CRM VIP Services
Provide a seamless, professional business experience for you and your clients.
Are you tired of scrambling between admin tasks every day?
Let me guess: You’ve spent months trying to figure out how to reorganize and streamline your business so you can stop struggling with time-sucking admin work. You’ve lost work because you weren’t able to reply to inquiries quickly enough. So, not only are you wasting time, but you’re also losing money.
This is why I love offering CRM VIP Days and Weekends. In a couple of days, I can set you up with a seamless system that automates the tasks, emails, and invoices you send to every couple and client. Then, you’re free to focus your time on the work you love to do with them!
Hi, my name is Elizabeth (But you can call me Liz)
I started my wedding planning business over 15 years ago, but I was a website designer and project manager before that. I’m always looking for the best tech angle to make my business easier to run.
Ten years ago, I signed up for Honeybook, and I never looked back.
The automation was a game changer. No more waiting for clients to sign contracts and invoices separately - events are booked minutes after talking to a client. Automated payment reminders sent to my clients. Meetings and calls are scheduled around my calendar instead of involving endless back-and-forth emails and texts. I save 30+ hours a month on all the administrative work I don’t have to do! Now, I help other wedding professionals do the same by designing their chosen CRM.
Photo: Spark Studios
Elizabeth was AMAZING. She helped me organize my business with Honeybook so I can streamline this one-woman show I have. She was easy to work with and fast to respond. She still helps me out if I have any Honeybook questions. Don't hesitate to work with her!
Nicole Redd-McIntosh, Nicole Bakes Cakes, Los Angeles, CA
So, What Do You Need Right Now?
The CRM VIP Weekend: Full Build
This is what I will set up for you in Honeybook in Two Days:
One Branded Contact Form - send your inquiries directly to the CRM so you have one place to manage your clients
Up to 10 Email templates - based on the emails you currently send your clients and any upgrades you want to make now
Two schedulers - Allow your clients to pick a time to meet off of your schedule
Your Business Branded Online Documents:
Proposal for up to three services - Convert your contract and invoice into an online document that gets you booked and paid with two clicks
One brochure and two questionnaire
Automation workflows for two services - Automate your client’s experience from inquiry to off-boarding.
The Full Build Also Includes
Complete Workflow Strategy Mapping
Sixty days of post-set-up support - I’m here for any questions!
Starting at $2,500
CRM VIP Day: Lead Form + Automation
Perfect for creative professionals whose income comes from one-on-one scheduled services, such as photo shoots and paid consultations. Lead forms are hosted on the Honeybook website. You’ll be able to post or send a link that will allow your clients to:
Choose a date and time for their service
Confirm the service details
Pay instantly.
I’ll also create a workflow automation that seamlessly takes your clients through your production process, saving you time and stress and keeping them on track and happy. The lead form VIP day includes creating emails and smart file documents to add to your automation.
Lead form automations are perfect for:
Mini-shoots and portrait sessions
Coaching sessions
One-on-one classes
Product Delivery
$1579
VIP Day: Single Automation Build
This is for the creative professional who wants a streamlined workflow process for a single service, such as a photography, floral, or wedding planning package. Using the files and documents you already have, I’ll create an automation that delivers a seamless planning process for your clients from inquiry through completion and delivery to review collection. Creating additional files to fill out our automation is available as an add-on service.
Starting at $875
How Do You Book A CRM VIP Experience?
Book a time to talk with me here. We’ll discuss your current business clientflow the changes you’d like to make, and I’ll answer any questions you have about how Honeybook can help you. We’ll also pick your VIP Day, and I’ll send you a booking proposal.
Once you’re booked, you’ll receive a checklist of everything I’ll need to build your Honeybook account and a link to schedule our first workflow strategy session. We’ll schedule our workflow strategy mapping session and your training session during this one.
During your VIP Experience, we’ll communicate through text and messenger. You go live your life, and I’ll work on your Honeybook account.
I’ll show you how to use your account during your recorded training session. I will be available for 60 days for any questions or additional training you need.
Get Started by booking our first consultation:
Questions, I Get Questions:
Q: Can you REALLY finish setting up my Honeybook account in 1-2 days?
We will do some pre-day setup together, but yup, it only takes that long to finish everything, time that’s completely devoted to you and your business!
Q: I don’t have a Honeybook account. Am I paying for that, or is it included in the cost of the VIP Day?
No, you’re responsible for paying for your account. Click here to get a 50% discount off your first year.
What if I already have a Honeybook account? Can you help me, too?
I work with a lot of Honeybook users who don’t have the bandwidth to make it work for them. Now is the time to hire an expert who can get it done quickly so you can stop wasting money and start making money ASAP. I’ve been using Honeybook since it launched, and I’ll transform your business with it!
Q: How involved do I have to be during my Honeybook VIP Day?
My prep process is pretty comprehensive, so I’ll have everything I need to get started. I’ll send links for you to review during the day, but other than that, you can go live your life.
Q: Do you only work with wedding professionals?
Nope. Wedding pros are my main clients, but I’ve set up Honeybook for lots of creative professionals - lifestyle photographers, all kinds of coaches, interior designers, and graphic artists. If you’re a creative small business owner who is tired and overwhelmed by the admin side of your business and the money it’s costing you, I’m here to help you!
How far out do you book Honeybook set-ups?
I book as far as a month out, and if I’m available, we can get started within a calendar week. That depends on how fast you can get me what I need to set up your account, though!
Do you have a payment plan?
Yes! 50% is due at the time of booking, with the balance due the day before your VIP day. The proposal I send you will be your first-hand look at what I’m setting up for you.
What happens after you set up my Honeybook account?
You and I will have scheduled a follow-up Zoom training call to tour your account. I’ll record it for your review. After that, you will have 60 days of email and video support if you have any questions.
Do you set up any other CRM systems?
Yes, I can also help you with Dubsado, Aisle Planner, and Sprout.
Become the most efficient creative you know!
If you’re like most creative entrepreneurs, you look at your business every once in a while and think, “This could be running better.” If you’re not sure how or you’re worried about how long it’s going to take, sign up for the Efficient Creative Five-Day Challenge. I’ll send you one easy 25-minute task a day for five days. In less than a week, you’ll be the most efficient creative you know!