Full Service Setup
We will work together to customize a system that's best for you and your business. Remember that HoneyBook is here to work for you, not the other way around!
A full service setup includes: 1:1 consultation, automation setup/configuration, full HoneyBook systems audit, branding setup, contact forms, email integration, scheduling/calendar setup, brochures/questionnaires design and setup, team trainings on request.
Full HoneyBook Setup
We will work together to customize a system that's best for you and your business. Remember that HoneyBook is here to work for you, not the other way around!
A full service setup includes: 1:1 consultation, automation setup/configuration, full HoneyBook systems audit, branding setup, contact forms, email integration, scheduling/calendar setup, brochures/questionnaires design and setup, team trainings on request.
File & Template Design
HoneyBook Optimization
Full HoneyBook systems audit, Automation trainings, and 3-hour basic trainings (class format).
HoneyBook Strategy Call
"Meant To Thrive" is a done-with-you HoneyBook weekly membership program. Have someone help you navigate all that HoneyBook offers every week. 3-hour basic trainings and automation trainings (1:1 or class option) available as well.
HoneyBook Courses
Configure Company Settings
Configure Scheduling
Email Templates
Integrations
Post Setup Support
Contact Form Setup & Integration
Template Setup
Training Resources
Template Design
Branding
Brand Collateral
Business Coaching
Helping you find clarity about the details of your business so that you can buy back time and covert more of your leads into sales. Will walk with you as we take your dreams written out on scattered to-do lists and turn them into an effective and successful system.
Design
Client Journey Strategy
Brand Strategy
OBM
SEO
Facebook Ads
Blog Management
Social Media Management
General Business Management
Technology / Systems Management
Legal
Bookkeeper
Accountant
Portfolio
Reviews
"Diane is a HoneyBook wizard! She is so knowledgeable and also so thorough. She helped me set up my account from start to finish! Truly amazing!"
Services Booked: Full HoneyBook Setup
"Diana is A HONEYBOOK BOSS. She has such a deep knowledge of the software and easily answered ALL of my questions!! She was also wonderful about making suggestions on how to run my business in a more streamlined and productive way (via HoneyBook, of course!) I'm so so so grateful I found her!"
Services Booked: Full HoneyBook Setup
"Diana is a super pro! Not only does she know all about how to set up HoneyBook, but she's amazing to work with. She works with integrity, never misses a deadline, and she helped me launch my sales automation faster than I though possible. Highly recommend!!"
Services Booked: Full Service Setup
"Diana helped walk me through setting up and customizing my smart files in no time! She helped me navigate which features to use, how to implement what I needed, and what I didn't! I couldn't have done it so seamlessly without her."
Services Booked: HoneyBook Optimization
"Diana was so patient, knowledgeable, and efficient. I enjoyed that she was adaptable to my needs and was able to think outside the box given that my industry is education and HoneyBook is slightly easier to use when one is a creative professional. I left our meeting able to conduct my business much easier."
Services Booked: HoneyBook Audit and Maximization
"Diana was so helpful in understanding how HoneyBook translates to my speaking business. Setting up templates, automations, and more was much simpler with Diana's help!"
Services Booked: Smart Files Setup
"Diana is so knowledgable and has been able to answer any question I pose. She's patient and encouraging and her passion for the product inspires confidence."
Services Booked: HoneyBook Setup
"Diana was great helping set things up for me. We had some issues working my project through HoneyBook but she was very responsive and made time to help me on short notices. Overall very pleased."
Services Booked: HoneyBook Setup
"GAME CHANGER! Diana helped me clean up my HoneyBook and literally shaved hours off of my work life during the week. So grateful and looking forward to working with her more in the future! She's definitely the HB guru!"
Services Booked: Automations
"Diana was incredible to work with. I needed help setting up Automations to help refine my workflow process for my clients. She was intuitive and thoughtful while helping me organize emails/questionnaires, schedule them and even offered additional input like various client touch points. She was efficient and 100% knew how to best use HoneyBook for my needs. She also recommended I update my brochures, which I didn't know was possible. She blew me away with how chic and on brand my brochures were, I'm so pleased with them! I highly recommend working with Diana and have already connected her with a few friends. I'll be touching base with her again to keep HoneyBook working the best for me!"
Services Booked: HoneyBook Automations and Brochure Setup
"Wonderful working with Diana! She helped me organize my workflow with HoneyBook and lemme tell you, it was a mess before she streamlined it. Sometimes as a small business owner you need a hand and a friendly second opinion on backend details for clients. I would recommend her to anyone looking to improve their HoneyBook client experience. Diana's work on my systems will save me countless hours next year!"
"Working with Diana was such a great experience! She really listened to our needs and help put them in action! She was patient as we worked through our process. Working with her has allowed us to focus on the work we really want to do. We love that she scheduled a video call to go over everything she has done and how everything in my system was nicely automated. We would highly recommend her for anyone searching for someone to help streamline their process and set up HoneyBook."
Diana was awesome in helping me set up my HoneyBook account. She takes great care with each client - there is nothing she can't do. Very patient and generous, and is genuinely invested in making her clients happy and ensuring they succeed. I would HIGHLY recommend!
"I've had HoneyBook for almost 4 years and just began using it 6 months ago. I was intimidated with all of the features and workflows! When I met Diana, I instantly knew she could help me properly set up my HoneyBook account to benefit me and my clients. Diana helped me to ensure my graphics, templates, and workflows were all loaded, that my customer journey made sense, and that I was automating as much as I could so I could save time. My favorite part of working with Diana was her expertise and knowledge on what HoneyBook can do. There were so many things I just didn't know - and I'm pretty tech savvy - but her expertise shined through in taking my HoneyBook from a 7/10 to a 10/10. Thank you Diana, and thank you HoneyBook! You're helping me move to full-time entrepreneur and I'm thankful!"
"Diana has been a true asset to my growing business! Because of her, I can work on the things I really care about, provide higher quality work to my clients, and actually do some self-care most evenings. She keeps me on track, sane and excited about the work I get to do. She is by far the best investment I’ve made in my business for far."
"Hiring The Finer Points was the best decision we’ve ever made. Diana takes care of streamlining all communication with clients and even prioritizing our to do list, allowing us to get more done and to spend more time doing what we love"