{"id":81248,"date":"2023-06-03T09:56:00","date_gmt":"2023-06-03T16:56:00","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=81248"},"modified":"2023-11-28T02:04:33","modified_gmt":"2023-11-28T10:04:33","slug":"create-a-clientflow","status":"publish","type":"post","link":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/create-a-clientflow","title":{"rendered":"How to create and streamline your clientflow with HoneyBook"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>Learn how to create a clientflow that streamlines all of your business processes. Better yet, see how easy it is to build it and reduce operational friction with HoneyBook. <\/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\/2023\/01\/create-clientflow-feature.jpg\" alt=\"Man and woman talking and laughing over a table\" class=\"wp-image-81809\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature.jpg 2000w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature-300x232.jpg 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature-1024x793.jpg 1024w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature-768x594.jpg 768w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature-1536x1189.jpg 1536w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/figure>\n\n\n\n<p>If you provide personalized services to clients, like photography or consulting, you have a clientflow. You just might not realize it. What is <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/clientflow-management-platform\">clientflow management<\/a>? Well, every time you email an inquiry, sign a contract, send an invoice, and deliver your services\u2013that\u2019s all part of your clientflow.&nbsp;<\/p>\n\n\n\n<p>Building a system to manage your clientflow and standardize the way you work will make your business operations and client experience much more streamlined. The key to creating and managing it is using a <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">clientflow management platform<\/a> like HoneyBook.&nbsp;<\/p>\n\n\n\n<p>HoneyBook\u2019s tools are built specifically for independents. And since we know independent businesses and their clients are unique, our tools are customizable to you and your needs. That means you get to determine how HoneyBook can facilitate your clientfow, rather than having to adjust your clientflow to work with other tools.&nbsp;<\/p>\n\n\n\n<p>Here\u2019s how to create your clientflow with HoneyBook and streamline it at every step.&nbsp;<\/p>\n\n\n\n<p><strong>Jump to:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#new-business\">Capturing new business<\/a><\/li>\n\n\n\n<li><a href=\"#qualifying\">Qualifying leads<\/a><\/li>\n\n\n\n<li><a href=\"#booking\">Booking clients<\/a><\/li>\n\n\n\n<li><a href=\"#project-management\">Project management<\/a><\/li>\n\n\n\n<li><a href=\"#relationships\">Maintaining relationships<\/a><\/li>\n\n\n\n<li><a href=\"#tools\">Leverage tools throughout your entire clientflow<\/a><\/li>\n\n\n\n<li><a href=\"#clientflow\">Create a streamlined, branded clientflow with HoneyBook<\/a><\/li>\n<\/ul>\n\n\n\n<span id=\"new-business\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Capturing new business<\/h2>\n\n\n\n<p>Selling your services starts when you capture interested leads and new inquiries. This is the payoff after all the efforts you\u2019ve put into marketing your business, whether that\u2019s through SEO, social media, networking, and more.&nbsp;<\/p>\n\n\n\n<p>With the right messaging, you can target your ideal clients and get them interested in working with you. From there, you need to have a workflow in place to be able to capture their information and inquiries, evaluate their needs, and showcase your services so they can select what works best for them. Follow these steps to get this stage in your clientflow set up in HoneyBook:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Capture leads <\/strong>&#8211; Create your <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/contact-form-examples\">contact forms<\/a> to send as a unique link or embed it on your website. You can also choose to share the link wherever you capture new leads the most, such as on your social media profiles or in business groups online.&nbsp;<\/li>\n\n\n\n<li><strong>Reply quickly to inquiries <\/strong>&#8211; Use <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/honeybook-automations\" target=\"_blank\" rel=\"noopener\" title=\"HoneyBook automations\" data-wpil-keyword-link=\"linked\">HoneyBook automations<\/a> to set up instant replies for new inquiries. Or, use the HoneyBook AI composer to send a personalized response without any effort on your end. We found that <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/exceed-client-expectations\">86% of prospective clients<\/a> book with the business that gets back to them first, so it\u2019s important to respond promptly.<\/li>\n<\/ol>\n\n\n\n<center>\r\n<div id=\"lightbox-inline-form-c5616fd6-0a6f-4a46-a538-dbf97aa6ca40\">\u00a0<\/div>\r\n<div id=\"variation-inline-form-var-4373a155-8176-49ab-af4c-4fabb044b0e8\">\u00a0<\/div>\r\n<\/center>\n\n\n\n<span id=\"qualifying\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Qualifying leads<\/h2>\n\n\n\n<p>Once you have leads in your pipeline, you still need to make sure they\u2019re a good fit for your business before moving forward with booking. Within HoneyBook, this means using the right tools and processes to <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/qualified-leads\">evalute qualified leads<\/a> and ensure you\u2019re aligned with project scope, budget, outcomes, and more.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Evaluate clients<\/strong> \u2013 Once you start communicating with your leads, you can leverage questionnaire templates to streamline your lead qualification and client evaluation. If you\u2019ve already asked for things like budget and timeline in your contact form, you can get more specific in your questionnaire to <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/questions-to-ask-clients\">ask client questions<\/a> about specific needs and goals.<\/li>\n\n\n\n<li><strong>Build out additional touch points<\/strong> &#8211; Keep in mind that nearly everything about your clientflow is customizable in HoneyBook, so If your <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/sales-process\" target=\"_blank\" rel=\"noopener\" title=\"sales process\" data-wpil-keyword-link=\"linked\">sales process<\/a> requires more steps and touchpoints, you can always build those out.&nbsp; For instance, you can include your scheduler link for 1:1 time, which is especially helpful if you qualify your leads live during a meeting versus through a questionnaire.<\/li>\n<\/ol>\n\n\n\n<span id=\"booking\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Booking clients<\/h2>\n\n\n\n<p>When your new clients are ready to pay and begin their project or service, these next few steps should happen seamlessly. Booking is essential to running your independent business, and it\u2019s also a vital piece in your client\u2019s experience.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Map your booking process <\/strong>&#8211; First, determine whether you want to send your files separately or create a combined booking file. Combining invoices and contracts with your <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> can provide a better client experience and ensure you get paid faster.<br><br>If you\u2019re not sure how to structure this step, try <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/how-to-map-your-clientflow\">mapping your clientflow<\/a> first. You might find that there are unnecessary pauses in your booking process when you use individual files.&nbsp;<\/li>\n\n\n\n<li><strong>Create your booking files<\/strong> &#8211; When your clients are ready to book, you shouldn\u2019t have to worry about drafting a new contract or invoice. Instead, prepare your templates ahead of time so it\u2019s easy to copy and customize.<br><br>To save even more time, you can use HoneyBook\u2019s <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/templates\">file templates<\/a>. You can always create your files from scratch, but we\u2019ve partnered with business owners like you to ensure you have a great starting point of templates for a variety of industries and stages of your clientflow.&nbsp;<\/li>\n\n\n\n<li><strong>Guide service selection<\/strong> \u2013 As you get closer to booking a client, a personalized <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/sales-strategy\" target=\"_blank\" rel=\"noopener\" title=\"sales strategy\" data-wpil-keyword-link=\"linked\">sales strategy<\/a> works best. Instead of pointing your leads to your website, you can create customized, interactive sales <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/free-brochure-templates-professionally-designed-easy-to-use\">brochure templates<\/a>, pricing guides, and other sales collateral inside HoneyBook. Just save your templates, then repurpose them with the specifics for each client.&nbsp;<\/li>\n\n\n\n<li><strong>Streamline your booking <\/strong>\u2013 While you\u2019re building your booking files, consider how to streamline the process as much as possible. HoneyBook lets you combine multiple actions into one file, like showcasing your services, scheduling, invoicing, <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/contract-signing\">contract signing<\/a>, and payment processing.<\/li>\n\n\n\n<li><strong>Automate<\/strong> \u2013 If you want to save even more time, build <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/automations\">workflow automation<\/a> into your booking process. If you offer things like digital products or services, where you don\u2019t need any 1:1 time to book clients, you can set your booking file to send immediately once clients inquire.<\/li>\n<\/ol>\n\n\n\n<span id=\"project-manaagement\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Project management<\/h2>\n\n\n\n<p>Once your client books, it\u2019s time to move forward with the project portion of your <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/what-is-a-clientflow\" target=\"_blank\" rel=\"noopener\">clientflow<\/a>. AKA, the meat and potatoes of your work with them. Each industry and independent business operates differently, so this stage will be unique to different teams and business owners.&nbsp;<\/p>\n\n\n\n<p>However, there are some key tools you need to ensure you\u2019re communicating successfully with clients, completing tasks in a timely manner, and tracking the financial side of things.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Get a bird\u2019s eye view &#8211; <\/strong>With HoneyBook, you can use your project pipeline to get a high-level view of clients and project statuses. Especially if you serve multiple clients at any given time, this type of oversight is essential to staying organized.&nbsp;<\/li>\n\n\n\n<li><strong>Manage all communications from one place &#8211;<\/strong> There\u2019s nothing worse than searching through email threads to find something your client sent months ago. Communicating with clients in one place makes it easier to keep a record of your project and reduces <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/reduce-back-and-forth-emails\">back-and-forth emails<\/a>. Email through your HoneyBook account to manage all communication in your project space.&nbsp;<\/li>\n\n\n\n<li><strong>Keep yourself on track &#8211;<\/strong> Automate internal task reminders so you never miss a due date. You can have HoneyBook remind you to reach out to vendors, schedule meetings, reserve equipment, and much more.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Keep your clients on track &#8211;<\/strong> You can also keep your clients on track through HoneyBook automations. Schedule emails to send at key milestones, like every time they pay an invoice or they\u2019ve completed a specific file to kick off the next piece in your clientflow.&nbsp;<\/li>\n\n\n\n<li><strong>Keep your finances on track &#8211;<\/strong> As you work on projects, staying on top of your finances is crucial to understanding your <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/profit-and-loss-statement\">profit and loss<\/a> and overall business performance. Inside HoneyBook, you can automatically track all payments that come through and input your expenses.&nbsp;<\/li>\n<\/ol>\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, you can also <a href=\"https:\/\/help.honeybook.com\/en\/articles\/2209205-integrating-with-zapier\">integrate with other project management tools<\/a> to manage your tasks if you already have a preferred platform.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<span id=\"relationships\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Maintaining relationships<\/h2>\n\n\n\n<p>Once every photo has been delivered, every design has been sent over, or the event is over, it\u2019s time to close your projects successfully. No matter your service or deliverable, implementing a process for <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/project-closure\">project closure<\/a> can give you feedback to grow your business. With the right clients, you can also maintain their relationships for reviews and testimonials, referrals, or repeat business.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Survey your clients &#8211; <\/strong>Build a project closure questionnaire to ask about your client\u2019s experience and gain insights for improvements as well as what worked well.&nbsp;<\/li>\n\n\n\n<li><strong>Leverage their experience<\/strong> &#8211; Automate an email sequence to ask your clients for reviews and referrals over a week or so (so you don\u2019t overwhelm them by asking too much right away). Be sure to link to the review sites you use to make it as easy as possible, and provide information about your referral program if you have one.&nbsp;<\/li>\n\n\n\n<li><strong>Retain<\/strong> &#8211; If applicable, build a project closure template that includes options for renewal. Some clients might want to extend their project with you, add on new services, or simply purchase a digital product. At this step, you can tailor what you offer and send an entirely new pricing guide or <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/sales-brochure\" target=\"_blank\" rel=\"noopener\" title=\"sales brochure\" data-wpil-keyword-link=\"linked\">sales brochure<\/a>.&nbsp;<\/li>\n<\/ol>\n\n\n\n<span id=\"tools\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Leverage tools throughout your entire clientflow<\/h2>\n\n\n\n<p>Along with templates and tools geared to specific stages in your clientflow, HoneyBook also offers features that are beneficial throughout the entire process of selling and delivering your services.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Scheduling <\/strong>&#8211; <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/meeting-scheduler\">Scheduling<\/a> is a vital tool throughout your working relationship with clients, no matter what type of service you provide. For some, you might need scheduling throughout your entire project (think consultants or other service providers that rely on 1:1 time). For others, scheduling comes at the start of projects and at the deliverable (like photographers or event planners).<br><br>It all comes down to how you serve your clients, but you need the right tool to support this aspect of your business. HoneyBook\u2019s scheduler lets you sync with your calendar, build different session types, and share the workload with your team.&nbsp;<\/li>\n\n\n\n<li><strong>Automations &#8211; <\/strong>Automate your client intake, booking process, onboarding, project closure and more. HoneyBook\u2019s automations are entirely customizable to trigger when someone fills out your contact form or when clients take specific actions, like paying an invoice or signing a contract.<br><br>What\u2019s great about HoneyBook\u2019s automations is that you don\u2019t have to eliminate personalization. When paired with customizable templates and the ability to leverage your brand, everything you automate can still be highly customized.<\/li>\n\n\n\n<li><strong>Reporting &#8211;<\/strong> Plan for the next quarter, half, or fiscal year to keep your business growing. HoneyBook\u2019s reports let you see where your leads are coming from, how much you\u2019re getting paid, and how your expenses affect your profit and loss. With a regular view into your business performance, you can better prepare for unforeseen circumstances (think COVID and economic circumstances like <a href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/prepare-your-business-for-recession\">recession<\/a>).&nbsp;<\/li>\n<\/ul>\n\n\n\n<span id=\"clientflow\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Build a streamlined, branded clientflow with HoneyBook<\/h2>\n\n\n\n<p>From start to finish, you can build your entire clientflow in HoneyBook and make sure it\u2019s as streamlined as possible. Because HoneyBook is a clientflow management platform, it has everything you need for each stage. While some tools specialize in one specific area of your clienflow, allowing one tool to manage it all will give you peace of mind and eliminate client friction.<\/p>\n\n\n\n<p>One of the biggest benefits of HoneyBook is how customizable it is. That includes how you build your clientflow as well as all the ways you can present your brand. Apply your company branding to every file that gets sent to clients, and incorporate media like photos and video to let your personal brand and voice shine even further.&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>Clientflow, not client friction<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center\">Reduce the operational friction that leads to a poor client experience (and a headache for you!) See how it works with HoneyBook.<\/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\/\" 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 how to create a clientflow that streamlines all of your business processes. Better yet, see how easy it is to build it and reduce operational friction with HoneyBook. If you provide personalized services to clients, like photography or consulting, you have a clientflow. You just might not realize it. What is clientflow management? Well, [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":81809,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[71,486,74],"class_list":["post-81248","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-client-experience","tag-clientflow","tag-honeybook"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature-150x150.jpg",150,150,true],"medium":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature-768x594.jpg",768,594,true],"large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/01\/create-clientflow-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Learn how to create a clientflow that streamlines all of your business processes. Better yet, see how easy it is to build it and reduce operational friction with HoneyBook. If you provide personalized services to clients, like photography or consulting, you have a clientflow. You just might not realize it. What is clientflow management? Well, every time you email an inquiry, sign a contract, send an invoice, and deliver your services\u2013that\u2019s all part of your clientflow.&nbsp; Building a system to manage your clientflow and standardize the way you work will make your business operations and client experience much more streamlined.&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>How to Create and Streamline Your Clientflow With HoneyBook<\/title>\n<meta name=\"description\" content=\"Learn how to create a clientflow that\u2019s streamlined and efficient\u2013all with the tools HoneyBook has to offer.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/create-a-clientflow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create and Streamline Your Clientflow With HoneyBook\" \/>\n<meta property=\"og:description\" content=\"Learn how to create a clientflow that\u2019s streamlined and efficient\u2013all with the tools HoneyBook has to offer.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/create-a-clientflow\" \/>\n<meta property=\"og:site_name\" content=\"HoneyBook\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/honeybook.co\" \/>\n<meta property=\"article:published_time\" content=\"2023-06-03T16:56:00+00:00\" \/>\n<meta property=\"article:modified_time\" 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