HoneyBook Strategist Bundle


  • SIGNATURE Click Up Board: To help you organize and operationalize your workload, I’m sharing it ALL! This HoneyBook ClickUp task board shows you everything that I do in a setup AND in what order to maximize value while decreasing time spent per client. This is the LIFE BLOOD of my business. This ClickUp board has taken me YEARS to hone, craft, and PERFECT through countless system strategy clients. Through it all, this project tracking board ensures an equal level of luxury service for EVERY client, in the most time-saving order, and keeps you on track for FAST setup completion.
  • Onboarding Questionnaire: Get the questionnaire I use to onboard my clients - collecting all vital information needed prior to their onboarding meeting. Save time, energy, and soooo many emails back & forth. 
  • SIGNATURE HoneyBook Automation Builder: This Builder will ensure you identify & gather all the content needed for a HoneyBook Setup, saving you HOURS on EVERY client! This spreadsheet makes it a no brainer and does it ALL FOR YOU!
  • Implementation Questionnaire: After your onboarding meeting, you’ll probably need to collect more information specific to each client. Find out what key information I collect at this stage!
  • Next Steps Guide: Set your clients up for success after their setup with a Next Steps Guide that tells them exactly what to do next. Comes with some suggested topics & is ready for your customization!




  • You will be given access to all products individually in your personal product account. Your account information will be emailed to you after purchase.
  • NOTE: The Bundle includes *ONLY* the products listed here. This does NOT mean that you will get access to all future products!


Note that these are for PERSONAL USE. NO COMMERCIAL LICENSE. This means that you may not share this template with other System Strategists and you may not resell it. Due to the nature of digital products, there are NO REFUNDS.

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