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Regina Martinez

Regina Martinez | CRM Consultant

Just like a vehicle needs a tuneup occasionally, your business systems need tuneups as well. I help you optimize your account with a 'HoneyBook Boost' so you can spend less time in your system and more time doing what you love. The processes I build will help you convert and nurture clients with ease.

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5.0
(86)
98
completed projects
English
Austin, TX

About

Just like a vehicle needs a tuneup occasionally, your business systems need tuneups as well. I help you optimize your account with a 'HoneyBook Boost' so you can spend less time in your system and more time doing what you love. The processes I build will help you convert and nurture clients with ease.

Service Expertise

Template Design
HoneyBook Optimization
Clientflow Mapping and Strategy
Automation
HoneyBook Setup
Website Design
Business Strategy and Coaching

Industry Expertise

Beauty
Business Consultants
Entertainment
Events
Venues

Meet the Pro

Working with Me

Services & Rates

Strategy Package
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A 60 minute call to cover anything systems or HoneyBook related. This is perfect if you need help with a specific issue, or would like to make a plan for your customer journey.

Includes:

  • 60 Minute Session
  • Action Plan/Process Map
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Starts at
$
397
HoneyBook Boost
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Need help with optimizing your account but not sure where to start? Whether it's building smart files, mapping out your automations, or cleaning your pipeline, we'll make a few measurable goals then tackle it together in one morning.

Includes:

  • Strategy Session
  • Process Map
  • 3 Hours of Account Optimization
  • Recap Video

You'll leave with:

  • A freshly improved account
  • A clear plan with action steps
  • Video walkthrough you can access anytime
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Starts at
$
897
HoneyBook Setup
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Get a fully setup customer journey by the end of our time together!

Includes:

  • Strategy Session
  • Process Map
  • Dedicated Build Day
  • 5-8 Mini Recap Video
  • 14 Days Email Support & Training
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Starts at
$
2900

Reviews

Karen D.
 | 
November 14, 2023

"Regina is very knowledgeable and was quickly able to assess what kind of help I needed.  Her sweet, calm demeanor put me at ease throughout our session.  She walked me through all the processes that I will be using in my business, leaving more confidant about working with HoneyBook."


Services Booked: Audit, Strategy Call, Automation Setup

Industry: Web Designer

Response from
Karen D.

5
John B.
 | 
October 12, 2023

"Regina was a blessing for our company. She's extremely organized, thorough, and took ample amounts of time to answer our questions, make adjustments, teach us, and make sure we're prepared. She took two complex services we offer and figured out the best way for our customers to understand and make purchases. We are excited to see where HoneyBook takes our company from here and we will partner with Regina again as we grow. Regina is intelligent, cared about making our project great and was easy to communicate with. One of our best hires of the year."

Services Booked: Full HoneyBook Setup

John's Business: Home Staging and Furnishing

Response from
John B.

5
Julie O.
 | 
February 3, 2022

"Regina is completely lovely and walked me through each step of the project. She helped me create an elaborate automation for my new group course, and also shared tips and insights along the way to make my life in HoneyBook easier. I would highly recommend her to anyone looking for her services!"

Services Booked: HoneyBook Boost

Response from
Julie O.

5
Moises C.
 | 
April 22, 2022

"I am honestly blown away and extremely excited for what is to come in the future for our business. From day 1, Regina had a full plan of attack on how she would meet various needs to transform our CRM use of HoneyBook and took it a step further. Not only has she set up full scale automations so that our clients have better experiences, she also lessened our workload. From designing smart files, to suggesting points of contact that would increase revenue, to even cleaning up our pipeline - I’m so excited for what Regina has done for our business."

Services Booked: Automations, Pipeline Cleanup and Smart Files Setup

Response from
Moises C.

5
Beth K.
 | 
March 16, 2022

"Regina was so helpful with getting my process streamlined, making suggestions, and creating a smooth process for my clients. She was extremely knowledgable how everything works and was great at showing me how to do things as well. I would highly recommend her!"

Services Booked: Automation and Smart Files Setup

Response from
Beth K.

5
Patrick D.
 | 
June 1, 2021

"Regina is the perfect person to train and setup for HoneyBook. She is professional and knowledgeable and patient. She has made a process I dreaded into a fun experience. I now know HoneyBook will be a long term solution for me."

Services Booked: HoneyBook Setup and Training

Response from
Patrick D.

5
Julie S.
 | 
October 22, 2021

"Regina was awesome to work with. She was so patient and explained so much to me that I did not know about HoneyBook. She cleaned up my entire pipeline and then did a work flow automation to make things easier and more streamlined for me. I am so beyond grateful and can't wait to work with Regina again to help me with so many other things related to HB!"

Services Booked: HoneyBook Boost

Response from
Julie S.

5
Jordan W.
 | 
October 1, 2021

"Regina went above and beyond to make sure we were happy with our experience. We just had our firstborn child and Regina was super flexible and even made videos on what she did to help us learn the process this last week. Can't say enough great things about her and our experience using her as a HoneyBook Pro. Thank you so much!"

Services Booked: Automations

Response from
Jordan W.

5
Charley H.
 | 
December 10, 2021

"Regina was exactly what I needed to delve into the details of my business and help me set up a client facing on-boarding, and during project experience that will make my clients know and feel that I am very attentive to their needs. I took one look at the way her service was set up and knew she could do the same for me! The way she presented her own services was similar to how I wanted to present to my clients, and of course, she knew just how to adapt it to the interior design industry as she took time to understand what I do and how I do it. Will very highly likely work with her again as I grow! Thank you, Regina!"

Services Booked: HoneyBook Boost

Response from
Charley H.

5
Matt A.
 | 

"Regina was amazing! I have been trying to automate some of my workflow for a while now and I've had trouble deciding what would best work for me. Regina not only reviewed my entire workflow in HoneyBook, but she set it up and then explained how I could use it to accomplish everything I needed to do. It was great!"

Response from
Matt A.

5
Laela H.
 | 

"Regina is an excellent resource for my business. She started with helping me understand my business goals and how to achieve them within a reasonable timeframe. She guided me through setting up a contact form for my website, and helped me create my automated workflows. Regina is a great motivator and I’d recommend her for anyone who wants an efficient business model."

Response from
Laela H.

5
Brooke R.
 | 

"Lately I haven’t been able to use HoneyBook in an efficient way at all. My workflows were messed up and I was struggling to book clients. I felt overwhelmed when I opened workflows and kept having to apologize to clients for sending the wrong info. Regina helped me fix my brochure and solved so many of my problems! She was able to get each issued worked out within MINUTES. I feel so much better about my experience with HoneyBook!"

Response from
Brooke R.

5
Janet J.
 | 

"I had an idea of what marketing materials I needed to create for my business but Regina made my ideas come to life through into an amazing website and system. Impressed by her insightful talents and quick problem solving. What blew me away was she did it so fast. I feel like this was the missing piece to my business."

Response from
Janet J.

5

Learn from Regina Martinez

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How do I decide which Pro is best for me?

Take a look through their website and read up on their specialties and offerings to see what matches your plan and personality. Rest assured, all of our Pros are HoneyBook experts, no matter who you choose, you’re in good hands.

What does a Pro do?

Pros have a comprehensive knowledge of all things HoneyBook. They can help with anything you need, including creating templates, emails, brochures, contracts, proposals, questionnaires, and contact forms as well as workflow design and analysis, account set up and even custom branding.

How much do Pros cost?

Each Pro determines their own pricing depending on their offering and the services you need. HoneyBook Pros are independent business owners, just like you! While we recommend them as experts, HoneyBook does not set prices or service requirements. That’s between you and your Pro.

Are Pros the only people offering help with HoneyBook?

There are a number of businesses offering similar services. Those listed here are just a handful we know of. If you don’t find a fit with one of these Pros, take a look in the HoneyBook Facebook Community where you can make connections with others or post your questions to the HoneyBook community. And as always, the HoneyBook Support team is here for you at concierge@honeybook.com.

What's the difference between a HoneyBook Pro and a HoneyBook Educator?

A HoneyBook Pro offers specific services that map out your business processes and optimizes them using HoneyBook. HoneyBook Educators provide education in a variety of topics (marketing, how to communicate with clients, best practices, etc.) that help small business owners grow.