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Full HoneyBook Setup
Let’s take your business to the next level by streamlining productivity, automating manual tasks, and creating a seamless client experience! Through a Custom HoneyBook Build, we’ll help map out all of your processes from start to finish – then bring it all to life for you! If you’re ready to hand the reins to experts and maximize all of HoneyBooks amazing features, this service is for you.
Here’s everything that’s included with a Custom HoneyBook Build:
- 90-Minute Workflow Mapping Session
- Up to 3 Custom Workflows (Services/Offers)
- Smart File & Forms Design
- Email Template Copywriting
- Automation Setup
- Setup of Schedulers
- Customize Settings
- Revision Phase
- 60-Minute Final Training Call
- 30 Days of Post Project Support
Full HoneyBook Setup
Let’s take your business to the next level by streamlining productivity, automating manual tasks, and creating a seamless client experience! Through a Custom HoneyBook Build, we’ll help map out all of your processes from start to finish – then bring it all to life for you! If you’re ready to hand the reins to experts and maximize all of HoneyBooks amazing features, this service is for you.
Here’s everything that’s included with a Custom HoneyBook Build:
- 90-Minute Workflow Mapping Session
- Up to 3 Custom Workflows (Services/Offers)
- Smart File & Forms Design
- Email Template Copywriting
- Automation Setup
- Setup of Schedulers
- Customize Settings
- Revision Phase
- 60-Minute Final Training Call
- 30 Days of Post Project Support
File & Template Design
Looking for some custom, branded Smart Files & Templates? This service is perfect for those who have a strong foundation within HoneyBook but want to save time and energy crafting new assets! Each is customized to your needs, but can include:
- Smart File Brochure Design
- Smart File Questionnaire Design
- Smart File Proposal & Booking File Design
- Smart File Style Guides
- + More!
HoneyBook Optimization
You know you can do more with HoneyBook – you just don’t know how or where to start. That’s where our HoneyBook Optimization package comes in to help! If you’ve been using HoneyBook for a while but know there’s more to uncover, we can work with you to:
- Audit your Current HoneyBook Setup
- Create a Roadmap of Suggestions for Improvement
- Provide Additional Video Trainings & 30 Days of Support
HoneyBook Strategy Call
If you need expert support ASAP, our Strategy Sessions are the best way to go! Whether you want to map out your ideal client experience together, create some automations, build new templates, or just need a HoneyBook 101 session, we are here to guide you every step of the way.
We can cover ONE or more of the following options (dependent on number of hours booked):
- HoneyBook Overview & Best Practices
- Template Creation Walkthrough
- Audit of Your Current Processes
- Map Out & Strategize Your Workflow(s)
- Automations Walkthrough & Creation
HoneyBook Courses
If you’re ready to DIY your client experience, our HoneyBook Course might be the perfect fit for you! Inside our HoneyBook Course, you’ll get:
- 50+ On-Demand Video Lessons with step-by-step instructions and hands-on examples
- 3 Months of Included Community Membership access to get weekly tech support from the DL Team.
- Workflow Mapping Spreadsheet that makes creating your workflows a breeze with guided examples
- Bonus Lessons and Advanced Trainings
- Plug & Play Templates to import into your HoneyBook to implement with ease
- Lifetime Access and future course updates!
Plus, you will get FULL access to future course updates as HoneyBook continues to add new amazing features!
Configure Company Settings
Configure Scheduling
Email Templates
Integrations
Post Setup Support
Contact Form Setup & Integration
Template Setup
Training Resources
Template Design
Branding
Brand Collateral
Business Coaching
You have tons of ideas for your business, but you’re unsure which direction to go, or how to bring them to life. Through our Business Strategy Sessions, we’ll walk through the best strategies to organize, plan, execute, and achieve your goals!
We can cover ONE or more of the following options (dependent on number of hours booked):
- Audit of Your Current Processes
- Map Out & Strategize Your Workflow(s)
- Automations Walkthrough & Creation
Design
Client Journey Strategy
Ready to take your client experience to the next level while creating less work for you and your team? We’ve helped dozens of clients do this – and now it’s your turn! Through Client Journey Strategy Sessions, we’ll map out your entire process (also called Workflow Mapping), so you can nurture new leads, secure more bookings, and impress new clients and customers!
We can cover ONE or more of the following options (dependent on number of hours booked):
- Audit of Your Current Processes
- Map Out & Strategize Your Workflow(s)
- Map Out Your Ideal Client Experience
Brand Strategy
OBM
SEO
Facebook Ads
Blog Management
Social Media Management
General Business Management
Technology / Systems Management
Legal
Bookkeeper
Accountant
Portfolio
Reviews
"Working with Kristi was a dream, she was so helpful and I have already seen a HUGE difference in my workflow, and have so much more freedom, since the end of our time together. Couldn't be more grateful."
Services Booked: HoneyBook Optimization
"Thank you so much! Was very smart!"
Services Booked: HoneyBook Optimization
"Kristi and her team were FANTASTIC! We greatly appreciated not just their expertise on HoneyBook, but on setting up sustainable processes as well. She was there to answer ALL of our questions as we got setup, and we highly recommend!"
Services Booked: Full HoneyBook Setup
"Kristi was fantastic....so knowledgeable and so willing to assist. She knew exactly where to go and what to do in the HoneyBook set-up session and got my account going exactly the way I needed and had imagined! I recommend her services with no hesitancy! She was great to work with and very easy to understand."
Services Booked: HoneyBook Strategy Call
"Kristi is absolutely incredible to work with. She’s efficient, organized and knows how to support her clients with their specific needs. Her knowledge & expertise coupled with the ability to connect made me feel at so at ease."
Services Booked: Strategy Call
"Kristi and her team are amazing! Without her I would be so lost. Now, my business is streamlined and so much more efficient. I can’t thank her enough! I’m excited to use this new platform for my business."
Services Booked: Full HoneyBook Setup
"Kristi was an excellent listener, and knew every trick to tailor HoneyBook to exactly how we want to use it. Training was very effective, and follow up technical support very efficiently fixed any tweaks we needed"
Services Booked: Full HoneyBook Setup
"Kristi was so helpful. Would highly recommend working with her for anyone interested in getting the most out of their HoneyBooks experience."
Services Booked: Full Service Setup
"Kristi was amazing and efficient with our session she answered every question AND MORE."
Services Booked: HoneyBook Optimization
"I needed an automated process to connect with leads and manage current customers. I explained my challenges to Kristi and she knew exactly what I needed. She set up my automations to meet my needs, then held my hand for a few weeks until I was comfortable with the processes. Great experience. I highly recommend and would use Kristi again and again!"
Services Booked: HoneyBook Automations
"Kristi was so easy to work with. She built my HoneyBook site so I didn't have to worry about any of the stressors that come into play with a new program. She was patient with me, prompt and always answering my questions regardless of how silly they were. She took the time to make sure our project was complete in a timely manor, with ample time for questions during the 30 days of support, which I totally needed. She even jumped back on the phone with me, to make sure I could run the system myself. She was a pleasure to work with, and just a gem."
Services Booked: Full Service Setup
"Kristi and her team were amazing. I wish I could give more stars. She worked closely with me on a project plan, managed my expectations, and then could also make suggestions in terms of process. She is a fantastic consultant, and project manager. I have already sent her the next project."
Services Booked: Automations
"Kristi was absolutely amazing to work with! She was so organized, always on time with our deadlines and made everything super easy for me to understand. I love all the email templates she created, they are so fun and really help my business stand out. She really helped me get organized and it has already started saving me time. And I notice my potential clients are being more responsive since I starting implanting the flows. I highly highly recommend Kristi, she is worth every penny!"
Services Booked: Automations, Email Templates and Support
I did so much research on what CRM and Task Management programs to use that I was stuck in paralysis! Kristi made the overwhelming decision-making process for me an easy one! She turned her own experiences and best practices into a leveraging tool and I SO APPRECIATE that she went before me and brought me along! Thanks Kristi!!
Thanks to Kristi, I'm organized and on a new system that I completely love now! I have having so many issues with my previous CRM, so it's nice to be on a new platform that works the way my brain works.
Kristi is a delightful powerhouse of knowledge. She is very patient and takes the time to explain processes until you understand them.
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