honeyBook set up

A workshop to simplify the setup process so you can "get going"

Presented by dusty mattison,
Founder of dusty mattison, llc

Hello!

I'm Certified Online Business Manager, Dusty Mattison. I get energized helping small business owners find ways to streamline their business. Especially when it comes to systems + automation. My love for streamlining came during my time as a Collegiate Rowing Coach where I managed 30+ athletes each year. It was my mission to create systems that would save time + energy. I want to help you do the same.

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In this workshop we will cover

Creating Your Professional Presence

When building out your CRM system it's important it reflects your brand. With just a few simple steps we'll make sure your clients know emails & invoices are coming from you!

Integrating Email, Banking, and Zoom Accounts

Integration is key when adding a tool to your tech stack. You want your tools to talk to each other. In HoneyBook we'll connect your email, banking accounts, QuickBooks, and Zoom.

Setting Up Tools & Templates

This is the fun part! And the real reason you decided on HoneyBook as the CRM for you. We'll walk through the many tools and templates that will save you time communicating with your clients.