HoneyBook Setup Services
STREAMLINE YOUR BUSINESS & SIMPLIFY YOUR WORKFLOWS
STREAMLINE YOUR BUSINESS & SIMPLIFY YOUR WORKFLOWS
What’s Included?
✔ Strategy Session – A deep dive into your client process to create workflows that fits your business.
✔ Scheduler Setup – Make booking effortless with a system tailored to your availability.
Running your business shouldn’t mean juggling endless admin tasks. With a custom HoneyBook setup, your client process works smoothly behind the scenes—so you can focus on what you do best.
✔ Branded Smart Files – Professionally designed proposals, contracts, and invoices that match your brand.
✔ Canned Emails – Pre-written email templates to save you time and ensure consistency.
✔ Automations – Set up workflows that handle client follow-ups, reminders, and tasks for you.
✔ Client Portal Branding – A white-labeled space where clients can easily access their files.
✔ Invoices & Payment Plans – Streamline invoicing and automate payment reminders.
✔ Testing & Review – A full walkthrough to ensure everything runs as expected.
✔ 30 Days of Support – Need help? I’ll be here to answer questions as you start using your new system.
A HoneyBook setup is perfect if:
✔ You’re spending too much time manually sending emails, contracts, and invoices.
✔ You worry about forgetting follow-ups, deadlines, or important client details.
✔ You want an organized, automated system but don’t know where to start.
✔ You’d rather focus on working with clients than figuring out the tech side of things.
Who Is This For?
How It Works
1.
Discovery Call
Let’s chat about your business and see if we’re a good fit.
2.
Sign Up
If we’re aligned, you’ll receive a proposal, contract, and invoice (50% deposit required).
3.
Strategy Session
We’ll map out your client experience from inquiry to offboarding.
4.
HoneyBook Setup
I’ll handle all the setup, with a turnaround of about two to three weeks.
5.
Final Walkthrough & Support
You’ll get a full review of your setup plus 30 days of support as you start using it.
Your Investment
Starting at $800 USD per setup
