honeybook CRM Setup services

Revolutionize Your Workflow
with Expert CRM Setup for your Honeybook.

Tailored Honeybook CRM setup services to transform how you manage your client relationships and business operations.

Book Service

A Done For You Service

for all wedding professionals

Getting your CRM in shipshape isn’t just a neat idea; it’s your ticket out of the wilderness and onto the path of organized, stress-free business success. Ready to turn chaos into clarity? Let’s talk CRM setup.

Your CRM is kind of like the background music to your business - it sets the tone for everything. When it’s set up right, things just flow. Clients feel taken care of, you feel more organized and less stressed, and the whole experience feels smoother - for everyone. Getting your HoneyBook dialed in isn’t just about systems - it’s about creating ease, clarity, and confidence in how you show up and serve.

Why Thoughtful Honeybook CRM Setup Matters

ready to chat

you are constantly wasting time answering the same ol' emails

you are unable to get any work done because of the back and forth trying to find the perfect date and time

you are losing track on tasks and sending contracts and questionnaires way too late, costing you money!

you are completely R E A D Y to have a well-oiled machine as a backend business making you feel confident, look like a total pro and gain more freedom back

perfect for you, if...

PHOTOGRAPHER'S

PLANNERS

musicians/dj's

AND MORE

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04. A Look into the Process

inquire now

Diving right in from the start, we will talk in depth about what your current system and processes are looking like, what is missing and what will be needed in order to get you to the next step.

After everything is ready to go based on our action plan, we will have a walk-through to assure everything looks good on your end and I can revise anything that may need adjusting.

I will start building by removing unwanted items, revising the necessities and adding anything missing. This is from creating canned emails to branded files to optimizing settings and more.

After our handover, I will be around to answer any questions you may have while you work through your new system.

o1. create an action plan

03. REVIEW

02. BUILD

04. post-delivery support

We will customize your whole package based on where you are currently and what is needed to reach your dream system.

AUDIT + ACTION PLAN
Thorough audit of your current systems and processes + Action Plan to reach your goals

REVISE + AUTOMATE YOUR CLIENT JOURNEY
Multi-step automated workflows to give you time and sanity back all while giving your inquiries and clients a seamless experience

CANNED COMMUNICATION
Canned email's that will make your inquiries and clients feel heard and connected with you, even though they are templates (you can personalize prior to sending if needed)

BRANDED + CUSTOMIZED FILES
Proposal templates that will captivate your inquiries, Questionnaires that will limit the back & forth, Pricing guide, Schedulers that match your availability for easy one-click session and/or call scheduling

CLEANED UP PIPELINE
Cleaned up projects in your pipeline so you know exactly where each project is in your process

CRM SETTINGS
You may not have connected gmail correctly (I'll confirm it's set up), Change your timezone, Upload your brand colors photos and fonts etc

EMBED CONTACT FORM
Embed your contact form onto your website so inquiries will automatically get added into your system

POST DELIVERY SUPPORT
Customized training video specific to your system setup, 30-day Voxer support following delivery and Unlimited revisions during those 30-days.

What's Included:

Ready?

Investment starting at $1,500

Pricing will vary based on how extensive your set up will be // Payment Plan available

Not ready to hire, but know your client experience could be stronger?

grab my guide

Don't just listen to me, See what others are saying

Reach out to get started! I aim to respond within 2 hours on weekdays.

About my CRM Setup services

Frequently Asked Questions

Which CRMs do you specialize in setting up?

The spotlight shines exclusively on HoneyBook but I have experience with Dubsado as well. We've tuned our expertise to these platforms, ensuring we provide a performance that's nothing short of show-stopping. Whether you're a Dubsado devotee or a HoneyBook enthusiast, we orchestrate a setup that sings in harmony with your business's needs. No improvisations here – just expertly crafted systems in the CRMs we know and love.

How long will the CRM setup process take?

Just like a masterful symphony, great things take time. Typically, our turnaround time is 2 to 3 weeks, depending on which package you choose. This includes everything from the initial deep dive into your current systems to the final flourish of handing over a personalized training video. Remember, good things – or in this case, great setups – come to those who wait.

What kind of support can I expect during and after the CRM setup process?

Cue the fanfare for support! During the setup process, you'll get daily communication via Voxer, ensuring you're in the loop every step of the way. Post-setup, we don't just leave you with a 'good luck'. You get 14 days of Voxer support to ensure you're as comfy with your new system as you are in your favorite chair. Plus, we're always a message away for any curtain calls for help or encores of assistance.

monthly support

one-time invest.