Ruth O.

HoneyBook Expert|Client onboarding & Retention|Customer Success

I help businesses successfully adopt the systems they pay for, remove friction from the customer journey, and build processes that keep clients engaged. My work sits at the intersection of 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬, 𝐜𝐥𝐢𝐞𝐧𝐭 𝐨𝐧𝐛𝐨𝐚𝐫𝐝𝐢𝐧𝐠, 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧, 𝐚𝐧𝐝 𝐭𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐢𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧. I specialize in HoneyBook, helping service-based businesses turn a system they already pay for into a client experience that actually works from the first inquiry through booking, contracts, payments, onboarding, and follow-up. But I don't believe successful implementation is just about setting up automations. I look at the entire journey: → What happens after a customer submits an inquiry? → Where could they get confused or drop off? → What should happen automatically? → Where does the team need to step in? → Is the customer getting the value they expected from the system? → What can be improved to make the experience smoother? I've worked with 30+ businesses, helping clients configure and improve their systems, troubleshoot workflow issues, understand platform limitations, and confidently use the tools they've invested in. ### What I bring 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 • Client onboarding and adoption • Customer experience improvement • Customer communication and support • Customer journey mapping • Proactive problem-solving • Retention-focused processes 𝐓𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 & 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 • HoneyBook setup and customization • Workflow and automation design • Forms, Smart Files, proposals, contracts and invoices • Client portals and onboarding systems • CRM and process optimization • Zapier and third-party integrations • Troubleshooting and workflow audits 𝐂𝐥𝐢𝐞𝐧𝐭 𝐄𝐧𝐚𝐛𝐥𝐞𝐦𝐞𝐧𝐭 • Client training and walkthroughs • Loom tutorials and documentation • Translating technical processes into simple steps • Identifying friction and recommending practical solutions My HoneyBook work has given me hands-on experience with something I believe is at the heart of Customer Success: 𝐆𝐞𝐭𝐭𝐢𝐧𝐠 𝐜𝐮𝐬𝐭𝐨𝐦𝐞𝐫𝐬 𝐟𝐫𝐨𝐦 “𝐈 𝐛𝐨𝐮𝐠𝐡𝐭 𝐭𝐡𝐞 𝐭𝐨𝐨𝐥” 𝐭𝐨 “𝐈 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐢𝐭, 𝐈'𝐦 𝐮𝐬𝐢𝐧𝐠 𝐢𝐭, 𝐚𝐧𝐝 𝐢𝐭'𝐬 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐡𝐞𝐥𝐩𝐢𝐧𝐠 𝐦𝐲 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬. That's the kind of experience I want to create, not just a system that works behind the scenes, but a customer journey that works for the people using it. If you need someone who can understand your customers, communicate clearly, and also get into the system to figure out what's happening behind the scenes, I'd love to help.