You know you don’t have to babysit every email & file you send, right?
Book and onboard new leads with ease, and get your customers happy enough to re-book with you — with your processes and workflows set up and still personalized inside the Honeybook CRM.
From done-for-you HoneyBook full setups to HoneyBook strategy calls, I’ve got you covered.
HoneyBook CRM Setup & Support Services
Not when your Honeybook CRM could be doing it for you.
Over 300 business owners have trusted me with their HoneyBook setup.
For business owners who want their HoneyBook account fully set up. I handle the systems, workflows, smart files, and automations so everything runs smoothly behind the scenes. Instead of piecing things together through tutorials or trial and error, you get a system built around how your business actually works.
STARTS AT $2197 USD / $3049 CAD
3-4 WEEK TIMELINE
Full Setup
For business owners who want help fixing or improving their HoneyBook account but prefer to work through it together. During the Intensive, we screen share and tackle the issues slowing down your process so you can move forward with a system that works better for your day-to-day work.
$697 USD / $949 CAD
2 HOUR RECORDED SESSION
Intensive
For business owners who want a professional review of their HoneyBook account. I’ll audit your workflows, automations, and client experience to identify what’s working, what’s causing friction, and what should be improved. You’ll receive clear recommendations so you know exactly what to fix next.
$497 USD / $679 CAD
report sent within 3 days
Audit
For business owners who are newer to HoneyBook or want guidance before setting things up. This call helps you map out the right structure for your workflows, files, and processes so you can build your system with confidence instead of guessing your way through it.
$397 USD / $539 CAD
90-minute session
Strategy Call
See what your Honeybook CRM needs
That’s why we’re taking the process you do to make customers happy — and building it inside Honeybook.
The way you run your business can still be hyper-personalized.
That email reminder you needed to send? Done.
That invoice and retainer? Always paid out ahead of time because your customer’s in the know.
Getting a testimonial from your client? Received in your inbox before you even remembered to send it.
So that you finally stop pushing today’s tasks to tomorrow’s to-do list.
My goal with building your CRM is simple.
And impressed all the way to offboarding, knowing at every point they hired the right person.
For your customers to be delighted at every step working with you.
Hours that you can devote back to your business. Or finally start taking Friday off like you promised yourself years ago.
For you take back all of the hours you’d been doing this manually.
And just so you know, my clients all experience exactly that when they inquire with me.
Want your Honeybook CRM and workflows completely set up for you?
STARTING AT $2197 USD / $3049 CAD
3-4 WEEK TIMELINE
You’re at the stage of your business where you’re spending more time writing emails and sending invoices than doing client work.
That’s why we’re mapping out your client process and building it inside of it so you don’t have to manually babysit every little step yourself.
The goal? A CRM that’s easy for you to manage — and easy for your leads to love the minute they inquire.
And yes, I do set up everything your leads and clients need.
Custom-designed smart files (brochure, proposal, onboarding), email templates, automations, contact form, and a branded client portal.
With a additional 30-day support period that includes calls and training videos, to make you feel confident about using your new system.
What my Honeybook Full Setup service clients have to say:
"If you are even thinking about using HB, hire Karly! I highly recommend her as someone who can take your ideas, streamline and organize them and quickly action."
Angie Uh
The Found Style
"I have recommended you to a friend and the exact words I sent were "you have to stop doing it yourself...." followed by "I hired Karly and it was sooo easy.""
Mckayla Spencer
The Comma Mama Co.
"Hire Karly immediately if you want seamless systems that help you make money without having to follow up constantly. It's been such a relief.."
Amber Gilormo
The Boutique Lawyer
If your automations, lead pipeline, and messy files are still running with the old version of your business, let’s fix it up together in a 2-hour intensive.
If it’s been a while since you finished setting up your Honeybook, I can tell your business has grown to a point where you have a few new steps to your process. After all the time and effort you’ve put into your account, it’s time your CRM caught up with the new version of your business.
The intensive is your opportunity to hand over the stuff that’s been slowing down your process and fix what’s not working.
We’ll get enough done in our session so that you’re confident enough to resume using Honeybook right after.
My incredibly fast pace comes from my experience of setting up hundreds of Honeybook accounts.
I’ll share my screen as I dive into your account for 2 hours, implementing updates and editing whatever your workflow needs.
With 5 days of email support to make you confident in adapting to the changes made yourself.
What my Honeybook Intensive clients have to say:
"I had a very enjoyable experience from start to finish. I appreciated that you worked similarly to me in terms of organization and communication."
Sarah Wells
Swell Design LLC
"Working with Karly was a game changer! Karly exceeded all expectations! She set me up for success so I can get the most out of the system!"
Megan Wade
AM Beauty
"Karly was professional and got right to the point. She was able to drill down to the steps and details quickly. I would gladly share a positive experience."
Erin Handron
Surfside Home Co
$697 USD / $949 CAD
2 HOUR RECORDED SESSION
Stop second-guessing the way you use your account every time you log in.
When you’re paying as much as you are for the software, you can’t be underutilizing it.
Thankfully for you, a chat with a Honeybook expert is exactly what you need to get you making the best use of the CRM.
Honeybook Audit
Audit every part of your account so you know what’s working and what needs fixing.
Fill out a questionnaire to help me understand the way you want to run your business.
Based on your responses, I’ll audit your account and send back a Notion with your account health score. The report’s detailed, different parts of your account are rated according to 40 different criteria.
I’ll provide an additional comment for each criterion evaluated, so you know why it needs work.
$497 USD / $679 CAD
REPORT SENT WITHIN 3 DAYS
Honeybook Strategy Call
Making changes inside your account could be easy when you learn how with a HoneyBook expert on call.
When you’re new to Honeybook, there’s only so much Google and YouTube videos can help you out with.
In our session, you’ll be the one in charge, making the changes as you share the screen. I’ll provide live guidance, troubleshoot, and answer specific questions as they come up.
You’ll receive a recording of the call along with 3 days of support after our call.
$397 USD / $539 CAD
90-minute session
And honestly, I couldn’t even run without it. I’m having clients onboarded, and leads followed up, even when I’m off to go pick up my son from daycare.
Because you cannot be spending more time inside your inbox than on your business or quite literally, anything else.
It’s how I went from being the person everyone came to tech support to becoming one of only 20 Honeybook pros in the world.
I’m Type A in the best way possible — so that you don't have to be.
Hey, I’m Karly YOUR HONEYBOOK EXPERT
When you’re running the kind of business you are, you should feel confident in the processes you’re using to run it.
The way I run things is to take the way you already run your business — your actual process — and translate it into a system that handles the repetitive stuff so you don't have to.
So that’s easy for you and easy for your customers to love.
It’s why I believe you don’t need an overcomplicated setup. One that takes you and your clients hours to learn.
JOIN OVER 300 USERS WHO’VE SETUP THEIR HONEYBOOK WITH ME
Event Planner
Brand Designer
Photographer
Copywriters
Business Consultants
DJ/ Musician
SEO Specialist
Website Designer
Home Staging and Design
Hair and Makeup Artist
Doula
Michaela, Website Designer
Intensive
"YES you need her! Book her, I literally watched her do in 2 hours what felt like it was taking me over 6 months to do
"SO YES you need her! I also loved her feedback on the different things I could do or set up to be easier and more in depth!"
Brogan, Photographer
Intensive
"This is now the second time I’ve worked with Karly and both experiences have been incredible."
"She is VERY knowledgeable about the system and can QUICKLY answer questions or do what you need her to do."
Melissa, Home Staging and Design
Full Setup
"This has lifted a lot of stress off of my daily routines. "
"I appreciate everything you did. This has lifted a lot of stress off of my daily routines. Thank you so much!!"
Answering all your questions:
That’s exactly what the discovery call is for. We will talk through how you currently use HoneyBook, what isn’t working, and how involved you want to be so I can recommend the best option.
That’s completely fine. Most clients have. I will work with what you already have and either improve it or build around it depending on the service you choose.
Totally okay. With a CRM software like HoneyBook, automation is optional. We only automate the parts of your workflow that make sense for you. The goal is to reduce manual work, not remove the personal experience.
Yes. Everything is built around how you already communicate and serve your clients. The system will support your process, not replace it.
As a Certified HoneyBook Pro, I can request access directly through HoneyBook. You only need to approve the request, so you never have to share your password.
You do not need to set anything up inside HoneyBook beforehand. I will let you know exactly what information or content I need from you before we begin.
Absolutely. You will have full access to edit anything at any time after we have worked together.
Start with the discovery call. From there, I will recommend the right service and outline exactly what working together will look like.
Availability varies depending on the service. If you have a timeline in mind, it is best to inquire early so you don’t miss out.
You can ask me any questions during the discovery call. It is there so you can make sure this is the right fit before committing to anything.
But no business operates and services its customers in the same way that you do.
You might offer the same exact service as someone else in your industry.
Your process is uniquely yours, and if we want it translated in Honeybook in the same way your brain works? Without having to put it to more work?
We’re first figuring out what your business and customers need through a free discovery call first.
Because I want to make sure I’m the right fit for the kind of setup you’re looking for — and you get to benefit in the best way possible, whether you choose to go ahead or not.
All of my clients say one thing about working with me:
“I wish I’d invested in this sooner.”
I don’t want you to reach a point where you’re saying the same thing.
Count out the number of hours you spent on admin for your last customer. Multiply that by the number of leads you’re missing out on because you’re too busy with service delivery.
If you’re set on growing your business without falling behind on a never-ending of tasks, I’m your pro.
