HoneyBook Full Setup

Details, please!

LET's DO THIS

Whether you’re a long-time HoneyBook user overwhelmed by backend chaos or brand new to the platform, I’m here to guide you through this done-for-you experience.

We’ll focus on one service offering and map out the full client journey. Then I’ll create and implement everything for you — setting up your pipeline, Smart Files, Automation 2.0, and everything in between directly inside your HoneyBook account.

The result? A fully optimized HoneyBook setup that gives you more ease, more efficiency, and a high-end client experience you can actually keep up with.

The Full Setup includes: 
  • Process Mapping call to determine your ideal client experience
  • Contact/Lead Forms to ensure your new leads funnel into your pipeline
  • Smart Files custom designed (like brochure, proposal, onboarding)
  • Email templates to easily send manually or through automations
  • Schedulers to eliminate all the back and forth when booking meetings
  • Automations to remove all the manual steps in your process
  • Branded Client Portal to keep consistency in your client experience 
  • Recorded Walkthrough Call to review your customized setup
  • Training Videos to help you confidently navigate and use your account
  • 30 Day Slack Support for learning, testing, and questions
  • Final Support Call to wrap up with anything else you need 

Investment: Starts at $1397 USD / $1999 CAD

“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

i'm ready

My Proven Process

Tried + Trusted

Fill out my contact form and I will email you the link book your free 30 minute consultation call. If we’re a great fit and you want to move forward, I’ll send over your proposal to officially book your spot. Once confirmed, you’ll receive a Welcome Guide and onboarding questionnaire to kick things off.

Chat + Book

On your Process Mapping call, we’ll discuss your current client workflows so I can fully understand your goals and outline a strategic, automated system that delivers a high-end client experience.  Afterwards, you will submit the content and assets I need, like your copy, images, and documents.

Process Mapping + Prep

Now it’s time to sit back and relax while I set up your account. Once everything’s built, we’ll walk through your custom HoneyBook Smart Files and automations together. Then, you’ll move into your support period — with training videos to guide you, time to test your system, and space to ask questions as they come up.

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.

Yes! 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.

See If It’s a Fit

Ready to stop guessing and start seeing results?

Let’s figure out if a HoneyBook Full Setup is your next step — and what it could look like for your business.


Client Praise

THIS IS WHAT OPTIMIZED + EFFICIENT FEELS LIKE:

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

“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."

"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.

"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

Design + Messaging by Blossom Design Studio | Copyright Karly Whitaker 2025 | Privacy Policy | Terms + Conditions

GET 30% OFF HONEYBOOK

Isla