HoneyBook Setup, Branding & Workflow Audit Specialist Needed

Project Overview I am looking for an experienced HoneyBook expert to review, optimize, and brand my existing HoneyBook account. I already have the foundational setup completed, including forms, workflows, and basic automations. What I need now is someone who can audit what has been built, identify gaps or inefficiencies, and elevate the client experience through professional branding, consistency, and workflow optimization. Scope of Work Audit & Recommendations Review current HoneyBook setup Evaluate workflows, automations, forms, and templates Identify areas for improvement, simplification, or automation Recommend best practices for client experience and operational efficiency Branding & Design Apply consistent company branding throughout HoneyBook Customize proposals, questionnaires, contracts, invoices, and email templates Ensure a polished, professional, and cohesive client-facing experience Improve visual presentation and user experience Workflow Optimization Refine existing automations Review project pipelines and stages Improve client onboarding process Ensure workflows align with business goals and customer journey About My Business Noble Risk Consulting provides risk assessment and advisory services for organizations that require structured, professional, and compliance-minded consulting support. The backend systems need to reflect that level of credibility, clear, simple, and enterprise-ready. Deliverables Audit summary with recommendations Updated branded templates (proposals, contracts, emails, forms) Optimized workflow and pipeline structure Light automation cleanup (where needed) Optional Loom walkthrough explaining changes