CRM setup with our HoneyBook INTENSIVES

WHAT IS HONEYBOOK?
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CRM SETUP & MANAGEMENT

There are plenty of pros out there. So why work with us?

✔️ Our intensives are, well, intense! We dedicate laser focus to you and your business so that, together, we complete your project in one to two days tops. Why wait to get your business running smoothly when we can make change happen now?

✔️ We provide you with 7 days of advisory support following your project. Maybe you reconsidered or forgot to add something? No sweat! You can lean on us to implement those last-minute improvements, and we’ll coach you through whatever arises during that period.

✔️ We train you on everything. Whether you want to master HoneyBook from the inside out or learn to edit and send files, we create a custom training video for you to keep as a reference for life.

✔️ We don’t abandon you after your project is over. You can continue to lean on us for support or training as your business and HoneyBook evolve.

VIEW OUR SERVICES
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From setup to strategy and everything in between

The best thing about Luneer Mgmt is that we meet you where you’re at. We start with a kickoff call to determine what you like and don't like about your current offerings, templates, and brand assets. Then we make a strategy to get you where you want to go.

Don't have time for a call? No problem! We’ll send over a questionnaire, and you can record a screen share to walk us through everything you want support with. As with calls, recordings allow us to take a peek inside your brain and empower you to create the business of your dreams.

Our next step is to execute and rework your deliverables on HoneyBook (we do this for you). Once complete, we either have a meeting or, if you don't have time, we film a screen recording to walk you through the results and open the floor for feedback. We’ll ask you to be ready to submit your feedback within an hour following the meeting so we can make your final adjustments that same business day. Your business won’t miss a beat.

After making final revisions, we film a recording that shows you how to utilize your updated smart files. That way, you can walk out of your HoneyBook Intensive stress-free and confident in your upgraded brand.

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Setup, Workflows, strategy, & more!

HoneyBook is the heart of your business. It’s where your files are exchanged, contracts are signed, payments are submitted, and communications are centered. It’s also where you develop a strong, online presence which, in this day and age, is as important as getting a good night’s sleep. You can’t afford to lose business because of an inefficient setup or an outdated digital footprint. You also can’t afford to put your business on hold for more than a day or two, and we get that.

Your time is valuable. Why spend it wrestling with a new program when you could hire an expert to do all the set up for you in less than half the time? We build your workflow, templates, integrations, and automations in just a day or two so your business can run better than ever.

 

Our HoneyBook intensives are perfect for those looking to make immediate changes that elevate their clients’ experience right away and without missing a beat. Each of our offerings are designed to provide the updates you need at this stage in your journey without interrupting the flow of your business. Intensive and beyond, our team is dedicated to building your long game. We understand that managing online spaces can be onerous and overwhelming at times. We’re here to take that off your plate. What may be a burden for you is a passion for us. We LOVE helping people lighten their workload and achieve their dreams. Let’s get started!

GET HONEYBOOK FOR 30% OFF
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HoneyBook Intensive Packages

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ESSENTIALS DAY

  • Newer businesses or providers with a streamlined service menu

    • 1 Service Brochure

    • 1 Questionnaire

    • 1 Contact Form

    • 1 Lead Form

    • 1 Proposal (Invoice, Payment Plan, and Contract)

    • 1 Contract

    • 1 Invoice

    Also included:

    • Strategic planning call

    • Client experience mapping

    • Custom branded file design

    • Full system setup

    • Screen-recorded training walkthrough

    • Email and loom support for 7 days post-build

    • 1 round of revisions included

    Automations are not included but can be added as an upgrade to this package.

  • Without automations $1200

    With automations $1600

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Growth DAY

  • Best for providers who are growing, scaling, or restructuring and need a more robust HoneyBook system to match.

    • Up to 2 Service Brochures

    • Up to 6 Questionnaires

    • Up to 4 Contact Forms

    • Up to 2 Lead Forms

    • Up to 4 Proposals

    • Up to 4 Contracts

    • Up to 4 Invoices

    • Automation logic and workflow setup

    Also included:

    • Strategic planning and kickoff call

    • Client experience mapping

    • Branded file design

    • Full system configuration

    • Testing and quality checks

    • Screen-recorded training walkthrough

    • 7 days of email and loom support

    • 1 round of revisions included

  • $2600

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signature DAY

  • Best for established businesses who want a fully customized, branded, and automated HoneyBook system that supports a complex client journey.

    • Up to 4 Service Brochures

    • Up to 6 Questionnaires

    • Up to 4 Contact Forms

    • Up to 4 Lead Forms

    • Up to 4 Proposals

    • Up to 4 Contracts

    • Up to 4 Invoices

    • Automation logic and workflow setup

    Also included:

    • Strategy call and full system planning

    • Client experience mapping

    • Branded files and template design

    • Full system and settings buildout

    • Testing and troubleshooting

    • Screen-recorded training walkthrough

    • Slack support for 7 days post-build

    • 1 revision round included

  • $3700

ADDITIONAL OFFERINGS

Not every business needs a full build. If you're looking for targeted support, we offer one-off services that meet you exactly where you are. Choose what fits, and we’ll take it from there.

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AUTOMATIONS

  • Best for anyone who needs their workflows mapped, built, or repaired.

    • As many custom automations as needed

    • Trigger mapping and client journey logic

    • Connection of templates, forms, and files

    • System testing and refinement

    • Screen-recorded walkthrough of each automation

    • Email and Loom support for 7 days after delivery

    This add-on is perfect if your templates are in place but your workflows aren’t running smoothly. We make sure everything connects, flows, and functions exactly how you need it to.

  • $800

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TEMPLATE DESIGN

  • Best for clients who already have content but want it polished, branded, and client-ready.

    • 1 Honeybook smartfile

    • Custom layout and design

    • Branded formatting to match your look and feel

    • Files delivered ready to send

    • Screen-recorded tutorial showing how to reuse and edit

    This is ideal if you’ve already written the content but want it visually refined and formatted for consistency.

  • $450 per file

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CUSTOM PACKAGE

  • Best for businesses that don’t fit neatly into a standard build and want a tailored scope.

    • A collaborative scoping call to map your needs

    • Flexible combinations of templates, automations, and strategy tailored to you

    • Custom timeline based on your business priorities

    • Fully personalized quote

    Whether you have a massive library of files or need a specialty build, we’ll map a solution that works for your systems, your style, and your goals.

  • TBD depending on scope

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your clients are waiting. so why are you? let’s Elevate your brand.

CONTACT US
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