As a trainer, it can be pretty easy to become overwhelmed and disorganized as your business grows. You become responsible for several different horses with different needs. All of which come with humans to manage as well. Coordinating horse care, scheduling vet and farrier visits, putting in rides, and giving lessons takes up way more than 40 hours every week.
Meanwhile, you’re also expected to bill clients regularly, pay business expenses, manage your schedule, and have a personal life. Where do you find the time? I’ll share a secret with you – you can organize a good chunk of your business with Honeybook. In this post, I”m going to give you tips on how to organize your equine training business with Honeybook.
What is Honeybook?
Honeybook is a CRM, also known as client relationship management software. CRM’s are typically used by service providers like photographers, wedding planners, and website designers (like me) to easily manage business information. You can use a CRM to send out proposals, contracts, regular communications, and even bills. The best part of Honeybook is that most of this stuff can be completed *automatically*. It’s like magic.
How to Organize Your Equine Training Business with Honeybook
Honeybook isn’t traditionally used for equine related businesses. This is probably because an equine business is pretty unique. But guess what? You can absolutely customize your Honeybook account to fit perfectly with your training business.
Turn an Online Lead into a Paying Client
Traditionally, you have to spend tons of email or phone time trying to communicate with a potential new client. Trying to figure out exactly what they’re looking for and making sure they are on board with your fees is one thing that you can automate with Honeybook. By setting up a custom workflow within the software, you can automatically send an interested lead a questionnaire and pricing information without having to touch your phone.
Easily Send Out Monthly Bills (On Time)
One of the tough things about running an equine training business is making sure clients pay their monthly board and training bills on time. With Honeybook, you can schedule an invoice to go out on the 1st of every month. You can customize the email to send as many reminders, and even add on late fees if it’s not paid on time. Your clients can make their payment directly through Honeybook, making the process super simple.
Send and Manage Contracts Hassle-Free
Whether you’re onboarding a new training client or needing an updated form from a current one, you can manage your forms through Honeybook. When you sign up, Honeybook comes with a variety of different templates that you can customize to fit your needs. If you don’t feel like taking the time to set up your contracts, there are tons of Honeybook pro’s available to help you out.
Keep Track of Client Documents in One Place
Let’s be real – as a trainer, you’ve got so much going on that organization isn’t always easy. There are tons of forms to manage for clients and horses. And you can almost never find those forms when you need them. When you use a client management system like Honeybook, you can keep track of important information in one place.
Any contract, invoice, or message that you send to a client through Honeybook will automatically populate in their file. You can also upload files that have been received outside of Honeybook. This way, you can even include information about the client’s horse (like vet bills, feed invoices, or training notes).
Taxes Are Made Simple With QuickBooks Integration
No one likes filing taxes. Especially when it involves keeping track of paper receipts, check stubs, and a variety of paper items that you may or may not have saved. When you use Honeybook, you can integrate it with QuickBooks to keep track of every penny earned from your clients. You can even add in payments made via check or cash as they happen to keep your accounting system easy.
Any contract, invoice, or message that you send to a client through Honeybook will automatically populate in their file. You can also upload files that have been received outside of Honeybook. This way, you can even include information about the client’s horse (like vet bills, feed invoices, or training notes).
How to Get a Subscription to Honeybook
If you want to learn how to organize your equine training business with Honeybook, now is the time. The monthly subscription fee is typically around $50 per month, but Honeybook often runs specials (including $1 monthly subscriptions or 50% off yearly packages).
You can visit Honeybook’s website directly to get the best deal currently available. If you’re not about deals and want to help support me, you can also use my Honeybook affiliate link. There’s no pressure – do whatever makes the most sense for your equine business.
Get Help Setting Up Your Honeybook Account
If I’ve convinced you to implement Honeybook in your equine training business, that’s fantastic. I’m ready and willing to help you set up your account and walk through different processes that I think you’ll benefit from. Get in touch with me on my contact form, and be sure to mention “How to Organize Your Equine Training Business with Honeybook” in the message.
