Stacey Hooker

Stacey helps service providers Simplify & Streamline to help you get set up for success! With her experience, she offers expert advice and recommendations on how to best implement HoneyBook in your business. Whether you choose an Intensive or VIP Experience, you can be confident that Stacey has your best interests in mind to help you Simplify & Streamline!

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Sullivan, IN
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Pro Since 
2020
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HoneyBook Setup

Configure Company

During a Sweetly Simplified VIP Experience, your Company Settings will be optimized to keep everything on-brand, linked and up to date.

This includes:

- Company Type Category
- Ensuring your brand is on-point with logos and header images
- Optimizing your Email Signature
- Updating your "About Your Company" section
- Setting all of your social and networking links
- Ensuring address and time zone is correct
- Identifying possible Integrations
- Customizing your Preferences

HoneyBook Setup

Configure Scheduling

Automating your scheduling is about to get so much easier! During your Sweetly Simplified VIP Experience, we'll configure all of your scheduling needs.

You'll receive advice and best practices to ensure your scheduling is simplified and streamlined for not only you, but your clients as well!

Also, with the calendar integrations within HoneyBook, you'll never have to worry about being double booked again.

HoneyBook Setup

Email Templates

Never stumble for the right words during the important moments of your client journey! During your Sweetly Simplified VIP Experience, the "7 Essential Workflow Email Templates" are provided, as well as auditing and editing existing email templates.

We'll walk through the emails needed during your VIP Day to make sure we're not missing any crucial emails during your client journey.

I'll also offer suggestions/best practices to help ensure you have an email for every situation!

HoneyBook Setup

Setup Integrations

HoneyBook Setup

Post Setup Support

You don't have to be worried about being left high & dry to figure things out on your own after your Sweetly Simplified VIP Experience or Intensive!

Each service offering comes with a specified support period which includes additional calls, emails, and/or video trainings as needed.

HoneyBook Setup

Setup Contact Form(s)

With an optimized Contact Form, you no longer have to spend time validating your pricing or get the "deer in the headlights" look during Discovery Calls!

During your Sweetly Simplified VIP Experience, we'll make sure you're not only asking the questions you need to know to move forward with the project, but also asking questions to further qualify your leads so they're only hitting SEND if they're truly ready to work with you.

An Audit Intensive is also available to review your Contact Form and more!

HoneyBook Setup

Template Setup

During your Sweetly Simplified VIP Experience, all of your templates and packages are set up so you'll have everything ready to go with the click of a button!

Templates Include:

- Brochures
- Questionnaires
- Emails
- Proposals, Invoices, & Contracts

All will be optimized for the greatest efficiency for your business and ready to be integrated into your Automations.

HoneyBook Setup

Training Resources

You don't have to be worried about being left high & dry to figure things out on your own after your Sweetly Simplified VIP Experience or Intensive!

Upon the completion of your Sweetly Simplified VIP Experience or Intensive, you'll receive the recordings of any sessions we had during our time together.

Each service also comes with a support period where additional training and videos may be provided, depending on what's needed.

HoneyBook Setup

Setup Automations

With Automations in place, you no longer have to worry about forgetting to follow up or dropping the ball during your client journey!

During your Sweetly Simplified VIP Experience, we'll meet 1:1 via Zoom to map out your DREAM client journey which will then be implemented into your HoneyBook system!

We also discuss your business processes and what tasks need to be completed so the project moves smoothly through completion.

*A Workflow Intensive is also available.

HoneyBook Optimize

Audit Company Settings

During your Audit Intensive, we'll walk through your company settings to ensure everything from your branding, to email signature, preferences, and more are optimized to keep everything on-brand, linked and up to date.

This includes:

- Ensuring your brand is on-point with logos & header images
- Optimizing your Email Signature
- Updating your "About Your Company" section
- Setting all of your social & networking links
- Ensuring your time zone is correct
- Customizing Preferences

HoneyBook Optimize

Audit Templates

A coach said this to me once and it has stuck with me ever since, "You cannot read the label from inside the bottle!"

YOU know what you're trying to explain in your email communication or through your brochure, but sometimes it takes an impartial party (ummm...ME!) to help identify ways you can improve client communication.

During your Audit Intensive, we'll dive deep into your templates to identify any areas of improvement to make your client journey as simple and streamlined as possible!

HoneyBook Optimize

Optimize Integrations

HoneyBook Optimize

Optimize Lead Capture

With an optimized Contact Form, you no longer have to spend time validating your pricing or get the "deer in the headlights" look during Discovery Calls! It also streamlines your client journey and provides a more professional, branded experience.

During your Audit Intensive, we'll make sure your Contact Form:

- Identifies your clients pain points & how you can solve them
- Qualifies the lead
- Provides the next steps in their journey with you

...AND much more!

HoneyBook Optimize

Optimize Automations

Automation...such a simple word, but also so full of potential! It is the most asked about feature of HoneyBook and I'm here to help you identify the BEST way to utilize this feature for YOUR business.

Automations are NOT a cookie cutter solution...honestly, I've never set up two that were the same.

During your Workflow Intensive, you can rest assured I'm going to offer the best advice and best practices to help simplify and streamline your business with a custom workflow and automations!

HoneyBook Design

Design

HoneyBook Design

Branding

HoneyBook Design

Brand Collateral

HoneyBook Strategy

Business Strategy

HoneyBook Strategy

Marketing and Sales

HoneyBook Strategy

Legal

Configure Company

During a Sweetly Simplified VIP Experience, your Company Settings will be optimized to keep everything on-brand, linked and up to date.

This includes:

- Company Type Category
- Ensuring your brand is on-point with logos and header images
- Optimizing your Email Signature
- Updating your "About Your Company" section
- Setting all of your social and networking links
- Ensuring address and time zone is correct
- Identifying possible Integrations
- Customizing your Preferences

Portfolio

Reviews

Pointe D'Vine

"Our business has many demands, yet responding in a quick manner these days is challenging for all generations seeking instant gratification. Stacey helped automate a process that used to give me a bit of anxiety and organized the ideal workflow for our client management. I learned more about HoneyBook and our potential for future processes while building my managerial confidence too. Stacey did all that she said she would and still gave me the tools to succeed! I'm left empowered and yet wanting more of her wonderful support as a professional. Thank you!"

Staci H.

"Stacey is super friendly, easy to work with, and incredibly knowledgeable about HoneyBook. I was struggling to understand some aspects of HoneyBook and wasted a ton of time trying to DIY it. Stacey helped me organize my client workflow for my signature service from initial contact to final email, which was great, but the best part was seeing how she implemented it in HoneyBook. That was my ah-ha moment when everything started to click. I was then able to build out another workflow for my mini service on my own within 20 minutes! I highly recommend Stacey for HoneyBook support without reservation!"

Jess D.

"I highly recommend Stacey Hooker’s custom HoneyBook set up service if you’re looking for a way to streamline your client management procedures in a top-notch CRM platform! Stacey’s gift is that she’s able to take all the messy ideas and systems you already have in place and develop ways to simplify - and automate - everything so your time-consuming admin tasks function on autopilot."

Learn from Stacey Hooker

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