Want to know a little secret?
It only takes one powerful workflow to completely change your business.
And, it doesn’t have to be complicated.
pssssst...
You may be experiencing these frustrations:
You're in the right place.
But guess what?
→ Lacking a professional system for emails, contracts and payments.
→ Feeling disorganized by your current client management process.
→ Lacking time to MAXIMIZE your clientflow.
→ Started Honeybook but never got setup.
→ Not sure how to create an optimized client journey.
(How I feel about inefficient workflows.)
Is this you?
You'll have an efficient, organized process that works.
How does this sound?
You’ll have all the templates in place for maximized workflows.
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AFTER OUR SESSIONS...
You’ll be excited and confident about your clientflow.
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You’ll automate repetitive tasks.
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You’ll have more time.
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Hi! I'm Regina, your CRM Strategist.
I'm obsessed with Honeybook strategies that free your time! I help you by maximizing your processes so you can get back to your genius areas.
Just need a few tweaks? We'll map out your process and create a plan for your customer journey.
strategy package
Get completely setup with 3 custom workflows so you can use Honeybook to its full potential.
Honeybook Boost
Outsource your setup and workflows and I'll do it all for you.
complete package
Choose Your Package
Need help creating step-by-step action plan.
A GOOD FIT FOR YOU IF:
A 60 minute call to cover anything systems or Honeybook related. This is perfect if you need help with a specific issue, or would like to make a plan for your customer journey.
Includes:
✔︎ 60 Minute Session
✔︎ Action Plan/Process Map
You'll leave with:
• Clarity and a plan for action
$397
Strategy Session
Package #1
Let's make a plan.
Need help with optimizing your account but not sure where to start? Whether it's building smart files, mapping out your automations, or cleaning your pipeline, we'll make a few measurable goals then tackle it together in one morning.
Includes:
✔︎ Strategy Session
✔︎ Process Map
✔︎ 3 Hours of Account Optimization
✔︎ Recap Video
You'll leave with:
• A freshly improved account
• A clear plan with action steps
• Video walkthrough you can access anytime
Optimizing your account
A GOOD FIT FOR YOU IF:
Need help maximizing a few features, designing templates, or assembling an automation.
$897
package #2
Honeybook Boost
Includes:
✔︎ Strategy Session
✔︎ Process Map
✔︎ Dedicated Build Day
✔︎ 5-8 Mini Recap Video
✔︎ 14 Days Email Support & Training
Example of content:
• 1 Contact form integration
• 0-15 Email templates
• 1-3 Automations for your most common project types
• Branded Smart File Templates:
- Brochure template
- Proposal template
- Invoice template
- Contract template
- Questionnaire template
You'll leave with:
A fully setup client journey with all the polished templates you need to book your clients. Plus, I’ll be holding your hand every step of the way to make sure your process goes smoothly.
A fully setup customer journey by the end of our time together.
A GOOD FIT FOR YOU IF:
Want a customer journey start-to-finish, implemented in Honeybook.
Honeybook Setup
Honeybook package # 3
Starting at $2900
"Get things done Nimbly,
With Creativity,
With Flow.
— nicole wrighT,
UX designer
Tell me all about you and your biz and let's clarify your next steps to make your CRM work for you.
Book A Quick Chat
is that a yes?