Take setup off your plate with our
HoneyBook Intensives
BRANDED TEMPLATES AND CUSTOMIZED WORKFLOWS TO MAKE YOUR LIFE EASIER
There are plenty of Pro's out there. So why work with us?
✔️ We designed our intensives to be, well, intense! This means that our team dedicates laser focus on you and your business so that, together, we will complete your project in two days tops. We don't want to make you wait to keep 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 changed your mind or forgot something? No sweat! You can reach out to us for those quick changes to be implemented and we can coach you through anything that may arise.
✔️ We will train you on everything. Whether you want to learn how to use HoneyBook from the inside out or know how to edit and send files, we will create a custom training video for you to keep and utilize for life.
✔️ We won't abandon you after your project is over. You can lean on us for support or training after, as your business and HoneyBook evolve.
The process
The best thing about Luneer Mgmt is that we will meet you where you’re at. We'll start with a discovery call to determine what you like and don't like about your current templates, client flow, automations, and usage of the CRM. Once you book a project with us, you’ll complete a questionnaire, giving us all the info we need to design your new files and build a proper system for you. The week of your project we have a kickoff call to go over any remaining questions before we begin our work.
Our next step will be to work on executing and reworking your deliverables on HoneyBook. Once complete, we will either have a meeting or, if you don't have time, our team is always happy to film a screen recording to walk you through everything and give you the opportunity to provide feedback.
After final revisions are made, we will film a recording that shows you how to utilize your updated smart files so that you can walk away from your HoneyBook Intensive stress-free and feel confident in your elevated brand. After that, you’ll have seven days of advisory support with us to make any last-minute adjustments to your system.
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 communication is 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.
Why spend time trying to figure out a new program when you could hire an expert to do it in less than half the time? We build your workflow, templates, integrations, and automations in just one to two days so that your business can keep running better than ever.
Our HoneyBook intensives are perfect for those looking to make immediate changes that elevate their clients’ experience. Each of our offerings are designed to give you the updates you need at this stage in your journey without interrupting the flow of your business or missing a beat. During the intensive and beyond, our team is focused on supporting your long-game, and ready to take the often overwhelming and onerous task of managing online spaces 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
setup services
Premier day
Deliverables:
Up to 4 service brochures
Up to 6 questionnaires
Up to 4 contact forms
Up to 4 lead forms
Up to 4 proposals including Invoice, Payment Plan, and Contract
Up to 4 contracts with smart fields
Off-boarding systems if needed
Automations if desired/where it makes sense
Checking your basic setup
Implementing Scheduler
Email Signature
Custom Email Templates
Customized Theme
Custom icons and headers
Educational video teaching you how to use everything
Executive DaY
Deliverables:
Up to 2 service brochures
Up to 6 questionnaires
Up to 4 contact forms
Up to 2 lead forms
Up to 4 proposals including Invoice, Payment Plan, and Contract
Up to 4 contracts with smart fields
Off-boarding systems if needed
Automations if desired/where it makes sense
Checking your basic set up
Implementing Scheduler
Email Signature
Custom Email Templates
Custom icons and headers
Customized Theme updated
Educational video teaching you how to use everything
sprint day
Deliverables:
1 service brochure
1 questionnaire
1 contact form
1 lead form
1 proposal including Invoice, Payment Plan, and Contract
1 Contract
1 invoice
Scheduler implementation
Custom icons and headers
Custom Email Templates
No automations* unless add on is requested
Email Signature
Customized Theme
One revision available
Educational video teaching you how to use everything
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 can determine your goals, pain points, and everything in between. You'll walk away from our call with an action plan telling you how to best utilize HoneyBook and effectively implement the system into your business. This option is perfect for those who want to execute system changes themselves but leave the strategy to a pro.
template design
Deliverables:
1 template of your choice
Educational video teaching you how to use the brochure
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 implementing your client journey. We'll provide you with a personalized screen recording that walks you through everything, and give you step-by-step instructions for making changes in the future.
FAQs
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An improved setup with HoneyBook can significantly enhance your business operations and brand identity. Serving as the central hub for your operations, HoneyBook facilitates seamless file exchanges, contract signings, payments, and streamlined communication, all essential for maintaining a strong digital footprint. By optimizing these processes, you can minimize inefficiencies that could otherwise cost you valuable business opportunities. Our HoneyBook intensives specialize in swiftly implementing impactful changes that elevate your clients' experience without disrupting your business for more than a day or two, ensuring continuous growth and client satisfaction.
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You’ll need a HoneyBook account before we get started on our intensive, but don’t worry, we’re here to help you every step of the way. Don’t have an account yet?
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Automations are cues of messages, files, and tasks. You can trigger the sending of emails, questionnaires, and brochures, or create tasks automatically based on predetermined conditions such as client behaviors or dates. This capability allows you to follow up instantly on inquiries, respond automatically to client communications, and follow up with questionnaires, marketing materials, or scheduling links without manual intervention, saving you time and reducing administrative burden. Importantly, you retain full control as you can choose if you’d like to review and approve each automated action before it is sent to clients, ensuring consistency and personalized communication in your client interactions.
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Determining the templates you need depends on your specific business and client requirements, which we can assess during our discovery call. Each client may require different smartfiles such as proposals, contracts, invoices, service brochures, or questionnaires. By understanding your business goals and workflows, we can your setup to best suit your needs.
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While some other pros bounce between multiple HoneyBook projects at once, with Luneer, you have the dedicated support of two pros, Brandi and Jenny, working on only your HoneyBook project. We do prep work before your project on the back end to prepare and during your intensive, we ONLY focus on you. While some pros limit their daily workload to 4-5 hours, we aren’t afraid of working long days to ensure on-time delivery. Brandi designed our intensives to be just that, intense. Your CRM is the heart of your client journey, and we don't want to take that away from or interrupt it for weeks at a time so we essentially accomplish 16-20 hours of work in one day by having two of us in your project at once and doing the proper work on our end to prepare for an efficient and successful intensive.
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If you're in need of a different timeline, reach out and let's see what we can work out. We're happy to work with you.
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Our HoneyBook Intensives are designed for those who are looking to complete their project yesterday; for those who don't want to wait weeks to have a functional system. We strive to complete your work and provide you with the highest quality setup in a shorter amount of time. How are we able to do this? By giving business our undivided attention.