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Jackie Klein CRM Consulting

Helping you streamline the back end of your business

Does this describe you?

Organized Small Business

Ready to Streamline Your System? 
Download the CRM Clarity Kit Now!

Jackie Klein CRM

I'm Jackie! 
CRM Consultant and HoneyBook Educator

Former Middle School Teacher, Aunt, Dog Mom, Star Wars Fan

I'm a Honeybook specialist who believes well-functioning systems are an integral part of any successful business.  I help solopreneurs streamline their systems to provide a top-notch client experience.

Tailored Solutions for Your Unique Needs

Let Jackie Klein CRM Consulting  get you an automated system to make the new client process a breeze!

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You know automation will help, but you aren't sure how to start.

You've setup the scheduler, contracts and invoices, but you are manually sending them to your clients.

You are using multiple platforms to manage all parts of your business.

You have a CRM in place, but are not actively using it.

Mountain Lake Reflection
I hired Jackie to help me setup my Honeybook. We met several times and no matter how many complex questions I threw her way, she always found the answer! I appreciate her honesty and she never pressured me to be all in on Honeybook, but simply answered my questions and helped me along the way.

Lorin Silva, 

Online Support Services

Jackie is the girl you want to TEACH you how to use CRMS to save your Time + Stress...and stay in touch with those you are called to serve. She knows her stuff and will teach you how to use a CRM to it's fullest!

Lissa Figgins,

REDEEM Her Time

Jackie is energetic, thoughtful and detail-oriented.
She thinks about your Honeybook CRM from start to finish to make sure your clients have the best experience and you have more time. 

Cate Donald,

Course Design Strategist

A Seamless Experience!
Having recently worked with Jackie, I can attest that the entire experience was nothing short of seamless, and the outcome was truly amazing!

Danielle Southwick,

Southwick Grief Recovery

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