Karly Whitaker

"Karly was great to work with using HoneyBook. She was patient and had a great deal of knowledge about HoneyBook and how it could help me save time and present professionally to our clients. I was hesitant to book a Pro but I am so glad I did. It would have taken me months and many hours to accomplish what we did together in 90 mins. I will definitely be hiring her again soon to elevate my business even more."

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Services Booked: Full Service Setup

"Karly was such a big help, she helped me set up my workflow she answered all my questions. She gave me tips and strategies that could help me potentially get more clients and bookings. She asked me what I needed help in, and she helped me with every question I had. She was very nice and professional and didn't rush me, and she also got straight to the point. I'm very excited to put to use all the good information she gave me, I would recommend her 10 out of 10."

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Services Booked: HoneyBook Strategy Call

"Karly did a great job helping me map out my automations. She helped me created beautiful smart files that have elevated my brand. I would definitely recommend her to anyone wanted to improve their customer journey while saving themselves time and money."

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Services Booked: HoneyBook Strategy Call & HoneyBook Optimization

"I love Karly! This was my first time truly investing in my business so that I could work smarter and not harder. I learned so much from her before the Automations were built. The homework forced me to streamline my process on paper and evaluate the services I provide. I am very grateful for her service. Worth every cent!"

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Services: Full HoneyBook Setup

"Working with Karly has been an absolute game-changer. Her knowledge and expertise with setting up workflows and automations is helping me save so much time and money in my client onboarding process. I found her to be friendly, extremely detail-oriented, and systematic. Her method led me through an easy to understand, step-by-step process. I'm so glad I found Karly!"

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Services Booked: Full Honeybook Setup

"Before working with Karly, I was so frustrated trying to figure out how to set automations in HoneyBook. I had spent hours trying, and even after working with a teammate, couldn't get it right. During my strategy session with Karly, she helped me understand the process, set up the automation, and test it. She also helped me streamline my service packages to eliminate clutter, enhance our brochure, and correct an issue with image rendering. I'm so glad I was able to get it all done with Karly in a single session and appreciate her donating a few extra minutes to make sure I was satisfied."

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Services Booked: HoneyBook Strategy Call & HoneyBook Optimization

"Karly was very pleasant, helpful, and easy to contact. She was very patient with my many questions and explained things well. She gave me the confidence I needed to continue with HoneyBook."

‍Services Booked: Full HoneyBook Setup

"The whole process was too easy! I'm excited that my clients will now feel the same when dealing with my company! Anyone who is trying to run a business knows how precious our time is and this was a massive time saver. I cannot recommend enough! My ONLY regret is that I didn't just pay her to do it all in the first place. (Screw the YouTube tutorials!) Save yourself the time & frustration & just sign up with Karly!"

Services Booked: Full HoneyBook Setup

"Karly was amazing. She helped me to strategize how to move forward with several different services under one company umbrella. Getting smart files right was essential to making my life less chaotic. Karly taught me to automate and professionalize my brand."

Services Booked: HoneyBook Strategy Call & HoneyBook Optimization

"Karly was professional and efficient. She was patient with a technical difficulty and really helped me and my associate get set up and clear on how to do business with HoneyBook best."

Service Booked: HoneyBook Setup and Troubleshooting

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"If I could add more stars to my review, I would. Karly is incredibly patient, organized and keeps things simple as she guides you through setting up and troubleshooting your HoneyBook. Karly also takes the time to understand your business needs and how HoneyBook could work better to suit you beyond the obvious tools (like contracts and invoicing) that most folks gravitate to HoneyBook for."

Service Booked: HoneyBook Setup

"Karly was excellent to work with!! She had answers to all of my questions, and was always willing to help me out if I got stuck on something. Would highly recommend!"

Service Booked: Automation and Smart Files Setup

"For the life of me I couldn't figure out how to trigger an automation. I was stuck & spent hours trying to figure it out. I finally gave up and asked Karly to help me. She explained how the workflows work & set it up for me in just a little bit of time. I wish I contacted her sooner then I wouldn't have wasted so much of my time! Karly was fantastic! My brochures look great, my forms all work well & the workflow - WORKS so I don't have to. 😍"

Service Booked: Workflow and Automation Setup

"Karly was absolutely amazing to work with! From the moment I met her on the discovery call, I knew she was the right fit for our business. She was personable, knowledgeable, and very thorough in explaining her services and how they can be tailored to exactly what we needed. There was even a new feature that HoneyBook rolled out ... she did all the research and learned exactly how to maximize it in the workflows we were creating. I truly appreciated that so much. Before working with Karly, we used probably 10% of what HoneyBook had to offer. We were doing so many key processes like creating proposals and generating contracts manually for every new lead. Karly was incredibly thorough, and reviewed the final deliverables in great detail. She recorded the call so we could share it with our VA, and though she does offer troubleshooting/support after she's finished, we never used it because everything was PERFECT! I would absolutely recommend Karly, and plan to use her services in the future to streamline other systems we've put in place!"

"The transformation Karly provided me was second to none. She went above and beyond explaining the process out step by step. And she was available to me as needed after to assist with anything I may have had. Karly's work allows for a more fluid process onboarding potential clients, leaving me more time to focus on my own clients' work. Before working with Karly, my onboarding was extremely manual. I did not even have a contact form. I would just schedule calls with prospective clients without knowing any sort of background on them. Each step of my onboarding required another email to be prepared and sent, leading to me spending hours onboarding clients without actually working on what needed to be done. After being completed overwhelmed by the amount of new potential clients I had coming at me, Karly put systems in place to help with the flow and scheduling with my Onboarding. This has saved me so much time already without having to send out multiple emails with documentation requests."

"I am so thankful for Karly! Within a matter of days she transformed my onboarding and booking process to be the most automated it's ever been! HoneyBook is my favorite part of my business now. She helped me the most by helping me work through and clean up my workflows and then the cherry on top, she helped me build out the Automations so they were set up perfectly! Before having Karly transform my HoneyBook, I was sending some things through HoneyBook, but most of it was manual and I had no way of tracking leads.Thanks to Karly, I now have a clear onboarding process, seamless automation, and templated documents that I can easily adjust and send to current and potential clients."