Monthly CRM Management for Honeybook or Dubsado

A monthly management service for booked and busy
wedding businesses.

What Monthly CRM Management Can Do for You

You’re booked and busy, but you need a little extra help managing your systems.
It’s time to offload some tasks, so you can focus on growing your business.

Imagine if…

✔ You didn’t have to respond to, follow up, or send proposals to the flood of new inquiries each month.

✔ You no longer had to manually trigger automations or manage tasks in your Honeybook or Dubsado account.

✔ Your Honeybook or Dubsado account was always up-to-date with the latest features.

Hiring a monthly CRM manager can make this a reality!

This Service is for You If…

You get 10+ inquiries a month and you’re tired of responding, following up, and sending proposals.

You know your Honeybook or Dubsado is crucial to your business, but it honestly just overwhelms you.

You want someone else to
be in charge of keeping your systems up-to-date.

Monthly CRM Management

$600/Mo

  • Stop qualifying leads! We'll do that for you.

    We'll also make sure that your calendar is free for their wedding date, send any needed questionnaires over, and make sure that they get that testimonial request questionnaire.

  • Find that you keep forgetting to trigger automations?

    Or what about if you realize you need another one along the way?

    We'll handle it!

  • Don't worry about keeping up to date with the next best thing. We'll be joining every webinar Honeybook or Dubsado hosts, along with keeping up to date with every new release!

  • Don't want to be completely hands-off? We'll teach you so you can handle the craziness of CRMs yourself.

    But if you DON'T want to learn, that's totally fine too!

  • Managing your CRM is a HUGE part of your business, so we want to make sure we're 100% on the same page.

    One way we do this is by having monthly 30 minute check-ins so we can pivot, create goals for the upcoming month, and just chat!

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

  • [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

  • 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.

  • 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

  • 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

  • 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

  • We have a minimum 3-month contract when starting out so we can truly make a difference in your account.

    After those 3 months, you are more than welcome to take a pause in services whenever you feel it's needed.

  • This is up to you! After I send the quote and timeline, you can choose to pay in full or twice a month every month.

  • That's awesome! That means that your business is doing great! If you find you need more help than what we offer, reach out to us at hello@virtuallyvital.co and we will see what we can do with an adjusted price.

  • We have a minimum 3-month contract with one another so we can really help make a difference with your CRM. After that, you can choose to have us on a month-to-month basis!

  • Reach out to us at hello@virtuallyvital.co and we will get back to you within the next business day.

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.