (1:49)
COMPANY SETTINGS (13:29)
PIPELINE (5:58)
TEAM SETTINGS (3:33)
MULTIPLE COMPANIES (2:29)
MEDIA LIBRARY (2:36)
PUBLIC PROFILE (2:53)
CREATIVE COMMUNITY (5:16)
CREATE A TEST ACCOUNT (5:56)
***NEWLY UPDATED! Module 2: Capture and Convert Leads with Your Contact Form
CONTACT FORM (3:49)
FORM CONTENT (13:07)
STYLE & CUSTOMIZATION (1:02)
FORM SETTINGS & AUTOMATION (3:30)
DIRECT LINKS (1:56)
***NEWLY UPDATED! Module 3: Create Email Templates that Convert
EMAIL TEMPLATES (11:42)
EMAIL SIGNATURE (1:54)
NOTIFICATIONS (2:16)
BATCH EMAILS (4:17)
ESSENTIAL EMAIL TEMPLATES (4:14)
***NEWLY UPDATED! Module 4: Streamline your Proposal/Invoice/Package Process
PACKAGE TEMPLATES FOR PROPOSALS + INVOICES (16:20)
PACKAGE TEMPLATES FOR BROCHURES (2:10)
PROPOSAL TEMPLATES (7:30)
INVOICE TEMPLATES (3:05)
WRITING PROPOSALS (30:24)
WRITING INVOICES (5:11)
***NEWLY UPDATED! Module 5: Create Brochures with Call-to-Action
BROCHURE TEMPLATES (5:16)
BROCHURE CLIENT VIEW (3:48)
***NEWLY UPDATED! Module 6: Qualify and Educate Clients with Questionnaires
QUESTIONNAIRE TEMPLATE (5:37)
INITIAL QUESTIONNAIRE (13:50)
PRE-EVENT QUESTIONNAIRE (11:13)
***UPDATE COMING SOON! Module 7: Stay Organized with Workflows
AUTOMATIONS VIA CONTACT FORM (3:49)
CREATING A WORKFLOW (7:38)
WORKFLOW TEMPLATE (9:21)
***UPDATE COMING SOON! Module 8: Automate with Integrations
HONEYBOOK CALENDAR (8:39)
CALENDLY (5:39)
QUICKBOOKS (0:47)
ZAPIER INTEGRATIONS (8:03)
***UPDATE COMING SOON! Module 9: Close Sales with Payment Schedules
PAYMENT SCHEDULE TEMPLATES (12:14)
PAYMENT PLANS (9:00)
BOOK IN PERSON (12:14)
***UPDATE COMING SOON! Module 10: Protect your Business with Agreements/Contracts
AGREEMENT TEMPLATES (11:27)
MULTIPLE E-SIGN (4:16)
***UPDATE COMING SOON! Module 11: Run your Business on-the-go
HONEYBOOK APP OVERVIEW (10:01)
***UPDATE COMING SOON! Module 12: Elevate your Client Experience with Workspaces
WORKSPACES TOUR (13:56)
CREATE NEW WORKSPACE (4:56)
***UPDATE COMING SOON! Module 13: Know Your "Numbers" with Bookkeeping and Reports
BOOK KEEPING (5:30)
REPORTS (4:51)
***UPDATE COMING SOON! Module 14: Onboard, Offboard, and Nurture with Email Marketing
NURTURE SERIES WEBINAR + TEMPLATES (54:02)
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BONUSES
HONEYBOOK HEADER CANVA TEMPLATES $27 Value
NURTURE EMAIL SERIES TEMPLATES $47 Value
TESTIMONIAL
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QUESTIONNAIRE TEMPLATE
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