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
8
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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

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. This includes everything from basics, to emails, form design, automation sequencing, etc. Upon completion, you will receive 40 days of post-setup support and a live call going over your new setup.

Setup & Workflows

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. This includes everything from basics, to emails, form design, automation sequencing, etc. Upon completion, you will receive 40 days of post-setup support and a live call going over your new setup.

Setup & Workflows

File & Template Design

Setup & Workflows

HoneyBook Optimization

Setup & Workflows

HoneyBook Strategy Call

Need another pair of eyes on your business? Looking for a bit more training on how to use your system? Confused about how to integrate smart files and automation sequences? Booking a HoneyBook Helper session may be the best fit for you. You have me for 2 hours all to yourself to ask questions, strategize together, design smart files, etc. When the session is over, you will receive access to the recording, a guide of what was covered... and a list of your 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

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.

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

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Reviews

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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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