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Helping You Streamline the Back End of Your Business

Honeybook Support for Passionate Solopreneurs 

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Let's get you an automated system to make the new client process a breeze!

It's time to STOP using multiple

apps to manage your clients!

Does This Describe You?

✅ You don’t have a CRM in place, or are not actively using it.

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

You’ve set-up the scheduler, contracts and invoices, but you are manually sending them to your clients.

✅ You know automations will help you, but you aren’t sure how to start.

I’ve been there! I had to learn all of the parts of Honeybook on my own. I know how overwhelming and frustrating it can be. It doesn't have to be that way!

Whether you need help choosing the right system for your business, a Honeybook system built for you, or support as you implement the new system, we can make it happen!

 

 

 

 

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Honeybook Build Experience

I create templates and automations to streamline your processes. Your end result will simplify your back end operations, which ensures happy clients and less stress for you!

Get a CRM Clarity Kit

Download the free CRM Clarity Kit. This will help you determine what you need in a CRM.

 

Book a Discovery Call

Complete the contact form and book a Discovery Call. We'll chat about your needs and how I can help. 

 

Let's Get To Work

I will complete a project that streamlines your Honeybook operations from inquiry to onboarding!

Danielle Southwick

Southwick Grief Recovery

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. For entrepreneurs who, like me, are deeply passionate about delivering exceptional client experiences and seek to streamline back-end operations, Jackie is an absolute gem. If you ever find yourself juggling the complexities of managing your CRM systems, Jackie's expertise is your invaluable ally. She not only offers support but also forms a strategic partnership to optimize your operations. With her guidance, you can confidently shift your focus to your clients, free from operational concerns. Jackie's meticulous approach and unwavering dedication to your success shine through as she excels in transforming complex tasks into tailored solutions. I wholeheartedly recommend her to fellow entrepreneurs looking to enhance their businesses. Her support will make your entrepreneurial journey smoother, more efficient, and ultimately more rewarding. Don't hesitate to bring her on board – you won't be disappointed.

Angela DaCosta

Done by Angela

Jackie is a Systems Expert!

She is fantastic at helping clients setup their Honeybook CRM. She makes her clients feel heard, understood, and empowered to utilize their systems to their full potential. She really knows her stuff! 

Suzy Hillegas

Suzy Hillegas Services

Jackie Understands Systems.

If you are struggling with Honeybook or any 'system' for your business, she is the one to hire. She communicated clearly and gets the work done. You will also love meeting her assistant!

Cate Donald

Course Design Strategist

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.

Ready to Streamline Your System?

Download the CRM Clarity Kit Now!

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I'm Jackie-A CRM and Honeybook Specialist

 

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.

Do your systems need to be optimized? Are you using multiple platforms for different parts of your business?  With Honeybook, your lead forms, schedulers, contracts and invoices are all in one place!  I can create a multi-step automations that leads potential clients through the onboarding process and you don't have to lift a finger!  This ensures your clients will have a seamless experience from scheduling a discovery call to paying their invoices.

As a former teacher, I'm very adept at problem solving and breaking down processes into managable tasks.  I love helping solopreneurs build their systems, so they can focus on meeting their client's needs and growing their business.

You've got questions...

I've got answers!

What's the timeline to work together?

All projects are scheduled in advance and can take between 2-3 weeks to complete. 

What's the investment?

The investment varies, depending on the package that is purchased. Those include:  

  • Email Support: $397
  • Consultation Calls $497
  • VIP Week: $1997 
  • Full Build: $3000

Payments can be made in installments to make the investment as manageable as possible for you.  Price also varies based on the number of processes needed.

How Quickly Will I See a Return?

I understand investing in your business is a big deal and I take that seriously.  Clients typically see a return on their investment in 6 months or less.  They also experience growth because their systems are running smoothly in the background.  This leads to more happy clients!

How Can I Contact You?

My email is jackie@hellojackieklein.com.  You will receive a response between 24-48 hours.

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