In this case study, we’re taking a look at a recent project with our friend Charlee from Emerald Design Co.! Emerald Design Co. is a design studio that helps clients build gorgeous yet impactful brands and websites. From brand strategy to webflow design and UX, they do it all!
But their backend operations didn’t feel as streamlined as their design process — and trying to bridge that gap was tough. After months and months of trying to DIY their HoneyBook setup and feeling overwhelmed, Charlee reached out for our help.
Together, we helped them build out their entire HoneyBook clientflow, including custom automations and on-brand assets to showcase just how amazing their brand is.
Want to hear what Emerald Design Co. had to say about their time working with us to build their HoneyBook setup? Watch the video below or keep reading!
In Emerald Design Co.’s line of work, visuals matter big time. That's why they initially began their CRM journey with Dubsado, which is known for its design customization capabilities.
However…the setup wasn’t so easy. There were too many automations and not enough features to really make the setup “a no-brainer.”
So, they decided it was time to switch to HoneyBook, a more streamlined CRM service. Of course, that didn’t solve all their problems. At least, not right away. HoneyBook (like other CRMs) can take some time to set up — and Charlee admitted that was not something Emerald had.
“We were confident we wanted to move to Honeybook, but quite frankly didn’t have the time or energy to dedicate to getting everything set up.”
That’s when Charlee called DaSilva Life and we began the process of transforming a complicated system into their business’s best friend.
To help them get started, we immediately dug in and worked on the essential elements: proposals, questionnaires, and payment processing.
Not only did we set these elements up, but we made sure each of these maintained Emerald’s strong branding. Each step of the way, we utilized HoneyBook’s technology to make their clientflow assets feel like an extension of their website.
The best part? The Emerald team didn’t have to lift a finger! They could stay focused on serving their clients in the best way possible while we worked behind the scenes to get it all done.
“Everything was so easy. We didn’t have to prep too much, just came prepared to answer questions on our calls, and the team did the rest!
We’re service providers ourselves, so it was soooo nice being on the other end for once and having someone else do the work, and trusting them to do it right!”
After building out Emerald Design Co.’s HoneyBook systems and automations, their business has become so much more optimized. Overall, Charlee and the team report that they spend less time stuck in the weeds (managing automations and client processes), and more time working on the creative elements of their business.
“DaSilva Life took us from an unorganized mess using far too many systems, to one streamlined system that looks great, and we are proud to use…
Our new proposal has been performing much better than before…we’ve been able to set up automations with Convertkit to send all prospects to targeted email campaigns, get them on our newsletter, and also follow up in Honeybook automatically. Which most people respond to!
We also trust the system now, and are saving so much time instead of doing everything manually, or checking daily to make sure everything’s working, because it always is
[And] we’ve also just signed our biggest single project to date, using a fully Honeybook process — yay!”
If you run a creative business like Charlee and need help streamlining your systems with a HoneyBook setup, we can help. Contact us here!
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