HoneyBook

Setup + Automation

2-4 weeks - starting at $400

A woman with blonde curly hair and glasses sitting on a beige couch, smiling, in a living room with framed artwork and a tall plant in the background. There is a wooden coffee table with a pink vase of flowers, a white mug, and a notepad with a pen in front of her.

A streamlined client experience, built around how you actually work.

If your inbox feels like a game of whack-a-mole, your leads are slipping through cracks, or you’re piecing together systems as you go, you’re not alone.

HoneyBook can clean all of that up, but only if it’s set up intentionally. That’s where I come in.

I build HoneyBook systems that are organized, easy to use, and designed to support your full booking process, from inquiry to payment to delivery. Less manual work, fewer missed steps, and a client experience that feels calm and consistent.

I’ve been using HoneyBook for 8 years, and I’ll set yours up the way I wish everyone started.

Book a consultation
A modern white desk with a pink monitor, keyboard, and mouse, along with a notebook, earbuds, a vape, and decorative plants.

If any of this is you, you’re in the right place

  • You’re getting inquiries… but following up feels messy or inconsistent

  • You’ve got sticky notes, half-finished workflows, and “I’ll fix that later” chaos

  • You’re sending contracts/invoices manually and it’s eating your time

  • You’re not sure what to automate and what to keep personal

  • You’ve tried setting it up yourself, but it still doesn’t feel smooth

  • You’re switching from another CRM and don’t want to lose your mind during the move

HoneyBook is a great tool, but it shouldn’t feel like another part-time job.

What I help you build

A HoneyBook setup that supports your business, not just your admin.

Depending on your package, we can set up things like:

  • Lead capture + inquiry responses that don’t sound robotic

  • Brochures, pricing guides, and booking proposals that feel polished

  • Contracts, invoices, and payment schedules done properly

  • Automated workflows that move clients through each step without you chasing them

  • Questionnaires, emails, and reminders that reduce back-and-forth

  • Clear pipeline stages so you always know what’s happening

  • A booking process that’s consistent, even when you’re busy

The goal is simple: fewer loose ends, less manual work, and a better experience for your clients.

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Already using HoneyBook?

I can clean up what you have and make it work the way it should.

Maybe you’ve been in HoneyBook for a while, but it’s not fully set up. Or it was set up quickly during a busy season and now it’s kind of… held together with tape.

We can:

  • audit what’s working and what isn’t

  • simplify your pipeline and workflows

  • rewrite your templates so they sound like you

  • automate the parts that are currently draining your time

  • make your system feel consistent again

Get your free 15-minute HoneyBook Audit

How it works

Quick consult

We talk through what you do, what’s currently annoying, and what you want the client journey to feel like.

Plan + build

I map the flow, write/organize what’s needed, and set up your HoneyBook in a way that makes sense.

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Approvals at each phase

At the end of every phase you will have the opportunity to review and approve all work completed before moving onto the next phase.

Hand-off + support

You’ll know how to use it, what’s automated, and where to tweak things if needed.

Services

  • HoneyBook System Audit

    A full review of your HoneyBook setup with clear, practical feedback.

    This is a deep dive into your current system. I spend 30–45 minutes reviewing your pipelines, workflows, templates, and overall structure.

    After the audit, you’ll receive a written summary that outlines:

    • what’s working well
    • what’s creating friction or slowing you down
    • what needs attention now
    versus later

    You’ll also get a clear action plan with both immediate fixes and longer-term recommendations, so you’re not left guessing what to do next.

    This is ideal if you want expert clarity on your system before making changes, investing in a rebuild, or deciding how to move forward.

  • HoneyBook Custom Rebuild

    For established HoneyBook users who need their system to actually work for them.

    This service is for clients who are already using HoneyBook but feel like their system is disorganized, inefficient, or no longer fits how their business runs.

    Instead of forcing your process into a generic setup, we work together to rebuild your system intentionally. We start by reviewing what you have, identifying what’s causing friction, and creating a clear plan to fix it.

    From there, I rebuild and refine your workflows, templates, and pipeline so everything works together smoothly.

    This is a fully customizable service, tailored to your business, your services, and how you prefer to work.

  • HoneyBook System Setup

    Best for single-service businesses who want a clean, simple setup.

    This package includes a complete HoneyBook workflow setup for one service type (for example: weddings, branding, portraits).

  • HoneyBook Essentials Setup

    Best for businesses with multiple services or more complex workflows.

    This package includes a complete HoneyBook setup for up to three service types, with a more polished and connected client journey.

Book a consultation
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Why work with me

I’m not a generic “systems person” who installs templates and disappears.

I’ve used HoneyBook for 8 years in real client work. I care about the details, the flow, and how it feels to use your system day to day. The goal is not just automation, it’s clarity.

You should open HoneyBook and immediately know what to do next.

Work With Me

New to HoneyBook?

If you’re setting up a new account, you’re welcome to use my referral link for 30% off your first year. It’s the same platform either way, this just gives you a little bonus to start with.

If we work together, I’ll help you make the most of it.

Start HoneyBook

Frequently Asked Questions

  • No. If you’re new or switching, I can help you decide if HoneyBook is the right fit and then build it out with you.

  • No. I write them in your voice and keep them simple, clear, and human.

  • Absolutely. If you’ve started and it feels messy, that’s really common. I can clean and rebuild without starting from zero.

  • It depends on the package and how much you already have. The average setup or rebuild is 2-4 weeks. I’ll give you a clear timeline after the consult.

  • Access to your HoneyBook account, your current process (even if it’s messy), and any existing templates or info you want included.

  • Yes. HoneyBook offers a referral credit. I recommend it because it’s the platform I use and build all of my systems in.

Want a free 15 minute HoneyBook Audit?

I offer a complimentary 15-minute HoneyBook micro audit to help you understand what’s set up well, what’s missing, and what would make the biggest difference right now.