How to Organize & Maintain Your HoneyBook Account

Setting up your HoneyBook account is one step in the right direction, but then it is SO important to make sure you're maintaining your system. Staying on top of notifications, checking in on leads and clearing out unused files and assets is crucial for decreasing digital clutter. That is why I am laying out all of my tips to handle this CRM. Want to learn more? Watch this simple tutorial! 00:00 Introduction 00:46 Home Screen Tour 02:08 Daily Tasks 03:14 HoneyBook Tasks 05:31 Project Pipeline Overview & Weekly Tasks 06:40 Yearly Maintenance 11:18 Join our HoneyBook Course!! 🚀 Save $$$ on your first year of ClickUp: https://www.dasilvalife.com/clickup-save or code dasilvalife 🚀 Save $$$ on your first year of HoneyBook: https://share.honeybook.com/stackset 💼 Want us to build this for your agency or service-based business? Book a free consultation: https://stackset.com/contact CLICKUP TEMPLATES, COURSES, & MORE ⤵️ 🗂️ ClickUp Templates: https://stackset.com/shop SAVE 10% with promo code: YOUTUBE 👨‍🏫 ClickUp Course: https://stackset.com/systems-school#C... 🪄ClickUp Template Vault: https://stackset.com/systems-school#T... → Integrate all of your calendars seamlessly: https://www.morgen.so/clickup-integra... 📚 FREE RESOURCES → Newsletter: https://stackset.com/newsletter → Blog: https://stackset.com/blog STAY CONNECTED 🔗 LinkedIn:   / gostackset   ☕️ Facebook:   / stacksetco   📱 Instagram:   / _stackset   💥 TikTok:   / dasilvalife   🐦 X:   / stacksetco   🎓 Systems School: https://stackset.com/systems-school 💻 stackset: https://stackset.com/ Support our channel: https://www.dasilvalife.com/donate thank you! »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» And make sure you subscribe to the channel!    • How to Organize & Maintain Your HoneyBook ...   *Affiliate Disclaimer: Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide, I may receive a small commission. There is no additional charge to you! Thank you.