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WORKFLOWS MASTERCLASS

Build Your Lead-to-Client System

IN-PERSON CLASS TO UNDERSTAND HOW AND WHY TO DESIGN YOUR LEAD-TO-CLIENT WORKFLOW WITH HONEYBOOK. FRAMEWORKS, DEMOS, AND A STEP-BY-STEP PLAN YOU CAN IMPLEMENT AFTER THE SESSION. SEATS LIMITED.

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WHAT YOU'LL LEARN?

  • Pipeline design principles: stages, rules, and handoffs that reduce friction

  • Form & proposal best practices: what converts and why

  • Payments & scheduling patterns: fewer clicks, fewer drop-offs

  • Reminder logic: timing, tone, and exceptions

  • Your action plan: a checklist to implement in your own account after class
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Pricing

  • $175 with RSVP (online)

  • $300 at the door (if seats remain)

Small group. Seats are limited to ensure hands-on help.

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Agenda

  • Client Journey Mapping (why it matters) — lead → booked → onboarded (15m)

  • Pipelines 101 (how to structure) — stages, tags, and rules (20m)

  • Forms & Proposals (what works + examples) — layout, offer clarity, friction points (25m)

  • Payments & Scheduling (design choices) — links, timing, confirmations (20m)

  • Automation Logic (do’s & don’ts) — reminders, edge cases, fail-safes (25m)

  • Q&A + Personalization Tips — apply the frameworks to your model (15m)