HoneyBOOK SeTUP
A calm, strategic, done‑for‑you system build that supports your entire client experience.
Honeybook services are for creatives and service providers who want HoneyBook to feel like an extension of their brand — not another admin task. Together, we map out your ideal client journey, then I build a fully branded, automated system that supports you from inquiry to offboarding.
Your HoneyBook backend becomes clear, intuitive, and ready to run your business with ease.
HoneyBook Full Setup
A fully branded, automated HoneyBook system that supports your entire client experience — from inquiry to offboarding — with ease and confidence..
Perfect for: Creative business and service providers New to HoneyBook or and your system needs a full overhaul and wants everything built correctly from the start.
HoneyBook Full Setup gives you a complete, done‑for‑you system built with clarity, intention, and your brand at the center. From your client journey to your Smart Files, automations, settings, scheduler, and integrations — everything is thoughtfully designed and implemented so HoneyBook becomes a seamless extension of your business.
💰 Investment: $2,500 CAD
⏳ Timeline: 2-4 weeks
What’s included in your HoneyBook full setup:
Client journey mapping call
Up to 5 full automations
Up to 12 Smart Files created or updated
Full settings setup
Branding integration (client-provided files)
Scheduler setup (up to 5 appointment types)
Integrations (Zoom, iCal, Google Calendar, Calendly)
Email template creation + import
Detailed recorded walkthrough
End to End client experience.
What You Can Expect
01. Inquiry + Discovery Call
A free call to learn about your business, your client journey, and the systems you currently have in place so we can confirm the right fit and direction.
02. Proposal, Contract + Invoice
You’ll receive a customized proposal, contract, and invoice. Once payment is complete, your spot is officially secured and your project is added to my calendar.
03. Brand Form + Questionnaire
You’ll share your logo, images, colors, and any brand assets so your entire HoneyBook system is fully aligned with your visual identity.
04. Workflow STRATEGY Session
A deep, guided session where we map out your full client journey and design the most efficient, intuitive workflow for your business.
05. SETUP + TESTING
Your HoneyBook system is built, branded, and fully tested. Smart Files, automations, settings, scheduler, and integrations are all implemented with clarity and intention.
06. TRAINING + SUPPORT
You’ll receive a walkthrough of your new setup so you feel confident using it day‑to‑day, plus 30 days of ongoing support as you settle into your new workflow.
Frequently
Asked Questions
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If your current system feels disorganized, inconsistent, or time‑consuming — or if you’re starting fresh and want everything built correctly from the beginning — a full setup gives you a complete, done‑for‑you foundation that supports your entire client journey
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You’ll complete a short intake form, share your branding assets, and walk through your process with me during our 90‑minute strategy session. After that, I handle the full build so you can stay focused on your business.
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Most projects take 2–4weeks, depending on the complexity of your workflow and how quickly you provide the requested materials.
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Yes. Your Smart Files, scheduler, emails, and overall system will be aligned with your brand visuals and tone so everything feels cohesive and professional.
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Absolutely. You’ll receive a 90‑minute training call and a recorded walkthrough so you can revisit the instructions anytime. You’ll also have 30 days of support for questions and small adjustments.
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Yes. I create and import a full set of email templates written in your voice, aligned with your workflow, and ready to use immediately.
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hat’s exactly what the strategy session is for. We’ll map out your full client journey together so your system is built with intention, clarity, and ease — not guesswork.
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Yes. If you already have Smart Files, forms, or pieces of a workflow, I can refine, rebuild, or integrate them into your new system so nothing is lost and everything works seamlessly.