The new HoneyBook AI Assistant: Your New Favorite Work Bestie
You know when a tool just gets you? That’s exactly how I feel about the new HoneyBook AI feature and if you’re a business owner who juggles a million moving pieces, you’re going to want to hear about this.
This isn’t just another shiny new tech feature. HoneyBook AI is the actual assistant you didn’t know you needed built right into your CRM.
Let’s break it down: what it is, what it does, and how it’s already making business feel lighter, smarter, and less like you’re stuck doing it all alone. Becuase being busy is no longer the badge of honor we used to think it was.
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What Is HoneyBook AI?
It is an AI-powered assistant now available inside the HoneyBook platform. It gives you smart, helpful suggestions, insights, and task support-all based on your real client data and workflows. Basically ask it anything!! I have.
Think of it as your behind-the-scenes helper who knows your biz. As I’ve been playing around with it, it has been so much easier to gain insights and get info I need all in one spot. I’ve really loved getting a understanding of the statistsics of my business without digging and doing the math myself. It remembers your clients and gives you strategy-level help… without you having to Google a thing or open yet another tab.
What Can HoneyBook AI Do?
Here are just a few things I’ve asked it to do (and loved):
Project Support & Workflow Clarity
- “What tasks are still pending for [Project Name], and what should I prioritize?”
- “Analyze my meeting with [Client X] and give me tips to improve next time.”
- “How should I respond to [client name]’s negotiation request?”
Content + Proposal Help
- “Create a social media post highlighting my latest project with [Client X].”
- “Recommend a smart file structure for a business proposal for [Service X].”
Business Insights
- “What percentage of my leads converted into booked projects?”
- “Which proposals have been the most successful?”
- “How much did I earn in tips this year?”
It’s like tapping your super-organized, business-savvy friend on the shoulder and getting answers instantly-without needing to leave HoneyBook.
I even asked it to create my email sequence for my logo design clients from welcome to testimonial to see what it would do and it gave me this back ( feel free to steal these emails or ask AI itself):
“Absolutely! Here’s a suggested email sequence tailored for your logo design clients, guiding them from a warm welcome to requesting a testimonial. Each email is designed to nurture the relationship and ensure a smooth client experience.
Email 1: Welcome Email
Subject Line: Welcome to [Your Business Name] – Let’s Create Something Amazing!
Body:
Hi [Client’s Name],
Welcome to [Your Business Name]! I’m so excited to start working on your logo design project.
Here’s what you can expect:
- [Briefly outline the next steps, e.g., “I’ll be sending over a questionnaire to better understand your vision and goals.”]
- [Mention any key milestones, e.g., “Our first design review is scheduled for [Date].”]
If you have any questions or ideas in the meantime, feel free to reach out. I’m here to make this process as smooth and enjoyable as possible!
Looking forward to creating something amazing together,
[Your Name]
Email 2: Progress Update
Subject Line: Your Logo Design Progress Update
Body:
Hi [Client’s Name],
I wanted to share a quick update on your logo design project!
Here’s where we are:
- [Briefly outline progress, e.g., “I’ve completed the initial concepts and am refining them based on your questionnaire responses.”]
- [Mention next steps, e.g., “I’ll be sending over the first draft for your review by [Date].”]
I’m loving how this is coming together and can’t wait to hear your thoughts!
Best,
[Your Name]
Email 3: Delivery of Final Logo
Subject Line: Your Final Logo Design is Ready!
Body:
Hi [Client’s Name],
I’m thrilled to share the final version of your logo design! 🎉
Attached, you’ll find:
- Your logo in multiple formats (JPEG, PNG, vector files, etc.)
- A brief guide on how to use your logo across different platforms
It’s been such a pleasure working with you on this project. I hope your new logo brings your brand to life and helps you connect with your audience in a meaningful way!
If you have any questions or need additional support, don’t hesitate to reach out.
Warm regards,
[Your Name]
Email 4: Follow-Up & Testimonial Request
Subject Line: How’s Your New Logo?
Body:
Hi [Client’s Name],
I hope you’re loving your new logo design! I’d love to hear how it’s working for your brand so far.
If you have a moment, could you share your thoughts about the design and your experience working with me? Your feedback helps me grow and inspires future clients!
[Insert link to a questionnaire or testimonial form]
Thank you so much for your time and for trusting me with your vision. I look forward to staying in touch!
Best,
[Your Name]
Tips for Automation:
- Use HoneyBook’s automation feature to schedule and send these emails at specific intervals.
- Include smart fields to personalize each email with the client’s name, project details, and dates.
- Add your email signature to maintain branding consistency.
Would you like help setting up this sequence in HoneyBook? 😊
For more details on automations, check out this guide.”
ANNDD just because we all hate getting ghosted I asked HoneyBook AI to help with ghosting and these are the tips it gave me back:
Ghosting can be frustrating, but there are strategies you can implement to reduce it and keep potential clients engaged. Here are some actionable tips tailored to your business:
1. Strengthen Your Follow-Up Process
- Send Timely Follow-Ups: Don’t let too much time pass after an inquiry or meeting. Send a follow-up within 24–48 hours to keep the momentum going.
- Use HoneyBook Automations: Set up automated follow-ups to gently remind leads about next steps. For example:
- Email 1: “Just checking in to see if you had any questions about the proposal I sent over.”
- Email 2 (a few days later): “I’d love to help you bring your vision to life. Let me know if you’re ready to move forward or if there’s anything I can clarify!”
2. Create a Sense of Urgency
- Limited-Time Offers: Mention deadlines for booking, such as, “I have limited availability for [Month]. Let me know by [Date] to secure your spot!”
- Incentives: Offer a small discount or bonus for booking within a certain timeframe, like a free consultation or expedited delivery.
3. Make It Easy to Respond
- Ask Simple Questions: Instead of open-ended follow-ups, ask specific questions like:
- “Does this timeline work for you?”
- “Would you like to schedule a quick call to discuss next steps?”
- Use Scheduling Tools: Include a link to your HoneyBook scheduler so they can book a time to chat without back-and-forth emails.
4. Build Trust Early
- Show Social Proof: Share testimonials, case studies, or examples of your work to build confidence in your services.
- Personalize Communication: Reference something specific they mentioned in your initial conversation to show you’re paying attention to their needs.
5. Address Common Objections
- Be Proactive: If you sense hesitation, address it directly. For example:
- “I understand this is a big decision. Let me know if you have any concerns or need more information to feel confident moving forward.”
- Offer Flexible Options: If budget is a concern, suggest payment plans or scaled-down packages.
6. Use a “Breakup” Email
If you’ve followed up multiple times with no response, send a polite “last chance” email. For example:
Subject Line: Still interested?
Body:
Hi [Client’s Name],
I just wanted to check in one last time to see if you’re still interested in moving forward with [Project/Service]. If now isn’t the right time, no worries at all—I’d love to reconnect in the future!
If you’re ready to proceed, let me know by [specific date], and we can get started.
Wishing you all the best,
[Your Name]
7. Analyze Your Process
- Review Your Messaging: Are your emails clear, engaging, and client-focused?
- Track Ghosting Patterns: Use HoneyBook to identify where leads drop off (e.g., after receiving a proposal) and refine that part of your process.
8. Stay Visible
- Engage on Social Media: If a lead came from Instagram, stay active and interact with their posts to stay top of mind.
- Send Value-Driven Content: Share helpful tips, resources, or updates that remind them of your expertise.
If this doesnt have you ready to tackle anything your way idk what will!
Why HoneyBook AI Is Actually Helpful (Not Just Hype)
Let’s be honest-sometimes new features feel like more work than they’re worth.
But this? This is one of those why wasn’t this always here? kind of features.
Here’s what I love most about it:
- It helps you make data-driven decisions in real-time ( getting insight is now so darn easy)
- It turns meetings, forms, and proposals into actionable insight ( knowing what you could improve, what’s working, whats not)
- It saves time, reduces guesswork, and makes you feel like you’re not doing this alone ( because you probably are and it’s a lot)
Whether you’re trying to get ahead of your to-do list or just need someone (or something) to help you think through the next best step…HoneyBook AI has your back.
How I’m Using HoneyBook AI in My Business
I’ve used it to prioritize tasks, evaluate which leads actually turned into bookings, and even write content faster. It’s already saved me brainpower that i really don’t have a lot of as a stay at home mom with 3 kids on top of running a business. Helping me show up more professionally and confidently in client communications.
Tools like this mak
And the best part? I’m not juggling 5 different tools to make it happen.
It’s all right there inside HoneyBook.
Should You Try HoneyBook AI?
If you’re already using HoneyBook, this new AI assistant is a no-brainer, it’s not even an additonal cost, it’s already there just waiting for you! Personally, yes there’s claude or Chat GPT, but I love this because i can do all my work within one tab. Making it easy to craft a response for a challengigng email or to get clients to stop ghosting. IT’S SO EASY now!
And if you’re not using HoneyBook yet? This might be the feature that changes your mind. Click the link to get 30% off your subscription!
It’s support, strategy, and admin help- built into your CRM. I’m sorry but who else is doing the most like HoneyBook… no oneeee.
Here’s the thing:
We all need a little more done-for-you energy in our business. And it to be accessible so it’s EASY.
HoneyBook AI gives you that- without needing to hire an assistant or spend hours second-guessing what’s next.
So if you’ve ever wanted to feel more organized, more confident, and less overwhelmed by the backend of your business… this is your sign to check it out.
And if you’re curious what kinds of questions to ask it? Scroll up to the screenshots for some inspo (or steal mine- I won’t tell).
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Let’s connect:
Hi, I’m Michaela my jam is Showit Websites, logo design, and Honeybook. The magic 3 things you need to be able to reach the success your dreaming of for your business.
Ready when you are! Click here to work together or click here to connect on the gram!