Honeybook Setup & Help
You’ve signed up with Honeybook. Congrats! But now it’s time to set up your system, and it’s not going as easy as you’d hope it would. Spending hours trying to figure out just how to build a workflow isn’t ideal, and your level of frustration is through the roof! This process is taking you away from working with your clients and their needs. Well, I’m here to help; get the help you need to set up Honeybook so that you can run your business more efficiently. Already have Honeybook setup but need additional help or troubleshooting; I can help with that as well!
Main focus areas
Honeybook Systems Setup
Workflows, Scheduling, Proposals/Contracts, Invoicing, Payments, Forms
Consulting
Workflow Development, Troubleshooting
Investment
Consulting: Starting at $75/hour
Packages: Varies by service
Typical timeline: Varies by service
*Already have Honeybook setup and just need help with a workflow or brochure? No problem, I offer hourly consulting and setup help. See below for details.
What’s Included
01. Brand Setup
Implementation of brand Elements (logo, signature, colors, etc.), domain & client portal, integrations, team, preferences
02. Workflows
Setup 2 workflows that include canned email responses, links to your scheduling software, brochures, and tasks.
03. Templates & Imports
Import contracts (all), brochures (up to 2), invoices (all), proposals (all), questionnaires (up to 3), packages (all), contact form (2), canned emails (all), contacts (all), current projects/clients (up to 6)
04. Scheduling
Setup of booking application for discovery calls, general meetings, strategy calls, etc.
05. Training Session
Before handing off your new system, I will walk you through how to use the system and answer any questions you may have. From there, I will hand over the account so you can begin taking on clients.
06. 30-Day Support
I won’t abandon you! To help you transition to your new system, I provide 30-day assistance; this can be a 15 min call or emailing me with any questions I can answer with a video response showing you how to fix your Honeybook related issue.
Packages
Ready to get started? Book a 30 min consultation!
Don’t see what you need, email me at hello@yeribridgett.com with your questions.
Full System Setup
1 Brand • Timeline Varies
New to HoneyBook and don’t want to spend weeks setting up your onboarding process? Get a full system setup; I will create and import all parts of your business into the system.
*The client must provide the copy for brochures, emails, contracts, invoices, and forms. As well as all branding materials. Add-ons such as importing additional brochures and workflows are available a la carte.
Workflow Development Session
2 Workflows • Timeline Varies
Don’t have a process yet for how your HoneyBook pipeline should work? I can help you develop a process from lead capture to receiving payment for a client. This 2-hour session will include three phases—understanding your process, creating the workflow on paper, then implementing it in HoneyBook.
What you get:
1-on-1 Workflow Development Session
2 Tested and Implemented HoneyBook Workflows
Process Documentation [written out process]
A PIECE OF MIND AND YOUR TIME BACK!
Included in Full System Setup
Some Extra Help
1-on-1 Consulting • Hourly
Already have HoneyBook setup for your business but need some extra help setting up or have some questions? We will meet via Zoom and discuss what you need help with and sort it out right there.
Is the Honeybook Setup for you?
You currently have a process for onboarding clients but are using 3-4 separate systems to do so
It’s taking you hours, sometimes days, to create a proposal and contract for a new client
Honeybook has proven to be a bit more challenging than you anticipated and you aren’t able to use it properly
You don’t have time to create any new templates or workflows, and need someone that can get it done quickly