Karly Whitaker

I help automate and streamline your client onboarding process for easier integration, fewer hassles, and more sales in your business. So forget about giving away your time to things that can be done by software, and dive into the real money makers!

Contact
Details
Jobs
13
location pin
Calgary, Canada
speech bubble
English
checkmark
Pro Since 
2022
Visit Website
Setup & Workflows

Configure Company Settings

It’s all in the details when it comes to making your client experience seamless. From branded images and colors, a personal email signature, custom preferences, your own domain & client portal, seamless integrations, and bank details, I’ve got you covered for all things custom company configurations.

Setup & Workflows

Configure Company Settings

It’s all in the details when it comes to making your client experience seamless. From branded images and colors, a personal email signature, custom preferences, your own domain & client portal, seamless integrations, and bank details, I’ve got you covered for all things custom company configurations.

Setup & Workflows

Configure Scheduling

There’s no room for error when it comes to your schedule. I’ll make sure your Google Calendar syncs flawlessly and set up your different appointment types. Let’s just say I’m no stranger to efficiency!

Setup & Workflows

Email Templates

Setup & Workflows

Integrations

I’m all about creating automated workflows, even if it means uniting different programs together. Whether you already have your favorite email, calendar, video chat, finance, or scheduling software, your clients won’t experience annoying hiccups when using them.

Setup & Workflows

Post Setup Support

Have a question come up after our time together? Enjoy a whole week of unlimited Slack support where I’ll guide you through any tech troubles.

Setup & Workflows

Contact Form Setup & Integration

I’ll handle the integration here, and embed it right into your website so you’ll be ready to handle your client inquiries right away. I’ll set it to ask your clients all the questions you need to know, and HoneyBook will automatically create a new project in your pipeline. I’ll also customize it with fonts, colors, or content blocks, so everything will be on brand for you!

Setup & Workflows

Template Setup

Think contact forms, brochures, questionnaires, flows, proposals, invoices, contracts, & emails. It’s a lot! But having these templates automated is something you’ll thank yourself for over and over.

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

Here’s where I’ll map out the whole process from your initial lead, to having a paid client, and even past clients! I’m here to help you figure out what the best process is for your specific business that goes hand in hand with our Automations. I don’t just set it all up, I help you create the most effective option for what makes sense in your business.

Business Strategy & Coaching

Brand Strategy

Business Strategy & Coaching

OBM

On top of automations and set ups, I’m also a darn good OBM! I’m here for ongoing support for operations and systems management, team management, client management, and project management. All of the management options are welcome here, and I’ll support you through it.

Marketing & Sales

Instagram

Marketing & Sales

SEO

Marketing & Sales

Facebook Ads

Virtual Assistant

Blog Management

Virtual Assistant

Social Media Management

Virtual Assistant

General Business Management

Marketing to higher ticket clients? Don’t create hurdles for them to jump through in order to work with you. Automations and workflows are the key to making it all too easy for them to say YES to working with you.

Virtual Assistant

Technology / Systems Management

Did you know I can even support you in programs that aren’t HoneyBook? I’m also a pro in Kajabi, ClickUp, Zapier, and other platforms (just ask me!), and can support you with those programs you’re already using. You get the full package around here.

Finance & Legal

Legal

Finance & Legal

Bookkeeper

Finance & Legal

Accountant

Portfolio

No items found.

Reviews

Showing ? reviews of ?
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 Automations and Smart Files

Response from
Dayna L.

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.

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.

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.

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.

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.

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.

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.

Learn from Karly Whitaker

No more resources found.
No more resources found.

Still Looking?

There’s a HoneyBook Pro out there with the expertise you need. Let’s find who you’re looking for.