Configure Company Settings
We help you set up your company settings to make sure everything is branded and integrated with your current tools.
Configure Company Settings
We help you set up your company settings to make sure everything is branded and integrated with your current tools.
Configure Scheduling
We will configure all Schedulers needed for your business. We import your details, link your Zoom account if necessary, and set up your Scheduler for your desired schedule.
Email Templates
We will create your email templates needed for your workflows and inject your specific details needed and brand voice. It is truly a custom approach to workflow building.
Integrations
We will use any integrations possible to automate your workflows and streamline your processes. We will use Zapier to link any systems together that can make your workflows more efficient and unified.
Post Setup Support
Each project has a minimum 30 days of post setup support. We want to make sure you can ask any questions you need once you dive into your system as well as make any tweaks during that time. We also offer extended support if needed.
Contact Form Setup & Integration
We help you set up your Contact Forms to include your necessary contact information. We will also assist in showing you how to embed your Contact Forms on your website if necessary.
Template Setup
We help with all template creation to make sure you have every piece of your HoneyBook setup and ready to go. From contracts, to emails, proposals, invoices, contact forms, questionnaires, etc.
Training Resources
We will have recorded training videos for you and your team to reference as needed. We also have an entire HoneyBook course.
Template Design
Branding
Brand Collateral
Business Coaching
Design
Client Journey Strategy
Brand Strategy
OBM
SEO
Facebook Ads
Blog Management
Social Media Management
General Business Management
Technology / Systems Management
Legal
Bookkeeper
Accountant
Portfolio
Reviews
"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.