done-for-you Honeybook setup
Frustrated by trying to keep it all together when everything is spread out and disorganized? HoneyBook’s all-in-one CRM platform & automations will change your life.
The Done-For-You honeybook Setup includes:
Client Experience Process Mapping Session where I help you determine the best possible experience for your clients AND YOURSELF as you deliver your cutting edge services.
Beautiful form design (check out my portfolio page to see examples!)
All internal settings taken care of so you don't need to worry about anything pesky or unexpected coming out of the automation woodwork
Copywriting for all of your missing canned emails as identified in the working mapping session!
Package entry so that you can easily sell all of your services over and over again, saving you time and headache.
Scheduler creation so that you can stop all the back & forth with scheduling key events with your clients.
Payment Schedule advice and creation so that you get paid on time, every time, effortlessly.
Automation implementation! Your ideal client experience will be automated to the fullest extent possible & your biz will be ready to go with all needed automations!
BONUS! Support or implementation of up to 3 Zaps to help automate your process OUTSIDE of HoneyBook.
Live 1:1 recorded Offboarding call where you will learn the ins and outs of your system and can watch over and over again, or share with your team.
30 days of Slack support + access to an exclusive HoneyBook Next Steps Guide & training library to help you learn while you are getting the hang of things
You'll Leave with:
A completely implemented HoneyBook system with built-in automation!
So, how does this work?
Proven & Fool-Proof
Signature Done-For-You honeybook Process
YOUR TIME COMMITMENT:
15 minutes
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Step one: hello
DID WE JUST BECOME
BEST FRIENDS?
YOU ARE HERE! You are taking the first step to learning about all of the ways that systems can change your life and how *I* can help you get to your end goal.
When you're ready, hit that "Contact" item in the menu to receive alllllllllll of the detailed booking information you'll need.
You will fill out your Onboarding Questionnaire prior to our Process Mapping Session.
This questionnaire collects basic information about your business that does not change often, like your branding information, accounting categories, social media links, and more. No detail is too small!
YOUR TIME COMMITMENT:
1 hour
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Step TWO: OFFICIALLY OFFICIAL
ONBOARDING QUESTIONNAIRE
LET THE MAGIC BEGIN!
Our Process Mapping Session is where we will officially kick off your Setup. This is when we will map out your DREAM client experience and back-end business process! We will leave this meeting with a step-by-step plan for a COMPLETE system setup of your business.
YOUR TIME COMMITMENT:
2 hour meeting
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Step three: set the strategy
process mapping
After the Process Mapping Session, I will customize a SECOND questionnaire for you. This questionnaire is all about the assets we determine that you will need in your system- a comprehensive list we will create together during our process mapping session. Once you work through this one, you’ll be on easy streets until the setup is done!
YOUR TIME COMMITMENT:
3 hours
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Step four: the details
Implementation questionnaire
Starting here, I do ALLLLLLLL (and I do mean *all*) of the work to get all of your customized material and content loaded into your system and as many automations created as the system allows.
So sit back and enjoy your glass of wine. I’ve got this under control.
YOUR TIME COMMITMENT:
0 hours!!!
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Step five: i do my thang
time to automate
Once the work is complete, we’ll hop on a live Zoom to go through the entire process behind bringing your dream client experience to life!
After the call, I stick around for THIRTY DAYS to support you in Slack with questions, bugs, and additional training. PLUS I provide you with an exclusive Next Steps Guide and training library.
YOUR TIME COMMITMENT:
90 minute meeting
5-15 hours self-guided learning
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Step six: it's done!
offboarding & follow up support
I hope the relationship doesn’t end after I deliver your system setup (AKA your admin salvation) and allow you to spend some well-deserved time OOO. You get access to discounted services and get to skip the line if and when you need updates or additions in the future!
YOUR TOTAL PROJECT TIME COMMITMENT:
12-18 hours over 8 weeks
5-15 hours self-guided learning
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Step seven: Keep in touch
this doesn't have to be goodbye!
Your honeybook Setup investment will start at:
This breaks down to just $0.26 per hour for the 24/7/365 work honeybook will be doing for you.
$2297
get started!
why work with me?
CAUSE I KNOW WHAT I'M TALKIN' ABOUT.
Sister, I put in TIIIMEE learning all the ins and outs of HoneyBook! When you work with me you’re going to get a fast and efficient setup that does exactly what you want it too – without the headache of figuring it all out yourself! I’m sure you have a million other things you’d rather be doing, whereas I LIVE for doing this kind of work!
xo, Cait
let's work together
"I was thoroughly impressed with the well-ironed process. Cait has obviously done this many, many times and has developed a system I've not seen anyone else come close to.
Now I'm confident and looking forward to implementing the workflows we developed together."
"Cait made this whole experience incredibly easy for me. It felt like a paint-by-numbers picture from the time I scheduled the session."
- kim, bookkeeper -
"Cait is a rare gem who not only does what she says she's going to do, but so much more. She goes above and beyond exceeding any expectations. Her communication skills are perfect and although I missed several deadlines and time slots, she still worked with me without question. Cait came through with every promise she made leaving nothing to be questioned. Cait is worth every dime and then some!"
"Cait is worth every dime and then some!"
- lawrence, PHOTOGRAPHER -
wait wait wait, i gotta question.
How much training do you provide?
It’s ON YOU to learn the system for your own use of it! I do my part to set you up for success by:
✔️ Talking with you extensively about which Dubsado features we’ll be using in your build,
✔️ Showing you every step of every workflow I’ve created for you,
✔️ Providing a detailed Next Steps Guide AND a video training library to help you learn some key features.
✔️ You are still highly encouraged to complete Dubsado’s education in order to be proficient.
do you recommend this for new businesses?
A Done-For-You Dubsado Setup will work best for businesses who already have a rock solid idea of what they want their client experience to look like and are ready to invest in streamlining and automating it.
The businesses who get the most value out of the service have likely been in business for at least a year and have a steady stream of clients coming in. There are exceptions to every rule though, this is just the norm!
how long does a Dubsado Setup take?
If you do not complete your questionnaires on time, your completion date may be pushed back, and additional fees will apply. On the flip side, if you’re on top of your stuff, you could see it even sooner!
not sure which package is best for you?
here are your options
done-for-you honeybook setup
Want all the benefits of HoneyBook without the frustration and time suck of setting it up? Not to brag, but I'm pretty good at getting all of that automation done for you!
learn more
strategy session
Just need some direction to get going in the right direction? I'll tell you exactly what to do to get your workflows to match the process you've got in your head!
learn more
done-for-you honeybook setup
Want all the benefits of HoneyBook without the frustration of setting it up? Not to brag, but I can take care of that for you!
learn more
strategy session
Just need some direction to get going in the right direction? I'll tell you exactly what to do to get your workflows to match the process you've got in your head!
learn more
strategy session
Just need some direction to get going in the right direction? I'll tell you exactly what to do to get your workflows to match the process you've got in your head!
learn more
