CRM Set-Up

Are you struggling to onboard clients in an easy & seamless way? Let us streamline and automate the process for you, creating an amazing experience for your clients.

HoneyBook Makes Your Life Easier

Be honest, are your struggling with any of these things:

Scheduling Appointments

Tired of the back & forth emails to get something scheduled with a client? With HoneyBook, scheduling is a breeze.

Late Payments from Clients

Have you ever forgotten to send reminders to clients about a payment? Now, you’ll never miss a reminder – late payments are now a thing of the past.

Keeping Clients in the Loop

Forget about clients constantly emailing you for updates on their project – your HoneyBook CRM keeps them up-to-date and in the loop.

Struggling to Keep Up with Tasks

Emails, questionnaires, invoices, updates to clients – now all of this is put on autopilot so you can finally work ON your business, not IN it.

Say Hello to the
‘Done For You CRM’

You deserve to get some of your time back so you can focus on serving clients better. Our ‘Done For You CRM’ does just that – building out your entire HoneyBook CRM, customized to fit your exact process.

Your new CRM will save you loads of time, be consistently on-brand, look uber-professional, and provide your clients with a truly VIP experience.

What’s Included


Basic Setup

Includes connecting your email, bank, and branding to HoneyBook


Forms Setup

Creating all your custom forms & contracts

Scheduling Setup

Customizing your booking calendar & creating appointment reminders on autopilot

Payment Setup

We create custom payment plans & service packages that can be sent to clients with the push of a button


Building an automated process for clients, from inquiry to onboarding, to requesting a review – it even works while you sleep

Proposals & Brochures

Imagine having a digital brochure & proposal go out to convert more clients? Well, now you’ll have one.

Pre-written Emails

Getting the same questions from clients? Now you won’t have to rewrite the same email. Press a button – done

Client Portal

Custom designed to match your brand – now you and your clients will have a place to communicate & find everything

'Done-For-You' HoneyBook CRM

Starting at $995

Our Process

01. Apply

Simply fill out the form so we can schedule a discovery call. This way, I can get an opportunity to find out more about your business process and how a CRM would fit into it.


02. Proposal

Review your custom proposal, sign the agreement, and pay a deposit. After this stage, the work begins.

03. Information Gathering

This is where you complete a detailed questionnaire, which gives me a good sense of your business process and exactly how your CRM should be structured & built.

04. Mapping Automation

I take the information from your questionnaire, and we schedule a 60 minute call, where we fine-tune your process and figure out the best approach.

05. Building your CRM

Here is where I build out your HoneyBook CRM, and we test it out thoroughly before integrating it into your process.