What is HoneyBook?

HoneyBook is an all-in-one tool that helps business owners manage their clients from start to finish and all in one place.

HoneyBook can help you:

• Send proposals + contracts (with e-signatures)

• Send invoices and accept online payments

• Keep client info, messages, and files organized

• Save time with templates and simple automations

Groove VA provides customized HoneyBook setup services for business owners who are ready to simplify their workflows, improve their client experience, and feel confident in the systems running behind the scenes.

• You’re ready to stop managing everything manually

• Your inquiry, booking, or payment process feels disorganized or inconsistent

• You want a professional, automated client experience from start to finish

• You’re using HoneyBook (or plan to), but it doesn’t feel fully set up for your business

• You value clear systems that save time and reduce mental load

1. Reach out and Connect
Fill out our contact form to book a call.

Our call will cover how the setup works, what to expect,

and answer any questions you may have.

2. Proposal & Contract
Once we know we are a good fit, we will send a proposal and contract for review,
then an invoice via our client portal (aka Groove’s HoneyBook).

3. Welcome to the Groove VA Family!
You’re in! Now the fun begins with a questionnaire and welcome guide.

1. Strategy & Planning
We start by getting clear on how your business operates today and how you want your client experience to feel.
This step ensures your HoneyBook system supports your workflow instead of forcing you into someone else’s process.

2. Build & Configure
Next, we build your HoneyBook system based on the findings from your strategy call, including setting
up forms, emails, automations, and scheduling in a way that feels seamless and intentional.
You’ll always know what stage we’re in and what’s coming next.

3. Review & Support
Once the setup is complete, we walk you through how everything works and provide training
you can reference anytime. You’ll also have post-project support to answer questions
and make small refinements as you begin using your new system.

• Customized intake questionnaire so we understand your business
• Strategy call with us to map workflows and client journey (up to 90 mins)
• Complete HoneyBook account setup
• Up to 8 customized forms (inquiries, proposals, contracts, questionnaires)
• Up to 15 pre-written emails aligned with your client experience
• 3–5 automations to streamline communication and follow-ups
• Scheduler integration for seamless booking
• Personalized video training so you can use your new system with confidence
• 1 month of post-project communication on an exclusive client Slack support channel

HoneyBook is our go-to client management system for keeping everything in one place, from proposals to getting paid.

• Proposals + contracts with e-signatures

• Invoices + online payments

• Templates + automations that save hours

**Affiliate Disclosure: If you sign up through our link, we may earn a small commission at no extra cost to you.