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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Jobs
28
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New York, NY
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English
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Pro Since 
2022
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Setup & Workflows

Full Service Setup

My full service setup includes the following:

  • 90 minute workflow mapping session
  • Up to 3 custom workflows (services/offers)
  • File and Forms creation + customization
  • Setup of Schedulers
  • Customize Settings
  • Revision phase
  • 60 Minute final training call
  • 30 days of support
Setup & Workflows

Full Service Setup

My full service setup includes the following:

  • 90 minute workflow mapping session
  • Up to 3 custom workflows (services/offers)
  • File and Forms creation + customization
  • Setup of Schedulers
  • Customize Settings
  • Revision phase
  • 60 Minute final training call
  • 30 days of support

Setup & Workflows

File & Template Design

We can help with:

  • Smart File creation & design
  • Smart File optimization

Setup & Workflows

HoneyBook Optimization

We can help with:

  • Audit of current processes & HoneyBook setup
  • Optimize all areas of HoneyBook account as needed
  • DIY option includes: video audit, DL templates, series of instructional videos, 8 weeks of support

Setup & Workflows

HoneyBook Strategy Call

We can cover 1 or more of the following options (dependent on hours booked):

  • HoneyBook overview & best practices
  • Template creation walkthrough
  • Audit of your current processes
  • Map out/strategize your workflow(s)
  • Automations walkthrough & creation

Setup & Workflows

HoneyBook Courses

Setup & Workflows

Configure Company Settings

Setup & Workflows

Configure Scheduling

Setup & Workflows

Email Templates

Setup & Workflows

Integrations

Setup & Workflows

Post Setup Support

Setup & Workflows

Contact Form Setup & Integration

Setup & Workflows

Template Setup

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

Business Strategy & Coaching

Brand Strategy

Business Strategy & Coaching

OBM

Marketing & Sales

Instagram

Marketing & Sales

SEO

Marketing & Sales

Facebook Ads

Virtual Assistant

Blog Management

Virtual Assistant

Social Media Management

Virtual Assistant

General Business Management

Virtual Assistant

Technology / Systems Management

Finance & Legal

Legal

Finance & Legal

Bookkeeper

Finance & Legal

Accountant

Portfolio

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Reviews

Showing ? reviews of ?
Brittany E.
November 9, 2022

"Kristi was amazing and efficient with our session she answered every question AND MORE."

Services Booked: HoneyBook Optimization

Response from
Brittany E.

Heidi B.
September 9, 2022

"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

Response from
Heidi B.

Sarah P.
May 24, 2022

"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

Response from
Sarah P.

Kevin C.
May 16, 2022

"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

Response from
Kevin C.

Danielle T.
March 15, 2022

"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

Response from
Danielle T.

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!!

Response from
Stacey G.

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.

Response from
Alexis P.

Linda F.

Kristi is a delightful powerhouse of knowledge. She is very patient and takes the time to explain processes until you understand them.

Response from
Linda F.

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