Whether you’re learning the basics, fixing mistakes, optimizing Smart Files, dealing with outdated automations, upgrading to Automation 2.0, or figuring out how your pipeline fits into your process, my one-on-one calls are here to walk you through it.
As a HoneyBook Expert and Client Experience Strategist, I’ll help you get clarity, support, and the momentum to move forward — whether I’m doing the work for you or coaching you through it step by step.
Investment: $497 USD / $679 CAD
Report sent within 3 days
Get a Honeybook Pro to audit every part of your account so you know what’s working and what needs fixing.
Fill out a questionnaire to help me understand the way you want to run your business.
Based on your responses, I’ll audit your account and send back a Notion with your account health score. The report’s detailed, different parts of your account are rated according to 40 different criteria.
I’ll provide an additional comment for each criterion evaluated, so you know why it needs work.
Investment: $397 USD / $539 CAD
- 90 Minute recorded call to discuss the HoneyBook topic(s) of your choice
- 3 days of email support while you implement my suggestions
You want to feel confident using HoneyBook but prefer to stay hands-on while figuring it out.
On this 90 minute HoneyBook Strategy Call, you’ll screen share as I guide you through whatever’s giving you trouble. Whether that’s understanding how the platform works, making sense of automations, refining your pipeline, or Smart File issues.
You’ll stay in control, making the updates yourself while I explain what to do, why it matters, and how everything fits together. This is your chance to ask questions, get clarity, and move forward with confidence without having to figure it all out on your own.
This is perfect if you want to learn by doing, with expert guidance to keep you on track and answer your questions along the way.
–Cassidy bell
"I wish I'd booked sooner."
Some people prefer to walk through their account together and talk through questions or areas they’re unsure about. Others want a full audit where I review their setup independently and send back a detailed report with recommendations.
Either way, the goal is to give you clarity on how your system is actually functioning behind the scenes so you can decide what to adjust, simplify, or improve moving forward.
If you show me your HoneyBook account, I can usually spot pretty quickly where things feel confusing, disconnected, or harder than they need to be.
Sometimes that’s a workflow that grew over time, an automation that doesn’t quite fit anymore, or pieces of the client journey that aren’t working together the way they should.
Whether we’re walking through questions together or reviewing recommendations from your audit, you’ll leave with a clear plan for what to improve next.
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.
Fill out my contact form and I will email you the link to 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.
Hit me with ‘em
Absolutely! You can fill out my contact form and schedule a Discovery Call to make sure you are choosing the right session.
If you want me to jump in and fix things for you while you watch and learn, the Intensive is for you. If you’d rather stay hands-on and make the updates yourself with my guidance, the Strategy Call is your best fit.
Yes. Many clients come back for additional sessions as their needs evolve. Just reach out when you’re ready and we can book another call.
We can tackle anything from messy pipelines and broken automations to confusing workflows, Smart File questions, or general HoneyBook troubleshooting. If it’s in your account and slowing you down, we can work on it.
Yes. Both the Intensive and Strategy Call include a full recording of our session so you can refer back to it anytime.
You’ll have email support included after your session (5 days for the Intensive and 3 days for the Strategy Call) so you can ask follow-up questions and feel confident implementing everything we covered.
THIS IS WHAT OPTIMIZED + EFFICIENT FEELS LIKE:
AM beauty, lucury hair and makeup
Megan wade
"Karly exceeded all expectations! As someone who is a fast mover and thinker (and admittedly gets frustrated when people move or talk too slow) I was slightly nervous my long to-do list I brought to our meeting would barely get worked through. Well I’m happy to report she easily kept up with my rapid fire questions and was able to get through EVERYTHING on my to-do list."
"I am beyond impressed with her ability to thoroughly communicate what she was doing and utilize the time effectively, accomplishing everything on my list!"
Photography by brogan
brogan steininger
"I was barely using Honeybook for a few years before hiring Karly. I wasn’t using most of the functions and I was manually doing so much work I didn’t need to be doing. Since working with her i am utilizing so much of Honeybook and its given me more time to do other things since most of the work is being done for me behind the scenes!"
"This is now the second time I’ve worked with Karly, and both experiences have been incredible. She is VERY knowledgeable about the system and can QUICKLY answer questions"
The studio events, event venue
Angela Bowman-Malloy
"If you’re on the hunt for a HoneyBook pro please check out Karly, She made it simple and easy and I feel we got a ton accomplished in our short time together."
"Working with Karly helped me feel more confident in my customer interactions to know what I’m sending the right things at the right time"