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Jackie Klein, CRM

Meet Jackie
the Automations Queen

An Expert in Simplicity and Organization

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 multi-step automations that lead potential clients through the onboarding process and you don't have to life 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 manageable tasks.  I love helping solopreneurs build their systems so they can focus on meeting their clients' needs and growing their business.

If you're a solopreneur, you need Jackie because. . .

She will create templates and automations to streamline your processes.

She will simplify your back end operations for peak efficiency

She will help consolidate multiple platforms that currently manage your business

Sunrise over Mountains

You've got Questions

I've got answers!

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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.  See the Services page for more information.

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?

Email me at

jackie@hellojackieklein.com

You will receive a response in 24-48 hours.

Meet Lucia, my canine collaborator and office assistant! She's here to help us sniff out new opportunities and boost our mood.

Serene Gradient
My Office Assistant
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