To turn leads into paying clients on repeat, you need a strategic system of levers in place that pull their weight in your business—and show people you’re worth the money.
Tough love time: If your HoneyBook isn’t firing on all cylinders, it’s probably losing you work.
DONE-For-you Full SETUP
Good thing creating those systems is kind of my superpower.
Full HoneyBook Setup
Details, please!
Whether you’re a long-time user who’s embarrassed by the backend mess, or you just signed up for your membership, I’m here to help you create a streamlined process that turns casual leads into loyal clients. Through this experience, we’ll map out 1 client process (or the client journey that corresponds to 1 of your service offerings), then I’ll create and implement all your templates and automations for you inside your account. The result? Greater profitability, efficiency, and ease!
- 60 Minute Process Mapping call to determine your ideal client experience for 1 client process*
- Contact form(s) to ensure your new leads funnel into your pipeline
- Smart Files(s) custom designed (eg.: brochure, proposal, onboarding)
- Email template(s) to easily send via automation or manually
- Scheduler(s) to eliminate all the back and forth when booking meetings
- Automation(s) to remove all the manual steps in your process
- Branded client portal to keep consistency in your client experience
- 60 Minute recorded walkthrough call where we go through your account revamp
- 2 Week support period via Slack while you learn and test everything
*Limited to one (1) client process. Purchase additional processes for $800 each.
“If you want to save time, mental energy, and money, hire Karly.”
“My main goal when working with a HoneyBook Pro was to create an effective customer journey to elevate my brand and automate communication. Before working together, I wasn't taking advantage of all HoneyBook's available resources. Karly nailed it. I've already heard some really positive feedback from clients!"
–Jocelyn Gardiner
My Proven Process
Tried + Trusted
Fill out my contact form and I’ll be in touch with a Service Guide that includes a link to book a consultation call. If we’re a great fit and you want to move forward, simply complete the proposal to book your spot! Upon booking, you will receive a Welcome Guide which includes a short questionnaire to complete before your Process Mapping call.
Chat + Book
On your Process Mapping call, we will discuss your current client workflows so I can understand your goals and create a customized automated system. Afterwards, you will submit all the assets I’ll need to set up your account (copy, logo files, brand photos, etc.).
Process Mapping + Prep
Now it’s time to sit back and relax while I set up your account! Once completed, we will walk through your improved HoneyBook account together on a recorded call to make sure you feel comfortable. Finally, your support period begins—time to test everything out and make sure it’s running smoothly!
Implementation + Support
Frequently Asked Questions
Hit me with ‘em
That's okay! Making a service selection in the Service Guide I send you upon inquiry is optional. During our consultation call, we will discuss my service options and your business needs to ensure you invest in the right service.
No, if you feel that a full setup isn't a suitable investment, you can book one of my done-with-you services to discuss the specific areas where you need support.
No. I do not provide any copy. For all package options, you will be required to provide all the copy for your templates (smart files, emails, etc).
Yes. You will need to provide me with your brand guidelines, logos, fonts and colors to ensure we keep a consistent look and feel across all your platforms.
Will I get to choose the steps in my automations?
On your Process Mapping call, we will discuss your current client workflows so I can understand your goals and create a customized automated system. Afterwards, you will submit all the assets I’ll need to set up your account (copy, logo files, brand photos, etc.).
Process Mapping + Prep
Yes! During the Process Mapping call, I will provide my expertise and suggestions, but you’ll have a say in every decision for your setup. This is a deeply collaborative process.
Don't see your question? Email me at hello@karlywhitaker.com
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