Simone + Phil
Background:
Simone & Phil are a design and renovation duo based in Hamilton, focusing on creating elevated, custom home designs. They needed help migrating their existing Canva files into HoneyBook and ensuring the system was set up to automate as much as possible without compromising the integrity of their client interactions.
Challenges:
Existing files were designed in Canva and needed to be imported into HoneyBook
Desire for automation to streamline workflows without feeling impersonal
Maintaining their unique branding throughout the client journey
Solution:
Translate Canva Files to HoneyBook:
Imported and recreated all existing client materials from Canva into HoneyBook, ensuring the design matched their brand and was easy to use in the new system.
Automate Client Interactions:
Set up automated processes for client onboarding, invoicing, and scheduling while keeping interactions personalized.
Created branded templates for proposals, contracts, and project updates, ensuring a seamless client journey.
Maintain Branding Integrity:
Ensured that all automations and materials aligned with their design-focused brand, retaining a high level of personalization in every interaction.
Results:
Successful migration of all Canva files into a fully branded HoneyBook system.
Automated client processes that save time without losing personal touch.
A streamlined client experience that enhances professionalism while reducing administrative workload.
