Proposal, Booking, and Kickoff
by
HoneyBook
Avg. setup time:
2
mins
About this template
Book your client, get an initial payment, and kick off your project all in one experience. This proposal includes service details, a questionnaire, invoicing, and eSigning capabilities for a straightforward workflow that sets clear project expectations with clients.
Use this template to
Book clients
Onboard clients
Gather information
Schedule meetings
What’s included
Services
Showcase your services for easier client booking.
Invoice & online payments
Make it easy for clients to book and pay for your services–all in one file.
Contract for eSigning
A lawyer-approved contract that your clients can conveniently eSign on the go.
Questionnaire
Get client input, collect project details, and set expectations ahead of—or during—any project.
Scheduling
Let clients book meetings, sessions, or appointments during your available time slots.
From the creator
Support
Learn how templates workGet help with templatesPublished
August 5, 2024
More from
HoneyBook
How HoneyBook files work
Find the right HoneyBook template for you and your business. Then customize it to sell your unique services and book clients in an amazing interactive experience.
No matter where you are in your journey, find hundreds of ready-to-use templates to start from.
Fully customize the template to fit your needs. Quickly apply your company branding with just a few clicks.
Create exceptional client experiences through HoneyBook’s dedicated client portal, allowing them to read, review, and take action from any device.
Use your customized files with different clients again and again to save time and make managing client interactions that much easier.
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Stop sending emails, start sending experiences
Let clients eSign from any device to keep your projects and business moving.
Set your availability so clients can book you without the back-and-forth.
Get paid and rest easy knowing you and your clients’ information is safe and secure.
Bring templates to life with your brand colors, custom fonts, imagery, and video.
Use royalty-free images within your templates to get up and running faster.
Populate information automatically to reduce repetitive and manual editing.
FAQs
What are HoneyBook templates?
HoneyBook templates make it easy to create great client experiences, from contracts and proposals to brochures and questionnaires. Templates help you get started quickly, and make you look professional.
How do I use templates in HoneyBook?
Select a template in HoneyBook and start customizing it to fit your brand. Apply your branding, adjust sections, and format the content. Preview the file on desktop and mobile, then share it with clients when ready. You can reuse, adjust, or personalize your templates to fit different clients or projects.
What if I don't have a HoneyBook account?
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How do I share templates with my clients?
HoneyBook lets you send files to clients manually or via automations. Sharing is easy and can be done through email or a direct link. For step-by-step instructions, check out this Help Center article.
What will I need to get started?
To access HoneyBook's free templates, simply sign up for a plan and save the template. From there, you can edit your template anyway you like. If you already have an account, just log in and add the template to your account.
I’m not a designer — can I really do this?
Starting with a template is perfect for non-designers or newcomers! With HoneyBook, you can easily edit, brand, and design files. The file editing modules guide you through branding, using the right fonts, and aligning your files with your website and other client touchpoints.
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