{"id":80373,"date":"2023-06-02T09:42:00","date_gmt":"2023-06-02T16:42:00","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=80373"},"modified":"2023-09-27T14:47:34","modified_gmt":"2023-09-27T21:47:34","slug":"clientflow-management-platform","status":"publish","type":"post","link":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/clientflow-management-platform","title":{"rendered":"Why you need clientflow management for a smooth running business"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em><em>Learn what a clientflow platform is and why it\u2019s crucial for selling and delivering your services. More than a CRM, it lets you provide seamless clientflow management that eliminates process friction.<\/em><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2000\" height=\"1548\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature.jpg\" alt=\"Woman on laptop working on clientflow management\" class=\"wp-image-80381\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature.jpg 2000w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature-300x232.jpg 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature-1024x793.jpg 1024w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature-768x594.jpg 768w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature-1536x1189.jpg 1536w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/figure>\n\n\n\n<p>As an independent business owner, clients are the heart of your business, and building great relationships is an important part of your success. You aren\u2019t just taking payment and delivering a service\u2013you\u2019re continually communicating, and every touch point contributes to the client experience.&nbsp;<\/p>\n\n\n\n<p>The complete process of selling and delivering your services is your <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/what-is-a-clientflow\">clientflow<\/a>, and understanding it and learning exactly what clientflow management is, will help you improve your business. The skills and expertise you offer can make a positive impact on someone, so it\u2019s your mission to find the right clients and successfully deliver your services.\u00a0<\/p>\n\n\n\n<p>Providing a seamless clientflow is the standard for how independent businesses operate and to manage all the moving parts you need an all-in-one system.&nbsp; A <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/\">clientflow management platform<\/a> is the optimal way to eliminate process friction and provide an impeccable experience for every client, every time.&nbsp;<\/p>\n\n\n\n<p>Learn what clientflow management is, how a clientflow platform can benefit your business, and what you can lose without one.<\/p>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"88418\" class=\"elementor elementor-88418\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-9da3416 e-con-full cta_click e-flex e-con e-parent\" data-id=\"9da3416\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-c140b17 e-con-full e-flex e-con e-child\" data-id=\"c140b17\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-88a187a elementor-widget elementor-widget-image\" data-id=\"88a187a\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"527\" height=\"570\" src=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-yellow.png\" class=\"attachment-medium_large size-medium_large wp-image-88421\" alt=\"\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-yellow.png 527w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-yellow-277x300.png 277w\" sizes=\"(max-width: 527px) 100vw, 527px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8393679 e-con-full e-flex e-con e-child\" data-id=\"8393679\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3d74046 elementor-widget elementor-widget-heading\" data-id=\"3d74046\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Centralize your client management<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-98318f1 elementor-widget elementor-widget-text-editor\" data-id=\"98318f1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Capture leads, sell services, manage projects, and nurture client relationships from one platform.\u00a0 All that and more with HoneyBook.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2608d81 elementor-widget elementor-widget-button\" data-id=\"2608d81\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/signup\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\n\n\n<p><strong>Jump to: <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#benefits\">What are the benefits of a clientflow management platform?<\/a><\/li>\n\n\n\n<li><a href=\"#lose\">What do you lose without a clientflow management platform?<\/a><\/li>\n\n\n\n<li><a href=\"#manage\">What can you manage inside a clientflow management platform?<\/a><\/li>\n\n\n\n<li><a href=\"#manage\">Why HoneyBook is the best clientflow management platform for independent businesses<\/a><\/li>\n<\/ul>\n\n\n\n<a id=\"benefits\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">What are the benefits of a clientflow management platform?<\/h2>\n\n\n\n<p>Beyond a typical <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/business-management-system\">business management system<\/a>, a clientflow platform lets you determine how it functions for your business. In other words, you don\u2019t need to fit your business into the system. Instead, you can customize your work and processes as you see fit. Here are the benefits you\u2019ll reap:&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">It\u2019s built specifically for independent businesses\u2019 operations<\/h3>\n\n\n\n<p>Other types of business software tend to be too limited or too broad for independent businesses\u2019 needs. You may have individual tools like contract software, <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/payment-processing\" target=\"_blank\" rel=\"noopener\" title=\"payment processing\" data-wpil-keyword-link=\"linked\">payment processing<\/a>, and meeting schedulers, but a clientflow platform is what brings everything together.&nbsp;<\/p>\n\n\n\n<p>On the other hand, there are also CRM softwares that are built more for enterprise-level organizations. While your business is about providing services tailored to each client, these types of software are more for managing large pipelines of unqualified leads. Since it\u2019s not exactly fit for your processes, you can end up spending more money on features you don\u2019t need.&nbsp;<\/p>\n\n\n\n<p>Since your work is focused on the client, your workflows and client journey are symbiotic, and you need a platform that can manage both. For instance, your process for capturing and vetting leads will impact your sales. And once you book clients, your onboarding process can impact the entire project.&nbsp;<\/p>\n\n\n\n<p>A clientflow platform has everything to build organized workflows that provide clients with what they need\u2013all in a professional, branded experience.<\/p>\n\n\n\n<center><div id='variation-inline-form-var-4373a155-8176-49ab-af4c-4fabb044b0e8'><\/div><div id='lightbox-inline-form-c5616fd6-0a6f-4a46-a538-dbf97aa6ca40'><\/div><\/center>\n\n\n\n<h3 class=\"wp-block-heading\">It\u2019s an all-in-one solution for managing your clientflow<\/h3>\n\n\n\n<p>As an all-in-one solution for your needs, there are multiple benefits. You\u2019ll save money without having to spend your budget on multiple systems\u2013paying for individual subscriptions can really add up. With one system, you only have one bill to worry about.&nbsp;<\/p>\n\n\n\n<p>Without having to switch between tools, you\u2019ll also save time (and save yourself from massive headaches!) Let\u2019s be honest\u2013how much time have you wasted switching between software, recording lost passwords, and digging through old documents to find a past contract or client message? With everything in one place, you\u2019re already more organized.&nbsp;<\/p>\n\n\n\n<p>Without multiple systems to manage, the benefits also shine through for your clients. You have full control over every touchpoint, so you can make sure you\u2019re offering a cohesive, professional experience at every step. In addition to being impressed by your branded process, your clients will love not having to log into different websites just to sign an <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-contract\">online contract<\/a> or pay an invoice. That\u2019s time saved that they\u2019ll thank you for.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">It helps reduce process friction<\/h3>\n\n\n\n<p>With everything in one place, there\u2019s also less friction. You don\u2019t have to go searching for what you need, which means it\u2019s also easier for you to grow and scale. If you add new team members, they\u2019ll be able to easily move through your SOPs without wondering where to find the tools they need.&nbsp;<\/p>\n\n\n\n<p>You can also combine steps in your clientflow and let certain steps inform others. For instance, you can have clients select services, sign, and pay all in one step rather than asking them to log into DocuSign, view a proposal in Google Docs, then send you a payment through PayPal.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-0041221 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-0041221-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-0041221-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-0041221.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-0041221-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-0041221-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-c9eef97 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-c9eef97 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-c9eef97-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-381f79f ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-381f79f-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-97eb796 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-97eb796-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>With HoneyBook\u2019s clientflow management platform, you can combine multiple actions into one file. Ask clients to select their services on one page, view their auto-filled contract and invoice on the next pages, then pay while they\u2019re still in the interactive file.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/img_6390d09abac84.gif\" alt=\"\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<a id=\"lose\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">What do you lose without a clientflow platform?<\/h2>\n\n\n\n<p>Now that you know the benefits of a clientflow platform, you might still be asking if it\u2019s worth it. You might be used to the tools you already use, and change is hard\u2013especially in business! We get it, but it only takes one mishap to see why disjointed clientflow management can affect your business in the long term.&nbsp;<\/p>\n\n\n\n<p>When you aren\u2019t able to connect your workflows with your client journey, you might risk:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Forgetting to counter-sign a contract<\/li>\n\n\n\n<li>Missing a key deliverable<\/li>\n\n\n\n<li>Not responding to inquiries on time&nbsp;<\/li>\n\n\n\n<li>Project misalignment due to lack of information about your client<\/li>\n\n\n\n<li>Double booking yourself<\/li>\n\n\n\n<li>No support with handling fraud issues<\/li>\n<\/ul>\n\n\n\n<p>Overall, managing your clientflow with disparate systems means things will slip through the cracks and you\u2019ll jeopardize your client experience. If your work isn\u2019t organized, your clients won\u2019t have as much of a good experience on the frontend. And the last thing you want is for process friction to leave your clients with a bad impression.&nbsp;&nbsp;<\/p>\n\n\n\n<a id=\"manage\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">What can you manage inside a clientflow platform?<\/h2>\n\n\n\n<p>Each business\u2019s clientflow, and subsequently their clientflow management is specific to the services they offer, but they follow four main stages. Though the steps within each stage vary depending on your process, you can use each stage to better structure your business and client experience.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Capturing new business and qualifying leads<\/h3>\n\n\n\n<p>Selling your services includes evaluating your inquiries and determining how to move forward. In order to create a pool of interested clients, you should also consider how your clients research and discover services like yours. This includes optimizing your marketing efforts for <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/what-is-lead-generation-in-digital-marketing\">lead generation<\/a> and ensuring you have an updated website.&nbsp;<\/p>\n\n\n\n<p>From there, your clientflow platform can manage:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Capturing leads &#8211; <\/strong>Embed unique <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/contact-form-examples\">contact forms<\/a> on your website or link to them from your social profiles to capture potential clients.&nbsp;<\/li>\n\n\n\n<li><strong>Responding to initial contact &#8211; <\/strong>Set up automations to respond to your inquiries with a thank you and next steps.<\/li>\n\n\n\n<li><strong>Gathering client information<\/strong> <strong>&#8211;<\/strong> Send questionnaires that ask for more <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-background-questions\">client information<\/a> so you can properly determine if they\u2019re <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/qualified-leads\">qualified leads<\/a> for your business.<\/li>\n\n\n\n<li><strong>Sending sales collateral &#8211; <\/strong>Build sales brochures, pricing guides, mood boards, and other files that help showcase your skills and solutions.&nbsp;<\/li>\n\n\n\n<li><strong>Scheduling initial consultations and discovery calls &#8211; <\/strong>Use a <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/meeting-scheduler\">meeting scheduler<\/a> that lets you block time and create specific session types for consultations, client meetings, project work, and more.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Booking clients<\/h3>\n\n\n\n<p>Your booking should always include a contract and may also include an invoice, and payment, all of which you can create and send from your clientflow platform. You might guide your clients through service selection yourself, or send them a complete booking template with the following:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Service selection<\/strong> \u2013 Create brochures or pricing guides that integrate directly with your contract, invoices, and payments.&nbsp;<\/li>\n\n\n\n<li><strong>Contract<\/strong> \u2013 Leverage <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-contract\">contract templates<\/a> that let clients esign from desktop or mobile.&nbsp;<\/li>\n\n\n\n<li><strong>Invoice<\/strong> \u2013 Create a branded <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-invoices\">online invoice<\/a> that includes custom payment schedules for each project or client.&nbsp;<\/li>\n\n\n\n<li><strong>First payment <\/strong>\u2013 Use <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/online-payment-software\">online payment <\/a>software to offer multiple payment methods for your clients.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Project management<\/h3>\n\n\n\n<p>Project management starts with <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-onboarding[\">client onboarding<\/a> and moves throughout your projects to include client communication, execution, and sending your final deliverable. This stage is one of the most unique to each business owner, as it depends on how long it takes to deliver your services, and how closely you work with your clients. You can manage the following inside your clientflow platform:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Client onboarding &#8211; <\/strong>Send a branded <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-a-welcome-guide-can-elevate-your-client-relationships\">welcome packet<\/a> to further set expectations with your clients.&nbsp;<\/li>\n\n\n\n<li><strong>Tracking time <\/strong>&#8211; Use a <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/small-business-time-tracking\">time tracker<\/a> to accurately bill your clients or determine how to structure your projects.&nbsp;<\/li>\n\n\n\n<li><strong>Client communication <\/strong>&#8211; Manage all your <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/client-communication-management-software\">client communication<\/a> in one place so you never have to go searching for an email thread again.&nbsp;<\/li>\n\n\n\n<li><strong>Tracking milestones <\/strong>&#8211; Set internal reminders at key milestones and view your project status at a glance so you\u2019re always up to date.&nbsp;<\/li>\n\n\n\n<li><strong>Sending your deliverable <\/strong>&#8211; Send your deliverable in a branded template (if applicable).<\/li>\n\n\n\n<li><strong>Expense tracking<\/strong> &#8211; Take note of the resources required to complete projects so you can accurately bill projects and properly maintain your financial accounting.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Maintaining relationships<\/h3>\n\n\n\n<p>Lastly, your clientflow should end with <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/project-closure\">project closure<\/a> and collecting feedback so you can properly maintain long-term client relationships.&nbsp;<\/p>\n\n\n\n<p>It\u2019s always helpful to learn from clients who\u2019ve used your services so you can understand your strengths and weaknesses. Depending on the project, it might also be a good opportunity to ask for an online review, see if they know anyone who would also benefit from your services, or see if they\u2019re interested in working with you again.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Project closure <\/strong>&#8211; Send a summary of your project outcomes, thank your client for their time, and include a questionnaire where they can provide feedback.&nbsp;<\/li>\n\n\n\n<li><strong>Requesting reviews <\/strong>&#8211; Direct your clients to your social profiles or Google profile for reviews about their experience.&nbsp;<\/li>\n\n\n\n<li><strong>Asking for referrals<\/strong> &#8211; Introduce clients to your referral program, or simply ask if they know anyone who would benefit from your services.&nbsp;<\/li>\n\n\n\n<li><strong>Exploring renewal<\/strong> &#8211; Reuse your booking templates to explore additional projects. Just tweak with the details when they\u2019re ready to move forward.&nbsp;<\/li>\n<\/ul>\n\n\n\n<a id=\"honeybook\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">HoneyBook is the clientflow management platform that enables independent businesses to create efficient processes and remarkable client experiences<\/h2>\n\n\n\n<p>Ready to run your business on autopilot? HoneyBook is the leading clientflow platform for independent businesses. It delivers on all of the steps we mentioned above, and much more.&nbsp;<\/p>\n\n\n\n<p>Throughout your entire clientflow, you can also access <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/automations\">workflow automation<\/a> that takes different tasks off your plate. And, you can view reports on your payments, expenses, leads, and more.&nbsp;<\/p>\n\n\n\n<p>Once your clientflow management is taken care of inside HoneyBook, you\u2019ll have more time on your hands to focus on what you love doing most\u2013the skills that turned your dream into a business in the first place.&nbsp;<\/p>\n\n\n\n<div class=\"aligncenter wp-block-ugb-container ugb-container ugb-6bb1d93 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-6bb1d93-wrapper.ugb-container__wrapper{border-radius:12px !important;background-image:url(https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/Banner-CTA-Background2.jpg)}.ugb-6bb1d93-wrapper.ugb-container__wrapper:before{opacity:0.5}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-6bb1d93-wrapper ugb--has-background-overlay\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-6bb1d93-content-wrapper\">\n<h2 class=\"wp-block-heading has-text-align-center\"><strong>Manage your clientflow in one place<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center\">Stop switching back and forth between systems. See how HoneyBook offers everything you need to sell and deliver your services.<\/p>\n\n\n\n<div class=\"wp-block-ugb-button ugb-button-wrapper ugb-9def6fd ugb-main-block\"><style>.ugb-9def6fd .ugb-button1{background-color:#000000}.ugb-9def6fd .ugb-button1 .ugb-button--inner,.ugb-9def6fd .ugb-button1 svg:not(.ugb-custom-icon){color:#ffffff !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-button-container\"><a class=\"ugb-button1 ugb-button ugb-button--size-normal\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/signup\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"\"><span class=\"ugb-button--inner\">Try it for free<\/span><\/a><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn what a clientflow platform is and why it\u2019s crucial for selling and delivering your services. More than a CRM, it lets you provide seamless clientflow management that eliminates process friction. As an independent business owner, clients are the heart of your business, and building great relationships is an important part of your success. You [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":80381,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[53,371,474,107,486],"class_list":["post-80373","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-business","tag-business-growth","tag-business-strategy","tag-business-tips","tag-clientflow"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature-150x150.jpg",150,150,true],"medium":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature-768x594.jpg",768,594,true],"large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2022\/12\/clientflow-management-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Learn what a clientflow platform is and why it\u2019s crucial for selling and delivering your services. More than a CRM, it lets you provide seamless clientflow management that eliminates process friction. As an independent business owner, clients are the heart of your business, and building great relationships is an important part of your success. You aren\u2019t just taking payment and delivering a service\u2013you\u2019re continually communicating, and every touch point contributes to the client experience.&nbsp; The complete process of selling and delivering your services is your clientflow, and understanding it and learning exactly what clientflow management is, will help you improve&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/author\/honeybook"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Why a Platform for Clientflow Management is Key to Business Success | HoneyBook<\/title>\n<meta name=\"description\" content=\"Learn everything about clientflow management and how it can 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