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Done-for-you business systems

Your daily operations, automated

I set up and customize HoneyBook for your business so inquiries, bookings, contracts, invoices and follow-ups run on their own. You get hours back every week, and your clients get a smooth, professional experience from the first click.

See pricing & bookSee an example
1 to 2
weeks from start to finish
Done
for you, start to launch
25% off
HoneyBook when you work with me
Before

You're here because...

  • Inquiries sit in your inbox and DMs, and some slip through.
  • You send the same answers, links and pricing over and over.
  • Contracts, invoices and payments live in different places.
  • You chase people for signatures, payments and paperwork.
  • You end the week not sure what got done or what is next.
After

Now picture this...

  • Every inquiry lands in one place and gets an instant, on-brand reply.
  • Clients book themselves into times that work for you.
  • Proposals, contracts and invoices go out together, signed and paid online.
  • Reminders and follow-ups send themselves.
  • One dashboard shows exactly what is happening and what is next.

Custom dashboard

WAFIF Florida growth dashboard

For this church, I built a weekly growth dashboard that brings YouTube, Instagram, Facebook, Eventbrite, Meta ads and Google numbers into one page.

Every section ends with a plain-language takeaway, and leadership can download the week as a PDF in one click, so decisions get made on real numbers instead of guesses.

Social media reportingAd performanceWeekly PDF reportPlain-language insights
WAFIF Florida growth dashboard
WAFIF Florida growth dashboard showing weekly YouTube, Instagram, Facebook, Eventbrite, Meta ads and Google results

Custom dashboard

Sunshine Mews family dashboard

For my own Airbnb, I built a private dashboard that syncs bookings and turns them into a clear action list: when to call the cleaners, when fresh linen is due and who is checking in next.

The whole family can sign in and see the same plan, so nothing slips through between stays. Shown here with sample bookings.

Airbnb booking syncCleaning and linen remindersShared to-do listSecure sign-in
Sunshine Mews family dashboard
Sunshine Mews family dashboard showing the next action, upcoming check-ins, cleaning and linen reminders

What's included

Everything set up, tested and handed over

The full setup and customization of your HoneyBook, built around how your business actually runs.

Strategy session

We map how clients find you, book you and pay you, then design the system around it.

Lead capture and intake

Branded inquiry and intake forms that collect the right details up front.

Booking and scheduling

Clients book into times that work for you, with confirmations sent automatically.

Contracts and invoices

Proposals, contracts and invoices set up to go out together and get signed online.

Payments

Payment processing connected so clients can pay online.

Automated emails

Instant replies, reminders and follow-ups that send on schedule, in your voice.

Testing

Every form, email and payment step tested before your clients ever see it.

Training and guide

A 30-minute training session plus a custom user guide for you and your team.

How it works

From messy inbox to running system in 1 to 2 weeks

  1. 01

    Free consultation

    We talk through how your business runs today and where things get stuck.

  2. 02

    Strategy session

    Research and discovery to map your client journey from inquiry to payment.

  3. 03

    Setup

    I configure your account, forms, emails, payments and automations.

  4. 04

    Test and hand off

    I run every step as if I were your client and fix anything that sticks. Then a 30-minute walkthrough and your custom guide, so you can run it with confidence.

Timing depends on meeting availability and how quickly approvals come back.

The package

Business Operations Automation Setup

Completely done for you in 1 to 2 weeks, starting with a free consultation.

  • Custom booking forms designed to fit your business and give clients a smooth, professional experience.
  • Client database so every client's details, projects and payments live in one place.
  • Automations for follow-up emails, reminders and appointment confirmations.
  • Easy dashboard so you and your team can manage bookings and clients without digging.
  • 25% off HoneyBook when you work with me.

Branded banners are designed in Canva. HoneyBook has some design limits, so if you need something fully custom, my website design service is the better fit.

Good questions.

Still wondering? Reach out here.

Do I need a HoneyBook account?

Yes, your system runs on HoneyBook. If you are new to it, you get 25% off HoneyBook when you work with me.

How long does setup take?

Most setups take 1 to 2 weeks, depending on meeting availability and how quickly approvals come back.

What do I need to do?

Join the consultation and strategy session, share your services, pricing and policies, and review the setup. I handle the rest.

Can my team use it too?

Yes. The dashboard is set up so you and your team can manage bookings and clients easily, and the user guide helps new people get started.

What if I need something more custom?

HoneyBook has some design limits. If you need a fully custom look or experience, my website design service is the better fit, and the two work well together.

Get your time back

Let's automate your business

See pricing, pick a date and book your free consultation in a few clicks.

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