You need a fully optimized HoneyBook setup service to consistently turn leads into paying clients — smart files, Automation 2.0, and strategy working together to streamline your entire process.
HoneyBook Full Setups
Done-For-You
Custom Systems, Built Right
Strategic HoneyBook setups designed to actually work.
You don’t need another template or generic CRM setup. You need a HoneyBook Expert who can take your offers, your process, and your client journey — and turn them into a custom, automated system that actually works and looks like you, with branded files that match your visual identity.
As a Certified HoneyBook Pro and client experience strategist, I’ll build your system with smart files, automations, schedulers, and everything else your business needs to run smoother behind the scenes.
This isn’t DIY. It’s done-for-you HoneyBook setup built for service providers who want their backend to match the quality of their work. No fluff, no tech headaches, no wasted time.
- 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 / $1939 CAD
The Full Setup includes:
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.
HoneyBook Full Setup
Details, please!
“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
HOW IT WORKS
Fill out my contact form and I will email you the link book your free 30 minute discovery 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 need to submit all the content and assets (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 to test your system, have space to ask questions as they come up and get access to my training videos.
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 discovery 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 Support Sessions 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.
Client Praise
THIS IS WHAT OPTIMIZED + EFFICIENT FEELS LIKE:
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