HoneyBook Template Suite for Creative Entrepreneurs, Consultants, and Coaches


Onboard and offboard your clients with confidence by using the power of HoneyBook and this full template suite!

HoneyBook is a CRM built to help solopreneurs and service-based businesses elevate their clients’ experiences while keeping all the things organized and even automated! Template your most used documents like proposals and contracts and keep track of your projects at every stage with powerful workflow tools.

Go further in HoneyBook with this template suite designed for creative entrepreneurs, consultants, and coaches!

  • A full services and pricing guide with areas for a thank you video and consultation scheduler
  • A separate intake questionnaire template just in case you need to collect even more information from your clients
  • A proposal template with an area for you to embed your own contract along with an included payment/invoice setup to easily collect initial project payments
  • Comes with a video tutorial you’ll know exactly how to use your new HoneyBook Smart Files
  • This is a DIGITAL PRODUCT which means NO physical item will be shipped to you.
  • This template is for use in HoneyBook only – to sign up for an account and get 50% off your first year, click the GET TEMPLATE link on the template preview page to get started.
  • Common knowledge of HoneyBook is required to use this product.
  • This template may feature placeholder text – no pre-written content is included.
  • This product does not include a contract but you will find space to include your contract within the proposal template. Within your purchase, I included an affordable contract template resource just in case!
  • Due to the digital nature of this product, ALL SALES ARE FINAL. This means, requests for refunds or exchanges cannot be accepted.
  • Please note that I am NOT currently accepting any requests for customization or alterations.

Have questions about your shiny new digital download? 🤔

I’m here to help! Reach out to me at hello@leadcreativelydigital.com I’ll get back to you within 1-2 business days.

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