HoneyBook CRM
HoneyBook is a place where small business entrepreneurs (primarily in the events space) manage, book, and and collaborate with their clients seamlessly.
The Challenge
Create a very simple CRM for entrepreneurs to keep track of their inquiries, active clients, bookings, and payments.
My Role
Lead Product Designer driving this feature 0-1 completely on my own. Partnered with the Founders and PM for feedback.
Responsibilities
Planning
Brainstorming +
Rapid Iteration
Eng Ready Mocks + Prototype
User Research + Testing
Initial Mocks
Striking a perfect balance of workflow, notifications, and a dashboard, without cluttering the page.
explorations of different ways to denote “leads” vs “booked/paid clients”
explorations on what CTAs need to be accessible at this level
explorations on how to denote new notifications
