Custom HoneyBook Setup · one client at a time
Your HoneyBook, automated and running itself, over four weeks.
A phased build, one stage at a time: HoneyBook automations, your smart files custom designed and copywritten, your website and Zapier connections where they apply, and the emails that trigger your smart files. You come prepped, the app does that for you, and I do the build with you, week by week.
3 payments of $1,500 · one client at a time · done with you on Google Meet
Built by a HoneyBook Pro & Template Partner
How the four weeks work
Four weeks, start to running.
Each week has its own focus, with a short call plus async work in between, so the build stays paced instead of rushed. Here's the rhythm.
Discovery & prep
Kickoff call to map your workflow, plus prep in my build app so we start week 2 with a clear plan, not a blank page.
Automations built
Your HoneyBook automations get built for each stage of your workflow, from first inquiry through to offboarding.
Integrations & wiring
Website and Zapier connections go in where applicable, and your email templates get wired to trigger the right smart files.
Test, walk through & handoff
We test every automation together on a final call, then you get a clean handoff and ongoing async support after.
What we'll build
The full setup, done together.
This is everything it takes for HoneyBook to actually run itself and look like you, the part most people never finish, and the part they never get around to designing.
An automation for each stage of your workflow, so inquiries, follow-ups and next steps fire on their own.
Your proposals, contracts, invoices and questionnaires, laid out and branded to look like you, not a template.
Your emails, proposals and questionnaires written in your voice, not left as placeholder text.
Where they apply: HoneyBook connected to your website and the other tools you use, so data flows without copy-paste.
Your email templates connected to the right smart files, so the correct proposal, contract or form goes out automatically.
What's included now
Beyond the technical build
- Custom design of your smart files (layouts, branding, visuals)
- Copywriting for your emails, proposals and questionnaires
This is a full-service build, automations, integrations, and the wiring between your emails and smart files, plus the design and words that make it feel like you, not a generic template.
What you'll need before we start
Have these ready
- An active HoneyBook account on a plan that supports automations
- Logins ready for your website and any tools you'd like connected, where applicable
- Your prep filled out in the app I'll send you when you book
Come prepped and we spend every minute of both calls building, not gathering.
Book your setup
One client at a time. Yours could be next.
Custom HoneyBook Setup
Custom-built & automated
3 payments of $1,500 (total $4,500) · four-week phased build · async support throughout · done with you
- Guided prep in the app before we start
- HoneyBook automations built for your workflow
- Custom-designed & copywritten smart files
- Website & Zapier connections, where applicable
- Emails wired to trigger your smart files
- Async support throughout all four weeks
Only one client booked at a time
This build sets you up right for how HoneyBook works today, you'll leave with everything you need to run and adjust it yourself as HoneyBook evolves.
Good questions
Before you book.
Is this a design service?
No. This is the technical wiring, HoneyBook automations, website and Zapier connections, and connecting your email templates to the right smart files so they trigger automatically. I'll use proven templates where they fit, but custom design and copywriting of your smart files isn't included.
What if I need help after the setup, or HoneyBook releases new features?
This build sets you up for how HoneyBook works today, it's a point-in-time build, not an ongoing maintenance plan. You'll leave with everything you need to adjust it yourself as HoneyBook evolves, and if you'd ever like a fresh set of eyes down the road, a re-tune is always available on request.
Do I need a HoneyBook account already?
Yes. You'll need an active HoneyBook account on a plan that supports automations, plus logins ready for your website and any tools you'd like connected, where applicable. New to HoneyBook? Start here with my discount, then book.
Is it done for me or with me?
With you. We build live on a Google Meet screen share, so you understand your own system and can run it confidently afterward.
Why four weeks instead of doing it all at once?
Phasing the build across four weeks gives each stage room to breathe: we build, you sit with it and use it a little, then we refine and move to the next stage. It also spreads the payments into three installments instead of one lump sum.
Stop fighting your HoneyBook. Let's wire it up.
Four weeks, phased and paced, and a back end that runs itself. One client onboarded at a time, grab your spot.
Book my setup →