
4.5
(
7
reviews)
Karly Whitaker
Karly Whitaker
Calgary, Canada
Let’s build a client experience that feels effortless and actually works every time someone books, without having to do it all manually. You didn’t get HoneyBook to spend hours manually typing emails, chasing payments, or fixing broken smart files. You’re here because you want a client experience that feels effortless for you and your clients. I build systems that save you hours each week and deliver a consistent, professional experience from inquiry to offboarding. Nothing slips through the cracks, and you don’t have to do it all manually. You can count on me to deliver solutions that give you peace of mind and take your client experience and your business to the next level.
Specializes in
Projects
249
completed
Language
English
About
Let’s build a client experience that feels effortless and actually works every time someone books, without having to do it all manually. You didn’t get HoneyBook to spend hours manually typing emails, chasing payments, or fixing broken smart files. You’re here because you want a client experience that feels effortless for you and your clients. I build systems that save you hours each week and deliver a consistent, professional experience from inquiry to offboarding. Nothing slips through the cracks, and you don’t have to do it all manually. You can count on me to deliver solutions that give you peace of mind and take your client experience and your business to the next level.
HoneyBook Setup
Template Design
HoneyBook Strategy Call
Automation
Elevate Client Experience
HoneyBook Optimization
Clientflow Mapping and Strategy
System Operations and Management
Lead Capture
Photographers
Business Consultants
Venues
Health and Wellness Professionals
Entertainment
Virtual Assistants
Agencies
Artists and Freelancers
Beauty / Hair and Makeup
Bookkeeping / Accounting
Catering / Food and Beverage
Coaching
DJ / Musician
Doula
Events
Florists
Franchise
Hospitality
Interior Design
Marketing
Rentals
Social Media
Web Designers
Wedding Professionals
Services & rates
HoneyBook Account Audit
Expand DescriptionA HoneyBook Audit is a comprehensive reliability report that evaluates your entire HoneyBook account and delivers a detailed account health score so you know exactly where your system stands.
I'll go through every corner of your account — your automations, workflows, smart files, templates, schedulers, pipeline, lead capture forms, and more — and rate each area against what it should be doing. You'll receive a scored breakdown of every key area along with a summary of findings delivered through a shared Notion report.
This is for you if you want to know whether your HoneyBook is actually set up correctly, or you want a clear picture of your account health before making any changes.
HoneyBook Strategy Call
Expand DescriptionWhether you're brand new to HoneyBook or have been using it for years, this 90-minute call gives you expert guidance on whatever you need. No more Googling or watching tutorials that leave you more confused than before.
You'll screen share as I guide you through whatever's giving you trouble — learning the basics, fixing what's not working, refining your automations, or making sense of a feature you've been avoiding. You stay hands-on, making updates yourself while I walk you through exactly what to do and why. Includes a recording and 3 days of email support.
This is for you if you want expert guidance at any stage of your HoneyBook journey, without someone else taking over your account.
HoneyBook Full Setup
Expand DescriptionYou didn't invest in HoneyBook to still be doing everything manually. You're spending more time writing emails and chasing invoices than actually doing client work, and that's exactly what this service is designed to fix.
This is a complete done-for-you setup including Smart Files, automations, schedulers, pipeline, email templates, and a branded client portal, all built around how your business actually works. Every detail is designed around your process so your clients get a consistent, professional experience from the moment they inquire. Includes a walkthrough call, training videos, and 30 days of Slack support.
This is for you if you want HoneyBook fully built for your business, start to finish, by someone who has done it hundreds of times.
HoneyBook Intensive
Expand DescriptionYou know your HoneyBook needs work. You just don't want to fix it yourself, and you shouldn't have to. Your setup is mostly there but there are parts that are off, clunky, or just not keeping up with your business anymore.
I'll spend 2 hours inside your account fixing things in real time while you watch. Broken automations, a clunky pipeline, messy Smart Files, whatever's been slowing you down. I'll walk you through every change as I make it so you understand how it all works. Includes a recording and 5 days of email support.
This is for you if you want a Pro to come in, clean it up, and get it running the way it should be with way fewer headaches every time you sign in.
Amber G.
Karly is FANTASTIC. I actually can't say enough good things about her and this process. She did a full set up for my law firm and it's been absolutely transformative. The first week we launched with these new systems, I was able to schedule triple the discovery calls we normally do in a week and seamlessly onboard those new clients whereas before, I would have been struggling trying to send everything manually. Highly recommend her and the full setup-- it's totally worth it!
Industry: Online Business Lawyer
Services Booked: Full Honeybook Set up
Ijah S.
Great assistance on editing emails, smart file templates and great editing tips and tricks that save time.
Service: Strategy Call
Industry: Website Designer
Tiffany B.
"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
Staci P.
"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
Sarah W.
I loved working with Karly - as soon as our meeting started she dove right in. We used every minute, made our way through every single item on my wishlist, and I ended the session having everything activated and ready to roll!
Industry: Graphic & Website Design Studio
Services Provided: 2 Hour Intensive
Sarah A.
"It was really eye opening to see all the different features HoneyBook has to offer. I hadn't been using Smart Files and Karly helped take those legacy files to the next level with Smart Files and also introduced automations and other features to keep my brand (ie. logos, fonts, colors) consistent with the files I am sending to my clients. It was a helpful experience, no doubt!"
Services Booked: HoneyBook Automations
Industry: Photography
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."
Melissa M.
"HoneyBook is amazing but it is a bit overwhelming to learn. Working with Karly helped me hit the ground running. She provided the support I needed to move forward."
Services Booked: HoneyBook set up and tutorial
Industry: Photography
Melanie L.
Karly has been an absolute pleasure to work with from the very beginning. She is not only incredibly knowledgeable about HoneyBook and its many features, but also kind, approachable, and genuinely invested in helping her clients succeed. From our very first meeting, she made me feel supported and confident in the platform. Since then, she has graciously answered every little question I’ve had along the way—always with patience and clarity. Most recently, Karly helped me resolve a billing issue, and her responsiveness and efficiency had everything sorted out right away. I can’t speak highly enough about my experience working with her and will continue to recommend both Karly and HoneyBook to fellow creatives and small business owners without hesitation.
Services Booked: HoneyBook Intensive
Industry: Photography
Mckayla S.
I loved working with Karly! HoneyBook is one of my most-used tools in my business, but it's been drastically underutilized, and the automation setup alone saves me SO much time. Plus, I feel like the way you pulled it all together in a way that just made sense was *chefs kiss*
Industry: SEO Strategist + Blog Content Writing
Services Provided: Full Setup
Mary K.
"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
Maria C.
"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
Lexi H.
"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
Laura P.
"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
Krystal R.
"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
Kristen S.
Karly brings a wealth of knowledge and expertise to supporting businesses in streamlining their processes. This is my second time working with her and she helps not only to get you set up but also strategizes with you on the best plan to move forward. She's also very patient and answers all of you questions!
Industry: Change Management Consulting Firm
Services Provided: Honeybook Intensive
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."
Katie D.
"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
Joy G.
"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
Jocelyn G.
"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
Joanne S.
Karly was wonderful to work with. She knows Honeybook so well and she was very patient with me when she was explaining what I needed to do. My business is kind of niche and I appreciate everything she did for me to help me make Honeybook work for me and my clients.
Services Provided: HoneyBook Intensive
Industry: Landscape Design and Garden Podcast
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!"
Ernesto C
Karly has so much knowledge and was very attentive to the pain points I was experiencing with Honeybook. She went way beyond my expectations on what I thought was possible to get done within 2 hours.
Services Provided: 2 Hour Intensive
Industry: Event Entertainment
Erin H.
Karly made the automations needed while on our video call and gave seamless instruction while doing so. My action items were clear, her after session support was timely, and the work implemented was immediate.
Services Provided: Automations for Workflow
Industry: Interior Design
Elizabeth L.
"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
Dixie B.
"Karly made the entire setup process easy and she was very supportive throughout the whole experience."
Services Booked: Full HoneyBook Setup
Deborah N.
"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
Dayna L.
"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
Danielle V.
"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
Brogan S.
Karly was incredible to work with! This is the second time I’ve worked with her and she has transformed by business. She’s so detail oriented and knows Honeybook so well. One thing I love about her is she is QUICK at doing what she does, she’s VERY knowledgeable and can answer any questions you may have. I plan to keep working with her for any future needs for my business!
Services Booked: HoneyBook Revamp
Industry: Photography
Ash M.
"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
Anita C.
"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
Angela B.
Working with Karly on my contracts, workflows, and automations in HoneyBook has been an absolute game-changer! She is knowledgeable, patient, and incredibly detail-oriented, making the entire process seamless and stress-free. Karly took the time to understand my business needs, ensuring that my workflows were not only efficient but also aligned perfectly with how I operate. Her expertise in automations has saved me countless hours, and my contracts are now more professional and streamlined than ever. If you're looking for someone to optimize your HoneyBook system, I can't recommend Karly enough! Her guidance and support have truly elevated my business operations. Thank you, Karly!
Services Booked: Contracts, Automations and Workflows
Industry: Event Rentals
Adacia M.
"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



