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
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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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+ multi-step automated workflows to give you time and sanity back
+ schedulers for setting up calls seamlessly
+ email templates that will make your inquiries and clients feel heard
+ proposal templates that will captivate your inquiries
+ questionnaires that will limit the back & forth
+ pricing guide made via Canva
+ stages to Pipeline to stay organized
+ connect gmail (if needed)
+ embed your contact form onto your website so inquiries will automatically get added
+ customized training video specific to your system setup
+ support following delivery
and more
Choose between 2 packages - partial build or full build:
let's chat
Expect Encore-Worthy Results from Your CRM Setup
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Make every client feel like a VIP. With automated follow-ups, timely reminders, and personalized touches, your CRM ensures communication stays consistent, professional, and deeply human—every step of the way.
No more digging through emails or chasing down details. A streamlined CRM system keeps everything at your fingertips—projects, client info, and timelines—all perfectly in sync, so you stay focused and stress-free.
From onboarding to offboarding, your CRM setup creates structured yet flexible workflows. It handles the back-end rhythms—tasks, meetings, and follow-ups—so you can focus on creativity, service, and growth.
Your CRM isn’t just a tool—it’s your business’s insight engine. Track performance, understand client behavior, and make informed decisions using real-time data that reveals what’s working (and what’s not).
Seamless, Personalized Client Experiences
Efficiency That Keeps the Beat
Workflows That Flow Like Music
Smart, Data-Driven Decision-Making
When your CRM is set up with intention, it does more than organize—it elevates every part of your client experience and business workflow. Here’s how a well-configured HoneyBook CRM hits all the right notes:
Nicole Leone Photography
"If you are a wedding photographer who needs help with communication and admin, hiring a virtual assistant was one of the best things I did recently. I personally think Samantha is incredible at what she does and I'm so thankful that I am improving my overall client experience by having help. Hiring an assistant can be an investment, but it can be a blessing as well."
Monthly Support
Kimbrali Photography
"There should be no price tag on your peace of mind. Peace is priceless. I am so thankful for that Facebook post where I saw her name recommended. I probably would have had an actual mental breakdown had I not reached out to her and continued to try to do it all myself. It is hard to give up control of things when you are so used to doing EVERYTHING yourself but it ended up being so much easier than I thought. People are getting replies so much faster now and I know that is making me look better and give a better experience to my clients.
Monthly Support
kali norton photography
" For the first time in about five years, I actually feel so much better in my business because I’m able to think of things I never thought my brain would have the space to think about. I don’t feel like I’m drowning and failing anymore, and hate the thing I love the most.. and that’s because of you…. "
Monthly Support
Sarah Beth Photography
"I have seriously enjoyed being able to take a step back and let go of my inbox. It was such a stressful thing for me prior to Sam, and now I don’t panic when I can’t answer an email in 24 hours! Sam is professional, but also friendly. She’s always prompt with email responses and is quick to answer a text if needed! I held off on hiring a VA for so long because I was worried I would lose the personal connection to clients. Sam has proved me wrong!"
Monthly Support
client love
About our CRM Setup services
Frequently Asked Questions
Which CRMs do you specialize in setting up?
Our spotlight shines exclusively on Dubsado and HoneyBook. 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.
Don't let your business miss a beat
It's time to bring your CRM setup into the spotlight.
Let's Get started
©SAMANTHA SCHULTZ LLC | DESIGN BY LIBERTY TYPE + SAMANTHA SCHULTZ
©SAMANTHA SCHULTZ LLC
TERMS, PRIVACY POLICY
& DESIGN BY liberty type + SAMANTHA SCHULTZ