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!

Includes: 
  • 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 

Investment: $1097 USD
*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

Not quite sure what you need?

No problem. Drop me a line and let’s figure it out together. 

"I feel SO MUCH BETTER! My strategy call with Karly answered ALL of my questions and then some!"

Client Praise

“I know the basics of using HoneyBook but didn’t know anything about getting it set up. Karly walked me through all of my questions and went over everything I asked about. She thoroughly explained how to do certain things within HoneyBook and how to set things up. I'll be able to get my processes set up in no time!”

—Becky Chipera

"Working with Karly helped tremendously."

Client Praise

"Karly and I spent two hours together setting up my HoneyBook - in particular Automation. I was feeling completely overwhelmed before the call and am thankful to have had this jumpstart. She was able to set many things up for me and also explained as she did so so there was quite a bit I was able to learn. I feel more confident although I still have more to learn with HoneyBook."

–Melissa McCann

Working with Karly helped me be more confident in my flow of automations and overall knowledge of Honeybook.

Client Praise

"I’ve been putting off making an automation for my photography business for so long and Karly helped me SO MUCH. She’s very knowledgeable and was able to give me tips and ideas that I was not even thinking of to add to my client experience!"

—Cheyenne Bradford

This is what smooth + streamlined feels like:

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