$149
Honeybook Proposal Template
Send your clients a customized and beautifully designed proposal within minutes! Fully customizable Honeybook smart file template to help you enhance your client experience, cultivate an impressive client experience, and save you hours of time!
completely customizable
easy to install
uplevels your client experience
Pages Included
table of contents
welcome/about
process
service offerings
invoice
contract
payment
next steps
Honeybook Integrations
invoice
contract
questionnaire
honeybook scheduler
proposal template preview
Page 1. Cover Page
The cover page includes an area for your company settings, title of the document, smart fields that automatically fill with your client info, an introduction, space for your goals, and contact information.
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next page
proposal template preview
Page 3. Welcome & About
This page includes a header with an introduction about your creative studio, a short introduction, information about team members, a promise to the client including a love note from me, the founder. Also included are our core values and client testimonials
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proposal template preview
Page 4. Process
This page includes a header with an introduction to your process, more details, and a step by step walk through of your process including: discovery, collaboration, and execution. This page ends with a call to action to view the service offerings page
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proposal template preview
Page 5. Service Offerings
This page includes a header introducing what you do with service offerings and an introduction. Next on the page is space for you to include your list of service offerings for clients to select. The page ends with an area for add-on service items.
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proposal template preview
Page 7. Contract Agreement
This page is intended for your creative services agreement. I'm definitely no lawyer ;), so you will need to provide your own legal contract and paste it here. I recommend The Contract Shop for all of your legal needs. You can shop all of their products here.
proposal template preview
Page 9. Next Steps
This page includes information about the next steps after they sign the contract including a short overview, onboarding questions, and scheduler to schedule the kick off call. All questions are customizable, and you can integrate your custom scheduler for clients to automatically schedule a meeting with you.
Why Honeybook?
streamlined workflow
Honeybook offers a centralized platform for managing all aspects of client interaction, including inquiries, contracts, invoices, and payments. This streamlines the workflow and reduces the need for multiple tools or manual processes.
professional client experience
With customizable templates and branded communication, Honeybook helps creative entrepreneurs present a polished and professional image to clients. This can enhance trust and credibility, leading to better client relationships and repeat business.
time-saving automation
Honeybook automates many administrative tasks, such as sending follow-up emails, payment reminders, and contract renewals. This frees up time for creative entrepreneurs to focus on their craft and grow their business.
analytics & reporting
Honeybook provides insights into key metrics, such as revenue, bookings, and client engagement, through its analytics and reporting features. This allows creative entrepreneurs to track their performance and make data-driven decisions to grow their business.
Customer Support & community Resources
Honeybook offers access to a community of creative entrepreneurs and provides support through resources, tutorials, and customer service. This allows users to learn from others in their industry and get help when needed.
Frequently Asked Questions
What is honeybook?
Honeybook is a clientflow management system for creative entrepreneurs. Use this platform for proposals, invoicing, questionnaires, and other important documents. I have used this platform in my 9+ years of design experience. The developers and team at Honeybook are always creating new advancements to their system making it (in my opinion) the best of the best. As a designer, I prioritize sending clients documentation that are both clear in the objective and process and is aesthetically beautiful. HB is an incredible platform to house all of your clients and projects to keep you organized.
What are smart file templates?
Honeybook Smart Files are interactive files to help enhance customer experience. From scheduling to contracts, invoices, and questionnaires, you can send all client documentation with one platform. Read this blog post for a full explanation of what Honeybook smart files are.
what is the purchasing process?
Follow the button of the template you'd like to purchase that will take you to the checkout page. Once you complete the checkout, you will receive a welcome PDF with instructions on next steps. You will email me with your order number and the email associated with your Honeybook account. I will transfer the design to your Honeybook account and within 1-2 business days, you will have full access to the templates.
What do I need to get started?
In order to use and customize your Honeybook template, you will need a Honeybook account. Receive 25% off your subscription at this link.
what all do I receive with my purchase?
When you purchase, you will be redirected to a Dropbox folder with all deliverables. This includes the welcome PDF with instructions on getting your template transferred, a video tutorial, and any fonts used in the templates.
How customizable are honeybook templates?
Honeybook templates are completely customizable to fit your business needs. You can add your own logo, fonts, colors, imagery, and content to these templates. Additionally, you can customize the overall layout if you choose, adding more padding, adjusting columns, image sizing etc. These templates are meant to be made your own!
Do the templates include instructions for use?
Absolutely! Each of our Honeybook templates includes a video tutorial to help guide you in customizing your template. I am also available for support if you have any specific questions regarding the templates. Additionally, the Honeybook team has a library of helpful tips and resources created just for you as well as incredible and fast customer support chat right in the Honeybook interface!
Are fonts and photography included in my purchase?
All Honeybook templates include free Google fonts and are included in your purchase. The Honeybook platform allows you to upload your own brand fonts to the templates so you are able to maintain brand consistency. Additionally all templates include royalty-free stock imagery which you are more than welcome to use if you'd like.
Are these templates mobile responsive?
All Honeybook templates are compatible with mobile devices. When customizing smart files, you are able to view mobile screen sizes to ensure your files look seamless on all screen sizes.
Can you customize the template for me?
Absolutely! I offer Honeybook setup services as well as template customizations to help you get your processes streamlined quicker and easier. Inquire today and let's chat!
important note:
you must have a honeybook account in order to use these templates. if you don't have honeybook but want to join the party, sign up here!
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FREE Honeybook Pricing Guide Template
Receive this 5-page Honeybook smart files pricing guide template to establish a more professional and seamless client experience and best of all, save you time. No strings attached!