WE CAN CHANGE YOUR BUSINESS AND LIFE FOR THE BETTER!HoneyBook Setup

If you’re wondering how you can level up your business, getting a business management tool is a great first step!

HoneyBook is an online business management tool that organizes your client communications, bookings, contracts, and invoices — all in one place.

It’s perfect for freelancers, entrepreneurs, or small business owners that want to consolidate services they already use, like Quickbooks, Google Suite, Excel, and Mailchimp. 

With HoneyBook, you can automate your busy work. They have easy-to-use templates for emails, proposals, brochures, and invoices. 

They also have e-signatures and built-in automation to save you time and get you paid faster. 

If you’re like us, you have a bunch of moving parts to your business. Simplify your to-do list and stay in control, with HoneyBook.

You can get started with 50% off your first year when you visit HoneyBook. Membership options are flexible, and this amazing promotion applies whether you pay monthly or annually.

💰 To get HoneyBook 50% off for your first year. Sign up with the code YVTSAVE or with my referral link.

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DO YOURSELF (AND YOUR BUSINESS) A FAVOR...GET HONEYBOOK!Package
Walkthrough Overview

With HoneyBook you can add your brand to everything. It will centralize your client communications, send branded files, and allows you to get easy electronic signatures, collect online payments, has automatic payment reminders and everything organized in one place.

We’ll meet with you virtually to refine and automate your workflows and strategize on how your business can best benefit from using HoneyBook. We also stay in touch so you know how things are going and we can keep you up to date on the progress and features integral to your setup.

Once you are all set up with your new CRM system, your package also includes 14-days of support once your setup is complete and delivered. When we deliver your system, we will meet again to give you a personalized HoneyBook walkthrough for your custom setup and a cheat sheet of hints, tips, and walkthroughs. This way if you hire additional staff or just need a quick reference guide you are 100% prepared.

Business-Collection
Forms Design
Business-Collection
Workflow Setup
Business-Collection
Project Creation
Business-Collection
Canned Emails
Business-Collection
Client Portal
Business-Collection
Integrations
OUR SETUP PROCESS

Hassle-Free
Setup and Design

We have you covered. If you are struggling with your HoneyBook Setup and Workflow Automations, we are here to help!
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Details, Details, Details

We start with a form that helps you provide us with all the relevant information so we can jump in quickly.

We will take the information you provide and start working on a plan to best utilize HoneyBook for your needs.

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Mapping Call

On the mapping call, we will walk through the information you sent and our recommendations to workshop implementation of your working style into your software setup. We’ll set up the checklist of what we are going to do and answer any preliminary questions you may have.
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Account Setup

During Step 3 we are going through the checklist to make certain everything you need is set up and tested to work for you.
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Delivery and Walkthrough

When we finish testing your setup we will set up a call to walk you through how to use HoneyBook based on your custom setup and answer any questions you may have. This call is typically recorded so you can reference it again whenever you need to.
Save With Our Pricing Packages

HoneyBook Setup Pricing Plans

We support business owners by maintaining their HoneyBook to automate their workflows, upsell their services, and keep clients on schedule.
Business-Collection
$300
HoneyBook
Review and Report
  • Our HoneyBook Review and Report Package is for those who have set up their HoneyBook and just want to work out any issues.
  • Includes a call with our team to hear about your business and workflow.
  • A full assessment of your inner workflows and processes
  • A full assessment of your client experience
  • A complete and detailed report of adjustments to improve your HoneyBook setup
Business-Collection
$999
Package starts at:
“The Works” HoneyBook Set Up
  • Up to 12 packages/products built-in
  • Up to 10 Forms/Canned Emails converted or created
  • Invoice & Payments Schedules Set Up
  • One Basic Workflow/ Automation setup
  • One Customized Brochure & Lead Capture Form
  • Client Portal/Branding
  • Scheduler Setup
  • A personalized tutorial on using your customized HoneyBook
  • 2 Weeks of support as you acclimate to your new CRM
Business-Collection
$399
Package Starts at:
HoneyBook Management
  • We can manage your client responses, monitor workflows, and make certain everything is running to make sure your client’s experience is fantastic and everything exceeds expectations.
  • Branding adjustments or upgrades
  • Form management
  • Canned email management
  • Monitoring workflows
  • 1 Workflow adjustment
  • Package management
  • Scheduling management
  • Integrations management
  • Monitoring customer communications
  • Providing light customer service
  • *Billed Monthly
BOOK A

Discovery Call

You need support and we have the skills to get the job done. We look forward to meeting you and being your source of support so you can regain control of your time and your business.

Our Competencies

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YOUR VIRTUAL TASKSContacts
Offering peace of mind to busy professionals

Sheridan, Wyoming, USA

COMPANY INFOUseful Links
GET IN TOUCHSocial links
Stay connected with us by following us on Social Media.
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YOUR VIRTUAL TASKSContacts
Offering peace of mind to busy professionals
GET IN TOUCHSocial links
Stay connected with us by following us on Social Media.
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