BRICC Agency
A complete HoneyBook build for a content & social media agency — three service tracks, a media-day production workflow, and a client journey automated from first inquiry through renewal and referral.
Three services, one system that runs them all.
Three offers, three different workflows.
- Strategy Intensives, Content Creation, and Social Media each needed their own path
- Media days, shot lists, and content approvals tracked by hand across tools
- Monthly billing cycles, renewals, and follow-ups easy to lose track of
- A fast-moving agency capped at four client slots — no room for admin drag
One routed pipeline for every offer.
- Service-specific lead forms that route each inquiry to the right track
- A 20-stage pipeline covering discovery, delivery, renewal, and nurture
- Media-day scheduling, Rella approval links, and analytics reports built in
- Automations handling proposals, onboarding, follow-ups, and offboarding
What the system looks like.
Configured across the whole HoneyBook workspace and connected into one workflow. Click any panel to view it larger. (Preview frames — drop in real screenshots anytime.)
A branded home base for every client.
A HoneyBook project portal that greets each client on arrival and keeps activity, files, payments, and next steps in one organized place — not scattered across DMs and email threads.
A Smart File for every touchpoint.
Investment guide, proposals, onboarding questionnaires, welcome guides, media-day prep forms, approval forms, and analytics reports — branded and reusable across all three service tracks.
A pipeline that moves itself.
Every stage advances automatically as clients act — booking, paying, submitting questionnaires, approving content. Proposals follow up on their own, and media-day delivery runs on a timed cadence.
Lead forms & schedulers that route.
Service-specific inquiry forms send each lead down the right path, while discovery-call, strategy-session, kickoff, and media-day schedulers handle booking with confirmations and reminders built in.
The full client lifecycle we wired up.
Twenty stages from first inquiry to long-term nurture. Click any stage to see what happens behind the scenes.
Three service tracks, mapped end to end.
Strategy Intensive
A 90-minute deep dive with a direct-book path — no discovery call needed.
- Direct-book form + full payment
- Onboarding questionnaire flow
- Audit report & content calendar delivery
- 7-day check-in + testimonial request
Content Creation
Hourly, 3-month, and 6-month packages built around a monthly media day.
- Discovery call → proposal → contract
- Media-day scheduling & shot-list prep
- Raw + edited delivery with Rella approval
- Monthly strategy & renewal flow
Social Media Management
Ongoing management with weekly content capture and monthly reporting.
- Routed discovery & proposal path
- Weekly Monday media-day scheduler
- Content approval + active posting
- Monthly analytics report on the 5th
Everything in the Full Setup.
An agency that runs on autopilot.
Want a system like this for your agency?
A full HoneyBook build mapped to your services and set in your brand — so your backend keeps pace with the work you put out.