Melynda Smith


5 Star Client Management: Why HoneyBook is a Doula’s Best Friend



Former Birth Doula + HypnoBirthing Instructor turned Business Strategist, Marketing Mad Scientist + Sales Funnel Pro. CEO superpowers, activate!

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Sacred Systems

A course for New Earth Doulas who want a restorative, abundant, spacious life and business... that supports their nervous system and their family.

Hey there, dope doulas! I know that managing appointments, keeping track of client details, and handling paperwork can be overwhelming and time-consuming. That’s where HoneyBook steps in! It’s your ultimate all-in-one tool for streamlining your business processes and giving you more time to focus on what you do best – supporting families! If you’ve been in my realm for any length of time you already know by now that I love a good automation and the the concept of “work smarter, not harder”. Honeybook is the bee’s knee’s because it allows you to streamline, automate, organize and systematize your entire back office. This will put hours back into your day and save you so much time, stress and energy. Ok boo bears, let’s dive in!

Here are 10 ways HoneyBook can improve your doula business processes:

1. Intuitive Client Management

HoneyBook offers a super user-friendly platform where you can manage all of your clients in ONE place. Say goodbye to messy spreadsheets and hello to organized, easy-to-access client profiles. Everything is under one roof. Heck yes. 

2. Time-Saving Automation

You can completely automate all those tasks you’re probably still doing manually: appointment scheduling, reminders, emails, sending invoices, collecting payments, follow-ups, etc. This will allow you to spend less time on repetitive, boring administrative tasks and more time nurturing your clients and their families.

3. Seamless Communication

You can stay in constant touch with your clients through HoneyBook’s messaging system. Quick, secure communication fosters trust and ensures that your clients feel supported every step of the way. Parents LOVE this feature!

4. Professional Proposals, Invoices and Contracts

Impress your clients with beautiful, customizable proposals, invoices and contracts. You’ll be able to present your services in a visually appealing way, enhancing your professionalism and credibility.

5. Hassle-Free Payments

Get paid faster with HoneyBook’s secure online payment processing. Clients can easily make payments, and you can track your income and expenses effortlessly.

6. Centralized Document Management

Store all essential documents, such as birth plans, contracts, invoices, and medical records, securely within HoneyBook. No more rummaging through piles of paperwork – everything you need is just a click away.

7. Client Experience Enhancement

HoneyBook allows you to create a personalized experience for each client. Tailor your services and communications to meet their specific needs, building lasting relationships.

8. Client Feedback and Reviews

Gather valuable feedback from clients after each birth experience. Positive testimonials enhance your online reputation and help attract more clients to your services.

9. Streamlined Workflows

Design custom workflows to match your unique business processes. HoneyBook adapts to your needs, ensuring that you have a clear, organized path for every client journey.

10. Analytics for Growth

Track your business performance with insightful analytics. Understand your strengths, identify areas for improvement, and make data-driven decisions to grow your doula or midwifery practice.

But why choose HoneyBook over other CRM tools? Here are three standout reasons:

1. Tailored for Your Profession

HoneyBook is specifically designed for creative entrepreneurs and expertise-based service providers like doulas and midwives. Its features are crafted to meet the unique needs of YOUR profession, providing a tailored experience that other generic CRM tools can’t match.

2. All-in-One Solution

Unlike many CRM tools that offer fragmented solutions, HoneyBook is an all-in-one platform. From client communication to payment processing and analytics, everything you need is integrated seamlessly. No more juggling multiple tools – HoneyBook simplifies your workflow.

3. Exceptional Support and Community

And this is really my favorite reason, TBH- HoneyBook offers OUTSTANDING customer support and a vibrant community of users. Whether you have a question about a feature or need advice on best practices, you can rely on HoneyBook’s support team and the collective wisdom of fellow doulas and midwives using the platform. Their private Facebook group is open 24/7 so if you ever need support or have a question you can pop in there and get a same-day response. Awesome!

In a nutshell, HoneyBook empowers you to focus on what matters most – providing exceptional care to your clients – while HB takes care of the rest. Embrace the ease, professionalism, and efficiency that HoneyBook brings to your doula or midwifery practice, and watch your business thrive!

Cheers to more free time, and a life of simplicity and ease. xoxo!


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