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DEEP DIVE

🕒 Read time: 6 min | 📄 Word count: ~1000

TL;DR

  • HoneyBook’s August update introduced an AI automations builder that creates entire client workflows from a single prompt.

  • It also added an AI follow‑up assistant that drafts replies when leads go cold, daily priority lists delivered via chat, and bi‑weekly business insights highlighting revenue and booking trends.

  • Plus, users can now customize client portals with new fonts, colors and images.

  • This edition shows you how to turn these features into a micro‑agency: build workflows for photographers, coaches and other creatives, charge a setup fee, then keep them on retainer to adjust flows and interpret insights.

Sadly, this edition does not julienne your fries. I think. Probably.

Why this matters

  • Admin work kills momentum. Freelancers and small studios spend hours chasing leads, sending emails and updating spreadsheets. HoneyBook’s AI builder automates those flows from a single prompt, and the follow‑up assistant drafts replies when leads go dark.

  • Focus on what matters. Priority lists arrive at 8 a.m. with your most urgent tasks, while business insights deliver a personalized snapshot of revenue, leads and bookings every two weeks. Creatives can spend more time on projects, less on admin.

  • Brand consistency sells. New portal customization options let clients choose fonts, colors and images that match their brand. Offering this as part of your service keeps you in control of the client’s customer experience.

  • Early‑mover advantage. These features are new; most HoneyBook users haven’t explored them yet. A specialist who can set up and tune AI workflows will stand out and command higher fees.

LET'S BREAK IT DOWN 👇

Main Feature

🛠️ The Playbook

From overwhelm to organized: how to turn HoneyBook’s AI features into a service clients will happily pay for.

Forget scattered spreadsheets and late-night email marathons; this is where the magic happens. Below is your blueprint for packaging HoneyBook’s brand-new automations, follow-ups, and insights into a repeatable system. Follow these five steps and you’ll go from “setting up flows for yourself” to running a profitable agency that creatives depend on.

Step 1: Pick Your Playground 🎯

Choose a niche you understand; wedding photographers, coaches, or event planners. Write out their journey from lead to paid client. This gives you the map for what to automate and what to leave personal.

  • Pro tip: Use industry Facebook groups or subreddits to see what bottlenecks people complain about; those make the best automations.

Step 2: Tame the AI Automations Builder ⚡

Open HoneyBook, type a plain-language prompt like “When a client signs, send a welcome email and schedule a kickoff call.” Watch it build the workflow. Test, tweak, and save it as your go-to template.

  • Pro tip: Build both a “fast-track” flow for ready buyers and a “nurture” flow for slower leads; clients will love having both options.

Step 3: Run a Test Drive 🚀

Offer an “Automation Makeover” to 3 local businesses. Clone your template, edit the emails and timing, and show them how to use the follow-up assistant when leads go quiet. Record a quick Loom walkthrough so they see the value instantly.

  • Pro tip: End your Loom with one measurable win (e.g., “You’ll cut lead response time by 50%”); that’s what convinces them to sign a retainer.

Step 4: Add Priority & Insights 🔮

Switch on priority lists so clients get a focused to-do list at 8 a.m. Set up bi-weekly insights to deliver a simple revenue and bookings snapshot. Export to a shared sheet and walk them through trends on a short monthly call.

  • Pro tip: Create a traffic-light view (green = improving, yellow = steady, red = slipping) so busy clients know instantly what to focus on.

Step 5: Brand It & Bank It 🎨💵

Offer a portal glow-up: update fonts, colors, and imagery with HoneyBook’s customization tools. Create a mini style guide and upsell quarterly refreshes. Once you have a few clients on retainer, raise rates and delegate the repetitive setup.

  • Pro tip: Snap before-and-after screenshots of client portals; you can reuse them in sales decks to show instant visual impact.

✅ Your next steps

  1. Create a free HoneyBook trial if you don’t already have one.

  2. Write a one‑sentence prompt for an automation flow in your chosen niche and test the builder’s output.

  3. Draft three follow‑up emails tailored to common objections (e.g., “I need more time”) and load them into the follow‑up assistant.

  4. Reach out to five local creatives with a short audit offer.

  5. Set up priority lists and insights for yourself; after a week, note how much time they save and use that data in your sales pitch.

💸 Monetization toolkit

Play

Tools

Pricing

Revenue path

Workflow build & handoff

HoneyBook AI automations builder

$500–$1 000 setup

Craft lead‑to‑invoice flows; test; deliver SOP

Follow‑up & task retainer

Follow‑up assistant; Priority lists

$250–$500/mo

Monitor leads; edit auto‑responses; adjust task lists

Insights & reporting

Business insights snapshots; spreadsheet dashboards

$300–$600/mo

Convert bi‑weekly reports into actionable strategy

Brand portal design

Portal customization options; Canva templates

$150–$400 one‑time

Match fonts, colors, images; upsell quarterly refresh

🔑 Bottom Line

HoneyBook’s August AI update isn’t just a set of shiny new features; it’s a ready-made business model. Solopreneurs who learn to package automations, follow-ups, and insights into a repeatable service can lock in $500–$1K retainers per client with minimal ongoing effort. The opportunity is wide open right now because most HoneyBook users don’t even know these tools exist.

If you can become the person who “sets it all up” and explains the data in plain English, you’re not just building workflows; you’re building a steady income stream.

Vote by replying with the emoji—I'll cover the top request in the next issue.

A Final Note

P.S. - If this helped you, forward it to someone who's looking for a side hustle. They'll thank you, and I'll keep the quality content coming.

❝

"Start where you are. Use what you have. Do what you can."
; Arthur Ashe

ROB LARA

Creator of ZeroToAI 🤖 - a weekly guide built for busy people who want to actually use AI to get more done and maybe even enjoy it.

Every tip is field-tested (sometimes obsessively) so readers can skip the overwhelm and get straight to results.

On a mission to help others create passive income and freedom through AI.

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