I will setup honeybook crm workflow booking proposal invoice
Brevo Email Marketing and Automation Specialist
About this Gig
Hello.
Are Wix inquiries coming in, but your follow-up, booking, proposal, invoice, and client details are still scattered across emails, notes, and manual tasks?
I help Wix website owners set up HoneyBook so new leads can move through a clearer client workflow from inquiry to booked client. Instead of losing track of form submissions, replying late, rebuilding proposals, sending invoices manually, or chasing client details, I will organize your booking and client management process inside HoneyBook.
What i offer
- HoneyBook setup or cleanup
- Wix contact or booking form review
- Client intake form setup
- Lead capture workflow
- Proposal setup
- Invoice setup
- Contract setup
- Questionnaire setup
- Scheduling setup
- Email template setup
- Client portal setup
- Payment setup guidance
- Automated workflow setup
This gig is ideal for coaches, consultants, photographers, designers, event planners, agencies, freelancers, wellness brands, and service providers using Wix who want a smoother system for inquiries, booking, proposals, invoices, and follow-ups.
Message me with your Wix site and current process before ordering.
Software:
Honeybook
FAQ
Can you fix my existing HoneyBook setup?
Yes. I can clean up a messy setup, improve your workflow, adjust templates, and organize your client process.
Can you set up proposals and invoices?
Yes. I can set up proposal templates, invoice structure, payment steps, and client-facing booking flow.
Can you create automated follow-ups?
Yes. I can set up workflow steps for new inquiries, proposal follow-ups, booking reminders, invoices, questionnaires, and onboarding emails.
Can you set up HoneyBook from scratch?
Yes. I can help set up your HoneyBook profile, client intake, proposals, invoices, contracts, scheduler, email templates, and workflow.

