Honeybook CRM Set up
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to simplify your systems, regain creativity, and take your time back.
LET'S GET STARTED
HoneyBook is the all-in-one CRM that streamlines your entire business workflow, from client intake to payments and everything in between. It's perfect for creative entrepreneurs and service-based businesses who want a user-friendly, intuitive system to manage projects, contracts, and communications—all in one place.
Let HoneyBook handle the workload!
If that to-do list is getting out of control, client responses are backing up, and you have a million and one ideas on hold, it might be time to shake things up and rethink your operations.
Why Honeybook?
I'M READY
Ready to ditch the chaos and embrace a system that works with you? Let us stock your perfect Honeybook setup and get your business running like a well-oiled machine!
Seamless project and scheduling management
Simplified invoicing and payment tracking
Streamlined client communication, from contracts to emails
HoneyBook ensures that nothing falls through the cracks, helps you stay organized, and elevates your client experience. When you use HoneyBook, you can manage your client relationships seamlessly from start to finish while staying on brand and saving time.
Imagine:
What You Can Accomplish with HoneyBook
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Fourteen (14) days of email support immediately following delivery
Thirty (30) days of access to our custom training resources
One (1) custom training video on your new CRM
One (1) round of revisions/edits
Inclusions:
Questionnaires and form templates
Lead form for potential clients
Contact form
Service brochure
Proposal with contract, service packages, invoice & payment plan
Customized Templates, including:
Email templates for different stages of client communication
Customized branded email signature
Customized client portal with brand colors, fonts, and logo
Branding and Customization, including
Scheduler session implementation
Initial setup and customization with imported contacts & client data
What's INCLUDED:
One (1) CRM account setup from materials designed around your brand for up to one (1) revenue stream with (always non-coded) form design.
What We Build
Project Timeline:
Approximately 3-4 weeks
Payment Schedule:
50% due at booking
Balance due at kick-off
What's NOT included:
Automations
Disclaimer:
While this is a done-for-you service, the client will be responsible for paying for all chosen software and providing content as requested by the contractor (including branding, fonts, photos, contract, packages & pricing, questionnaires, etc). Unless otherwise noted by the contractor, all decision-makers must be present at all meetings. Timelines are estimates only and will be determined based on the team's availability and turnaround time for content.
FAQ
Streamline your operations & start using your Honeybook CRM system with ease!
I'M READY
Let's Rebel Together!
We provide initial support to help you launch smoothly, ensuring you feel confident using your optimized CRM.
L = Launch
You’ll receive a custom Loom video to educate you on your new setup, walking you through each feature.
E = Educate
We’ll build and stock your CRM using your existing content.
B = Build
On your kick-off date, we’ll engage with you to gather your CRM login and finalize details.
E = Engage
After booking, complete a questionnaire so we can review your current CRM setup and needs.
R = Review
The REBEL Framework Process
Want to Do-It-Yourself?
Visit the Training Shop for Honeybook resources, courses, and more!
New to Honeybook?
Full disclosure: I will earn a small commission if you sign up using my link.
