HoneyBook Strategist Bundle

Sale!

$697.00

After years of system setups, I’ve identified a highly efficient system of tools that allow me to deliver an unmatched client experience. This suite of tools perfectly stacks to solve every major pain point that you would hit throughout a HoneyBook Setup. Rather than picking and choosing, I’m giving you EVERYTHING you need to be a master HoneyBook Strategist in one convenient bundle!

Description

BEFORE YOU PURCHASE!

Make sure that HoneyBook is available to you! Right now, it is only accessible in the United States and Canada. Don’t buy the bundle before you sign up for HoneyBook! Use code XOCAIT to get a special deal on signing up, or join The Dub Club for a special opportunity to become an HB Educator and get a FREE account!

Okay, about the product…

After years of system setups, I’ve identified a highly efficient system of tools that allow me to deliver an unmatched client experience. This suite of tools perfectly stacks to solve every major pain point that you would hit throughout a HoneyBook Setup. Rather than picking and choosing, I’m giving you EVERYTHING you need to be a master HoneyBook Strategist in one convenient bundle!

WHEN YOU PURCHASE THIS BUNDLE, YOU GET:

  • SIGNATURE Click Up Board: | VALUE: $597 | To help you organize and operationalize your workload, I’m sharing it ALL! This ClickUp task board shows you everything that I do in a setup AND in what order to maximize value while decreasing time spent per client. This is the LIFE BLOOD of my business. This ClickUp board has taken me YEARS to hone, craft, and PERFECT through countless system setup clients. Through it all, this project tracking board ensures an equal level of luxury service for EVERY client, in the most time-saving order, and keeps you on track for FAST setup completion
  • SIGNATURE HoneyBook Automation Builder: | VALUE: $397 | This HoneyBook Automation Builder will ensure you identify & gather all the content needed for a HoneyBook Setup, saving you HOURS on EVERY client! This spreadsheet makes it a no brainer and does it ALL FOR YOU!
  • Onboarding Questionnaire: | VALUE: $187 | Get the questionnaire & emails I use to onboard my clients- collecting all vital information needed prior to their onboarding meeting. Save time, energy, and soooo many emails back & forth.
  • Implementation Questionnaire: | VALUE: $187 | After your onboarding meeting, you’ll probably need to collect more information specific to each client. Find out what key information I collect at this stage!
  • Offboarding Questionnaire: | VALUE: $187 | Set your clients up for success after their setup with an Offboarding Kit that tells them exactly what to do next. Comes with some suggested topics & is ready for your customization!

TOTAL VALUE: $1555

NOTE: THIS IS DIFFERENT THAN THE DUBSADO STRATEGIST BUNDLE. The products above follow a similar structure and functionality to the Dubsado Strategist Bundle, but are completely customized to the way HoneyBook functions!

FORMAT

  • You will be given access to all products in your personal Cait Potter product account. Your account information will be emailed to you after purchase.
  • Materials are available in a mix of Google Docs, Google Sheets, and one-click Dubsado forms.
  • You do NOT receive a HoneyBook smart file with the content. HoneyBook does not currently allow the functionality to copy forms from one account to another using a link. This is why content is provided in an easy to copy-and-paste google doc, in addition to a Dubsado form for if you use Dubsado to manage your setup business.
  • NOTE: The Bundle includes *ONLY* the products listed here. This does NOT mean that you will get access to all future products!

TERMS & CONDITIONS

Note that these are for PERSONAL USE. NO COMMERCIAL LICENSE. This means that you may not share this template and you may not resell it. Due to the nature of digital products, there are NO REFUNDS.

Additional information

License

Non-Commercial Use License

All products are meant to be used inside your own business and it is illegal to use them with other accounts, share, or redistribute them.

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