Different styles, same results
Not every HoneyBook user needs a full setup. Sometimes, you just need expert support to clean things up, solve a few issues, or finally get your account working the way it should — and that’s exactly what Support Sessions are for.
Whether you’re learning the basics, fixing mistakes, optimizing Smart Files, dealing with outdated automations, upgrading to Automation 2.0, or figuring out how your pipeline fits into your process, these one-on-one calls are here to guide you through it. You’ll get clarity, support, and the momentum to move forward so your system finally works the way you want it to.
The only difference is whether I do the work for you or coach you through it step by step.
Need help implementing Smart Files, fixing broken automations, or getting your pipeline organized — but don’t want to do it yourself? In this high-touch 2-hour HoneyBook Intensive, I’ll screen share and handle it all for you live. Whether you're moving from legacy templates to Smart Files or old automations to Automation 2.0, I’ll make the updates inside your account while walking you through how it all works.
Want to stay in control but need expert support while navigating it all? On the HoneyBook Strategy Call, you’ll screen share as I guide you through whatever’s giving you trouble — Smart Files, Automation 2.0, email templates, pipeline setup, or project workflow issues. This is a great fit if you learn best by doing it yourself but still want clarity and confidence inside your system.
“My account is optimized and I have automations in place so I can onboard my clients with ease.”
“I was pleased with the level of knowledge Karly had with Honeybook . She instantly improved my Honeybook account right away! Now that I have watched Karly implement automations and smart files, I am confident I can do more on my own!”
–My Cadle
Fill out my contact form and I will email you the link to 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.
After booking your session and completing the proposal, you’ll get a quick questionnaire to outline your goals so I can come prepped and ready to make the most of our time together.
During your Support Session, we’ll tackle your priorities together — from workflows and Smart Files to Automation 2.0 and beyond — with support that matches your style and skill level.
Tried + Trusted
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! 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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