HoneyBook AI | AI-Powered CRM Tools for Creative Professionals
Years: 2022–2025
Role: Senior Product Designer, Core AI Product Initiatives
HoneyBook is an all-in-one business management platform for creative professionals, offering tools for lead management, client communication, project tracking, and payments. Its AI features aim to serve as a “business partner,” helping users manage client relationships, streamline business processes, improve efficiency, and gain better visibility and control.
AI-Powered lead management: User journey
Meet Anna, a graphic designer and founder of her small business “Unfold.” Over three years, Anna has built a successful design studio offering logo creation, brand strategy, website design, and marketing materials. Her work is thriving, but as business grows, she faces new challenges: managing a flood of client inquiries, staying on top of follow-ups, and organizing client information without spending hours on admin work. Here’s how HoneyBook’s AI features help Anna streamline her business.
︎︎︎
Anna receives a steady stream of client inquiries through email but struggles to keep track of them. Some inquiries go unanswered for weeks.
Solutions: AI Gmail import & data enrichment
HoneyBook’s AI scans Anna’s Gmail inbox, importing both past and ongoing inquiries to centralize her lead management in one place. This helps her uncover cold opportunities that might have been lost and enables her to follow up quickly. Each lead suggestion is automatically enriched with relevant details, saving time and providing a more complete picture of the contact, allowing Anna to make informed decisions effortlessly.
Projects / Suggestions page
Suggestion view / desktop: contact data enrichment
Mobile app interactive experience
︎︎︎
Anna spends a lot of time drafting client emails, from responding to inquiries to following up on proposals. With a growing workload, manually writing and personalizing each message becomes time-consuming and delays her responses.
Solution: AI Composer
When Anna opens Miranda’s project, an AI-generated draft instantly appears with a suggested reply. She can quickly review, edit manually, or regenerate a new version, making responses faster and more efficient while maintaining a personal touch.
︎︎︎
Keeping up with client meetings and follow-ups is overwhelming. After each call, Anna struggles to remember all the action items, leading to delays in next steps.
Solutions:
AI Meeting Recap & tasks generator
Using the app, Anna records her client meeting, allowing AI to generate a transcript and summarize key points. When she opens the project, an AI-generated meeting recap provides key notes and suggested action items. The system recommends tasks like sending a proposal or scheduling a follow-up meeting, keeping her organized and ensuring nothing falls through the cracks. With just a few clicks, Anna stays on top of her assignments and keeps the project moving forward—without the hassle of manual note-taking.
Solutions:
AI Meeting Recap & tasks generator
Using the app, Anna records her client meeting, allowing AI to generate a transcript and summarize key points. When she opens the project, an AI-generated meeting recap provides key notes and suggested action items. The system recommends tasks like sending a proposal or scheduling a follow-up meeting, keeping her organized and ensuring nothing falls through the cracks. With just a few clicks, Anna stays on top of her assignments and keeps the project moving forward—without the hassle of manual note-taking.
Anna’s workflow is now seamless. She efficiently captures, nurtures, and enriches client relationships, giving her more time to focus on her craft, grow her business, and deliver outstanding creative work.