Honeybook Audit Questionnaire

Thank you for considering our Honeybook Audit services. We can't wait to get started!

Before we begin, we'll need some essential information from you. Your responses to the following questions will help us understand your needs. Please take a few moments to provide us with the information below.

Section 1: About You

Full Name

Your Email Address

Best Contact Number

Business Name

Website URL: (optional)

Section 2: Your HoneyBook Experience

Are you currently using HoneyBook for your business?

YES

NO

How long have you been using HoneyBook?

Which HoneyBook plan are you subscribed to?

Section 3: HoneyBook Setup & Configuration

Do you use all the features offered by HoneyBook?

YES

NO

If not, which features do you utilize most frequently?

Have you customized your HoneyBook templates (e.g., contracts, proposals, questionnaires)?

YES

NO

Do you integrate HoneyBook with any other business tools?

YES

NO

If yes, which tools do you integrate with HoneyBook?

Section 4: HoneyBook Setup & Configuration

Briefly describe your typical client workflow or business processes.

How do you currently use HoneyBook in your workflow?

How do you typically onboard new clients within HoneyBook?

Do you use HoneyBook for project planning and task management?

YES

NO

If yes, how do you typically structure your projects within HoneyBook?

Do you track and manage client invoices and payments through HoneyBook?

YES

NO

Do you have any automated email sequences set up for lead nurturing or client follow-ups?

YES

NO

Section 4: Contracts and Proposals

How do you create and send contracts, proposals, and agreements to clients using HoneyBook?

Are your contract templates customized to reflect your branding and business requirements?

YES

NO

Are your contract templates customized to reflect your branding and business requirements?

YES

NO

Have you experienced any issues with contract delivery, e-signatures, or client acceptance?

YES

NO

Section 5: Challenges

Are there any specific challenges or pain points you're experiencing with your current HoneyBook setup? If yes, list the challenges below.

What are the biggest challenges you face when using HoneyBook?

Are there any specific areas within HoneyBook you'd like to improve efficiency or functionality? Write it below.

Is there anything else you'd like to share about your experience with HoneyBook or your business needs?

Are there any specific goals you'd like to achieve by optimizing your HoneyBook workflow?

When would you like this project started?

What’s your preferred method of communication?