{"id":34344,"date":"2021-07-12T07:00:00","date_gmt":"2021-07-12T14:00:00","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=34344"},"modified":"2023-01-25T14:18:12","modified_gmt":"2023-01-25T22:18:12","slug":"workflows-and-automations-perfecting-client-journey","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/workflows-and-automations-perfecting-client-journey","title":{"rendered":"Workflows and Automations: Perfecting Your Client Journey From Start to Finish"},"content":{"rendered":"\n<p style=\"text-align: center;\"><i><span style=\"font-weight: 400;\">Learn the five steps to creating automations in your HoneyBook account. Using as much or as little automation as you wish, you can perfect your entire client journey from first inquiry to project completion. <\/span><\/i><\/p>\n\n\n\n<p><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/zjw96BDjUg0\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n\n\n\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">With <\/span><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/automations\"><span style=\"font-weight: 400;\">HoneyBook Automations<\/span><\/a><span style=\"font-weight: 400;\">, you can turn the processes you already use into automated steps. Whether you\u2019re looking to save time or create a better client experience, automations are the best way to make it happen. You can be as hands-on or as hands-off as you need to be, so you don\u2019t have to give up control over any <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/effective-communication-with-clients\" target=\"_blank\" rel=\"noopener\" title=\"client communication\" data-wpil-keyword-link=\"linked\">client communication<\/a>.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019ve been hesitant to get started with automations before, we\u2019ll walk you through all the steps you need to set them up in your HoneyBook account. When you\u2019re done, you\u2019ll have a system that works for you and your clients to make your booking experience that much easier. <\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setting Up Your Project Types<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Before diving directly into the <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/workflows\">client workflow automation software<\/a>, there\u2019s some prep work you\u2019ll need to do inside your account.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">First, start in your account Company Settings and Preferences. There, you\u2019ll have the ability to edit your <\/span><a href=\"https:\/\/help.honeybook.com\/en\/articles\/2209112-understanding-project-types\" rel=\"nofollow\"><span style=\"font-weight: 400;\">Project Types<\/span><\/a><span style=\"font-weight: 400;\">. HoneyBook lets you establish up to 17 Project Types to help you stay organized. With Automations, setting Project Types will ensure you\u2019re delivering the right content to the right people.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Project Types offer a way to categorize your work, and you have the ability to do so in a way that makes sense for your business. Perhaps you offer a variety of service packages along with digital products, like courses. You may also offer different services for different locations or types of clients.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, a web designer could have four tiered packages with different services. They may also want to offer some of those services as add-ons for lower-tier packages or for ad-hoc requests. Say the designer also offers a completely different corporate package for enterprise organizations. Their Project Types may end up looking like this:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Bronze Package<\/li>\n\n\n\n<li>Silver Package<\/li>\n\n\n\n<li>Gold Package<\/li>\n\n\n\n<li>Platinum Package<\/li>\n\n\n\n<li>Logo Design<\/li>\n\n\n\n<li>Style Guide<\/li>\n\n\n\n<li>Branding<\/li>\n\n\n\n<li>Corporate<\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">Keep in mind that your Project Types may evolve, and you can always edit or change them. If you\u2019re just starting to develop your services, consider what clients ask you for the most and build your list from there.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Connecting Project Types to Your Contact Form<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">After setting up your Project Types, the next step is to connect them with your HoneyBook <\/span><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/templates_editor\/contactForm\"><span style=\"font-weight: 400;\">Contact Form<\/span><\/a><span style=\"font-weight: 400;\">. This connection is one of the ways you can apply an automation to a project automatically. Whenever someone inquires through your Contact Form, you\u2019ll be able to set an <a href=\"https:\/\/help.honeybook.com\/en\/articles\/4239073-understanding-workflow-triggers\">automation<\/a><\/span><span style=\"font-weight: 400;\">&nbsp;t<\/span><span style=\"font-weight: 400;\">o<\/span><span style=\"font-weight: 400;\"> trigger<\/span><span style=\"font-weight: 400;\"> based on any number of actions in the product.&nbsp;&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are two ways to sync your Project Types with the Contact Form: <\/span><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Using the \u201cProject Type\u201d Question<\/strong><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When you\u2019re building a Contact Form, choose the \u201cProject Type\u201d question listed under Suggested Questions.&nbsp;<\/li>\n\n\n\n<li>This question will automatically offer a drop-down menu of all the Project Types you set up in Company Preferences for your clients to choose from when they inquire through this form.&nbsp;<\/li>\n\n\n\n<li>When you drop in the question, you can still re-word it so it makes the most sense for your projects or services.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li><strong>Syncing Your Entire Contact Form<\/strong><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Instead of using one question to determine the type of client you\u2019ll be communicating with, you can assign a Project Type to your entire contact form.<\/li>\n\n\n\n<li>With this option, you won\u2019t be able to add the \u201cProject Type\u201d question.<\/li>\n\n\n\n<li>Within the Contact Form settings, you have the option to Assign Project Type, which shows a drop-down menu of all your Project Types.&nbsp;<\/li>\n\n\n\n<li>Syncing your entire contact form is most helpful if you\u2019re using a contact form as a specific landing page for each product or service and would benefit from multiple contact forms.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Building Out Your Templates<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Now comes the creative part! Once you have your Project Types and Contact Form synced, you still need to build out the content you\u2019ll be delivering through your automations.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You\u2019ll be able to create your automations using four different action options: <\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Internal Tasks &#8211; <\/strong>Alerts for you and your team\u2013your clients won\u2019t see these, so they will simply prompt you to move something forward in the project.&nbsp;<\/li>\n\n\n\n<li><strong>Emails &#8211; <\/strong>Standard email templates. You can send these automatically on their own to move communication forward, or simply que them up to be edited before sending. Plus, don\u2019t forget, any files sent will require an email template as well.&nbsp;<\/li>\n\n\n\n<li><strong>Questionnaires <\/strong>&#8211; Straight forward questionnaires to gain more information from your clients.&nbsp;<\/li>\n\n\n\n<li><strong>Brochures <\/strong>&#8211; More robust, customizable files that you can use for a variety of reasons.<\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">For all of the above except internal tasks, you\u2019ll need to create the templates you want to use ahead of time so you can connect them in an automated workflow.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We recommend using the <\/span><a href=\"https:\/\/help.honeybook.com\/en\/articles\/2736376-creating-a-brochure-template\"><span style=\"font-weight: 400;\">Brochure file<\/span><\/a><span style=\"font-weight: 400;\"> whenever you\u2019d like to include a visual aid or a more customizable, branded file for your clients. With the Brochure, you can build digital products like worksheets and courses, showcase pricing and services, and collect information or feedback just like you would with Questionnaires.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To build out a Brochure, you can add images, text, questions and service options. You\u2019ll be able to hyperlink your text to lead your clients to other content as well, which is perfect if you want to lead them to your <\/span><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/meeting-scheduler\"><span style=\"font-weight: 400;\">HoneyBook Scheduling Tool<\/span><\/a><span style=\"font-weight: 400;\">, social media accounts or other resources.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of the most powerful features of the Brochure tool is the ability for clients to select what services they\u2019re interested in. When they do so through the Brochure, HoneyBook will automatically place their selections into a Proposal draft, so you can easily edit it if need be before sending and moving the clients forward to signature and payment.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using automations to deliver your content is a great way to take more time back, especially if you\u2019ve been manually sending information to inquiries. By syncing with your contact form, for example, anyone who inquires could get a branded welcome packet built through Brochures. The brochure can also include a link to the <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/meeting-scheduler\">online meeting scheduler<\/a> so clients can schedule their consultation calls with you. No more back and forth!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At this step, your workflows and processes can inform the content you need to develop, so you may need to go back and forth between tools to make sure you have everything you need. Whenever you build out a file to send via your automation, remember to create a corresponding email template to introduce the content and provide more information. Also, be sure to give your templates very specific names so they\u2019ll be easy to pull into your automations.<\/span><\/p>\n<p>HoneyBook offers multiple ready for use templates such as our <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/online-contract\"><span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;online contract templates&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:1021,&quot;3&quot;:{&quot;1&quot;:0},&quot;5&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:3},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;6&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:3},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;7&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:3},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;8&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:3},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;9&quot;:0,&quot;10&quot;:0,&quot;11&quot;:4,&quot;12&quot;:0}\">online contract templates<\/span><\/a><span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;online contract templates&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:1021,&quot;3&quot;:{&quot;1&quot;:0},&quot;5&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:3},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;6&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:3},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;7&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:3},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;8&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:3},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;9&quot;:0,&quot;10&quot;:0,&quot;11&quot;:4,&quot;12&quot;:0}\"> and<\/span>&nbsp;<a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/free-invoice-templates\/consultants\"><span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;business invoices template&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:636,&quot;5&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:2},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;6&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:2},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;7&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:2},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;8&quot;:{&quot;1&quot;:[{&quot;1&quot;:2,&quot;2&quot;:0,&quot;5&quot;:{&quot;1&quot;:2,&quot;2&quot;:0}},{&quot;1&quot;:0,&quot;2&quot;:0,&quot;3&quot;:2},{&quot;1&quot;:1,&quot;2&quot;:0,&quot;4&quot;:1}]},&quot;9&quot;:0,&quot;12&quot;:0}\">business invoices template<\/span><\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Building Your Automation<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Once all your prep work is done, now it\u2019s time to <\/span><a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/app\/automations\"><span style=\"font-weight: 400;\">build your automation.<\/span><\/a><span style=\"font-weight: 400;\">&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To get started, name your automation and choose from the four actions we mentioned above to build each step: internal tasks, sending questionnaires, sending emails or sending brochures. This is why it\u2019s so important to give your templates easy to recognize names\u2013you won\u2019t be able to see the content you\u2019re pulling in, just the title.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve selected your action, you can set the cadence. You\u2019ll notice the first option is always \u201cafter activating automation,\u201d which happens when someone fills out your contact form (after it\u2019s synced), or when you apply the automation manually to a project. You can set your cadence as minutes, hours, days or weeks.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, \u201c0 days after activating automation\u201d means that step will trigger immediately. This is a typical cadence that you could use for the first step in your automation such as sending a thank you email immediately after someone fills out the contact form.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re worried about setting so many actions to send automatically, you can always build in more oversight. Each step has an Approval section that you can set to \u201cApprove before sending.\u201d By doing so, you\u2019ll get a notification when the step is queued up, so you\u2019ll be able to edit the content of the email in the step, skip the step or remove the automation completely.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For beginners, building in approvals is a great process to vet your automations and make sure they\u2019re set up exactly as you want them before moving towards more automation. If you end up editing a lot of your steps, it can be a good sign that you may need to update your templates, triggers or timing of steps. <\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Connecting Your Automation to a Project<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Your last step is connecting your automation to a project. There are a couple of ways to do this, but if you\u2019re looking to truly automate your process, you\u2019ll want to connect an automation through the Contact Form and those Project Types. In your Automations tab, select your Project Type or the default for contact form option under the Automate Via Contact Form column and dropdown menu.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This step syncs your automation with the Contact Form to make sure it triggers properly. If breaking your work into Project Types doesn\u2019t make sense for your business, you can still use automations and choose to make one default for all your contact forms.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With this last step, everything is set up to send the right information, at the right time, to the specific Project Types indicated by your client when they submit a Contact Form. You can also keep your automations unassigned and manually apply them to different projects in your pipeline.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To manually apply a automation to a project at a time when you see fit, you\u2019ll click into the project and scroll to the bottom of the right-hand menu until you see the Automation button. This option is usually best for folks who would like their automation to begin based on a trigger that\u2019s not available through HoneyBook currently.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, if you want your automation to start when a client schedules through your scheduling link, you\u2019ll want to consider manually applying an automation. OR, you can have your first task set to \u201cApprove Before Sending\u201d, with a different\/related trigger, and automatically apply the automation so that you simply approve the first step upon your meeting being scheduled.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">How you use automations isn\u2019t a one-size-fits-all solution, but that\u2019s what makes it more powerful to cater to you and your clients!<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Optimizing Your Processes With HoneyBook<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">After you\u2019ve initially set up your automations, continue evaluating them until they\u2019re at the point you want them to be. You might even find that by using <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/honeybook-automations\" target=\"_blank\" rel=\"noopener\" title=\"HoneyBook Automations\" data-wpil-keyword-link=\"linked\">HoneyBook Automations<\/a> for different projects and clients you\u2019ll discover areas of your process that you didn\u2019t even know you could improve upon. Over time, your entire process will become more streamlined.&nbsp;&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For more support with your HoneyBook account, be sure to visit our additional <\/span><a href=\"https:\/\/www.youtube.com\/watch?v=zjw96BDjUg0&amp;list=PL6TUvBzCkmeU4IzHu9KRajMlkxYUCCqmP\"><span style=\"font-weight: 400;\">webinar recordings<\/span><\/a><span style=\"font-weight: 400;\">. We pair expert business tips with the tools you need to succeed inside HoneyBook. <\/span><\/p>\n\n\n\n<div class=\"banner banner--workflow\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Save time and automate your client flows<\/h2>\n<a class=\"banner__cta\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/automations\">Use Automations<\/a><\/div>\n<\/div>\n\n\n\n<p><em>This post was updated in August 2021 when the HoneyBook Workflow tool was renamed to Automations. The <a class=\"waffle-rich-text-link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/automations\">HoneyBook Automations tool<\/a> maintains the same functionality with the ability to automate communications, tasks and more. For more information about the Automations update, check our <a class=\"waffle-rich-text-link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/new-honeybook-features-august-2021\">August 2021 Release Notes<\/a>. <\/em><\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>Learn the five steps to creating automations in your HoneyBook account. Using as much or as little automation as you wish, you can perfect your entire client journey from first inquiry to project completion. &nbsp; With HoneyBook Automations, you can turn the processes you already use into automated steps. Whether you\u2019re looking to save time [&hellip;]<\/p>\n","protected":false},"author":213,"featured_media":81879,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[454],"tags":[341],"class_list":["post-34344","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-honeybook-how-tos","tag-automation"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/07\/workflows-automations-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/07\/workflows-automations-feature-150x150.jpg",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/07\/workflows-automations-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/07\/workflows-automations-feature-768x594.jpg",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/07\/workflows-automations-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/07\/workflows-automations-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2021\/07\/workflows-automations-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Learn the five steps to creating automations in your HoneyBook account. Using as much or as little automation as you wish, you can perfect your entire client journey from first inquiry to project completion. &nbsp; With HoneyBook Automations, you can turn the processes you already use into automated steps. Whether you\u2019re looking to save time or create a better client experience, automations are the best way to make it happen. You can be as hands-on or as hands-off as you need to be, so you don\u2019t have to give up control over any client communication.&nbsp; If you\u2019ve been hesitant to&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/honeybook-how-tos\" rel=\"category tag\">HoneyBook how to's<\/a>","author_info_v2":{"name":"HoneyBook","url":"https:\/\/hbb.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>Workflows and Automations - Perfecting Your Client Journey | HoneyBook<\/title>\n<meta name=\"description\" content=\"Learn the five steps to creating workflows and automations in your HoneyBook account. Perfect your entire client journey from first inquiry to project completion.\" \/>\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.dev.reliablepenguin.com\/blog\/workflows-and-automations-perfecting-client-journey\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workflows and Automations - Perfecting Your Client Journey | HoneyBook\" \/>\n<meta property=\"og:description\" content=\"Learn the five steps to creating workflows and automations in your HoneyBook account. 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