Honeybook: Full Service Setup
THIS IS FOR YOU IF...
- You serve clients as a service provider with clear offers and services
- You’re excited, but a little stressed every time you get a new lead through DMs or your general website contact form
- Your lead process is a little all over the place
- You don’t have time to learn all the ins and outs of Honeybook and want it set up FAST!
WHAT YOU'LL GET:
Everything included in the Foundations Framework (see below)
PLUS
3 Bonus “Over the Shoulder Tutorial” Loom videos of your choosing
3 Weeks of Voxer/Loom Support for troubleshooting + guidance
An extra round of edits on your setup
Any additional packages or setups your particular business requires.
Maybe you need multiple contact forms? A whole lotta email templates (those emails really start to add up!) or an extra questionnaire to offboard your client and request a testimonial? Whatever your unique business requires, I’ve got your back!
*this is a great option if you have multiple processes you’d like to automate in your business workflow
*all content must be provided ahead of your Honeybook build. Custom builds do not include any copywriting.
Honeybook: Foundations Framework
Just getting started with HoneyBook? I’ve been there, friend. It’s a little bit of a deer in the headlights moment but I promise it won’t be for much longer! We will meet to discuss your goals, establish guidelines for the pre-planning guide of what is needed for me to complete your foundational CRM setup. This setup will leave you feeling confident and prepared to utilize HoneyBook so that your onboarding process is streamlined and your client experience is smooth and seamless. No more awkwardly checking your mail tracker in Gmail or scrambling when a new lead drops into your DMs!
Investment: $897
THIS IS FOR YOU IF...
- You have your core offers in place and this is your first CRM setup
- You serve clients as a service provider
- Your lead process is a little all over the place but you make it work on multiple platforms
- You need the framework built so you can have a solid foundation for future business growth
WHAT YOU'LL GET:
Dedicated Trello Board for the project
1 Strategic Client Mapping Workflow Session
1 Contact Form
Branding uploaded (includes your colors, logos, etc.)
Company settings aligned
1 Appointment type framework
1 Brochure (usually your service guide)
1 Contract template
1 Questionnaire
Up to 7 package templates
5-7 Email templates inputted and formatted
1 Contract template
1 Custom Email Signature Design
1 Custom, Branded Header graphic for all templates
2 Automations built
1 round of edits following initial setup (this does not include entire changes of packages, email wording, etc.- just visual edits and tech tweaks)
Our Recorded Presentation Call of setup review
1 “Over the Shoulder Tutorial” on how to navigate the HoneyBook platform with ease
2 “Over the Shoulder Tutorial” Loom Videos of your choosing
1 Week of Voxer Support
HoneyBook: Educate to Elevate
The heaviest-hitting components of your HoneyBook… DONE! I’ll build your contact form, get your company settings and project types adjusted, and even show you how to embed it into your WordPress or Squarespace website with a Loom Video!
THIS IS FOR YOU IF...
- You are just getting started with HoneyBook and aren’t sure exactly where to even begin using it to it’s fullest potential
- You serve clients as a service provider
- Your lead process is a little all over the place or non-existent
- You want to learn how to DIY your own HoneyBook setup but crave a little bit of guidance
WHAT YOU'LL GET:
Dedicated Trello Board for the project
1 Contact Form
Project types aligned
Company settings aligned
Loom video for embedding your Contact form into your website
1 Brochure Framework built (usually your service guide)
Up to 3 Email templates inputted and formatted
Initial Inquiry Workflow Automation Built (up to 3 steps)
1 “Over the Shoulder Tutorial” on how to navigate the HoneyBook platform with ease
1 “Over the Shoulder Tutorial” of next steps for your personalized HoneyBook setup
5 days of Voxer Support
Honeybook: Strategy Sessions
THIS IS FOR YOU IF...
- You’ve got the bare bones done but you know there’s more that Honeybook has to offer!
- You’d like a plan of attack on how to make your Honeybook work better FOR you
You’ve got the gist of what a CRM can bring to your business, but you A) don’t have the time to learn it all and B) want a clear action plan on how to use Honeybook to it’s fullest!
Includes a recorded 60-minute strategy call where you can ask all of your HB questions AND I’ll deliver a personalized Jumpstart Guide with next steps to streamline and automate your processes!
Investment: $197