SERVICES
You built your business to do what you love—not to spend your days buried in emails, managing a dozen tools, or fixing broken systems.
If things feel disorganized and your operations aren’t keeping up with your growth, I can help. I specialize in setting up and optimizing HoneyBook, Dubsado, and business systems to keep things running smoothly—so you can focus on the big picture.
Is This You?
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Your workflows feel like a patchwork of quick fixes instead of a well-oiled system.
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You’re spending too much time on admin instead of serving your clients.
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Your team (or future team!) needs clearer processes to work efficiently.
If any of this sounds familiar, you’re in the right place.
01. START HERE
The Systems Audit
Find out what’s slowing you down, and what to fix first.
You don’t always need a full rebuild. Sometimes you need expert eyes on what you already have.
I’ll go through your HoneyBook or Dubsado setup from first inquiry to final offboarding, then send you a recorded Loom walkthrough of what I found and a prioritized fix list showing exactly what to tackle first. No calls to schedule, which is perfect when you’re mid-season.
✔ Full review of your client journey, workflows, templates and automations
✔ Recorded Loom walkthrough you can rewatch or share with your team
✔ Prioritized fix list, ranked by impact
✔ Fully asynchronous
Best for: Event pros who have a CRM that “sort of works” and want clarity before investing in a full setup.
$397 USD
Book a full setup within 30 days and your audit fee is credited in full.
02. BUILD IT RIGHT
Honeybook Setup
Your bookings, invoices and workflows, all in one place and actually working.
Whether you’re brand new to HoneyBook or need a refresh, I’ll build a client experience that runs smoothly behind the scenes, so you stop chasing clients and sending the same emails on repeat.
✔ Strategy session to map your client journey
✔ Branded Smart Files: proposals, contracts and invoices
✔ Canned emails and automations
✔ Scheduler setup
✔ Invoices and payment plans
✔ Branded client portal
✔ Testing, final walkthrough and 30 days of support
Best for: Event professionals who want a smoother client experience and an organized back end.
Starting at $1500 USD
Dubsado Setup
From leads to invoices, let’s make Dubsado work for you.
Dubsado is powerful, but only when it’s set up intentionally. I’ll build workflows that guide your clients through every step, so you’re not keeping track of everything in your head.
✔ Strategy session to map your client journey
✔ Custom branded forms: proposals, contracts, questionnaires and lead capture
✔ Canned emails written for each stage of your process
✔ Workflows and automations
✔ Scheduler, packages and payment plans
✔ Customized client portal
✔ Testing, final walkthrough and 30 days of support
Best for: Business owners who want structured, automated processes without the tech headache.
Starting at $2000 USD
Already did your Systems Audit? Your $397 comes off your setup when you book within 30 days.
03. ONGOING SUPPORT
Online Business Management
Your second-in-command, keeping projects on track and your team moving.
You didn’t start your business to answer every Slack message or be the bottleneck on every decision. As your OBM, I turn your vision into a plan and make sure it actually gets done.
✔ Weekly or biweekly strategy calls
✔ Project management inside the tools you already use (ClickUp, Asana, Notion and more)
✔ Team oversight and communication, so you’re not the go-to for every question
✔ Ongoing process improvements
✔ Launch, hiring and CRM projects handled alongside your day-to-day
Best for: Growing event businesses that need structure, accountability and calm growth.
Up to 30 hours/month — starting at $1,500 USD
Up to 60 hours/month — starting at $2,800 USD
- 3 months minimum commitment
Let’s Get Your Business Running Smoother
You don’t have to do this alone. Whether you need a system built from scratch, a refresh of your current setup, or hands-on management, I’m here to help.
