In this episode of Her Business Elevated, I chat with Jackie Klein—a former educator turned systems consultant and HoneyBook expert. Jackie shares her inspiring journey from teaching to tech, how COVID opened a new chapter for her, and how she leveraged her background to become a sought-after CRM consultant for women solopreneurs. We unpack what a CRM actually is, why HoneyBook has become her tool of choice, and how it can transform the back end of your business into a streamlined, automated machine. Jackie explains how she bridges tech with teaching to make HoneyBook easier to understand—and how her HoneyBook Success Network membership offers business owners the coaching, community, and tech support they need to confidently scale.
Inside this episode:

• Jackie’s pivot from the classroom to consulting after early retirement How a $1 HoneyBook trial changed her business trajectory

• The biggest myths about CRMs and automations—and how to reframe them

• Examples of automations every solopreneur should consider

• Why you’re not automating the relationship—just the systems

• How to map your client journey before you start building workflows

• The real-time support Jackie offers inside her HoneyBook Success Network

Mentioned in this episode:
Take Jackie’s 2-minute systems quiz: hellojackieklein.com/quiz
Learn more about Jackie’s membership and services: hellojackieklein.com
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