CASE STUDY
Dr. Claire Speaks
Public Speaker · Trainer · Mental Health Executive
HoneyBook Setup
Client Journey Mapping
SERVICE
HoneyBook Setup
CRM configuration
TRAINING DELIVERED
90 min
Recorded walkthrough
KEY WIN
Fully operational
CRM she'd already paid for 1–2 yrs
THE CHALLENGE
Dr. Claire had already invested in HoneyBook, but the system was sitting unused, And every day it stayed that way, it was draining her executive function and cognitive load.
“She didn’t need a new CRM. She needed someone who would actually work within the one she already had, and make it functional.”
Other systems pros had tried to push her toward different tools she didn't need. What she actually needed was someone to work with what she already had, set it up properly, and make it usable, without adding more complexity to her plate.
She found her way to me through a colleague's recommendation, with one clear need: finally understand and use the CRM she'd already paid for.
THE APPROACH
Before touching a single template, we mapped Dr. Claire's full client workflow in a 90-minute Workflow Wizard session, from the moment a lead comes in all the way through offboarding. That gave us a clear picture of what HoneyBook needed to hold and exactly how to build it.
01
Map the workflow
Lead capture → onboarding → delivery → offboarding, end to end
02
Build
SmartFiles
Lead capture, proposal, email templates, & testimonial form, all in her voice
03
Set up automations
Triggers and sequences to keep the journey moving without manual effort
04
Train &
hand over
90-min recorded walkthrough & SOP so she owns it fully going forward
Dr. Claire walked away from this engagement with a fully operational HoneyBook — configured to her workflow, written in her voice, and running automations she can trust.
The biggest shift? Relief.
Dr. Claire described the experience as helpful, supportive, and educational, and the moment the system was finally set up and running, she felt it.
THE RESULT
BEFORE
CRM paid for, sitting unused for 1–2 years
AFTER
Fully set up, trained, and running on automations
KEY SHIFT
Cognitive load lifted +now she owns her system
What stood out most in our work together wasn't just the deliverables, it was the approach. Taking time to understand how she learns, explaining the why behind every recommendation, and never pushing tools or services she didn't need. For a founder who had already been burned by that experience, that mattered.
"I'm truly appreciative of meeting Ilana and having the privilege to work together. Ilana is very patient and is clearly an educator at heart. The attention paid to ensuring that I understood each step, the reason why certain things were recommended, and the time taken to understand how I learn so that information made sense to me is something I'm truly grateful for. Not every company cares enough to meet clients where they are and make the partnership feel tailored. I deeply appreciate the recommendations that were specific to my business, that you didn't try to sell me on services that I don't need, how easy it was to speak to you, the humor, and your very cool glasses!"
— Dr. Claire Green-Forde | Dr. Claire Speaks!
READY WHEN YOU ARE
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