Simplify your business
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Simplify your business ☑︎
… and your life.
How to Work With
☞ Honeybook Strategy Call
☞ ClickUp Build
☞ Honeybook Build
☞ Full Systems Buildout
☞ Monthly Support
Honeybook Strategy Call
The Honeybook Strategy Call is for you if you want to use Honeybook to organize your business, and want to do it yourself, but you need help figuring out how to create automated workflows and what those should look like.
Includes:
Workflow mapping to organize your specific offer workflows, including onboarding, offboarding, and everything in-between for you to implement yourself
1-hour call to go over workflow mapping and any questions you have
starting at $347 CAD
ClickUp Build
The ClickUp Build is for you if you’re drowning in tasks, you have a million projects to manage, and you need a place to go everyday where all your tasks live and are organized for you. This is all about improving your own task management and making sure you don’t miss any deadlines.
Includes:
60 minute kick off call
Task management for all your projects, clients, and social media content to keep you on track (even if you have 9374 things to do)
Client portals to keep you and your clients on the same page and reduce the number of emails you need to read and/or send.
Custom templates tailored to your different types of projects and offers. This streamlines project setup and ensures consistency across projects.
Walk-through video tutorials so you feel confident every step of the way
Slack support for 2 weeks after the build so you can ask me any question about your new systems as you get familiar with them
Completed within 4 weeks
starting at $1997 CAD
Honeybook Build
The Honeybook Build is for you if you are struggling with getting back to your inquiries in a timely fashion, you’re still using Canva templates as your invoices, and your business has grown to a point where you can’t manually manage your clients using your Notes app and Google docs anymore. This is all about elevating your client experience.
Includes:
60-minute kickoff call and 30-minute wrap-up call.
Workflow mapping prior to setup so you understand exactly how your systems are going to work for you
Templates for invoices, contracts, onboarding forms, welcome guides, testimonial forms, pricing guides, etc. Any document you need for your business will be created in a template so you never have to create another Canva invoice ever again.
Email templates for canned responses and for any time you need to reach out to a client.
Automated workflows for every single offer that you provide. This keeps things organized and flowing, including onboarding documents, tasks for you to complete, and automatic reminders.
Integrated scheduling that works with your Google or Outlook calendar
Walk-through video tutorials so you feel confident every step of the way
Slack support for 2 weeks after the build so you can ask me any question about your new systems as you get familiar with them
Completed within 4 weeks
starting at $2197 CAD
Full Systems Buildout
The Full Systems Buildout is for you if you are struggling with a million emails, too many manual tasks, and no systems in place to manage them and are ready to experience a fully automated and organized backend system to elevate your client experience, and make your life easier.
Includes:
90-minute kickoff call and 60-minute wrap-up call.
Honeybook
Workflow mapping prior to setup so you understand exactly how your systems are going to work for you
Templates for invoices, contracts, onboarding forms, welcome guides, testimonial forms, pricing guides, etc. Any document you need for your business will be created in a template so you never have to create another Canva invoice ever again.
Email templates for canned responses and for any time you need to reach out to a client.
Automated workflows for every single offer that you provide. This keeps things organized and flowing, including onboarding documents, tasks for you to complete, and automatic reminders.
Integrated scheduling that works with your Google or Outlook calendar
ClickUp
Task management for all your projects, clients, and social media content to keep you on track (even if you have 9374 things to do)
Client portals to keep you and your clients on the same page and reduce the number of emails you need to read and/or send.
Custom templates tailored to your different types of projects and offers. This streamlines project setup and ensures consistency across projects.
Walk-through video tutorials so you feel confident every step of the way
Slack support for 4 weeks after the build so you can ask me any question about your new systems as you get familiar with them
10 hours of hands-on support over one month to enter all your client information and current project timelines to ease your transition into your new systems
Completed within 8 weeks
starting at $4497 CAD
Monthly Support
Monthly Support is for you if you need regular, scheduled support to manage your client management system, client communication, project management, administration, and any other tasks you need to get off your plate.
Includes:
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Two 60-minute calls per month
Weekly check-ins
Completion of tasks within office hours
Levels of Support:
10 hours/month - $600/month
16 hours/month - $850/month
24 hours/month - $1200/month
Retainer support - $3500/month