Complete HoneyBook setup
from a 10-year expert

HoneyBook
Setup & Optimization

Turn “I’ll figure it out later” into “wow, that was easy!”

You’re amazing at what you do — design, photography, planning, consulting — but let’s be honest: the tech side? It’s giving no thank you.
That’s where I come in. I take your beautiful chaos, your piles of PDFs and email drafts, and build a seamless HoneyBook system that books, invoices, contracts, and nurtures your clients while you do… literally anything else.

BOOK NOW

Why Work with Me?

  • HoneyBook

    Strategy Session

    We start with a 45-60 minute strategy session where I map your current workflow and identify exactly where inquiries fall through the cracks. This isn't a sales call—it's actual strategic work that you keep regardless of whether we move forward.

  • Customized for You

    Built for your workflow, not HoneyBook's template. No cookie-cutter setups. I design your HoneyBook system around how you actually work—not how HoneyBook thinks you should work. Your brand voice, your process, your specific client journey.


  • Black and white photo of a woman with dark hair, wearing a sequined top and a ruffled, sheer jacket, posing confidently with an upward gaze.

    Conversion Results Tested

    Get templates that turn inquiries into signed contracts. These aren't generic forms—they're strategic documents that build trust, handle objections, and close clients in fewer touchpoints.

  • Time Saver

    Stop spending 47 emails per inquiry. Automated workflows handle the heavy lifting while you focus on creative work. Most clients reclaim 10-15 hours per month immediately.

Book Now

Ready to Stop Losing Clients to Disorganization?

Book your HoneyBook intensive now—January spots filling fast.

The Experience

  • Discovery →

    Before your day, we’ll kick things off with a quick discovery call to understand your goals, workflow, and how HoneyBook (or your platform) can best support your business.

  • Prep Work →

    You’ll complete a short pre-day questionnaire and send over your content — branding, services, copy, and visuals — so everything’s ready before your Power Day begins.

  • Implementation →

    On your setup day, I’ll handle every detail — from templates and automations to branding and emails — creating a streamlined, cohesive system that works beautifully and feels effortless.

  • Completion →

    By day’s end, you’ll receive a recorded walkthrough and know exactly how to use your new setup with confidence. You’ll also get one week of follow-up support for tweaks or questions as you settle in.

  • Stage

    • Details

  • Pre-Day Prep

    • We’ll start with a 45-minute strategy session and a simple onboarding checklist to gather your copy, brand assets, packages, and details. You’ll submit everything in advance so we can move seamlessly on setup day.

  • Company Setup

    • Your HoneyBook workspace will be fully branded — from company settings and project types to integrated email, calendar, and payment tools. Every detail reflects your business identity.

  • Smart Files & Templates

    • I’ll design a complete suite of branded Smart Files — inquiry, proposal, contract, invoice, and onboarding/offboarding templates — plus custom-written emails that guide your clients through every step.

  • Automation Build

    • Your workflows are mapped and automated with thoughtful sequences that feel human, not robotic. Each process is tested for clarity, flow, and ease of use.

  • The Power Day

    • The day begins with a quick review of your HoneyBook diagram, a midday check-in for feedback, and ends with your recorded walkthrough video and final review.

  • Post-Day Support

    • Includes one week of follow-up support and one round of refinements to ensure your setup runs smoothly and reflects your brand perfectly.

Modern kitchen with black, wood, and green marble elements, open shelving, and decorative vases, viewed through a black metal framed glass door.

You’re absolutely ready if

  • You're booking clients but drowning in follow-up emails

  • You have HoneyBook but it's a glorified filing cabinet

  • You're losing clients because your response time is inconsistent

  • You know exactly what you want to build but lack technical time

  • You're ready to invest in infrastructure that scales with you

let’s do this!

Schedule a call if

You're just starting out and need basic systems first:

  • You don't have consistent client inquiries yet

  • You're still defining your services and pricing

  • You need brand strategy or positioning work first

  • You're looking for general business coaching

LET'S TALK

Mastering Conversion:
How to Turn Inquiries Into Paying Clients

Hear my approach to HoneyBook setup and client conversion strategy on the official HoneyBook podcast. While I now operate independently, my expertise in transforming creative business workflows remains the same—just with more personalized service.