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Jese Gary

Greeneyedambition

As a small business operations expert, I specializes in streamlining processes and maximizing efficiency for entrepreneurs and small business owners. With my strategic thinking, innovative solutions, and industry experience, I have helped numerous businesses achieve remarkable growth. From operational audits to workflow optimization and software implementation, my holistic approach drives productivity and profitability. With a focus on cultivating high-performing teams, I empower businesses to thrive in a culture of collaboration and continuous improvement. Unlock your small business's true potential! I specialize in creating systems for service-based and event industry businesses. I have over 12 years in the industry with multi-vendor setups.

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5.0
(86)
336
completed projects
English
Dallas, TX

About

As a small business operations expert, I specializes in streamlining processes and maximizing efficiency for entrepreneurs and small business owners. With my strategic thinking, innovative solutions, and industry experience, I have helped numerous businesses achieve remarkable growth. From operational audits to workflow optimization and software implementation, my holistic approach drives productivity and profitability. With a focus on cultivating high-performing teams, I empower businesses to thrive in a culture of collaboration and continuous improvement. Unlock your small business's true potential! I specialize in creating systems for service-based and event industry businesses. I have over 12 years in the industry with multi-vendor setups.

Service Expertise

HoneyBook Setup
HoneyBook Optimization
HoneyBook Strategy Call
Clientflow Mapping and Strategy
Lead Capture
Automation

Industry Expertise

Events
Catering / Food and Beverage
DJ / Musician
Hospitality
Franchise

Meet the Pro

Working with Me

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Services & Rates

Strategy and Roadmap Package
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Service Overview:

In the fast-paced world of business, having a clear strategy and roadmap for your back-office operations is essential for long-term success. Our Strategy and Roadmap Package is designed to guide your business on the path to operational excellence. Through a collaborative and results-driven approach, we work closely with you to assess your current operations, identify pain points, and chart a strategic course to optimize and streamline your business process.

Key Features:

  • Comprehensive Assessment: We begin by conducting a thorough assessment of your e› back-office operations. This includes an in-depth analysis of your processes, systems, an workflows.
  • Strategic Planning: With a deep understanding of your business goals and challenges, we develop a customized strategic plan tailored to your specific needs. This plan serves as ti foundation for operational improvements.
  • Roadmap Creation: We create a detailed roadmap that outlines the step-by-step process to achieve your operational objectives. This roadmap provides clarity on what needs to be be done and when.
  • Actionable Recommendations: Our experts provide you with actionable recommendations and solutions to address pain points and inefficiencies in your operations. These recommendations are practical and designed to yield measurable results.
  • Implementation Guidance: We guide you through the implementation of recommended changes, ensuring a smooth transition and minimal disruption to your daily operations.
  • Performance Metrics: To measure progress, we establish key performance indicators (KPls) and benchmarks. These metrics help track the success of the implemented changes and ensure they align with your strategic goals.
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Starts at
$
1000
HoneyBook Basic Package
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The HoneyBook Setup process helps streamline your booking and order system. The package includes templates and graphics. This option is perfect for simple service businesses.

THIS PACKAGE INCLUDES THE FOLLOWING:

  • One multi-step automated workflow
  • 1 Appointment type for automated client scheduling (i.e. - Discovery Call)
  • Upload 10 Email Templates
  • Upload/Create 1 Proposal Template
  • Upload/Create 2 Questionnaire
  • Upload/Create 1 Brochure
  • 1 Lead Capture Form
  • Upload 3 Package Templates
  • All are designed to reflect your brand settings (colors, logo, imagery, fonts)
  • One customized training video specific to your system setup Post Service Support:
  • Seven days' support following delivery

Automation is created based on your business. In addition, you will receive a system walk-through to ensure a smooth transition to the platform

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Starts at
$
1500
HoneyBook Audit
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Schedule a consultation to discuss your HoneyBook workflow and structure. The talk will help clarify how to improve your existing system.

THIS PACKAGE INCLUDES THE FOLLOWING:

  • 60-minute consultation via Zoom
  • Complete review of your HoneyBook
  • Written action plan and templates to implement into your existing workflow
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Starts at
$
197
Full Service Client Relationship Management
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Comprehensive System Setup:

  • Configure a robust CRM system tailored to your industry and goals
  • Integrate email marketing and communication tools for holistic client management
  • Implement client portal or customer service ticketing systems.

Data Migration and Cleanup:

  • Migrate and cleanse existing client data for accuracy and completeness
  • Ensure GDPR and data privacy compliance during data migration

Staff Training and Ongoing Support:

  • Provide in-depth training for your team on utilizing the CRM for client engagement
  • Offer ongoing support and troubleshoot any technical issues

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Starts at
$
2500
HoneyBook VIP Setup
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This service provides you with a done-for-you service for your HoneyBook platform. I help to streamline and manage your business processes. We'll have a conversation to discuss your business, your daily tasks, and your current challenges. This VIP service will help you to stay on track and keep your business running smoothly.

THIS PACKAGE INCLUDES THE FOLLOWING:

  • 60-90 Minutes Mapping Session
  • Up to 3 multi-step automated workflows
  • 1 Appointment type for automated client scheduling (i.e - Discovery Call)
  • Upload 15 Email Templates
  • Upload/Create 2 Proposal Templates
  • Upload/Create 2 Questionnaires
  • Upload 2 Smartfiles/Brochure
  • Upload/Create 2 Lead Capture Forms
  • Upload 10 Package Templates
  • Create applicable custom smart fields -Customize Pipeline
  • All are designed to reflect your brand settings (colors, logo, imagery, fonts)

Training Support:

  • 30 days' support following delivery
  • 1 customized training video specific to your system setup

Automation is created based on your business. In addition, you will receive a system walk-through to ensure a smooth transition to the platform.

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Starts at
$
2100

Reviews

Rick T.
 | 
December 1, 2022

"As the owner of Rick Tiggz Entertainment, I hired Jese to help with my automations and business processes in HoneyBook. Between having another 9-5, and running my business, I don’t have the time to do all the admin work on my business. This is where Jese steps in! I needed contract files, brochures, proposals, contracts updated, and automations. Jese and her fierce work ethic, knowledge and skills have allowed me to book several events with out me needing to do anything but make a phone call. My business was lacking in the area of being automated and Jese has knocked this out of the park for me! I highly recommend Jese for all business matters because she is a true pro! We often joke about her running my day to day! But it is good to know that she is just a phone call away when I need her!"

Services Booked: Full Service Setup

Response from
Rick T.

5
Vicki G.
 | 
November 1, 2022

"This was the first time I ever reached out to someone to be a business coach for us, and what can I say? I am very pleased with the results we have had! We touched topics from social media, hiring, and even switched us over to HoneyBook. That was a smooth transition! Jese understood the struggles and made everything easy with a clear step to step "roadmap". It doesn't matter what industry you're in, business growth is universal. I will for sure be sending more people to her."

Services Booked: HoneyBook Strategy Call


Response from
Vicki G.

5

Learn from Jese Gary

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How do I decide which Pro is best for me?

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.

What does a Pro do?

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.

How much do Pros cost?

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.

Are Pros the only people offering help with HoneyBook?

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 Facebook 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.

What's the difference between a HoneyBook Pro and a HoneyBook Educator?

A HoneyBook Pro offers specific services that map out your business processes and optimizes them using HoneyBook. HoneyBook Educators provide education in a variety of topics (marketing, how to communicate with clients, best practices, etc.) that help small business owners grow.