Honeybook and Dubsado Full Build
A Done-For-You Service to fully automate and optimize your systems.
What Honeybook and Dubsado Can Do for You
You spend so much time and energy on your business. It’s time to lighten the load and automate your systems so they work for you. (Not the other way around.)
Imagine if…
✔ You rarely had to draft emails, because they’re already written for you. (Hello templates!)
✔ You could automate those tasks you do over and over (and over) again for every. single. client.
✔ Your clients experience a polished and professional business from the moment they contact you.
(Branded brochures? Check? Professional proposals? Double check!)
✔ A simplified business with fewer tasks to manage, because your Honeybook or Dubsado
actually works with your other tools.
A Honeybook or Dubsado Full Build can make this a reality!
It’s been years since you’ve updated your account and you’re overwhelmed with the continual updates.
You only use your Honeybook or Dubsado account to send contracts and invoices.
You want to switch platforms but don’t have the time or energy to do it yourself.
You’re starting from scratch and you have no clue where to start.
This Service is for You If…
Honeybook or Dubsado Full Build
Starting at $2,500
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We’ll make sure to create an entire "clientflow" (a Honeybook term that means how you work with your client from the moment they inquire about your services to sending a testimonial after the wedding) that’s as automated as possible so you barely have to lift a finger with your client!
We’ll elevate your experience as a business owner while simultaneously elevating your clients’!
I will work with you to create and develop:
The Inquiry Workflow (Both pre & post consult)
The Onboarding Workflow
The Active Workflow (Both pre & post event)
The Offboarding Workflow
If there are any others that you would like included (like a referral program workflow, collaboration workflow, etc.), just let me know!
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You’ll receive customized branded forms, brochures, invoices, and proposals.
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We’ll make sure your schedulers are setup and optimized so you never have to worry about another tool like Calendly.
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Stop spending hours a week creating the same emails for leads and clients. We’ll take care of it! Dozens of branded email templates are included in this service.
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Your time is precious! With our DFY CRM service, we automate as much as possible so you spend the least amount of time on these admin tasks.
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Have other tools you want to connect to Honeybook or Dubsado? Let's do it! This will eliminate more back and forth you have to do for each client project.
This could look like:
Connecting your Mailchimp account to Honeybook
Connecting your Trello account to Honeybook
Connecting Google Sheets to Dubsado
And SO much more!
Just need a strategy call, instead?
Getting Started is Easy
Step 1
Book a Free Consultation
Schedule a free 30-minute call to help me understand exactly what’s causing you the most stress in your business and how I can help.
Step 2
Choose a Service
Choose a service that works best for your business needs and we’ll make a plan to start optimizing your business.
Step 3
Kick Back & Relax
Breathe a sigh of relief, knowing all your processes are organized and your systems are in place, and you’re free to focus on what you do best!
What Clients Are Saying
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[Kaitlyn] helped me improve the organization of my work, which took my professionalism to the next level!
“With baby #2 due any day and no such thing as maternity leave for freelancers, I knew I would need some help running my small business. [Kaitlyn] helped me improve the organization of my work, which took my professionalism to the next level! Even while I was recovering from surgery and adjusting to a new baby, I felt at ease knowing she had my back and she did everything with enthusiasm and a smile! I have happy clients and a happy baby, thanks to Kaitlyn!”
Stephanie Mathias
Owner, Stephanie Strings -
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I am able to trust some of the most vital parts of my business to Kaitlyn without having to worry.
Working with Virtually Vital has been an absolute joy! Kaitlyn brings high energy to her work each day and I appreciate her excitement to support me. I am able to trust some of the most vital parts of my business to Kaitlyn without having to worry. She is consistent, openly communicates, takes feedback well, and is incredibly reliable! Kaitlyn is my favorite hire in the past year of running my business and I am so grateful for her!
Courtney Quinn
Quinn Creative Co. -
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Working with Kaitlyn has been a HUGE game-changer for me!
She is just so easy to work with and always welcomes suggestions from me which makes me happy because I still feel like I have control. I just love that she gets to know her clients. I honestly wouldn’t be able to survive this year with everything that’s going on both in my personal and business lives without her! She’s my lifesaver!
Lyn Waldrop
Lyn Waldrop Photography -
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Kaitlyns VIP day was exactly what I needed . She accomplished in 1 day what I've been putting off for years!
Kaitlyn was so great to work with! I've been using HoneyBook manually for 3 years now, avoiding many of their templates and automation tools because they felt intimidating to set up. Her VIP day was exactly what I needed - she accomplished in one day what I've been putting off for multiple years! Now all of my systems are streamlined, polished, and ready for clients. I'm excited to confidently send my new smart files and reply to inquiries with a workflow customized for me. Communicative and a simple booking process; I highly recommend her!
Marisa Glaser
Maris Glaser Creative -
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Kaitlyn made sure I was getting exactly what my business needed to be able to move to the next level.
Kaitlyn was such a pleasure to work with! I had a million questions and she was extremely patient andmade sure I was getting exactly what my business needed to be able to move to the next level. I really enjoyed how everything was done so quickly! And her patience with my questions... not just showing me "what" but also "how". I highly recommend her if you need Honeybook support!
Jen Mayorga
Sales Savvy Marketing
Frequently Asked Questions
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You can and when you’re in the beginning stages of your business you should!
However, there comes a point in your business where you simply are losing more than you’re gaining by trying to piece things together.
The endless googling and scouring of Facebook groups and YouTube isn’t the best use of your time as CEO. You should be vision-casting and doing the things that move the needle in your business.
Do the things you’re great at and let us handle the organization & optimization.
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I’m so glad you asked!
I create and develop:
The Inquiry Workflow (Both pre & post consult)
The Onboarding Workflow
The Active Workflow (Both pre & post event)
The Offboarding Workflow
If there are any others that you would like included (like a referral program workflow, collaboration workflow, etc.), just let me know!
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The Full Build package takes between 4-6 weeks until its done!
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That's why we offer Monthly CRM Management!
If you find that you still need some help, let us know and we will chat about your needs.
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Due to the nature of the work, we do not offer refunds.
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We do our best to balance this as a hands-off project while making sure the processes are exactly as you want them to be.
For the audit, the only thing we need from you is to grant us access to your account! We will explain how to do that.
For the Full Build package, we'll send you some questionnaires and have an hour-long onboarding and recorded offboarding call so you can refer back if you need to in the future.
For the VIP Day, we NEED you to be available – not on Zoom, just available to answer questions – the day we do your work so we can get as much done as possible and you get the most bang for your buck! So please, only schedule a day that you know you will have full access to your computer or phone.
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Great Question! I have been working with companies and their systems since 2018, but wedding professionals since 2021.
I am a Certified Honeybook Educator, a certified expert for ClickUp, a certified partner for Monday.com, and an Asana ambassador.
Not everyone will be a great fit to work with me and I won’t be a great fit to work with everyone either!
Connect with Me Online
Want to connect with me, learn some pro tips, or just see what I’m up to? Here are all the places you can connect with me online:
Book a Free Consultation
Are you ready to stop the burnout, stop wasting time, and start doing what you love again? Book a free consultation by filling out the questions below and we’ll be in touch shortly with next steps.
