Honeybook and Dubsado Quick Start
A quick workflow set up to enhance your Honeybook or Dubsado automations.
What a Quick Start Can Do for You
You’ve invested in Honeybook or Dubsado to automate your business, but you know you’re not using the system to its full capabilities. It’s time to make your business more efficient and have your workflows work for you…all within ONE week!
Imagine if…
✔ You could lighten your mental load of Honeybook or Dubsado to-dos and finally focus on the tasks you love to do.
✔ You could have beautiful files, email templates, and industry-standard workflows in your account within one week.
✔ Automations were actually simple (they are) and you could understand how they work (you can).
✔ You could mentally relax on the weekends, because you know your automations are doing the work for you.
Refreshing your workflows can make this a reality!
This Service is for You If…
You want this done fast, not someday
You’re comfortable using Honeybook or Dubsado, but you want to get the most
out of it.
Your to-do list for your Honeybook or Dubsado just keeps growing and so does
your overwhelm.
The Quick Start
$1,500
-
We will set up essential workflows and automations so:
Your inquiries get responses ASAP.
Follow-ups actually happen
Clients know what to expect next
These processes will include:
The Inquiry Workflow (Both pre & post consult)
The Booking Workflow
The Active Workflow (Both pre & post event)
The Offboarding Workflow
-
You’ll receive branded forms, brochures, invoices, and proposals. We will even connect Honeybook to your website for you!
-
Stop spending hours a week creating the same emails for leads and clients. We’ll take care of it! Dozens of email templates are included in this service.
-
Your time is precious! With our Quick Start service, we automate as much as possible so you spend the least amount of time on these admin tasks.
-
After the Quick Start is complete, you will receive a document of videos that will walk you through your set up.
You can keep this document and rewatch the videos as many times as you’d like.
These videos will include:
How your automations work (and how to make edits in the future if you’d like).
How to use your templates.
How to any connect additional tools to your account in the future
And more!
Just need a strategy call, instead?
Getting Started is Easy
Step 1
Book a Free Consultation
Schedule a free 30-minute call to help me understand exactly what’s causing you the most stress in your business and how I can help.
Step 2
Choose a Service
Choose a service that works best for your business needs and we’ll make a plan to start optimizing your business.
Step 3
Kick Back & Relax
Breathe a sigh of relief, knowing all your processes are organized and your systems are in place, and you’re free to focus on what you do best!
What Clients Are Saying
-
![]()
[Kaitlyn] helped me improve the organization of my work, which took my professionalism to the next level!
“With baby #2 due any day and no such thing as maternity leave for freelancers, I knew I would need some help running my small business. [Kaitlyn] helped me improve the organization of my work, which took my professionalism to the next level! Even while I was recovering from surgery and adjusting to a new baby, I felt at ease knowing she had my back and she did everything with enthusiasm and a smile! I have happy clients and a happy baby, thanks to Kaitlyn!”
Stephanie Mathias
Owner, Stephanie Strings -
![]()
I am able to trust some of the most vital parts of my business to Kaitlyn without having to worry.
Working with Virtually Vital has been an absolute joy! Kaitlyn brings high energy to her work each day and I appreciate her excitement to support me. I am able to trust some of the most vital parts of my business to Kaitlyn without having to worry. She is consistent, openly communicates, takes feedback well, and is incredibly reliable! Kaitlyn is my favorite hire in the past year of running my business and I am so grateful for her!
Courtney Quinn
Quinn Creative Co. -
![]()
Working with Kaitlyn has been a HUGE game-changer for me!
She is just so easy to work with and always welcomes suggestions from me which makes me happy because I still feel like I have control. I just love that she gets to know her clients. I honestly wouldn’t be able to survive this year with everything that’s going on both in my personal and business lives without her! She’s my lifesaver!
Lyn Waldrop
Lyn Waldrop Photography -
![]()
Kaitlyns VIP day was exactly what I needed . She accomplished in 1 day what I've been putting off for years!
Kaitlyn was so great to work with! I've been using HoneyBook manually for 3 years now, avoiding many of their templates and automation tools because they felt intimidating to set up. Her VIP day was exactly what I needed - she accomplished in one day what I've been putting off for multiple years! Now all of my systems are streamlined, polished, and ready for clients. I'm excited to confidently send my new smart files and reply to inquiries with a workflow customized for me. Communicative and a simple booking process; I highly recommend her!
Marisa Glaser
Maris Glaser Creative -
![]()
Kaitlyn made sure I was getting exactly what my business needed to be able to move to the next level.
Kaitlyn was such a pleasure to work with! I had a million questions and she was extremely patient andmade sure I was getting exactly what my business needed to be able to move to the next level. I really enjoyed how everything was done so quickly! And her patience with my questions... not just showing me "what" but also "how". I highly recommend her if you need Honeybook support!
Jen Mayorga
Sales Savvy Marketing
Frequently Asked Questions
-
My expertise is with Honeybook and Dubsado, but I know there are several others that are quite common within the wedding industry. Still reach out anyway and let’s see what we can do or who we can refer you to!
-
This is up to you! After I send the proposal, you will be able to choose if you’d like to pay in full or monthly for up to 6 months.
-
I’m so glad you asked!
I create and develop:
The Inquiry Workflow (Both pre & post consult)
The Onboarding Workflow
The Active Workflow (Both pre & post event)
The Offboarding Workflow
-
The full setup is for those that do not have a Honeybook or Dubsado account, or would like any customization when it comes to their workflows.
This package only includes pre-made optimized templates and standard automations.
If you feel you’d like customized workflows, custom-made templates, or feel you’d need more support, the Full Set Up may be the package for you.
-
This is made to be QUICK! So, once I have access to your accounts (including Honeybook/Dubsado and your website), then your account will be optimized within 7 days.
-
Reach out to us at hello@virtuallyvital.co and we will get back to you within the next business day.
Connect with Me Online
Want to connect with me, learn some pro tips, or just see what I’m up to? Here are all the places you can connect with me online:
Book a Free Consultation
Are you ready to stop the burnout, stop wasting time, and start doing what you love again? Book a free consultation by filling out the questions below and we’ll be in touch shortly with next steps.
