Your client experience deserves more than scattered spreadsheets and wishful thinking. That’s why I help business owners streamline their workflow with HoneyBook—so you can run your business with clarity, confidence, and profitability (minus the chaos). Still, considering the DIY route? I get it. However, time is too valuable to waste on setups that lead to frustration, missed leads, and wasted hours. A pro setup means no guesswork—just smooth growth and a system that works from day one.
In just 90 minutes, we’ll get laser-focused on your priorities and work live through the things you need help with. No fluff, no distractions—just straightforward, immediate implementation to take your business forward. Pick a day and come ready for action! Includes:
I am feeling relieved, confident, and a little bit sad that I don't get to work with Caitlyn anymore! I am a new business owner, and I can't imagine having the confidence to start my business without having this personalized Honeybook system in place that Caitlyn set up for me. I feel like it is my lifeline, and it gives me the confidence to go into each project knowing that everything is set up and ready to go. The peace of mind this system creates for someone like me who likes to have creative control but is also in a constant state of fear that I'm going to drop the ball or forget something is, honestly, invaluable. Honeybook is now fully customized and personalized to my business and will carry my clients through every step of the process with little back-end work needed on my end. What could be better than that? Caitlyn was friendly, helpful, quick to reply, and I felt like we spoke the same language! Even when I was learning and figuring out what I wanted, Caitlyn was happy to offer advice and guidance without judgment. She made me feel like I was more prepared and further along than I felt like I was, and she communicated in a way that met me at my level of knowledge without talking down to me. I could not be more grateful for Caitlyn or offer a higher level of recommendation for her services. You will NOT regret working with her! I know it sounds like this is too good of a review to be real, but I assure you, Caitlyn is just that good.
Industry: Home Organization
Services Provided: VIP Week
Iʻve gained more confidence in using HoneyBook. The training was easy to understand and it was customized to my needs.
Industry: Bookkeeping
Services Provided: Workflow Intensive
"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
"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
"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
"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
"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
"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
"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."
"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."
"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."
"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!"
Take a look through their website and read up on their specialties and offerings to see what matches your plan and personality. Rest assured, all of our Pros are HoneyBook experts, no matter who you choose, you’re in good hands.
Pros have a comprehensive knowledge of all things HoneyBook. They can help with anything you need, including creating templates, emails, brochures, contracts, proposals, questionnaires, and contact forms as well as workflow design and analysis, account set up and even custom branding.
Each Pro determines their own pricing depending on their offering and the services you need. HoneyBook Pros are independent business owners, just like you! While we recommend them as experts, HoneyBook does not set prices or service requirements. That’s between you and your Pro.
There are a number of businesses offering similar services. Those listed here are just a handful we know of. If you don’t find a fit with one of these Pros, take a look in the HoneyBook Community where you can make connections with others or post your questions to the HoneyBook community. And as always, the HoneyBook Support team is here for you at concierge@honeybook.com.
A HoneyBook Pro offers specific services that map out your business processes and optimizes them using HoneyBook. provide education in a variety of topics (marketing, how to communicate with clients, best practices, etc.) that help small business owners grow.
