Growing Your Business, Lesson 2: Projects & Files to Get You Booked
Section 1: Understanding & creating Projects
Lesson 2: Projects & Files to Get You Booked
- Section 1: Understanding & creating Projects
- Section 2: Understanding & creating Brochures
- Section 3: Creating & sending Proposals
- Section 4: Your clients’ HoneyBook experience
- Section 5: Your clients’ experience with files
In Lesson 2 (5 sections), we'll build on your now meticulously set up account and learn how to navigate communicating with your clients through HoneyBook. We'll discuss Projects, files you'll be sending your clients, and what those clients will experience through HoneyBook.
Lesson 2, Section 1 starts below!
Projects in HoneyBook are the foundation of all your client communication: you'll always need a Project in place before sending an email or a file to a client!
In this section, we'll review:
Much like your business, HoneyBook runs on Projects—they're the foundations on which pretty much everything else is built, as they contain everything related to a particular job with a particular client.
When you receive a new lead, you will always begin by creating a Project, as all client communications—emails and files—will need to be sent to your clients from within a Project.
Projects can also be created automatically when a new Inquiry is submitted through a Contact Form (more on those in Lesson 3!). Within a Project, you can create and send files, email your client directly, review payments, track your tasks, create internal notes, and apply or edit Workflows related to that Project.
The Project Pipeline
To help manage the status of each and every one of your Projects, HoneyBook moves them through a Project Pipeline, which represents your business lifecycle. Within the Pipeline, your Projects will automatically cycle through a series of stages, indicating where the Project currently stands—and you can manually move them between stages, as well!
Some stages are built into your HoneyBook account and cannot be moved or deleted, because certain actions that your clients take on files will automatically trigger movement between these stages. You can always create some stages of your own, though!
Your full Pipeline is visible in the Projects section of your HoneyBook account. From there, you can:
- Click on Active Projects to view everything that's currently in the works
- Click on an individual stage to see all Projects in that stage
- Click on Completed to see the total number of Projects that have reached their end date
- Click on Archived to view Projects you've archived
Creating a Project
Now that you understand what Projects are and how they move through the Pipeline, it's time to take the next step: creating a Project of your own!
Again, creating a Project will always be the first step when you want to start communicating with your client (unless your client submitted their request via a HoneyBook Contact Form—in which case the Project will automatically be created for you). Here's how to create a Project, so you can get the ball rolling.
To create a new Project:
1. From your HoneyBook dashboard, hover over the + New button in the top right corner of the screen.
2. Select New Project from the menu.
3. Enter your Project details: name, type, venue, date, lead source, etc.
HoneyBook Tip: You can (and should!) customize your Project types to make sure they fit your brand, as we reviewed in Lesson 1.5!
4. Click Next.
5. Add a Participant to the Project by entering the email address, name, and any other relevant contact info you have.
- Participants are the contacts who will receive all files and other communication regarding the Project, so this will likely be your client!
- All participants that you subsequently add to the Project will receive all emails and files you send through HoneyBook. If you need to send an email or file to only one participant—or a certain subset or participants—you can create a related Workspace within the Project to do so.
6. Click Add.
Your Project is now active, and you'll be pulled right into your Project Workspace! You can now create and send files, as we'll discuss in the next few sections; email your client directly through the Project's Activity Feed; invite team members to collaborate, and oh so much more.
Navigating the Project Workspace
From within the Workspace, you can communicate and coordinate with clients, teammates, and other vendors about a Project via the Activity Feed. It's also where all your clients' and vendors' Invoices, Proposals, and Brochures—or any other file type, for that matter—are stored, via the Files tab.
Here's a rundown of where everything is/what you can do once you're in the Project Workspace!
In the next few sections, we’ll review how to create and send files from within your new Project. We'll start in the next section, Understanding & Creating Brochures!
Have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!