Streamline Your Business with Free Tools & Recommended Resources
Welcome to your business resource center! Here you’ll find free templates, guides, and tools to help you simplify your systems and improve your workflows. I’ve also included links to the resources and products I personally use and recommend—perfect for saving time and growing your business.
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Email Templates Workbook
This workbook is designed to help you craft personalized, professional emails for your business. Each section provides you with a clear template for specific types of emails, along with prompts and questions to guide you in customizing the content for your brand.
Whether you're onboarding a new client, following up on a project, or sending a proposal, these templates will help you communicate with professionalism and ease. Use them to improve your process and wow your clients!
essential HoneyBook setup Checklist
From customizing your branding to integrating your email and calendar, these actionable tips will help you create a seamless and professional client experience.
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5 Essential Touchpoints for a Seamless Client Journey
Dive into the five essential touchpoints that can transform your client journey into a well-oiled machine—saving you time, boosting client satisfaction, and ultimately leading to more repeat business and referrals
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Frequently Asked Questions
How do we get started on a HoneyBook setup project?
Once you fill out the contact form we will get started with a free discovery video call. On that call we’ll chat about your business needs and goals. From there, I’ll design a custom HoneyBook setup that fits your workflow.
We’ll dive into everything—templates, automations, and more—to streamline your business.
What if I just need help with automations?
No problem! If you're looking to automate specific tasks, I offer focused sessions just for HoneyBook automations. During a discovery call we can discuss a tailored solution for your business needs.
We’ll simplify your processes so you can save time and focus on what matters most.
How long does a typical HoneyBook setup take?
On average, a full HoneyBook setup takes about 2 weeks from the time we get all of your materials, and complete an initial audit of your current systems.
I’ll work with you every step of the way to ensure your system is customized, functional, and ready to go.
Once your project is complete you also will get access to me for 1 month via VOXER for continued support.
(And How to Avoid Them)
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Resources to help you build a business that works for you
setup
checklist
Honeybook Setup checklist
HoneyBook Accelerator
In the HoneyBook Accelerator, you’ll spend 5 weeks mastering every element of your HoneyBook system. Each week, we’ll cover a new topic—from customizing your branding and templates to building effective automations and perfecting client emails. With group coaching, individual audits, and templates, you’ll leave with a streamlined system that saves you time. Join the waitlist to be the first to know when spots open up!
Email Template Workbook
Start with these Touchpoints for a Seamless CLient Journey