DIY-ing your system could be the perfect plan for you if:

If that sounds familiar, the good news is your new automation systems tool is going to be your new “business” bff.

But the challenge with setting it up alone is wasting time, so much time. 

You learn best by doing.

You turn to Google for everything and Youtube is your guru.

You’re racking up happy clients, but behind the scenes you feel like a chicken with its head cut off.

You’re constantly worried that you’re missing tiny details or missing client communication.

No matter how much you try to organize you feel like you’ve made no headway.

That’s where The DIY Package comes in.

No more need to do all that extra googling and falling down internet rabbit holes.

I’ve consolidated everything you need to seamlessly get up and running in record time.

You’ll get everything you need to get set up lightning fast with a video walkthrough course.

Plus you’ll get 2 workflows to start you off and 4 full weeks of office hour support. 

The package is designed to smoothly work with either Keap or Honeybook, two of my favorite automation system tools. 

All you have to do is decide which one is the best fit for your specific needs.

the diy details

The expertly designed templates and workflows are ready-to-go as-is once installed, and if desired can be tweaked to sound even more like “you” instantly.

Instructional Course

Video Walk-Throughs Membership Course

Workflow setup

Advanced Bookkeeping / Tax Workflow

Lead Magnet workflow

Lead Magnet or
Brochure Workflow

Tech Support

4 Weeks of Office
Hours Access

The Do-It-Yourself (DIY) Package $697 includes: 

Let’s take a look at both of the automation tools to determine your best fit: KEAP or HONEYBOOK

Both Honeybook and Keap will 100% save you time and money inside your business.

And your clients will love interacting with either of them. Allowing them to experience a new level of professionalism and confidence in you and your team. 

You can’t go wrong once you decide which one meets your needs best. Both have great customer service and make getting things set-up smooth.

And of course you all my concise training and workflows in your package portal. And if in the future you decide you’re ready to hire in more support I am always available through my done-for-services.

So, let me break down both Honeybook and Keap so you know which one is best for your business.

Here are some of the most important differences to consider.

You just have one decision to make...



Not as tech savvy - you want simple automations, but don't want to stress.


Tech doesn't intimidate you and you want advanced customizations.

You're a solo-preneur or have a small team (1-2 people)


You want to schedule with multiple team members.

You're not focused on using this system as a mailing list.


You want email marketing, with a lead magnets and landing pages.

Ability to send contracts is a must-have in your business.


You really want a phone line and to send text marketing and reminders.

Honeybook is a great solution if you’re running your business solo or with one other employee. You’re somewhat tech-savvy, but prefer it to be simple and easy to set up.

And if your goal is to create straight-forward automations and create a seamless experience for your clients, Honeybook does this extremely well.

Honeybook is not designed to be a robust email marketing tool, so you will want to consider using a separate program for your email list. And you’ll be able to have your client contracts signed inside of Honeybook making it a great all in one quote/contract/invoicing solution.

Keap is an excellent solution if you’re running a team of 1-25 people, as it accommodates scheduling needs well.

Because keap allows you to create advanced automations (marketing campaigns, landing pages, text marketing and reminders, lead magnet management) you’ll want to be ready to dive into the tech aspect of set-up. In other words you’re not intimidated by tech.

Keap can also handle your email marketing and list, so it can be managed right inside of the software.

And if you want a designated business line it can do that too.

Ready to dive in and have the perfect system?

It's ready and waiting for you. All you have to pick is what system is best for you...

Honeybook package >

honeybook is my best fit:

Click to buy the Honeybook DIY Package for $497.

keap - coming soon!

keap is my best fit:

Click to buy the Keap DIY
Package for $697.

decide against the diy option?
Check out the done-for-you installs and custom systems:

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