honeybook

Unravel the essential software and subscriptions vital for every female entrepreneur striving to scale their business in 2024. Victoria and Libby, BrandWell’s freshly appointed Chief Design Officer, sifted through years of trial and error to curate a list of their top-recommended tools—ones they use daily and suggest to their clients. Plus, don't miss out on the special PDF guide, packed with details, pros and cons, and even some hefty discount codes to get you started on the right foot.

Listen in as they explore the multifaceted benefits of HoneyBook, which has revolutionized the way they manage BrandWell's operations, from client interactions to internal workflows. Discover how this all-in-one platform not only streamlines the client journey but also maintains the personal touch essential in automated systems. They also shed light on the versatility of Squarespace, Canva, and Haute Stock, sharing insights into how these platforms aid in website maintenance, design creation, and reflecting diversity in stock photography, catering specifically to the needs of female business owners.

Rounding out the conversation, Victoria and Libby examine the strategic integration of tools like Google Workspace and Adobe Suite in daily operations, the practicality of Planoly for social media planning, and the legal ease provided by The Legal Paige’s template shop. You'll hear firsthand about the efficiency gains from using Loom in a virtual business setting and how Square Payroll can streamline your financial processes. After years of searching and finding our favorite platforms, this episode is a treasure trove of tips and tricks for the modern entrepreneur.

Link's mentioned in today's episode:

The Ultimate Digital Toolkit for the Busy Female Entrepreneur
Join The Branding Business School Waitlist
BrandWell Designs

Listen to past episodes with founders' of platforms mentioned in today's episode:

Episode 96: Scaling a Wildly Successful Subscription-based Business with Haute Stock Founder, Rachel Rouhana

Episode 108: How to Leverage Email Marketing to Grow Your Business with Flodesk Co-Founder, Rebecca Shostak

Episode 111: Contracts, Trademarks & How to Get Legally Legit with The Legal Paige

For show notes, head to www.thebrandingbusinessschool.com/thepodcast/

Show notes for episodes 1-91 can be found at www.brandwelldesigns.com/thepodcast/

Follow BrandWell on Instagram.
Follow The Branding Business School on Instagram.

Save 50% off your first year of Honeybook using this link!
Save 50% off your first year of Flodesk using this link!

If you've ever struggled with feeling behind or overwhelmed by all of your client tasks, or you are using a ton of different apps to try to manage your projects and wind up wasting a ton of time on repeat tasks like creating proposals, then this episode is for you.

In today's episode, we're continuing our series on simplifying our lives and businesses by focusing on our client management systems. I'm joined by workflow + systems expert, Laura Murphy, who helps us break down what a client management system is, why it matters, and how to get started (and save yourself a TON of time and stress!)

Ready to uplevel your own client management? Get a free trial of Honeybook with my referral link! (+ 50% off your first year if you decide to use it yourself!)

In this episode:

• 7:54 - What is a Client Management System & who is it for?
• 16:30 - Why you need a system to manage your clients
• 21:43 - How can a CMS help you serve your clients better?
• 24:23 - How can a CRM or CMS make your business simpler?
• 30:39 - Working with your hormones + motivation
• 36:01 - The best way to get started with your Client Management

Resources mentioned:

• Episode 18: Building a Freedom-Focused Business with Laura Murphy
• Honeybook (get a FREE trail + 50% off your first year!)
• When the Day Comes (Timeless Series) by Gabrielle Meyer

Connect with Laura:
https://lauraleecreative.com/
https://findyourfreedomco.com/
https://www.instagram.com/lauraleecreative/

Connect with Jordan:

• Instagram
• YouTube
• Website

Affiliate Disclaimer: Some of the links mentioned in our podcast may be affiliate links. This means that if you make a purchase from our link, we may receive a small commission at no extra cost to you. This is a small way of supporting our work here on the podcast, so we thank you for considering purchasing with our affiliate links!

For the full show notes, links, and blog transcription, visit https://jordanjones.co/podcast

Today we talk about the importance of effectively managing leads that come in through SEO, with an emphasis on using a system to manage these leads.

Colie James is a  "Workflow & Automations Guru" and the host of the Business-First Creatives podcast.

Connect with Colie, aka "Dubsado Systems Fairy Godmother":
IG
Linkedin
"Love Your Leads" Free Training

1. Colie shared practical ways to set up a system for your business.

• Automate client booking through Customer Relationship Management (CRM) systems like Dubsado and HoneyBook.
• You need for a system to handle leads generated from effective SEO practices.
• Automating consultation calls and bookings ultimately saves time and money.

2. The importance of clarity and confidence selling services.

• Use local SEO keywords.
• Explain the uniqueness of your services
• Google search your own business and see how well you rank for business name.

3. Align the front end (SEO and marketing) to the back end (client experience).

• Use storytelling in blogs to attract potential clients.
• Use blogs and strategic social posts to give insights into your sessions.
• Focus on blogs, not pages on your website when you want to target Local SEO keywords.

Connect w/ B: YouTube, Website, LinkedIn, Instagram

If you're looking for a unique, handcrafted way to spruce up your home or office, then Collage and Wood is the perfect place for you!

We offer a range of beautiful wooden signs that are perfect for any occasion. Our talented team of artists will work with you to create a sign that perfectly suits your needs. So why wait? Visit Collage and Wood today!

Want to search the Simple and Smart SEO Show podcast for something you heard? Now you can!!! It's free!

JOIN the 3-Day Supercharge Your SEO Challenge!

Apply to be my podcast guest! 🎙️ Don't forget to Put your pitch topic in the subject line!

AFFILIATE LINKS:
Start your Shopify Store!
Quit guessing with your content! GET SURFER SEO!!!
10,000 Jasper words FREE!
Get Carry (formerly Ocho): the best retirement resources for entrepreneurs!
Get my Ultimate SEO Task List (Plus Google Calendar!)


Note: If you make a purchase using some of my links, I make a little money. But I only ever share products, people, & offers I trust & use myself!

Some of Recursive investments include Deel, Cherre, Credible, Honeybook, and many others. 

🔗 CONNECT WITH Itamar:

💻 Website - https://www.recursiveventures.com/

👥 Linkedin -  https://www.linkedin.com/in/itamarnovick/

🐦  Twitter - https://twitter.com/Itamar_Novick

🔗 CONNECT WITH EPHRAIM

👥 Linkedin - https://www.linkedin.com/in/ephraimyarmak/

🎥 YouTube Channel - https://youtube.com/FOUNDERSTORIEZ

🐦  Twitter - https://twitter.com/ephraimyarmak

💻 Website: https://founderstoriez.substack.com/ 

🙏 LEAVE A REVIEW

Thank you for listening to the podcast! Your support means the world to us. If you enjoyed the show, please take a moment to leave a 5-star review. Your review will help others discover the show and continue to support our efforts.

👋🏼 GET IN TOUCH

We'd love to hear from you! Reach out to Ephraim Yarmak on LinkedIn with any feedback, ideas, or thoughts about the lessons you've learned from the episodes. We'll thank you personally for your support!

📢 SPONSORSHIP

If you're interested in sponsoring the show, please email Ephraim at ephraim@1000hires.com. Thank you for considering!

Hey, remember this episode?! How Releventful CRM Filled The Gap in The Event Industry. If you haven't had a chance to listen, or maybe you're currently using something like Dubsado, 17hats, Honeybook, or Active Campaign, you should seriously give that episode a listen!

We recorded that episode 3 months ago now, and so I wanted to share my thoughts on Releventful 3 months later. One might say  I'm a SUPER USER, as we run our entire event entertainment business from it all day every day! 

It's an all-in-one tool kit that keeps event industry professionals organized & connected. Whether you're a caterer, DJ, venue, or wedding planner, Releventful can help you grow your business with specialized tools and features unique to each industry. Get started today with a 14-day free tiral!

Mentions:
Use my Releventful referral link to save 10% off your first three months!

What's in our 28th Episode? We are talking to  Dahlia Orth all about creating systems in Honeybook to support your SEO strategy!

Welcome to the Simple and Smart SEO Show!
Share us with a friend!

• Apply for a $99 SEO Site Audit!
• Leave a text or voice note.

1.  Dahlia is a System Strategist & Honeybook Pro who can help you streamline your business processes.

• Dahlia offers a guide on her website to help you get started with HoneyBook.
• Dahlia helped B put systems and processes in place for her copywriting business, including automations and templates.

2.  Everyone should document their workflows, whether they are just starting out or are ready to hire a team.

• Tools you can use :
  1.  ClickUp 
  2. Honey Book for post-production checklists.
  3. Notion is a great tool for organizing info and color-coding things.
  4. Monday.com
  5. Whimsical is fun for diagrams and flowcharts

3. Be intentional when creating a workflow = quality leads.

• You have to put in legwork on the front end to see results on the back end.
• Repurposing content is a great way to make the most of your efforts.

4. Get in touch with Dahlia Orth, System Strategist & Honeybook Pro

• www.dahliaorth.com
• Instagram, Pinterest, YouTube

Check Dolly's  episode comparing

If you're looking for a unique, handcrafted way to spruce up your home or office, then Collage and Wood is the perfect place for you!

We offer a range of beautiful wooden signs that are perfect for any occasion. Our talented team of artists will work with you to create a sign that perfectly suits your needs. So why wait? Visit Collage and Wood today!

Want to search the Simple and Smart SEO Show podcast for something you heard? Now you can!!! It's free!

JOIN the 3-Day Supercharge Your SEO Challenge!

Apply to be my podcast guest! 🎙️ Don't forget to Put your pitch topic in the subject line!

AFFILIATE LINKS:
Start your Shopify Store!
Quit guessing with your content! GET SURFER SEO!!!
10,000 Jasper words FREE!
Get Carry (formerly Ocho): the best retirement resources for entrepreneurs!
Get my Ultimate SEO Task List (Plus Google Calendar!)


Note: If you make a purchase using some of my links, I make a little money. But I only ever share products, people, & offers I trust & use myself!

We are officially nearing the end of 2022. And what a year it has been. I feel like the word I've been saying on repeat lately is “wild!”

Today’s episode is a special one, as I have an important announcement to share that I’ve been keeping a secret for a long time, plus I’m revealing 10 of my most loved tools and services I’ve been using at Positive Equation that should spark some new ideas.

I’m also sharing what you can expect from December’s episodes (which will include quite a few tactical, short-form case studies, including a Google Ad grant strategy that generated 250 new leads!)

If you have literally five seconds right now while you're listening to drop a review, that would make my Christmas so special. Thank you!

Shop Dana’s Favorite Things

1. Nuuly: My favorite place to rent fun clothes for speaking gigs and trips. Get $10 off your first month.
2. HelloFresh: Delicious meals and saves me so much time meal prepping! Get $150 off.
3. Honeybook: All of my contracts and invoices come from Honeybook and it’s so seamless. Get 20% off.
4. 100 Degrees Consulting: One of the BEST investments I made in my business this year was hiring a part-time CFO through 100 Degrees Consulting, who specialize in working with small businesses and nonprofits. Make sure to mention me when you reach out!
5. Agency In Your Pocket: Jackie Muscat is a gem and is so talented. Every month, I get two pieces of custom ad copy written, 10 beautifully designed ad images, 8 live support calls every month, and a private community. Learn more about her services here.
6. Flodesk: If you like the design of my emails, that’s all Flodesk! If you want to try them out, you’ll get 50% off your first year! It’s also so easy to use and set up automated sequences and workflows.
7. Klean13: If you notice a low open rate in your emails, you might want to go through and clean your email list out from time to time. Klean13 will verify all of the emails in your list. Check them out here.
8. Buzzsprout: I use Buzzsprout to host my podcast and it’s been a great experience. They host all of

March 2024

Join me on Thursday, March 14th at 10a PT / 1p ET for a FREE virtual event to learn how to supercharge your social fundraising and learn next-level tactics to deliver the right donors. Register here to join live or to get the replay.

Are you ready to grow your email list with social ads in just seven days? Join the next round of my Grow Your List Ads Challenge where we’ll create your lead magnet and ad copy and make sure that we're setting up your ads for success. Limited spots are left and we start the week of March 11th! Click here to register.

Let's Connect!

• Send a DM on Instagram or LinkedIn and let us know what you think of the show!
• Head to YouTube for helpful digital marketing how-to videos and podcast teasers
• Want to book Dana as a speaker for your event? Click here!

CRM or Customer relationship management software is vital for any growing business.

CRM is an extremely powerful tool that allows you to focus on your customers by building relationships with them, providing solutions, and meeting - and exceeding -  their expectations. 

CRM makes it easier to close sales if you harness the data it gathers about customer behavior and preferences. And with pipeline information,  it also helps to predict your financial performance. 

But seamlessly integrating your CRM with your current systems and workflow may not be smooth sailing.

There is a lot of prep work involved to get it right.

So how do you decide what is the right CRM for you and/or if it’s time to update your existing one?  

In this episode of Help! My Business Is Growing, my guest  Maryanne Renzetti talks about Customer Relationship Management (or CRM) Solutions and how they can help you forge meaningful customer relationships that will inspire customer loyalty and retention.

Maryanne is a CRM specialist and founder of Virtual CRM Solutions, catering to entrepreneurs that need Help streamlining their systems, integrating, and setting up their CRMs. 

Essentially, she enjoys taking disorganized, high-level information and breaking it down into manageable steps--making sure business systems work for business owners, not against them.

In this week's episode, we discuss:

03:50 What are some operational benefits of having a CRM in place?

05:19 How do you determine which CRM is appropriate for your business and the particular stage it's in today?

07:38 What are some examples of CRMs that businesses in the $1M to $10M revenue range use that is not complex to use but still provide the same benefits? 

08:52 What are the main differences between HubSpot and Salesforce?  

10:20 What are some common mistakes that businesses make when they're trying to integrate a new CRM into their operations on their own?

11:56 How should businesses prepare before buying a CRM? Should they map out all the systems and workflows on paper first? 

15:12 How do you prepare your team for a new CRM? How do you manage that transition?

17:37 What is the best way to structure how your team should learn your new CRM? 

19:58 What are some examples of how to keep staff accountable after giving them time for change management with a new CRM?

20:52 How do you deal with clients that implemented their CRMs on their own, which went horribly wrong?

24:53 What tangible next step can businesses take next week to get them started on implementing a CRM?

Resources:

Maryanne Renzetti, CRM Consultant and Founder of Virtual CRM Solutions:
https://www.maryannerenzetti.com/

LinkedIn:
https://www.linkedin.com/in/maryanne-renzetti-3a891126/

Instagram:
https://www.instagram.com/maryannerenzetti/ 

Other Resources mentioned in the episode:

Salesforce:
https://www.salesforce.com/

Hubspot:
https://www.hubspot.com/products/crm

Salesloft:
https://salesloft.com/

Kathy Svetina, Fractional CFO:
https://www.newcastlefinance.us/

Blog post | How to Choose a CRM
https://www.newcastlefinance.us/post/how-to-choose-a-crm

We’ve discussed how to set goals and how to complete them, but sometimes we as business owners still struggle with moving forward. Why? Because we’re not organized. In our business, in our personal life, even in our space - if we don’t get a handle on organizing the things around us, life feels off balance. In today’s episode, we’re discussing why it’s important to keep your space, your time, and your life organized.

Organizing Your Space

Do you make your bed everyday? Is your desk tidy? Are papers left everywhere or put away? It’s important to keep your space tidy and organized. When your space is organized, your brain feels calm and ready to take on the day. But if you live in mess and chaos, it’s hard for your brain to concentrate on the task at hand. Make sure you are taking time each day to organize your space. If you need help, check out Marie Kondo’s new show on Netflix, Tidying Up. We’re both obsessed with it!

Tools For Organization

There are so many amazing items and apps to get you started on your organizational journey. We love using whiteboard calendars to map out our month and our priorities (we both have this one from Michaels.) We also use planners and journals to keep us focused. Making lists and color coding your biggest priorities is super helpful too.

Organizing Your Time

One of the hardest things to organize is your time. You get the same hours everyday, so how do you make it work for you? Block scheduling is a great way to map out how your time is being spent. Plan out your tasks each hour so you know exactly what you’re working on. Say “no” to things you don’t have the time for. You’ll burnout if you take on too much and by figuring out how your time is being spent, you can avoid it!

Mentioned in this episode

• Client Relationship Manager (CRM): Honeybook and Dubsado
• MileIQ - Get 20% OFF an annual
  subscription with this link
• Mint
• Freshbooks
• Flow Timer
• Wunderlist
• Asana

Find The Creative Legacy Podcast Online
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• The Creative Legacy Podcast Group

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Natalie Franke is the Founder of the Rising Tide Society and Head of Community at HoneyBook. She’s also a photographer, entrepreneur, writer and educator. In this episode Natalie talks about communityship, what #communityovercompetition actually means to the 75,000+ members of the Rising Tide Society. There are over 400 local chapters who meet in person monthly to connect with other creatives and learn from industry peers. Natalie opens up and shares what the concept of success looks like to her both before and after surgery to remove a brain tumor. We talk about creativity, chronic illness and that feeling that so many of us struggle with of not doing enough or not being enough. This episode will especially resonate with you if you’re a creative solopreneur who at times feels isolated and not always sure where to go for help. Natalie has answers - know that you are not alone. This is We Are Photographers with Natalie Franke and this is her story.

We are joined by the co-founder of Rising Tide Society and Head of Community at HoneyBook, Natalie Franke, to talk about making a transition in your life. Natalie made the transition from full-time wedding photographer to creator of community. She tells us about her story, why and how she made the transition, and provides advice for all creatives to use when looking for life's next adventure.

About Natalie
Natalie Franke Hayes is a photographer, educator, speaker, and Founder of the Rising Tide Society. She is a graduate of the University of Pennsylvania with a degree in Visual Studies and a concentration in Visual Neuroscience and the Psychology of Seeing. Natalie lives in San Francisco, California with her high school sweetheart and serves as the Head of Community for HoneyBook.

Find Natalie Online
• Website
• Instagram

Find Your Local Rising Tide Chapter
• Website
• Instagram

Find The Creative Legacy Podcast Online
• Website
• Instagram
• Facebook

Find Sarah Online
• Website
• Instagram
• Facebook

Find Shaunae Online:
• Website
• Instagram
• Facebook