Social Media Marketing Onboarding Guide
About this template
Let this onboarding guide template set the tone for your high-end client experience. This template is designed to welcome your new client with style and ease—stirring confidence and excitement for the collaboration to come.
Use this template to
Gather information
Onboard clients
Schedule meetings
Share general information
What’s included
Questionnaire
Get client input, collect project details, and set expectations ahead of—or during—any project.
Ready-to-use copy
Templates come filled with prewritten copy you can use as is or edit to match your brand and business.
Scheduling
Let clients book meetings, sessions, or appointments during your available time slots.
From the creator
Support
Learn how templates workGet help with templatesPublished
September 24, 2024
More from
Delcy Garnaas
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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.
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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.
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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.
Can I customize the template to fit my brand?
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Can I use the paid template for multiple projects or clients?
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