Your client experience should work as hard as you do.
HoneyBook is one of the most user-friendly client management platforms on the market and most service providers are using about 20% of what it can actually do for their business.
I set it up completely, build out your automations, write your client emails, and make sure the whole system is working the way it should — so you stop managing your business manually and start delivering the kind of client experience that gets referrals.
HoneyBook
Affiliate
Official Partner
Why I chose HoneyBook over everything else.
I have worked inside enough businesses to know what happens when a service provider picks a platform because it has the most features instead of picking one that actually gets used. The most powerful CRM in the world does nothing for your business if it's sitting half-configured because setup felt like a project in itself.
HoneyBook was built for service-based businesses by people who understand how service-based businesses actually run. The interface is clean, the logic makes sense, and a non-technical person can understand what they're looking at without a tutorial. That matters — because the best client experience system is the one you will actually use.
"Dubsado has more customization. HoneyBook has more adoption. And a system your team actually uses is worth more than a system that can theoretically do more."
- Steep learning curve — most users need weeks to feel comfortable
- Highly customizable but complex to build — requires significant setup time
- Workflow automation is powerful but conditional logic is complex to configure
- Limited mobile functionality — desktop-first experience
- More affordable at entry level
- Fewer native integrations — relies heavily on Zapier
HoneyBook vs. Dubsado — My Hot Take
dubsado
honeybook
- Ease of Use: Intuitive interface built for non-technical users. Most clients are navigating confidently within days.
- Setup Speed: Pre-built templates and guided setup mean you can be live faster without sacrificing quality.
- Automation: Simple, visual automation builder. No code. No confusion. Automations that actually get built and run.
- Mobile: Full-featured iOS and Android app. Manage your entire business from your phone.
- Pricing: Starter from $29/month. Comparable to Dubsado when you account for time spent on setup.
- Integrations: Native connections to Gmail, Calendly, QuickBooks, Zapier, Flodesk, Acuity, Zoom, and more.
This is not a knock on Dubsado — it's a genuinely powerful platform and the right choice for some businesses. But if you've been avoiding setting up your CRM because it feels overwhelming, HoneyBook is almost certainly the better fit.
Every service is done-for-you. You tell me where your business is, I go in and build the system. No DIY. No "here's a template, figure it out." The work is done when I hand it back.
What I build for you
HoneyBook services, done completely.
most requested
The Full HoneyBook Setup
From a default setup to fully functioning business system — end to end.
This is the complete build. I take your HoneyBook account from scratch (or clean up what's already there) and build out everything your business needs to run professionally. Branded templates, intake forms, proposals, contracts, invoices, payment schedules, client portals, automation sequences, and the email copy that lives inside all of it. When I hand it back, your system is live, tested, and ready to use.
+ Account audit + strategy
+ Brand template design
+ Inquiry & intake forms
+ Proposal + contract build
+ Invoice + payment setup
+ Client portal setup
+ Automation sequences
+ Email copy written + loaded
+ Scheduler setup
+ Lead Pipeline configuration
+ Team member access & system training
+ Walkthrough + documentation
Custom
Pricing by scope
Start here if you're not sure
HoneyBook Strategy Session
Get clear on everything you need, so everything we set up actually fits your business.
Before I set up anything in HoneyBook, I need to understand how your business actually sells. This session maps your offer flow, identifies how HoneyBook can support each stage of your client journey, and gives you a clear picture of exactly what needs to be built and in what order. If you've had HoneyBook sitting underutilized, this is where we start.
+ Offer stack review
+ Automation opportunity mapping
+ Client journey design
+ Priority build plan
+ HoneyBook plan recommendation
$297
For accounts that are partially set up
Automation Build + Email Write
Your follow-ups, onboarding sequences, and reminders — written, built, and running.
You have HoneyBook. You might even have some things set up. But the automation sequences are missing, the emails sound like templates, and half of your client touchpoints are still happening manually. I write and build the full automation ecosystem )inquiry responses, booking confirmations, onboarding sequences, project reminders, and offboarding) so your client experience runs on autopilot.
+ Automation strategy + build
+ Email copy written in your voice
+ Inquiry to booking sequence
+ Onboarding automation
+ Reminder + follow-up sequences
+ Offboarding + review request
Custom
Pricing by scope
Most HoneyBook setups only cover the basics, a proposal template and a contract. What I build covers the full client experience, from first inquiry to final payment.