Photo by Nicole Martinez

TRANSFORM YOUR BIZ IN ONE WEEK

Tired of feeling all over the place and not having organization in your life and business? You barely have time to keep up with your family and clients and let alone zero time to set up your CRM (Customer relationship management) system or Project Management tool. A VIP week will deliver you a fully completed project in just one week. 

Doing ALL the things for your business is great, until you can’t juggle them all.

Whether you need some cleaning up for your CRM and things are starting to get messy OR you’re still doing everything manually and wish that it can run on its own… I can help you! You are already trying to manage your personal and business tasks, so let’s knock one more thing off your plate.

We will work together to create an effective system to make your life easier and simplify your business to make sure you are on top of what needs to get done!

 VIP Week Details

Photo by Nicole Martinez

  • Discovery Call + Strategy Session to determine your project needs

  • Full Biz Audit/Breakdown

  • Completed Honeybook setup

    • Creation of up to 3-5 workflows - one for each offer suite

    • Recorded Loom video training walkthrough + how to make changes to workflows

  • Built out systems for your repeat projects or tasks

  • Tutorial videos you can look back on

  • I set up your daily, weekly, and monthly tasks

  • Automate several tasks

  • Create systems in your life and business 

  • Improve processes 

  • Improve workflow

  • Offboarding Call to go over your new Project Management tool + answer any questions

  • 2 weeks of email and DM voice support

You’ll Leave With

✓ A customized Asana or Honeybook account that helps you feel as organized and efficient as ever in your business

✓ A complete understanding on how to use your system so that you can feel confident in managing it yourself

What’s Included in a HoneyBook and Asana Set Up

With all the features HoneyBook has to offer, it can be overwhelming to set up. In a HoneyBook VIP Week, we’ll tackle:

→ Contact Form Workflows. Automations that begin from the contact form submission. Embed forms for website and social media. Say hello to the quickest inquiry response rates in the biz.

→ Calendar SetUp. We’ll create calendars to streamline every aspect of the planning process: Consultations, project dates, and more.

→ Custom Brochure Design. Beautifully on brand and answering all the questions your potential clients didn’t even know they had. You’ll stand out from your competitors with a custom design.

→ Email Templates. Email communication that is written with your ideal client in mind. Yes, we will write ALL these emails for you.

→ SmartFile Optimization. SmartFiles are a game changer for HoneyBook and deliver a better client experience. I’ll set up packages, invoices, and proposals for easy and automated communication.

→ Project and Planning Automations. Properly set-up and tested workflows that allow for seamless collection and confirmation of all your client details.

→ Stay on Brand. Integration of brand colors, logos, email signature, and elements applied across Honeybook account.


Say goodbye to feeling all over the place with your life and business and having multiple planners and notebooks and say hello to consistent, easy-to-follow project management. In an Asana VIP Week, we’ll tackle:

→ Completed Project Management SetUp. Set up your workspace based on the deliverables and processes for your coaching service-based business and the packages you offer.

→ Team Training. 1-hour training session for your whole team or assistant to make sure they know how to use the tool effectively. You’ll be able to track exactly what has been done for each client - no more ‘team check ins’ to check the progress. 


→ Integrations. Work smarter, not harder. Integrate your Asana with the tools and platforms you already use. Connect your calendars, client forms, and documents.

→ High Level Automations. A platform that already knows your next move? Sounds dreamy (it is!). We'll set up processes that will continue to work for you, even when you're OOO.

→ Template Creation. We’ll create checklists and tasks from scratch. Once created, you can individually customize them for each and every couple that comes your way.

→ Education. Learn how to use your Asana templates and workflows along with a strategy for how to simplify your business and provide a high quality experience for your clients.