Kristi DaSilva

I provide custom HoneyBook setup and training for workflow optimization. My goal is to help other business owners get organized by streamlining their systems and processes.

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New York, NY
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English
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Pro Since 
2022
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HoneyBook Setup

Configure Company

We help you set up your company settings to make sure everything is branded and integrated with your current tools.

HoneyBook Setup

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.

HoneyBook Setup

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.

HoneyBook Setup

Setup 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.

HoneyBook Setup

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.

HoneyBook Setup

Setup Contact Form(s)

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.

HoneyBook Setup

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.

HoneyBook Setup

Training Resources

We will have recorded training videos for you and your team to reference as needed. We also have an entire HoneyBook course.

HoneyBook Setup

Setup Automations

We are experts in helping you map out your processes into a clear, simple, and repeatable workflow. Your Automations will be setup and optimized from start to finish.

HoneyBook Optimize

Audit Company Settings

We help you audit and set up your company settings to make sure everything is branded and integrated with your current tools.

HoneyBook Optimize

Audit Templates

We help with all template creation and workflow efficiencies 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.

HoneyBook Optimize

Optimize 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 we can to optimize the workflows we build together.

HoneyBook Optimize

Optimize Lead Capture

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.

HoneyBook Optimize

Optimize Automations

We are experts in helping you map out your processes into a clear, simple, and repeatable workflow. Your Automations will be setup and optimized from start to finish.

HoneyBook Design

Design

HoneyBook Design

Branding

HoneyBook Design

Brand Collateral

HoneyBook Strategy

Business Strategy

HoneyBook Strategy

Marketing and Sales

HoneyBook Strategy

Legal

HoneyBook Setup

Configure Company

We help you set up your company settings to make sure everything is branded and integrated with your current tools.

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Reviews

Stacey G.

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!!

Alexis P.

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.

Linda F.

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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