Honeybook and Dubsado Workflow Refresh

A workflow mapping service to enhance Honeybook or Dubsado automations.

What a Workflow Refresh Can Do for You

You’ve invested in Honeybook or Dubsado to automate your business, but you know you’re not using the system to its full capabilities. It’s time to make your business more efficient and refresh your workflows to work for you. (Not the other way around.)

Imagine if…

✔ You could lighten your mental load of Honeybook or Dubsado to-dos and finally focus on the tasks you love to do.

✔ You could see where the gaps in your processes are and take steps to improve them—not just for your customer, but for you too!

✔ Automations were actually simple (they are) and you could understand how they work (you can).

✔ You could mentally relax on the weekends, because you know your automations are doing the work for you.

Refreshing your workflows can make this a reality!

This Service is for You If…

You already have workflows in place, but you’re not sure how to improve them so they really work for you.

You’re comfortable using Honeybook or Dubsado, but you want to get the most
out of it.

Your to-do list for your Honeybook or Dubsado just keeps growing and so does
your overwhelm.

Workflow Refresh

Starting at $1,200

  • 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!

  • You’ll receive customized branded forms, brochures, invoices, and proposals.

  • 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.

  • Your time is precious! With our Workflow Mapping & Refresh service, we automate as much as possible so you spend the least amount of time on these admin tasks.

  • After the refresh is complete, we’ll hop on an hour-long recorded offboarding call.

    I’ll walk you through everything that was setup in your account, and you’ll be able to ask any questions you have.

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

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Frequently Asked Questions

  • My expertise is with Honeybook and Dubsado, but I know there are several others that are quite common within the wedding industry. Still reach out anyway and let’s see what we can do or who we can refer you to!

  • This is up to you! After I send the proposal, you will be able to choose if you’d like to pay in full or monthly for up to 6 months.

    That means you can have a full workflow refresh for as little as $200/month for 6 months!

  • 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!

  • The full setup is for those that do not have a Honeybook or Dubsado account or need much more than their workflows.

    This package only includes work that involves workflows, such as email templates, forms and files, and automations, and does not include any edits or 30-day support.

    If you need more help like:

    • Setting optimization

    • Account branding

    • Integrations

    • Account formatting/layout

    • Support after the setup

    Consider chatting with me about a Full Build.

  • This takes about 4-6 weeks, but I will always communicate my timeline with you so you’re prepared.

  • 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.