VIP Day — HoneyBook Account Setup

Let’s set up your HoneyBook account so you can onboard like a CEO!

Is HoneyBook right for your business?

  • You have an onboarding process (kind of), but it’s not streamlined or automated yet
  • You want to feel confident onboarding new clients but your current system isn’t very professional
  • You’ve tried to DIY before but feel overwhelmed about learning and testing a new system
  • You need your account set up yesterday so that you can start onboarding new clients!

Ready? Get 50% off your first year of HoneyBook!

HoneyBook Setup - VIP Day for Client Onboarding
HoneyBook Setup - Client Onboarding VIP Day

What’s Included with HoneyBook Setup?

    • 60-90 minutes Planning Session
    • Account + Branding settings
    • Templates + Workflows for up to 3 services
    • Scheduler for up to 3 meeting types
    • Existing systems integrations
    • Import current client contact info
    • SOPs for your services with tutorials
    • Action Plan for after your day
    • 30 days of email support (Monday - Friday)

Investment — $797

Becky got me over the hump of Honeybook set up. It gave me comfort to have someone I could ask questions to as I started to use it since while I can set tech up, I don’t enjoy it and it’s quicker to do it this way

I deeply appreciate her patience, expertise, and genuine care at delivering something to improve my business.


CEO, First By Five

How does HoneyBook Setup work?

1. Reserve

Use my HB scheduler to pick the day that works best for you!  Next, choose the time slot for our morning planning session.

2. Invest

After I review your information, I’ll send you an invoice (and you can see what it’s like to be a HoneyBook client!).


3. Prep

We’ll use a shared Google Drive folder with checklists and templates so you can provide the info I’ll need. *This is required!

4. Meet

Meet with me on the morning of your VIP Day for a planning session! We’ll go over any questions and review your processes.

5. Setup

After the planning session, I’ll get to work setting up your account. You just need to be available via chat app or email in case I have questions.

6. Support

After your VIP Day, you’ll have 30 days of email support for questions and feedback.

Why Should You Work with The Organized CEO?

  • I’m a HoneyBook Educator, and I use it for my own business!
  • Before I worked online, I was a civil engineer. I’m basically a system and processes ninja!
  • Don’t waste time waiting weeks for your set up. We’ll get it done in a single day!

Ready? Get 50% off your first year of HoneyBook!

Frequently Asked Questions

HoneyBook vs. Dubsado?

I prefer HoneyBook over Dubsado because of it’s simplicity. Dubsado has more customizations, but that also makes it more difficult to use.

You can read all about which CRM system is best for you here.

When can we get started?!

HoneyBook VIP Days must be booked at least two weeks in advance. This gives you time to provide the necessary materials, and it gives me time to preapre for your day!

How long will the prep work take?

Prep work typically takes 3-4 hours. You don’t have to complete it all at once though!

If you don’t have any onboarding processes set up in your business yet, it will probably take twice as long.

I include a checklist and templates to make it as easy as possible on you. This prep work MUST be completed in order for me to set up your account.

Will we be on Zoom the entire day?

No way! We’ll have a 60-90 minute planning session at the start of your day.

After that, you’re free to go about your day as usual. I just need you to be available for questions throughout the day via chat or email.

Can my team help?

Of course! You are welcome to invite one of your team members to attend the planning session.

You can also delegate the prep work to your team.

Do you offer payment plans?

No, I do not offer payments plans for this service because it all happens in a single day!

Can I reschedule my day?

Of course! Your confirmation email will include a reschedule link for your convenience. You must reschedule at least 72 hours in advance, but please reach out if you have an emergency.

Can I get a refund?

No. I do not offer refunds for this service. If you have an emergency, I’m happy to reschedule your day.

However, if you do not complete the prep work and don’t reschedule, I will be unable to complete your account set up. I’ll do as much as I can with what you provide, but there will be no refund.

I have a question before I invest...

I’m happy to answer your questions! Just email me at and put “HoneyBook VIP Day” in the subject.