HoneyBook: Automation, Systems & Streamlining with Jackie Klein

Oct 28

For this episode, I sat down with Jackie Klein, HoneyBook expert and CRM consultant, for a candid chat about what this popular platform really does—and whether it’s the right fit for your business.

You’ll hear:

What HoneyBook actually is and how it compares to CRMs like 17hats and Dubsado
Who it’s best for, and what kind of businesses might love it (or not)
How to use workflows and automations to create a smooth client experience
What to customize, what to templatize, and how not to overthink it
The underrated features that can seriously save you time

Whether you’re HoneyBook-curious, just love a good systems convo, or want to stop leaving money on the table—this episode is full of practical gems.

About Jackie:

Jackie Klein is a HoneyBook expert, educator, and CRM consultant who helps women solopreneurs simplify and scale their businesses with confidence. A former middle school English teacher, Jackie combines her passion for education with her deep knowledge of business systems to make client management effortless. By leveraging the power of HoneyBook, she empowers entrepreneurs to streamline workflows, automate tasks, and reclaim their time—so they can focus on growing their business, not running it.