CRM setup with our HoneyBook INTENSIVES
CRM SETUP & MANAGEMENT
There are plenty of pros out there. So why work with us?
✔️ Our intensives are, well, intense! We dedicate laser focus to you and your business so that, together, we complete your project in one to two days tops. Why wait to get your business running smoothly when we can make change happen now?
✔️ We provide you with 7 days of advisory support following your project. Maybe you reconsidered or forgot to add something? No sweat! You can lean on us to implement those last-minute improvements, and we’ll coach you through whatever arises during that period.
✔️ We train you on everything. Whether you want to master HoneyBook from the inside out or learn to edit and send files, we create a custom training video for you to keep as a reference for life.
✔️ We don’t abandon you after your project is over. You can continue to lean on us for support or training as your business and HoneyBook evolve.
From setup to strategy and everything in between
The best thing about Luneer Mgmt is that we meet you where you’re at. We start with a kickoff call to determine what you like and don't like about your current offerings, templates, and brand assets. Then we make a strategy to get you where you want to go.
Don't have time for a call? No problem! We’ll send over a questionnaire, and you can record a screen share to walk us through everything you want support with. As with calls, recordings allow us to take a peek inside your brain and empower you to create the business of your dreams.
Our next step is to execute and rework your deliverables on HoneyBook (we do this for you). Once complete, we either have a meeting or, if you don't have time, we film a screen recording to walk you through the results and open the floor for feedback. We’ll ask you to be ready to submit your feedback within an hour following the meeting so we can make your final adjustments that same business day. Your business won’t miss a beat.
After making final revisions, we film a recording that shows you how to utilize your updated smart files. That way, you can walk out of your HoneyBook Intensive stress-free and confident in your upgraded brand.
Setup, Workflows, strategy, & more!
HoneyBook is the heart of your business. It’s where your files are exchanged, contracts are signed, payments are submitted, and communications are centered. It’s also where you develop a strong, online presence which, in this day and age, is as important as getting a good night’s sleep. You can’t afford to lose business because of an inefficient setup or an outdated digital footprint. You also can’t afford to put your business on hold for more than a day or two, and we get that.
Your time is valuable. Why spend it wrestling with a new program when you could hire an expert to do all the set up for you in less than half the time? We build your workflow, templates, integrations, and automations in just a day or two so your business can run better than ever.
Our HoneyBook intensives are perfect for those looking to make immediate changes that elevate their clients’ experience right away and without missing a beat. Each of our offerings are designed to provide the updates you need at this stage in your journey without interrupting the flow of your business. Intensive and beyond, our team is dedicated to building your long game. We understand that managing online spaces can be onerous and overwhelming at times. We’re here to take that off your plate. What may be a burden for you is a passion for us. We LOVE helping people lighten their workload and achieve their dreams. Let’s get started!
Our honeybook services
setup from sratch
For those new to HoneyBook or wanting to work from the ground up.
Deliverables:
Up to 4 service brochures
Up to 6 questionnaires
Up to 4 contact forms
Up to 4 proposals including Invoice, Payment Plan, and Contract
Up to 4 contracts with smart fields
Off-boarding systems as needed
Automations where beneficial and as desired
Basic setup check
Scheduler implementation
Email Signature
Custom Email Templates
Customized Theme
Custom icons and headers
Educational video teaching you how to use everything
Executive Day
For those wanting a HoneyBook overhaul.
Deliverables:
Up to 2 service brochures
Up to 6 questionnaires
Up to 4 contact forms
Up to 4 proposals including Invoice, Payment Plan, and Contract
Up to 4 contracts with smart fields
Off-boarding systems as needed
Automations where beneficial and as desired
Basic setup check
Scheduler implementation
Email Signature
Custom Email Templates
Custom icons and headers
Customized Theme update
Educational video teaching you how to use everything
sprint day
For those wanting to give their HoneyBook a tune-up with expert advice.
Deliverables:
1 service brochure
1 questionnaire
1 contact form
1 proposal including Invoice, Payment Plan, and Contract
1 contract
1 invoice
Scheduler implementation
Custom icons and headers
Email Signature
Customized Theme
One revision available
Educational video teaching you how to use everything
Option to request automations as an add-on service
template design
Deliverables:
1 template of your choice
Educational video teaching you how to use the brochure
Strategy & Optimization Call
New systems are overwhelming, we get it. Let us alleviate some stress and take the strategy off your plate. Together, during a 90-minute call, we’ll determine your goals, pain points, and everything in between. You'll walk away from our call with an action plan for how to best utilize HoneyBook and effectively integrate the platform into your business. This option is perfect for those who want to execute system changes themselves but leave the strategy to a pro.
Automations
Are you making the most of automations in your business? If you've completed your primary setup, we can help you optimize your HoneyBook account by mapping out and setting up your client journey. We'll provide you with a personalized screen recording that walks you through it all and gives step-by-step instructions for making changes in the future.
