Your HoneyBook, Finally Working As Hard As You Do.
Done-for-you setup and ongoing consulting for interior designers and creative entrepreneurs who are ready to stop patching their client experience together — and start running it on one clean, automated system.
You didn't start a business to live in your inbox.
Most creative entrepreneurs don't have a HoneyBook problem — they have an unfinished HoneyBook. The account exists, but the pipeline is half-built, the templates are default, and nothing talks to anything else. That gap is where leads go cold and hours disappear.
Admin is eating your creative time.
Sound familiar?
- Copy-pasting the same proposal, contract, and invoice for every new lead
- Following up manually because nothing is automated
- A client experience that looks different every single time
- Leads slipping through the cracks between email, DMs, and spreadsheets
- A HoneyBook account you're "supposed to get around to" finishing
A system that runs itself — and looks like you.
What working together actually changes:
- A branded pipeline that guides every lead from inquiry to booked automatically
- Proposals, contracts, and invoices that reflect your brand and pricing
- Automations that follow up, remind, and confirm without you lifting a finger
- One home base for every client — no more scattered tools
- A system you actually understand, because we build it with you, not just for you
Three ways to work together.
Start with a Strategy Session if you want a plan before you build, a Full Setup if you want the whole system implemented for you, or Ongoing Consulting to keep what you already have sharp as your business changes. Many clients move through all three, in that order.
HoneyBook Strategy Session
A paid, two-hour planning session focused on strategy, structure, and decision-making — not implementation. We review your current (or planned) setup, map your workflow, identify gaps and inefficiencies, and leave you with a clear, actionable path forward for using HoneyBook in your business.
Live Strategy & Planning Session
Two focused hours together, working through your client workflow, systems, and processes in real time.
Workflow Mapping
Your ideal client journey mapped end to end, with strategic recommendations for how HoneyBook should support it.
Gaps & Opportunities
A clear read on where your current process is leaking time, leads, or consistency — and what to fix first.
Implementation Roadmap
A prioritized plan you can execute yourself, hand to your team, or bring back to us as a Full Setup.
Recording & Summary Notes
The full session recorded, plus written notes, so nothing gets lost between the call and the doing.
Best For
Designers new to HoneyBook who want a clear plan, owners who feel stuck or overwhelmed in their system, and anyone wanting expert guidance before investing in a build.
Not included in this service
- System setup or implementation
- Smart File creation or automation building
- Follow-up revisions or additional calls
- Design, drafting, or rendering services
HoneyBook Full Setup
Done-for-you implementation. We build a streamlined, professional client experience inside HoneyBook — transforming your workflow, forms, and communication into one cohesive system that supports how you actually run your business. Every setup is custom-built around your services, processes, and goals.
2-Hour Strategy Session
Every setup starts here — mapping your ideal client journey before a single thing gets built.
Setup For Up To 5 Services
Your service lines built out individually, so each one has its own path from inquiry to install.
Pipeline & Workflow Configuration
Stages matched to your real project phases, so every lead moves through a clear, repeatable path.
Smart Files
Contracts, questionnaires, proposals, and invoices built and formatted with your fonts, colors, and logo in place.
Email Templates & Automations
Follow-ups, payment reminders, and check-ins that fire at the right moment in the client journey.
Scheduler Configuration
Session types, availability, and buffers configured for how you actually meet clients.
Client Portal Setup
One organized space where clients see documents, payments, and next steps.
System Walkthrough & Handoff
A live walkthrough of your finished system so you leave knowing how to run it yourself.
Not included in this service
- Branding or graphic design services
- Website development or external integrations
- Custom copywriting or legal drafting
- Ongoing maintenance or updates (available through Ongoing Consulting)
- Unlimited revisions or ongoing changes
- Training beyond the included walkthrough
- Business consulting outside system implementation
Ongoing Consulting & Monthly Maintenance
Ongoing support to keep your existing HoneyBook organized, up to date, and running efficiently as your business evolves. This is about maintaining and refining what's already in place — updates, adjustments, and improvements over time — so your system keeps up with your workflow without a full rebuild.
Monthly Strategy Call
A complimentary call each month to review what's working, troubleshoot friction, and plan the next improvement.
Workflow & Automation Updates
Adjustments to your pipeline and automations as your services, pricing, or team evolve.
Smart File Refinements
Updates to proposals, contracts, questionnaires, and invoices as your offers and branding change.
System Audits & Cleanup
A periodic review to clear out what's stale and keep the account tidy as it accumulates real client work.
Ongoing Guidance
Best-practice direction and answers to "how do I..." moments, without waiting in a general support queue.
Best For
Owners already using HoneyBook, clients with an existing setup who want ongoing optimization, and teams whose services or workflows change regularly.
Not included in this service
- Full system rebuilds or complete reconfiguration
- Initial setup from scratch or first-time HoneyBook implementation
An investment in how your business operates.
Three services, matched to where you are: a plan, a build, or ongoing support. Every engagement starts with a discovery call to confirm scope and pricing before anything is signed.
Strategy Session
- Live 2-hour strategy & planning session
- Workflow mapping & strategic recommendations
- Gaps, inefficiencies & opportunities identified
- Implementation roadmap
- Session recording & summary notes
Full Setup
- 2-hour strategy session included
- Setup for up to 5 services
- Pipeline & workflow configuration
- Smart Files: contracts, questionnaires, proposals, invoices
- Email templates & automations
- Scheduler configuration & client portal
- System walkthrough & handoff
Monthly Maintenance
- Monthly strategy call (complimentary)
- Workflow & automation updates
- Smart File refinements
- System audits & cleanup
- Ongoing guidance on best practices
Not on HoneyBook yet? Start at 30% off.
You don't need an account before we talk — but if you're signing up anyway, our referral code takes 30% off any annual plan. Same platform, lower floor on the whole investment.
Is it time to systemize your HoneyBook?
Check off anything that's true for you right now. This isn't saved anywhere — it's just for you.
Common questions before the call.
Real studios, real systems.
Vannie Paradis Design Studio
A polished design brand paired with a scattered backend — inquiries arriving across email, DMs, and forms, with every proposal and questionnaire rebuilt by hand. We built one branded pipeline, a full Smart File library, and automations that move projects from inquiry to booked without manual work — a system as elevated as their design work.
BRICC Agency
Three offers — Strategy Intensives, Content Creation, and Social Media — each needing its own workflow, with media days and approvals tracked by hand. We built service-specific lead forms that route each inquiry to the right track, a 20-stage pipeline, and automations handling proposals, onboarding, follow-ups, and offboarding across all three.
MPB Design Co.
Two disciplines pulling in different directions — interior design and event design, each with its own workflow. We routed interior, event, and hybrid leads through one branded pipeline, built a full Smart File library, and automated intake through kickoff before a clean handoff into their project-management tool.
Let's determine if we're the right fit.
By now, you should have a clear sense of how we work, what's included, and what it costs to get your HoneyBook fully built out.
Our discovery call is a focused, 30-minute conversation about your business — your services, your current process, and where things are breaking down. We'll talk through which service makes sense and answer anything this page didn't cover.
If it's a fit on both sides, you'll receive a tailored proposal within [Add your standard turnaround, e.g. "2 business days."]