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Karly Whitaker

Karly Whitaker

I'm here to help you optimize your business and create a seamless client experience with my custom-tailored services. You can count on me to provide the right solutions that will give you peace of mind and take your business to the next level of success. Let me be your friendly and reliable HoneyBook Pro who will support you every step of the way!

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5.0
(86)
135
completed projects
English
Calgary, Canada

About

I'm here to help you optimize your business and create a seamless client experience with my custom-tailored services. You can count on me to provide the right solutions that will give you peace of mind and take your business to the next level of success. Let me be your friendly and reliable HoneyBook Pro who will support you every step of the way!

Service Expertise

HoneyBook Setup
Template Design
HoneyBook Strategy Call
Automation
Elevate Client Experience
HoneyBook Optimization
Clientflow Mapping and Strategy

Industry Expertise

Photographers
Business Consultants
Venues
Health and Wellness Professionals
Entertainment
Virtual Assistants

Meet the Pro

Working with Me

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Services & Rates

HoneyBook Revamps and Setups
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Description: Are you tired of spending countless hours manually sending your clients emails, brochures and proposals? I can make this process easy and user-friendly. By automating your business processes, you'll have more time to focus on your expertise and provide an exceptional client experience.

Using my process mapping spreadsheet, we will map out your client journey and create a streamlined, automated process to attract and retain clients. I will handle creating and implementing all templates and automations, ensuring that your account is fully set up and ready for your next client.

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Starts at
$
997
HoneyBook Intensives
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Description: During our 2 hour Zoom Call, I will make on-the-spot updates while you observe. Before our intensive, you will grant me access to your account so we can tackle the items you have been avoiding on yourHoneyBook to-do list.

Together, we will optimize your account to leave you feeling confident and ready to take on your business goals with tangible results.

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Starts at
$
697
HoneyBook Automation Support
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Description: During our 90 minute Zoom Call, we will use my process mapping spreadsheet to outline your unique client journey. If you aren’t exactly sure what you want your client journey to look like, don’t worry! I will provide my advice and suggestions.

This spreadsheet will help us create a personalized and engaging experience to set your business apart from the competition. Once the call is over, I will request access to your account to build the automation(s) we outlined.

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Starts at
$
497
HoneyBook Strategy Call
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Description: During our 60 or 90 minute Zoom Call, you will share your screen with me, and we will discuss your unique challenges and develop customized solutions to meet your business objectives.

Whether you need help navigating HoneyBook, optimizing your Smart File, or learning about the newest features, I am here to guide you through the entire process. After the call, I will send you the recording for you to reference at any time.

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Starts at
$
297

Reviews

Anita C.
 | 
January 18, 2024

"Karly was an invaluable partner in mapping out my client's journey. As a solo business owner, I was completely overwhelmed managing client communication on top of running my event venue. Karly's own experience as a business owner made her a powerful and savvy ally for streamlining verbiage, process, and overall client flow when mapping out my own client journey. Karly was able to implement in days what would have taken me months. Now my client's HoneyBook experience is sleek and professional, and my experience is automated, organized and efficient. Run--don't walk--to hire Karly for your HoneyBook needs. She is nice, savvy, and great at what she does. Investing in her services was one of the smartest business moves I've made."

Services Booked: HoneyBook Setup

Industry: Event Venue

Response from
Anita C.

5
Dixie B.
 | 
June 21, 2023

"Karly made the entire setup process easy and she was very supportive throughout the whole experience."

Services Booked: Full HoneyBook Setup

Response from
Dixie B.

5
Krystal R.
 | 
June 21, 2023

"I reached out to Karly for some assistance with getting my automations set up, and other small random things that I needed clarification on. Not only was Karly extremely knowledgable with HoneyBook, she wasted no time getting to the root of my requests. Having a shared screen was genius - she was able to direct me throughout the platform which was a bonus for someone like me who "learns by doing". Karly even addressed a couple of common issues/settings that HoneyBook users may have switched on and not realize how it's affecting the process. I am so grateful to Karly and the hours ofYouTube videos she saved me from!"

Service Booked: HoneyBook Strategy Call

Response from
Krystal R.

5
Deborah N.
 | 
June 19, 2023

"Karly's manner is focused and direct. There was no fussing about. She was fully prepared, had a deep understanding of the target I wanted to hit and she got me there. I was amazed she was able to get me set up with not one, but TWO automation during our 1.5 hour session and we still had a few minutes for some random questions. Karly patiently and adeptly guided me through the entire set up of the two automations and the testing process, so we were certain they worked. I would say, once you have a handle on what HoneyBook can do for your, don't waste your valuable time trying to set up everything on your own. Karly will set it up with you, so by the end of your session, it's done! Her service is worth every penny. Karly got me from A to B in 1.5 hours instead of the 5 or more days of hair-pulling madness I would have endured on my own."

Services: HoneyBook Optimization

Response from
Deborah N.

5
Lexi H.
 | 
April 25, 2023

"If you’re contemplating whether this is worth it, it SO is! Look no further to give the client experience you’ve dreamed of and the time back in your life to achieve a work life balance! Karly was amazing and made this whole process that seemed so daunting, a breeze! I am so so so happy I made this jump and most importantly used Karly!"

Services Booked: HoneyBook Optimization

Response from
Lexi H.

5
Joy G.
 | 
January 9, 2023

"Karly was great to work with using HoneyBook. She was patient and had a great deal of knowledge about HoneyBook and how it could help me save time and present professionally to our clients. I was hesitant to book a Pro but I am so glad I did. It would have taken me months and many hours to accomplish what we did together in 90 mins. I will definitely be hiring her again soon to elevate my business even more."

Services Booked: Full Service Setup

Response from
Joy G.

5
Elizabeth L.
 | 
October 11, 2022

"Karly was such a big help, she helped me set up my workflow she answered all my questions. She gave me tips and strategies that could help me potentially get more clients and bookings. She asked me what I needed help in, and she helped me with every question I had. She was very nice and professional and didn't rush me, and she also got straight to the point. I'm very excited to put to use all the good information she gave me, I would recommend her 10 out of 10."

Services Booked: HoneyBook Strategy Call

Response from
Elizabeth L.

5
Jocelyn G.
 | 
August 4, 2022

"Karly did a great job helping me map out my automations. She helped me created beautiful smart files that have elevated my brand. I would definitely recommend her to anyone wanted to improve their customer journey while saving themselves time and money."

Services Booked: HoneyBook Strategy Call & HoneyBook Optimization

Response from
Jocelyn G.

5
Adacia M.
 | 
July 19, 2022

"I love Karly! This was my first time truly investing in my business so that I could work smarter and not harder. I learned so much from her before the Automations were built. The homework forced me to streamline my process on paper and evaluate the services I provide. I am very grateful for her service. Worth every cent!"

Services: Full HoneyBook Setup

Response from
Adacia M.

5
Staci P.
 | 
June 10, 2022

"Working with Karly has been an absolute game-changer. Her knowledge and expertise with setting up workflows and automations is helping me save so much time and money in my client onboarding process. I found her to be friendly, extremely detail-oriented, and systematic. Her method led me through an easy to understand, step-by-step process. I'm so glad I found Karly!"

Services Booked: Full Honeybook Setup

Response from
Staci P.

5
Tiffany B.
 | 
June 15, 2022

"Before working with Karly, I was so frustrated trying to figure out how to set automations in HoneyBook. I had spent hours trying, and even after working with a teammate, couldn't get it right. During my strategy session with Karly, she helped me understand the process, set up the automation, and test it. She also helped me streamline my service packages to eliminate clutter, enhance our brochure, and correct an issue with image rendering. I'm so glad I was able to get it all done with Karly in a single session and appreciate her donating a few extra minutes to make sure I was satisfied."

Services Booked: HoneyBook Strategy Call & HoneyBook Optimization

Response from
Tiffany B.

5
Mary K.
 | 
June 8, 2022

"Karly was very pleasant, helpful, and easy to contact. She was very patient with my many questions and explained things well. She gave me the confidence I needed to continue with HoneyBook."

Services Booked: Full HoneyBook Setup

Response from
Mary K.

5
Danielle V.
 | 
March 24, 2022

"The whole process was too easy! I'm excited that my clients will now feel the same when dealing with my company! Anyone who is trying to run a business knows how precious our time is and this was a massive time saver. I cannot recommend enough! My ONLY regret is that I didn't just pay her to do it all in the first place. (Screw the YouTube tutorials!) Save yourself the time & frustration & just sign up with Karly!"

Services Booked: Full HoneyBook Setup

Response from
Danielle V.

5
Dayna L.
 | 
April 20, 2022

"Karly was amazing. She helped me to strategize how to move forward with several different services under one company umbrella. Getting smart files right was essential to making my life less chaotic. Karly taught me to automate and professionalize my brand."

Services Booked: HoneyBook Strategy Call & HoneyBook Optimization

Response from
Dayna L.

5
Katie D.
 | 
April 6, 2022

"Karly was professional and efficient. She was patient with a technical difficulty and really helped me and my associate get set up and clear on how to do business with HoneyBook best."

Service Booked: HoneyBook Setup and Troubleshooting

Response from
Katie D.

5
Ash M.
 | 
March 28, 2022

"If I could add more stars to my review, I would. Karly is incredibly patient, organized and keeps things simple as she guides you through setting up and troubleshooting your HoneyBook. Karly also takes the time to understand your business needs and how HoneyBook could work better to suit you beyond the obvious tools (like contracts and invoicing) that most folks gravitate to HoneyBook for."

Service Booked: HoneyBook Setup

Response from
Ash M.

5
Laura P.
 | 
March 11, 2022

"Karly was excellent to work with!! She had answers to all of my questions, and was always willing to help me out if I got stuck on something. Would highly recommend!"

Service Booked: Automation and Smart Files Setup

Response from
Laura P.

5
Maria C.
 | 
October 20, 2021

"For the life of me I couldn't figure out how to trigger an automation. I was stuck & spent hours trying to figure it out. I finally gave up and asked Karly to help me. She explained how the workflows work & set it up for me in just a little bit of time. I wish I contacted her sooner then I wouldn't have wasted so much of my time! Karly was fantastic! My brochures look great, my forms all work well & the workflow - WORKS so I don't have to. 😍"

Service Booked: Workflow and Automation Setup

Response from
Maria C.

5
Haley D.
 | 

"Karly was absolutely amazing to work with! From the moment I met her on the discovery call, I knew she was the right fit for our business. She was personable, knowledgeable, and very thorough in explaining her services and how they can be tailored to exactly what we needed. There was even a new feature that HoneyBook rolled out ... she did all the research and learned exactly how to maximize it in the workflows we were creating. I truly appreciated that so much. Before working with Karly, we used probably 10% of what HoneyBook had to offer. We were doing so many key processes like creating proposals and generating contracts manually for every new lead. Karly was incredibly thorough, and reviewed the final deliverables in great detail. She recorded the call so we could share it with our VA, and though she does offer troubleshooting/support after she's finished, we never used it because everything was PERFECT! I would absolutely recommend Karly, and plan to use her services in the future to streamline other systems we've put in place!"

Response from
Haley D.

5
Kelsey B.
 | 

"The transformation Karly provided me was second to none. She went above and beyond explaining the process out step by step. And she was available to me as needed after to assist with anything I may have had. Karly's work allows for a more fluid process onboarding potential clients, leaving me more time to focus on my own clients' work. Before working with Karly, my onboarding was extremely manual. I did not even have a contact form. I would just schedule calls with prospective clients without knowing any sort of background on them. Each step of my onboarding required another email to be prepared and sent, leading to me spending hours onboarding clients without actually working on what needed to be done. After being completed overwhelmed by the amount of new potential clients I had coming at me, Karly put systems in place to help with the flow and scheduling with my Onboarding. This has saved me so much time already without having to send out multiple emails with documentation requests."

Response from
Kelsey B.

5
Riz W.
 | 

"I am so thankful for Karly! Within a matter of days she transformed my onboarding and booking process to be the most automated it's ever been! HoneyBook is my favorite part of my business now. She helped me the most by helping me work through and clean up my workflows and then the cherry on top, she helped me build out the Automations so they were set up perfectly! Before having Karly transform my HoneyBook, I was sending some things through HoneyBook, but most of it was manual and I had no way of tracking leads.Thanks to Karly, I now have a clear onboarding process, seamless automation, and templated documents that I can easily adjust and send to current and potential clients."

Response from
Riz W.

5

Learn from Karly Whitaker

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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.