Which business platform is right for me?

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Quiz Questions

1.
Which business category are you in?
- A.
  Photographer, videographer
- B.
  Marketing, social media, or business consultant
- C.
  Wedding pro, event venue, DJ, hair/makeup, floral designer
- D.
  Graphic, web, or interior designer, creative artist
- E.
  Retail business with physical goods
- F.
  Coach or other service-based business
2.
What does your business do?
- A.
  I offer done-for-you services (design, planning, coaching, etc.)
- B.
  I'm looking to sell courses, templates, or digital products
- C.
  I run a product-based or ecommerce business
- D.
  I'm just starting out and exploring my options
3.
Do you have a team?
- A.
  Nope, it's just me—flyin' solo!
- B.
  Possibly in the future. May hire a VA down the road?
- C.
  Yes, team is growing need 3+ or more of them to use HB
4.
Do you need to manage multiple companies under one account?
- A.
  No just one, please!
- B.
  Let's start with one and see how it goes?
- C.
  Yes, we need to segment our existing brands
5.
Would inquiry forms help you capture new leads or book clients?
- A.
  Yes! Probs need 2 forms to start
- B.
  100% I'll easily need up to 10 at first
- C.
  Oh yeah, many as possible, baby! Bring on the bookings!!
- D.
  Uh, my biz doesn't really run like this
6.
Do clients need to self-schedule like they can with Calendly or Acuity?
- A.
  Yes!! I need clients to self-schedule + receive reminders!
- B.
  No, I prefer to handle scheduling/reminders manually
- C.
  I'm not sure if they need to schedule with me...maybe?
7.
Do you want HB to auto-generate Zoom/Google links for meetings?
- A.
  YES, that would save me a lot of time!
- B.
  No, I use other meeting tools.
8.
Would automations to send files, emails, and followups based on client actions help?
- A.
  Absolutely, as long as I can customize things if needed!
- B.
  I'm open to exploring automations, for sure
- C.
  I don't think I'm there yet
9.
Do you want an AI Assistant to draft emails/replies and take notes on calls?
- A.
  No, I prefer to handle all of that myself
- B.
  I'm *very* curious to try it out
- C.
  Yes!!! Love using AI to my benefit
10.
Just a few more quick ones... do you plan to integrate Quickbooks Online?
- A.
  Yes, I already use Quickbooks Online for accounting!
- B.
  Still very new, but I may use that in a few months
- C.
  No, I use a different accounting tool
11.
Would Zapier integrations with apps like Mailchimp, Trello, or Slack be useful?
- A.
  I don't know what those words mean LOL
- B.
  I'm exploring integrations so that would be nice.
- C.
  Yes, I use multiple apps already!
12.
How important is the ability to remove platform branding?
- A.
  I'm indifferent
- B.
  Very!! I want a white label experience with 100% my own brand

Quiz Outcomes

1.
STARTER
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Looks like the Starter Plan is your best fit! 🎉 This plan gives you everything you need to manage clients and get paid, without the extras. It’s the most affordable way to start using HoneyBook, perfect for solopreneurs who don’t need automation just yet. What’s Included: ✅ Unlimited clients & projects (no limits, no extra fees!) ✅ Invoices & contracts to keep everything in one place ✅ Branded client portal for seamless communication ✅ Basic reports to track leads, bookings, and sales ✅ 2 live lead forms to capture and convert inquiries 🚫 Not Included: No Automations (meaning no auto-sending follow-ups or workflows) No Scheduler (clients can’t self-book sessions—Starter includes a Calendar, but it’s not the same!) Limited AI tools 🔹 Need automation, scheduling, or AI-powered workflows? Consider upgrading to Essentials!
2.
ESSENTIALS
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Great choice! The Essentials Plan is HoneyBook’s most popular option—and for good reason. 🚀 If you’re looking to save time, automate tasks, and simplify booking, this plan gives you everything in Starter, plus powerful tools to keep your business running smoothly. What’s Included: ✅ Scheduler so clients can self-book (with automated reminders!) ✅ Automations to auto-send emails, files, and follow-ups ✅ QuickBooks integration for seamless accounting ✅ Up to 2 team members with custom access levels ✅ 10 live lead forms to capture more clients ✅ AI Assistant to help with emails & note-taking ✅ Remove “Powered by HoneyBook” branding for a pro look 🚫 Not Included: Limited to 2 team members (Premium unlocks unlimited) No multiple company management Some advanced reporting features missing 🔹 Want advanced reports, more team members, or multiple company support? Check out Premium!
3.
PREMIUM
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You’re all in, and Premium is built for businesses like yours! 💪 If you need unlimited team members, priority support, and high-level automation, this plan gives you the full power of HoneyBook to scale and streamline your operations. What’s Included: ✅ Unlimited team members with custom access controls ✅ Priority support (skip the line and get help fast!) ✅ Multiple company management under one login ✅ Advanced reports for deep insights into business trends ✅ Unlimited live lead forms (capture leads from anywhere!) ✅ Advanced HoneyBook AI to automate and optimize workflows 🚫 Not Included: Nothing! This is the full package. 🎯 🔹 Need fewer team members and a more budget-friendly option? Essentials might be enough for now!
4.
KAJABI
5.
OTHER

Which business platform is right for me?

This 60-second quiz will help you decide which all-in-one business management tool is right for you. Plus, I’ll share a customized roadmap to get started + how to SAVE on your first year!

Quiz Questions

Quiz Outcomes