HoneyBook CRM Set up and automation

HoneyBook Setup for Photographers
A personalized booking workflow, built for your business.

Tired of juggling multiple systems, answering inquiries through texts, DMs, and emails, and feeling like your business can’t run unless you’re doing everything yourself?

You didn’t become a photographer to spend all your time keeping up with the behind-the-scenes work. If your booking process feels scattered and you’re constantly trying to get organized, let’s create a system that supports you.

I’ll help you bring your client booking process into HoneyBook, automate repetitive tasks, and create a polished experience—from the first inquiry to the signed contract and payment.

Get your time back, feel more organized, and present your business with the professionalism and elevated experience that help you confidently serve higher-end clients. 🤍

Here’s what’s included:

✨ One-hour consultation call
We’ll discuss your sessions, services, booking process, and client experience so your setup reflects how you want your business to run.

✨ Two- to three-hour virtual setup call
We’ll build and customize your HoneyBook together, including:

• Lead qualification form: A customized inquiry form that gathers the information you need to identify clients who are a good fit.
• Automated inquiry response: A workflow that sends your leads a welcome email, session information, and a link to schedule a consultation.
• Calendly setup: Your account, consultation meeting type, calendar connection, and booking availability, giving potential clients an easy way to schedule a call.
• Session proposal templates: Branded proposals with a cover page, session details, your contract, an invoice, and online payment setup.
• Email templates: Personalized messages for the key steps in your client journey.
• Service templates: Your session offerings organized and ready to add to proposals.
• Custom pipeline: Project stages tailored to your workflow so you can easily track each client’s progress.

✨ Personal walkthrough
I’ll show you how to manage inquiries, send proposals, track projects, and use your templates and automations.

✨ Full test run
We’ll walk through your booking process from start to finish so you can see the client experience, check that everything works properly, and feel confident using your new system.

You’ll leave with a HoneyBook setup built around your business—and the knowledge to put it to work.

Let’s take “I need to get organized” off your to-do list. 🤍

*** Please note: You are responsible for purchasing your own HoneyBook Essentials membership. The subscription cost is separate and is not included in the price of this setup service.