Say goodbye to chaos and hello to streamlined workflows! Whether you're using HoneyBook or Dubsado, I’m here to set you up with systems that save you time, look polished, and keep you organized — so you can focus on what you do best.

Your New Best Friend for Client Management (aka HoneyBook & Dubsado Setup That Actually Works)!

The Workflow That Actually Delivers (Say Goodbye to Missed Emails & Unorganized Chaos

Goodbye Disorganization, Smooth Sailing

hello

Why You Need This Setup (Trust Me, You Do):

It’s 2025 — let’s stop drowning in paperwork and missed leads. Whether you’re using HoneyBook or Dubsado, here’s what you’ll get:

✨ Automated Awesomeness: Say goodbye to manual follow-ups. With everything automated, you can spend more time doing what you love (hello, creativity) and less time on admin.

💼 Consistency & Professionalism: Your clients will be wowed by how polished your communication and contracts are. Let’s make sure they know they’re in good hands.

⏰ More Free Time: With your workflow set up and running, you get time back in your day to focus on growing your business and enjoying life. 🥳

Stop Winging It — Let’s Get You Organized!

You’re not here to keep scrambling to keep track of clients, invoices, and deadlines. It’s time to stop flying by the seat of your pants and start working smarter, not harder.

Imagine this:

💻 Automated Awesomeness: You’ll never miss an email or forget a follow-up. Your client communications, invoicing, and contracts are all automated, leaving you free to do the work you love.

⏳ More Time, Less Stress: Stop wasting hours on admin tasks. With your workflows set up and running, you get your time back to focus on what you do best — whether it’s capturing memories or creating stunning designs.

🎯 Professional, Streamlined Systems: No more disorganized chaos. You’ll look like a total pro with seamless workflows, polished contracts, and clear communication that will impress your clients every time.

🌟 Confidence in Your Process: Whether you’re booking a client for a photoshoot or launching a website, you’ll have a smooth, efficient system that keeps you organized, on track, and totally in control.

💻 What’s Included:

⚡ Auto inquiry workflow with branded email reply

📄 Up to 2 interactive pricing guides (fully branded & clickable)

📝 Up to 2 contract/invoice smart files customized for your offers

🎨 Brand input — logo, colors, fonts, email signature implemented throughout

📬 Email Templates Created - up to 15 emails depending on your business needs

📬 2 workflow setups— typically one for weddings and one for sessions, fully mapped to your process

🎥 4 week turnaround + Loom walkthrough video so you know exactly how to use everything

🔁 1-week follow-up support for any tweaks or questions post-launch

Your system will be fully tailored to your services, clients, and needs — but with smart limits in place to keep your project efficient and smooth

all the good stuff.

Once your workflows are up and running, you can take your client experience to the next level with these additional options. Choose what works best for your business, and make sure everything is running as smoothly as possible!

Perfect for you if: You want to add more customization, increase automation, or keep everything running like a well-oiled machine.

✨ Add-On Options — Because More Is Always Better

✨ add on investment details ✨

💼 Additional Smart Files (Contracts & Invoices) — Add more contracts or invoices tailored to your business. Whether you need them for different services or packages, we'll create them so everything stays organized and on-brand.
Price: $150 per file

🔄 Extra Workflows & Email Templates — Need more workflows or email templates to handle other services or client interactions? Add as many as you need to keep things running smoothly and stress-free.
Price: $300 per workflow (includes up to 7 email templates)

📝 Custom Onboarding & Offboarding Google Docs — Make your client process seamless and professional with fully customized onboarding and offboarding documents. These docs guide your clients through the entire journey and provide the information you need from them including logins to service information, etc! Customized to your business.
Price: $175 per doc
Bundle Price (Onboarding + Offboarding Docs): $300

⏰ Ongoing Support — Have peace of mind knowing that for 3 months, I’m here to help you with any questions or adjustments you need to make to your workflows or automation.
Price: $200 for 3 months of support

One last chance to chat with me! If you have any questions about your workflows or need guidance on making the most of your new system, I’m here to help. This call ensures you're 100% ready to hit the ground running with your new setup.

❓ Final Q&A Session

Here’s a guide to keep your workflows running smoothly. It includes everything you need to know about your automated systems — from custom email templates to invoicing and beyond. This blueprint helps you feel organized and in control, even as your business grows.

🌈 Your Workflow Blueprint

Custom, easy-to-follow guides to help you with common tasks like editing email templates, creating new workflows, and tracking client progress. You'll always have everything you need right at your fingertips.

📚 How-to Guides

A step-by-step guide where I’ll walk you through your entire HoneyBook or Dubsado setup — from how to update your email templates to making minor tweaks in your workflows. You’ll feel confident knowing how to make changes and continue optimizing your processes as your business grows.

💻 Video Walkthrough

the handoff.

Absolutely! Once everything is set up, you'll have full control to make changes as your business evolves. You can tweak your email templates, adjust your workflows, and even add more smart files whenever you need. You’ll feel totally confident managing your HoneyBook or Dubsado system after the setup is complete.

03. Can I tweak the emails or workflows later on?

Once you book your workflow setup, I’ll send over a detailed onboarding Google Doc with everything you need to get started. This will include questions to help me understand your business and customize your workflows (think: goals, services, client journey). Once you fill that out, we'll dive into the setup and I'll begin automating your systems. It’s super easy and I’ll be there every step of the way!

02. What happens after I book? How do we get started?

To get started, you'll need an active HoneyBook and I’ll guide you through setting everything up. No worries if you're new to either system — I'll help you get everything connected and ready to go!

01. What do I need to provide to get started?

faqs

You will answer a few questions in your onboarding about what emails we want to do, your brand voice, etc and I will write the email templates FOR you! Let's make this as easy as possible for you! :)

04. do you write the email templates or do i?

Yes!! Once your onboarding is done we will hop on a call and map out the workflows TOGETHER! I will treat your business like it's mine and create workflows and templates that will make running the backend of your business EASY and stress-free! I got you! <3

05. can you help me with what to set up exactly?

$975

retainer of

$1950

package total

Investment

This is more than just automation — it’s the key to creating a rave-worthy client experience that runs itself.

Picture this: automated client inquiries, contracts, and invoices, working in the background, leaving you free to focus on what you do best. You’ll no longer feel overwhelmed by admin tasks, and instead, you’ll feel confident knowing your business is running like a well-oiled machine.

With everything set up and ready to go, your clients will experience smooth, timely, and professional communication — making them feel cared for every step of the way. And because you have full control to edit and tweak as your business evolves, this workflow will work with you, not against you.

This is the transformation your business needs to save time, boost efficiency, and create a lasting impact — all while looking professional and polished.

Let’s Automate That 💅