Caitlyn Gray

The solution is automation! For the past four years, I have helped set up business tech and craft custom back-end workflows to automate client communication and busy work. My mission is to help you thrive and impress those amazing customers you have worked so hard for. Let's get you set up for success so you can refocus on the heart of your business!

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Jobs
13
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Marion, IA
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English
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Pro Since 
2021
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Setup & Workflows

Full Service Setup

Full Service Setup -

Fail-proof your business with strategy-infused setups that help you run your company with ease! Together, we will walk through your business and create a map of the best path for customer success mixed with automation. Afterward, I will take this map along with your biz assets (branding, copy, contracts, etc.) and completely set up HoneyBook from start to finish.


Your setup includes everything from basics to emails, smart file creation & design, automation sequencing, etc. You will receive post-setup support and a live call going over everything upon completion.


Included in Setup/Revamp

  • Automation Strategy Call
  • Complimentary settings integration
  • Complimentary Form / Smart File creation
  • Form / Smart File branding
  • Canned emails
  • Scheduler set up / integrated
  • Automations for each service created
  • Off-boarding tech demo
  • Off-boarding live call
  • Off-boarding support period
Setup & Workflows

Full Service Setup

Full Service Setup -

Fail-proof your business with strategy-infused setups that help you run your company with ease! Together, we will walk through your business and create a map of the best path for customer success mixed with automation. Afterward, I will take this map along with your biz assets (branding, copy, contracts, etc.) and completely set up HoneyBook from start to finish.


Your setup includes everything from basics to emails, smart file creation & design, automation sequencing, etc. You will receive post-setup support and a live call going over everything upon completion.


Included in Setup/Revamp

  • Automation Strategy Call
  • Complimentary settings integration
  • Complimentary Form / Smart File creation
  • Form / Smart File branding
  • Canned emails
  • Scheduler set up / integrated
  • Automations for each service created
  • Off-boarding tech demo
  • Off-boarding live call
  • Off-boarding support period
Setup & Workflows

File & Template Design

Setup & Workflows

HoneyBook Optimization

Need another pair of eyes on your business? Are you still wondering if everything is set up correctly in your account? When booking a HoneyBook Optimization session, you will receive an account audit and a video/document of what things could be improved to ensure your account is fully optimized for future use.

Setup & Workflows

HoneyBook Strategy Call

Ready to get your hands dirty and work together 1-on-1 in your HoneyBook account? Booking a Strategy Call together gives you personal time with me to ask any questions, from how to set up smart files, to organizing your assets, creating automations, getting some extra system training, and much more. Your Strategy Call includes a recording of our time together and a follow-up PDF of session notes and next steps.

Setup & Workflows

HoneyBook Courses

Setup & Workflows

Configure Company Settings

Setup & Workflows

Configure Scheduling

Setup & Workflows

Email Templates

Setup & Workflows

Integrations

Setup & Workflows

Post Setup Support

Setup & Workflows

Contact Form Setup & Integration

Setup & Workflows

Template Setup

Setup & Workflows

Training Resources

Design & Branding

Template Design

Design & Branding

Branding

Design & Branding

Brand Collateral

Business Strategy & Coaching

Business Coaching

Design & Branding

Design

Business Strategy & Coaching

Client Journey Strategy

Business Strategy & Coaching

Brand Strategy

Business Strategy & Coaching

OBM

Marketing & Sales

Instagram

Marketing & Sales

SEO

Marketing & Sales

Facebook Ads

Virtual Assistant

Blog Management

Virtual Assistant

Social Media Management

Virtual Assistant

General Business Management

Virtual Assistant

Technology / Systems Management

Finance & Legal

Legal

Finance & Legal

Bookkeeper

Finance & Legal

Accountant

Portfolio

Reviews

Showing ? reviews of ?
Lynda O.
October 26, 2022

"Caitlyn was a dream! She was so patient and understanding of my frustrations. I never would have figured out the new smart files without her step by step help. I will definitely be calling on her in the future!"

Services Booked: Strategy Call

Response from
Lynda O.

Cynthia B.
October 26, 2022

"Working with Caitlyn was a terrific experience! She went above and beyond to make sure that I fully understood what we were building together. I will recommend her to anyone that is looking for services like this. Thank you again, Caitlyn. You are a ROCKSTAR!"

Services Booked: Strategy Call

Response from
Cynthia B.

Patrick C.
December 13, 2021

"Caitlyn was awesome! She went above and beyond our expectations. She is very detail-oriented, organized, and accommodating to make sure we understood all aspects of the plan she put in place."

Services Booked: Full Service Setup

Response from
Patrick C.

Hunter M.
April 4, 2022

"Where do I begin?! Caitlyn literally took our business to an astronomically new level, where I am able to spend more time with my family doing the things we love! She streamlined our business so that we were able to still be personable while also being incredibly professional. Caitlyn clearly communicated every step of the process, where it was easy for us to make the transition from overworked to streamlined! We are enjoying life while also being profitable! If that’s what you’re looking for, this is your girl!"

Services Booked: Full Service Setup

Response from
Hunter M.

Sarah C.
October 17, 2022

"I love the HoneyBook setup!! The selection style of booking is helping people book our rental upgrades right away instead of waiting forever, so I love that!"

Services Booked: Full Service Setup

Response from
Sarah C.

Baleigh R.
June 17, 2022

"11/10 recommend Caitlyn with System & Strategy!! She is such a gem to work with; her responses are quick and effective, + she absolutely knows her stuff!! She will make sure any and all workflows work best for you and your business. She not only made sure my workflow was a perfect fit for me but easy and professional for my clients!! Book her, you will not go wrong!! I'm so thankful I hired her! She is hands down the best!!"

Services Booked: Full Service Setup

Response from
Baleigh R.

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."

Response from
Marly D.

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."

Response from
Caitlin H.

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."

Response from
Katie M.

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!"

Response from
Katherine S.

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