Honeybook and Dubsado Setup and Management Services for Wedding Professionals

Transform Your Business

From This…

✘ Overwhelmed & burned out by everyday admin work, like emails and client onboarding.

✘ Working on breaks and vacation and never feeling like your get a rest.

✘ Lacking the bandwidth to take on more
work and make more money.

To This…

✔ Automated admin tasks that allow you the freedom to focus on doing what you love.

✔ Finally enjoying your time off without stressing about your brides and grooms.

✔ Having the bandwidth and confidence to scale your business and hire team members.

Choose a Service that’s Right for You

I have helped numerous wedding professionals simplify their systems and processes through Honeybook and Dubsado, and I can’t wait to help you do the same. To get started, just click the statement below that you most identify with to see which services is right for you.

  • It sounds like a strategy call would be right for you. Learn More

  • It sounds like a Full Build service might be right for you. Learn More

  • It sounds like a VIP Day would be a good fit. Learn More

  • It sounds like you need a Workflow Refresh. Learn More

  • Check out our Monthy CRM service. Learn More

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

Strategy Call

No more staying up late watching hours of tutorials on how to use Honeybook or Dubsado. Choose between a 45- or 90-minute call to talk about anything regarding your account and its efficiency. After our call, you’ll have an exact game plan on how to move forward and become an efficient business owner.

Here are some topics we may cover:

➤ How you can better understand features that apply to you
➤ How you can optimize your templates
➤ How you can create more efficient workflows
➤ The exact steps you should take to make the most of your account

HoneyBook & Dubsado Services

HoneyBook or Dubsado Full Build

You’re switching platforms or starting from scratch and need help putting it all together.

This services includes:

➤ Complete workflow mapping, setup, and optimization
➤ Files and forms that match your brand
➤ Meeting scheduler setup
➤ Plug and play email templates
➤ Automation optimization
➤ Integrations

VIP Day

You have your account set up, but now you need templates, automations, and integrations ASAP.

Here’s a few things we can check off your list:

➤ Complete workflow mapping, setup, and optimization
➤ Files and forms that match your brand
➤ Meeting scheduler setup
➤ Plug and play email templates
➤ Automation optimization
➤ Integrations

Workflow Mapping & Refresh

You’ve got a great account, you just need to tweak your workflows to be clearer or more efficient.

This services includes:

➤ Complete workflow mapping, setup, and optimization
➤ Files and forms that match your brand
➤ Plug and play email templates
➤ Automation optimization
➤ Education

Monthly CRM Management

Your business is booming and you need a little extra help managing your systems.

This monthly services includes:

➤ Client onboarding and offboarding management
➤ Automation management
➤ Ongoing research
➤ Education
➤ Monthly 30-minute check-ins

Clients Featured In

How to Start Simplifying Your Wedding Business

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!

Frequently Asked Questions

  • 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.

  • 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!

  • This depends on your needs and your package.

    A Strategy Call takes only 45-90 minutes of your time.

    The Full Build package takes between 4-6 weeks until its done!

    The VIP Day will actually be a 3-day process, starting with an Onboarding call the first day, the work the second day, and the deliverable call the third day! That way we really spend the ENTIRE full day doing your work as opposed to a 2 hour chat in the morning and a 2 hour chat in the evening.

  • 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.

  • Due to the nature of the work, we do not offer refunds.

  • 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.

  • 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.