Learn how to set up your HoneyBook account to mirror the exact features Ashley Rufino uses to run her business, from automations and smart files to email templates and project prep tools. Walk through her full client workflow, step by step, with tactical setup tips and tried-and-true hacks to help you make it your own.
HoneyBook Hacks: What you're missing
By the end of this course, you will be able to:
-
Set up your HoneyBook account to mirror Ashley Rufino’s workflow, including: brand, smart files, and, email templates.
-
Set up automations to handle lead inquiries, follow-ups, and client onboarding.
-
Use lead forms to gather client info to personilize your workflows.
-
Use HoneyBook AI to draft emails, meeting prep notes, and project recaps for an efficient client experience.