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.
DONE-For-you Full SETUP
Good thing creating those systems is kind of my superpower.
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!
“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!"
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.
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.).
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!
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.
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.).
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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