What’s a Pipeline?
You might be thinking, wait – what’s a pipeline? It’s an incredible organizational system that shows you all of the projects you’re working on, and what stage they’re currently in.
It helps keep me organized to see who I need to follow up with, who is in the planning stage (clients whose design dates are in the future), whose projects I’m actively working on, and which projects I’ve completed!
Get a 7 Day Free Trial & $200 Off HoneyBook!
Before I used HoneyBook, my organizational system was laughable.
I had a non-interactive private “client page” (aka, an unlinked page on my website) to upload design proofs, communicated via email (long email chains that were hard to keep track of), and sent invoices via PayPal.
While there might be nothing wrong with that – it was haphazard for me and for my clients.
I finally feel that my client management system matches the professionalism of my business, and I’ve been able to connect with my clients on such a more personal level by using it, too!
If it sounds like just what you need for your business, click the button below to test it out for free for 7 days, and get $200 off HoneyBook when you commit to it!
