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Fiverr Pro
English
$
USD
I will set up your honeybook CRM, workflows and automations
Custom CRM and client portal systems for service businesses
I build custom client portals, invoice systems and job tracking tools for service businesses. You get a working prototype of your own system within 48 hours, then we shape it until it fits how you wor...
About this Gig
Signed up for HoneyBook and never finished setting it up?
I set up your HoneyBook account so you can send your first proposal or invoice the day I deliver. You keep serving your clients; I do the setup.
What I set up:
- Company details, logo, colors and brand settings
- Your services and prices
- Contract, proposal, invoice and email templates in your wording
- Contacts imported from your spreadsheet
- Lead form and scheduler
- Pipeline stages that match how you work
- Automations for follow-ups and reminders
HoneyBook is built for photographers, planners, designers, coaches and consultants.
How it works:
1. You answer a few questions and send your price list
2. You give me access to your account
3. I set it up and send you a recorded walkthrough
You keep full control. Payments and bank details stay in your hands; I never need them.
I am independent and not affiliated with HoneyBook.
Please message me before ordering so I can confirm what your plan includes.
Software:
Honeybook
My Portfolio
FAQ
Do I need a HoneyBook account before ordering?
No. HoneyBook has a free trial. Tell me about your business and I will say which plan fits before you pay them anything.
How do I give you access?
On Essentials or Premium, invite me as a team member from your company settings and remove me the day I deliver. Starter has no team members, so there you share a temporary password through the Fiverr order page and change it when I deliver.
Will you see my bank or card details?
I never need them and never enter them. Turning on payments, paying your subscription and connecting your bank are steps only you do. I set up everything around them.
Can you move my contacts and documents into HoneyBook?
Yes, in Standard and Premium. Send an Excel or CSV file of contacts and I clean it and import it; each contact needs an email address. Send your current contract or price sheet and I rebuild it as a HoneyBook template.
Do you offer training?
Standard and Premium include a recorded walkthrough of your own account, so you can watch it again whenever you need. It is a recording, not a live call.
Which HoneyBook plan should I be on?
Starter covers my Basic package and most of Standard. The scheduler, automations and team members need Essentials or higher, so my Premium package needs Essentials. I confirm what your plan allows before I start.
What if HoneyBook does not fit my business?
I will tell you before you spend more on it. I also build custom systems; see my other gig.
Are you affiliated with HoneyBook?
No. I am an independent freelancer. HoneyBook is a trademark of its owner.
What automations do you set up?
For example: an instant reply to a new inquiry, a follow-up if there is no answer in 3 days, a welcome email and questionnaire when the contract is signed, a reminder before the date, and a thank-you with a review request at the end. We choose your five together.
