crm overhaul
if
YOU'RE LOOKING to:
Clean up your crm
You haven't touched your workflows, templates, or files in a hot minute? This is for you! Let's clean things up and get organized.
an audit on all templates
Unsure of how to spruce up your templates? Let's go through your emails, files, smart files (Honeybook) and update them.
create new templates & workflows
Whether it's adding to your email templates, putting together files, or creating new workflows.. it's time to get your CRM working for you.
I learned that I wasn't Honeybook in a lot of ways that I should!
I learned that I wasn't
Honeybook
in a lot of ways that
I should!
utilizing
— keely askew photography
"I learned that I wasn't utilizing Honeybook in a lot of ways that I should! She gave me tasks without judging me on how little I could manage at the time. I'm excited to implement what she taught me and honestly, I hope to invest in her mentorship for other areas of business!!"
your integration mentorship includes:
Coaching Calls
- This mentorship lasts up to 2 months
- You will have up to 2 calls per month (a total of up to 4 calls)
- Each call is a video call using "Google Meet" lasting up to 2 hours
- Video calls are recorded for you to rewatch when needed
- You have the option of adding calls
Emily's Help With:
- Specializing in Honeybook*
- Audit of your templates, workflows, automations, etc.
- CRM cleanup- files, photos, emails, etc.
- Add/create email templates
- Creation of files and invoices, including Honeybook Smart Files.
- Create or implement your workflows/automations and teach you how to use it efficiently
- You have the option of adding additional integration work as needed
Marco Polo Access
- Access to Emily in-between calls via Marco Polo. This is a video/audio chat service to make communication more hands on in-between calls.
- A subscription to Marco Polo is included while your mentorship is active.
We have worked with creatives who have had no email templates, under 10, and 30+! Whichever one fits your business we won't judge, promise!
This integration is meant to not only add. templates as needed but clean up (or update) your templates. Once this part of your CRM is updated and ready to go we can move on to the next steps to an efficient CRM.
email templates
We have found that most the creatives we work with are not using this part of Honeybook to the fullest. We believe that utilizing this feature is crucial to serving your clients well while also living the life you want to live outside your business.
Diving deep into your workflows and ways you run your business we can craft an automation and workflow that can serve you well. You're paying good money for a CRM so let's get your money's worth out of this investment!
automations
Organization
Like your email templates, I'm sure you have files that are either outdated, unused, or maybe even no longer necessary. If files and templates are not organized this creates a cluttered space to work in.
Organization is one of our favorite parts of this integration mentorship. We work closely with you to create an organized system for you to start fresh going forward.
Your branding on your CRM needs to represent your brand well to give your clients a seamless experience. This would include your colors, logo, cover photos, images in your gallery, email signature, profile photo and more.
brand clean up
Invested in:
CRM Overhaul
Workflows & Organization
Branding & Pricing
website & Seo
Results from the Mentorship:
+ Before: Unorganized and unoptimized Showit website.
+ After: A website optimized to seamlessly propel my business forward and I attribute the dramatic improvement in my inquiries to Emily's fine-tuning of SEO!
+ Before: No use of automations or workflows with CRM. Started with 21 email templates
+ After: Automations & workflows with CRM set up and functioning hands off. Complete with 30+ email templates. "Email systems have been a game changer in having family time back!"
+ Before: Pricing averaging in the $3-4k
+ After: Prices raised to be in the $5k+ and added offerings for upsells. Rebecca saw a 23% growth in profits! She was able to double her ROI in the integration mentorship, bringing home an extra $12k for her family.
+ Before: Unorganized and unoptimized Showit website.
+ After: A website optimized to seamlessly propel my business forward and I attribute the dramatic improvement in my inquiries to Emily's fine-tuning of SEO!
+ Before: No use of automations or workflows with CRM. Started with 21 email templates
+ After: Automations & workflows with CRM set up and functioning hands off. Complete with 30+ email templates. "Email systems have been a game changer in having family time back!"
+ Before: Pricing averaging in the $3-4k range
+ After: Prices raised to be in the $5k+ and added offerings for upsells. I saw a 23% growth in profits! I was able to double my ROI in the integration mentorship, bringing home an extra $12k for my family.
+Before: I felt like a drifting boat on a tranquil pond. I wasn't utilizing any systems and felt so overwhelmed!
+After: With tailored programs now efficiently supporting my endeavors and having confidence in pricing, this mentorship has empowered me to surpass current market standards, I now sail forth with purpose and efficiency.
Rebecca's Feedback:
"I was so worried I'd leave another education investment without tangible, measurable changes implemented. As someone who harbored these doubts even at the beginning (of the integration mentorship), I am profoundly grateful for having taken the leap and embracing Emily's new coaching style. The comprehensive overhaul of various facets within my business stands as a testament to the efficacy of her methods. Equipped with newfound skills and insights, I am poised not only to sustain the current momentum but also to continually refine and enhance my business until our paths cross again in future endeavors."
Invested in:
CRM Overhaul
Workflows & Organization
Branding & Pricing
Results from the Mentorship:
Anna's Feedback:
"If you're worried about making the jump... I was too but I'm here to say from experience that the fear I once felt has changed to confidence. Even after 15 years in business, I was stagnant and I knew in order to keep going I had to learn more & invest. Emily doesn’t cookie cutter things, she’s there for what you need and want. She dove into my business as if it were her own. You want to redo a website for a new elevated look, she’ll do it. You want Honeybook prepped for your clients for ease of communication, she’ll do it, you want her to help you with pricing & marketing, she’ll do it! Need help with a new camera or computer, that's when her hubs James comes into action! This duo of educators is worth every penny and I'm so thankful for their time, hard work and friendship!"
+ Before: No templates that I regularly use! I would write emails from scratch or copy/paste every email to my clients.
+ After: 50+ Email Templates customized to fit my brand and level up my client experience.
+ Before: No use of automations or workflows with CRM
+ After: Knowing that I can be more consistent in my CRM really has helped me with inquiries and ultimately booking more clients! You also have opened my eyes to using Honeybook for pretty much everything. Coming from a girl who wanted payment via checks, I now do EVERYTHING in Honeybook.
+ Before: I was scared for Emily to see how I used to run things because I had let things slip since I had my son. I knew something needed to change or it would only get worse.
+ After: Emily has provided such peace of mind! I feel more confident than I ever have. Which says a lot after 15 years of being in the business!
+ Before: No templates that I regularly use! I would write emails from scratch or copy/paste every email to my clients.
+ After: 50+ Email Templates customized to fit my brand and level up my client experience.
+ Before: No use of automations or workflows with CRM
+ After: Knowing that I can be more consistent in my CRM really has helped me with inquiries and ultimately booking more clients! You also have opened my eyes to using Honeybook for pretty much everything. Coming from a girl who wanted payment via checks, I now do EVERYTHING in Honeybook.
+ Before: Pricing averaging in the $5-6k range
+ After: Added offerings for upsells and prices raised a little more. Incorporating upsells brought in an additional $5k for my family!
+ Before: I was scared for Emily to see how I used to run things because I had let things slip since I had my son. I knew something needed to change or it would only get worse.
+ After: Emily has provided such peace of mind! I feel more confident than I ever have. Which says a lot after 15 years of being in the business!
Invested in:
CRM Overhaul
Workflows & Organization
Branding & Pricing
Results from the Mentorship:
+ Before: 2 Email Templates and writing from scratch almost every email.
+ After: 30+ Email Templates customized to fit my brand and level up my client experience.
+ Before: No use of automations or workflows with CRM
+ After: Automations & workflows with CRM set up and functioning hands off. Leaving me the time needed to be with my family (mom of 4 over here).
+ Before: Infrequent inquiries and pricing for basic services without the focus on upsells for additional income.
+ After: Intentional inquiry process, raised prices & opportunity for upsells, and confidence with pricing. I have seen a 15% increase in profits even during Maternity Leave.
+ Before: Stress about prioritizing business over family but also needing to provide for a family of 6. During nap time I would split the business and house tasks.
+ After: Spending intentional time with family because my workflows and business are self sufficient.
Keely's Feedback:
"Hiring Emily as a coach was the BEST investment I could have made! She helped guide me through Honeybook and blew my mind with what I was failing to utilize. She created email templates that were made to sound like my brand and encouraged me with tasks that seemed reasonable with this busy mom of four's schedule. If you are in a place where you feel disorganized and like you are spending way to much time on things that are slipping through the cracks, INVEST IN EMILY! It's a breathe of fresh air to see how even a few hours of work with Emily gave me back time with my babies!"
INVESTMENT
INTEGRATION STARTING AT: $2800
Please keep in mind results are dependent on your work alongside me! You will have some homework to complete during the mentorship.