Episode 159

full
Published on:

27th Jun 2024

Embracing Workflows & Automations in Your CRM: HoneyBook Case Study with Brittany Herzberg

If you've been signed up and sitting with a CRM that hasn't been officially set up for your business, you're leaving time and money on the table. Today's guest was doing exactly that—Brittany Herzberg has had an account with HoneyBook for the last 6 years, yet she never took advantage of the built in features that could save her time and money. Listen in as we discuss the importance of simplification and automation of business processes and how Brittany's new HoneyBook setup has saved her time and reduced stress.

Make sure you listen to part one of this conversation over on The Basic B Podcast.


Today's episode is brought to you by my CRM Setup Services! If you're in a space where you know just how valuable getting organize with workflows and automations in your CRM can be for your business, yet you just don't have the time or energy, I offer a range of setup services to help you tackle your systems to-do list inside Dubsado and HoneyBook.


Mentioned in this Episode

Simple SEO Series

Dubsado

HoneyBook

The Basic B Podcast 

Ellen Yin

HoneyBook vs. Dubsado Blog Post

How to Optimize YouTube Case Study Videos w/ Jamar Diggs

Connect with Brittany

Website: brittanyherzberg.com

Instagram: instagram.com/brittany_herzberg

Podcast: brittanyherzberg.com/seo-podcast

Show artwork for Business-First Creatives

About the Podcast

Business-First Creatives

Every creative deserves to turn their craft into a business that brings them joy and profit. Here you'll find a no-BS approach to what it takes to put the business first, prioritizing the systems and strategies that will actually move the needle and ensure your creative business is profitable rather than an expensive side-hustle. Your host is Colie James, a Disney-loving family photographer, and filmmaker turned Workflow and Automations Guru who helps creative service providers automate their sh*t, reclaim their time and get back to living!