Let’s stop scrambling and start streamlining.
You’ve got the clients. You’ve got the skills. But your systems? They’re duct-taped together, and it’s costing you time and money. If you’re undercharging, over-customizing, or constantly second-guessing your process—this Playbook is your call-up to the big leagues.
Built for HoneyBook pros who are done winging it and ready to deliver sleek, scalable client setups that scream ✨expert✨.
Running on hustle? It’s time to build with strategy.
Plug-and-play workflows so you never start from scratch again
What’s waiting inside for you:
Those premium HoneyBook setups you admire? Built on process, not pressure. And this playbook hands you that process on a silver (automated) platter.
If building “premium” HoneyBook setups feels like herding cats without a leash—pause right here.
The Process Pro Playbook: HoneyBook Edition is your all-in-one business backbone. Not a grab-bag of templates or a half-baked checklist—this is a fully integrated, ready-to-implement system designed specifically for HoneyBook strategists, tech VAs, and systems experts who are done duct-taping their process together.
Inside, you’ll find the exact tools, workflows, templates, and back-end systems I use to deliver smooth, strategic, client-wowing HoneyBook setups—without burning out. It’s your shortcut to confidently raising your rates, booking higher-end clients, and running your services like the pro you are.
It’s not about doing more — it’s about doing it better.
With proven systems behind the scenes, you can deliver premium HoneyBook setups without the stress.
The Process Pro Playbook:
HoneyBook Educator Edition
Cait’s personal process blueprints so you can scale like a pro, faster
Pre-written client emails that set boundaries, boost confidence, and save HOURS
A pricing calculator that actually shows you how to charge more and profit more
Step-by-step workflow mapping tools that simplify even the most complex client journey
Project management systems that keep you organized and impressively efficient
Client-ready docs for onboarding, offboarding, and every moment in between
Created by a systems strategist who’s mastered operations, workflows, and automation across industries, this playbook is built for HoneyBook Educators, Setup Pros, & Systems Strategists who are ready to work smarter & scale faster.
by an expert, for experts
This isn’t some fluffy, theoretical guide. It’s the exact system used by top-tier HoneyBook pros to create seamless, high-converting client experiences. Every workflow, automation, and strategy inside is built for impact and efficiency.
Battle-Tested & Proven
No more duct-taping automations together or scrambling to reinvent the wheel. This playbook is your plug-and-play system for delivering polished HoneyBook setups—faster, smoother, and without the headaches.
All-in-One & Effortless
this playbook was built for you.
These foundational tools ensure you’re set up for high-end, repeatable success before you ever touch a workflow.
Setting up for success
honeybook Setup Execution Blueprint
A flawless HoneyBook setup doesn’t happen by accident—it’s built on organization and efficiency. This done-for-you ClickUp system keeps your entire process streamlined, automated, and 100% client-ready, so you can deliver top-tier setups without the chaos.
honeybook Revenue & Pricing Calculator
Say goodbye to pricing guesswork and hello to profit-driven confidence. This plug-and-play calculator helps you set rates that reflect your expertise, effort, and value—so you’re never left wondering, “am I charging enough?” again.
ensure clients get onboarded smoothly so projects never stall.
Onboarding & client experience
Client Boundary Email Vault
Late payments? Scope creep? Missed deadlines? Handled. With 25+ pre-written email templates, you’ll set boundaries, enforce policies, and maintain professionalism—without wasting time crafting responses from scratch.
System Strategist contract kit tm
No more legal loopholes or contract nightmares. This attorney-drafted contract template is custom-built for HoneyBook setup pros, ensuring your agreements are airtight—without the stress or second-guessing.
Honeybook Pro Onboarding System
Tired of chasing down client details and explaining the same things over and over? With plug-and-play onboarding forms & email templates, clients will know exactly what’s needed, so you can start strong and keep projects moving.
it’s time to map, build, and approve client workflows with efficiency.
mapping, building, approving
Honeybook Content Approval System
Say goodbye to manual intake chaos. This auto-generating questionnaire gathers all client content, form details, and approvals upfront— eliminating back-and-forth, streamlining your process, and saving you 3+ hours per setup from day one.
Honeybook Automation Mapping System
Stop overcomplicating automation mapping. This intuitive spreadsheet makes it easy to visually map workflows, streamline automations, and optimize efficiency—so you can build faster, stay organized, and deliver seamless setups with confidence.
Honeybook Email Essentials Pack
No more staring at a blank screen, trying to craft client emails from scratch. This pack of ready-to-use templates helps you send onboarding, training, and support emails in record time—without sacrificing professionalism or personalization.
Your setup is built, approved, and launched—now it’s time to ensure your clients stay empowered, happy, and coming back for more.
Handoff & Aftercare
Honeybook Workflow Visualizer
No more leaving clients in the dark. This workflow documentation tool transforms detailed automations into easy-to-follow, visually stunning PDFs, helping clients grasp their system at a glance—so they can actually use it without calling you for every little thing.
Empowered Client Handoff System
A successful setup isn’t just about launching—it’s about lasting success. This plug-and-play handoff system ensures clients are fully onboarded, trained, and confident using their new workflows, keeping them engaged, satisfied, and primed for future services. 🚀
That’s less than what you’d charge for ONE Honeybook setup— yet it gives you every system, template, and tool you’ll ever need.
$1697
your investment today
I WANT IN!
Amy Olson
It is worth every single penny! I saved so much time yesterday getting everything set up and all I have to do now is add my own personal branding flair. I can't tell you how many hours I've saved as I get ready to do my first set-up for a client. Actually, I can....I saved a good 16 hours because the day prior, I spent EIGHT trying to build ONE form to gather all the questions I need to ask. Not anymore! I've got my onboarding questions, implementation questions AND offboarding....complete with my canned emails and workflow.... Is this heaven?
Danielle Mcginnis, Cutting Edge Operations, Co.
I feel like my offboarding process is ON POINT now! I love that this product filled in all of the gaps for me and got my brain juices flowing so that I was able to customize it for my specific offboarding process!
Caitlyn Gray, Systems & Strategy
If anyone is looking to purchase this workflow builder --- DO IT! It saves a gazillion hours and organizes everything for you. IT is also fantastic if you have a team. The content library makes it easy to pass off those tasks of form/email creation.
Beth Kocol, Studio320 Virtual Solutions
I am obsessed with how simple this makes it for my client to go step by step through their workflow building process on their own. The visual is *chef's kiss*! I have always felt that the Workflow Builder spreadsheet is, while amazing for us tech-gurus, overwhelming for the client - so I've avoided sending it. But this guide makes it so easy and digestable for them!
You’ve built the workflows. You’ve color-coded the chaos. You’ve been the Zapier fairy godmother, the Dubsado whisperer, the ClickUp queen. You are the reason half the internet’s client experience actually works. Now it’s time to do the same for yours.
I’m Cait — systems strategist for the strategists. With 10+ years in ops and 150+ businesses streamlined, I’m here to help you tighten your ops, level up your offers, and automate your way to authority.
Because always the workflow builder, never the workflow user?
Not on my watch.
Let's do another system setup... but this time, it's yours.
Meet the Strategist for System Strategists
I'm Cait — educator for system & operations pros ready to lead, not chase.
xo, Cait
& answers
Will this help me price my services?
Yes! The Revenue & Pricing Calculator inside the playbook takes the guesswork out of pricing by helping you calculate your rates based on workload, experience, and service complexity. It also includes an automatic quote generator to ensure your pricing stays profitable and aligned with the value you provide.
Does this teach me how to use honeybook?
In short, NO. This playbook is designed for those who already have at least a basic understanding of HoneyBook. If you’re brand new to the platform, I highly recommend getting comfortable with HoneyBook’s interface and core features before diving into this playbook.
Who is this playbook for?
How is this different from other Honeybook templates or courses?
Unlike generic templates or training, this playbook is a comprehensive, done-for-you system that includes pre-built workflows, pricing calculators, client email vaults, onboarding and offboarding templates, contract frameworks, and workflow visualizers. It’s not just a guide—it’s a full suite of tools designed to help you streamline, scale, and sell your HoneyBook services with confidence.
Is this a one-time purchase, or will I get updates?
This is a one-time purchase, and you’ll receive any updates or refinements made to the included tools! As HoneyBook evolves, I’ll keep improving the workflows, templates, and calculators, so you’ll always have the most efficient and optimized systems available.
I already have a workflow for my setups—do I still need this?
How long will it take me to go through this playbook?
This depends on your current level of experience and how deeply you engage with the materials. You can start implementing pricing strategies and workflows immediately, but mastering all of the tools and refining your setup process may take a few weeks. The playbook is designed so you can work at your own pace and revisit sections as needed.
Can I use this to train my team or assistant?
Yes! If you have a VA or team member helping with HoneyBook setups, they can follow the workflow blueprints, email templates, and onboarding systems inside the playbook. This makes it easier to standardize your setup process and delegate tasks more effectively. However, this is for your business use only—redistribution or reselling the materials is not permitted.
Can I use this for dubsado or other CRMs?
That said, you can check out the other playbooks available here!
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