Configure Company
We'll completely build your system from the ground up. Adding your business information, branding, team members and more.
Configure Scheduling
HoneyBook houses an amazing integrated online scheduler with Google Meet and Zoom capabilities. With a free online scheduler at your fingertips, you’ll never have to use a third-party system again.
Email Templates
HoneyBook can send emails automatically, which saves you time. We'll create and copy-write custom canned emails that will fit seamlessly into your Automations and still feel personal to your clients.
Setup Integrations
If you need to connect with other platforms such as Asana, Trello, ClickUp, ThriveCart or more, simply let us know when you purchase your VIP Weekend. We have add-on services to not only connect these systems but to set them up for you as well.
Post Setup Support
After your VIP service, you’ll have 5-14 days of ongoing Slack support from us. Feel free to ask any questions you have so that we can help you get more acquainted with your new system.
Setup Contact Form(s)
Along with the other custom forms that we'll build for you in HoneyBook, we'll ask for access to your website so that we can integrate your contact form directly into your webpage.
Template Setup
Integrating payment plans and packages inside your system will increase your sales. We'll show you how to use this feature to up-sell your clients and handle invoices without any added effort. Make all of your client-facing materials stand out with custom file assets. As a designer, I know showing your customer thoughtful branding is impressive and necessary.
Training Resources
To help you learn and for the sake of your current and future team, we'll record and document all of your client journeys with a flowchart map and a screen-recorded video. Whether you learn visually or via the written word – or you need both – SOPs will allow you to easily understand your entire client process from start to finish.
Setup Automations
We recommend having the essential workflows for your business – LEAD MANAGEMENT, ONBOARDING, and OFFBOARDING – that let you handle ALL THE THINGS in your client journey from lead to leave.
Audit Company Settings
If your branding or any business information has changed, we will update that information and those assets in your company settings.
Audit Templates
With the change of any branding or process, we'll make all of your client-facing materials stand out with custom file assets. As a designer, I know showing your customer thoughtful branding is impressive and necessary.
Optimize Integrations
If you need to connect with other platforms such as Asana, Trello, ClickUp, ThriveCart, or more, simply let us know when you purchase your VIP Weekend. We have add-on services to not only connect these systems but to set them up for you as well.
Optimize Lead Capture
We'll take a long look at your lead capture process and contact form to make sure you are properly qualifying your leads and funneling them correctly into your sales process.
Optimize Automations
We'll evaluate your current processes and create a client journey map for all of your necessary Automations. We recommend having the essential workflows to your business – LEAD MANAGEMENT, ONBOARDING, and OFFBOARDING – that let you handle ALL THE THINGS in your client journey from lead to leave.
Design
Branding
Brand Collateral
Business Strategy
Marketing and Sales
Legal
Configure Company
We'll completely build your system from the ground up. Adding your business information, branding, team members and more.
Portfolio
Reviews
"I knew my time would be better spent working with my clients while I left the workflow process to a pro. I've tried to create my own HoneyBook system in the past, and it was time-consuming and frustrating. Don't hesitate - do it!! Take back your time, and let Kelli do what she does best. I've already walked a handful of clients through my new system, and it feels so great knowing each step of their journey is 100% thought out and on-brand.”
"Before having my workflows completed I felt unorganized with my onboarding system as a new coach. Now, after working with Kelli, I feel empowered with my new workflows and guides/templates - all the things! Kelli was easy to work with, a lovely person, and she knows her stuff! Hire her before she’s booked! I feel confident, organized and excited to use HoneyBook how it’s meant to be used."
"I was spending too much time creating custom emails, proposals, and other communications every time someone new reached out to me. I didn't have any automated workflows in place – everything was manual. I'm looking forward to getting more of my time back, now that I have automated (and beautiful!) workflows in place. I'm also excited that my clients will get an amazing experience throughout their journey with me.
If clients are at the heart of your business, you need to have a great client experience in place! This is an important investment that will pay off EVERY time someone new inquires about your services."
