Caitlyn Gray

The solution is automation! Refocus on the heart of your business! I help craft custom back-end workflows to automate all the client communication and busywork. My mission is to help you thrive and impress those amazing customers you have worked so hard for.

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Jobs
7
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Marion, IA
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English
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Pro Since 
2021
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HoneyBook Setup

Configure Company

Curating and implementing all "company settings" are provided complimentary during a HoneyBook Systems Setup.

HoneyBook Setup

Configure Scheduling

Curating and implementing all "scheduling" is provided complimentary during a HoneyBook Systems Setup.

HoneyBook Setup

Email Templates

Writing copy can be time consuming! We believe in taking this off your plate and implement custom email templates/copy specifically for your business. This is included in every HoneyBook Systems Setup.

HoneyBook Setup

Setup Integrations

Implementing Zapier is an optional "add-on" during a HoneyBook Systems Setup.

HoneyBook Setup

Post Setup Support

Every HoneyBook Systems Setup includes a 60-min Demo/Q&A time with us as well as 21-days of email support. This ensures you get your questions answered and are able to request any changes needed for your specific system.

HoneyBook Setup

Setup Contact Form(s)

All contact forms needed for your business are created together. Clients also receive instructions on how to integrate the form to their website and social accounts.

HoneyBook Setup

Template Setup

Curating and implementing all "templates and packages" are included as part of a HoneyBook Systems Setup.

HoneyBook Setup

Training Resources

Every HoneyBook Systems Setup includes recorded training videos made just for YOU. This ensures you are able to navigate the platform efficiently! Every client also has the ability to request custom videos for your setup to help ease of access.

HoneyBook Setup

Setup Automations

Automations are one of the most important pieces during a HoneyBook Systems Setup. Every client starts the process with a pre-setup questionnaire and a 60-min strategy call with us. Because implementing Automations is more than setting a bunch of triggers, the strategy call is where we take a deep dive into your business looking for the best way to create a custom client journey made specifically for YOU. After the journey is mapped, your Automations are implemented.

HoneyBook Optimize

Audit Company Settings

HoneyBook Optimize

Audit Templates

Already have your HoneyBook Setup and want a fresh pair of eyes to look over your process?   We offer audits and template updates for your business upon request to make sure your system is optimized, branded, and flowing well.

HoneyBook Optimize

Optimize Integrations

HoneyBook Optimize

Optimize Lead Capture

HoneyBook Optimize

Optimize Automations

Need to add new Automations to your HoneyBook System? We offer time to strategize with you on the best "flow" for your new service offering and integrate it after.

HoneyBook Design

Design

HoneyBook Design

Branding

HoneyBook Design

Brand Collateral

HoneyBook Strategy

Business Strategy

We offer coaching to help you talk through your businesses client journey, teach you how to use your system(s) of choice, and show you what is possible. There is no limit to what can be covered during our coaching calls. Every call is 60-mins and includes a pre-call questionnaire, recording of the call, and post call notes.

HoneyBook Strategy

Marketing and Sales

HoneyBook Strategy

Legal

Configure Company

Curating and implementing all "company settings" are provided complimentary during a HoneyBook Systems Setup.

Portfolio

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Reviews

Marly D.

"My experience was fantastic, really, truly fantastic. Everything is streamlined! It's amazing and like a whole new world! I get reminders when I need to send things, it looks really pretty, and I've saved so much more time. Caitlyn was a rock star. She had a great turnaround time, all the right questions, and was able to make edits based on my feedback. It was overall, just a very simple process."

Caitlin H.

"I loved how Caitlyn REALLY cared about how I wanted all of my workflows and emails. When I didn't have an opinion on something, she told me what she would recommend. I am also glad that she scheduled a video call to go over everything she had done and how everything in my system was nicely automated."

Katie M.

"Working with Caitlyn to move all my business workflows into the system, I cannot imagine my life any other way. Gone are the days of endless and frustrating hours fighting with a process that needed drastic improvement. The end result is beautiful on both my end and for my sweet clients. It makes the process of inquiry, booking, communication, invoice delivery, online calendar booking, continued communication, and completion of the project absolutely streamlined, efficient, and the same across the board."

Katherine S.

"Caitlyn is the strategic mind I didn’t know I needed to really optimize HoneyBook to work for me! Not only did she introduce me to new features and automations, but also saved me money on other apps that could be done through HoneyBook! She is the BEST - hire her yesterday!"

Learn from Caitlyn Gray

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