Honeybook Event Planner Template Bundle
Save $100 by bundling our our Honeybook Evenr Planner Templates (Welcome Guide, Proposal, & Pricing Guide)! You'll receive all three templates at a discounted rate including all deliverables!
completely customizable
easy to install
uplevels your client experience
Templates Included
pricing guide
proposal template
Honeybook Integrations
service selection
contract
invoice
payment
questionnaire
honeybook scheduler
welcome guide 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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WELCOME GUIDE TEMPLATE PREVIEW
Page 4. Timeline
This page includes a header introducing the timeline for your clients. Next, there is a month by month breakdown including goals for your clients to accomplish. At the end of the page is a call to action area guiding them to the vendor recommendations page.
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WELCOME GUIDE TEMPLATE PREVIEW
Page 5. Vendor List
This page includes a header introducing the vendor list page. Next is a 3-column design for all the vendor recommendations you will have for your clients separated by type. Next, there are tips on selecting the right vendors and an intro to the day-of schedule.
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WELCOME GUIDE TEMPLATE PREVIEW
Page 7. Tips & Tricks
This page includes additional tips and tricks that would be helpful to your clients. First is a header with an introduction. Next, there is a day-of packing list for the bride, groom, and miscellaneous items. Also included are tips for family portraits and the cocktail hour/reception.
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WELCOME GUIDE TEMPLATE PREVIEW
Page 9. Questionnaire & Scheduler
This page is dedicated to your client questionnaire and meeting scheduler. All questions are completely customizable. Integrate your schedule into this template to automate your business by allowing your client to schedule their first meeting with you.
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Pricing guide 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, and contact information.
next page
PRICING GUIDE TEMPLATE PREVIEW
Page 5. Packages & Pricing
This page includes a header with a full-width image and page title. Also, there is a space to integrate your packages straight from your Honeybook account in order for potential clients to view your service offerings and pricing details.
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PRICING GUIDE TEMPLATE PREVIEW
Page 6. Portfolio/Recent Weddings
This page is beautifully designed to display your recent weddings for potential clients. Including a header with a background image and page title, followed by sections for different featured weddings, impress dream clients with this lovely layout.
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PRICING GUIDE TEMPLATE PREVIEW
Page 7. Next Steps
This page includes an introduction with the next steps in your process. There is a short questionnaire for clients to provide you with their informarion. A Honeybook scheduler is integrated for them to choose a time to meet with you and get the process started.
proposal template preview
Page 1. Cover Page
The cover page includes an area for your company settings, space for imagery, a welcome area, section for your goals and priorities for the client, and finished up with your company contact information.
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proposal template preview
Page 3. About the Team
This page includes a header with an introduction about your company. Next is a space for a quote or client testimonial. There is a team member section, press features, and an area to put your promise to your clients. Followed by a core values area and client testimonial
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proposal template preview
Page 4. The Experience
This page includes an introduction into the experience working with you including a smart field area that will auto populate with your client information. Next, is a step by step breakdown of your process or experience. The page finishes with a client testimonial area.
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proposal template preview
Page 5. Packages
This page is dedicated to your different package options. Integrated with your Honeybook account, you can simply type in your different service offerings and the specific description, deliverables, and pricing will fill in. Your client will be able to select which services they want to move forward with.
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proposal template preview
Page 6. 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.
what sets my honeybook templates apart
What you receive with your purchase
01/ Resources Page
Once you install the template into your Honeybook account, you'll notice a resources page. This has all the important details to the template including access to the Dropbox link, font information, and links to all tutorials and educational resources. When you begin customizing the template for your clients, you'll delete the resources page.
02/ Dropbox Folder
Every Honeybook template includes a unique Dropbox folder with all the tools and resources you need for the template. This includes the fonts used in these templates, installation instructions, and video tutorials. As Honeybook continues to roll out new features, I will continue to add resources into this folder.
03/ Video Tutorial
For each Honeybook template in the Lovendear shop, I include a video tutorial walking you through how to edit the design to fit your brand. This video will include specific features to the template you purchase.
04/ Curated Stock Imagery Gallery
Every template comes with a curated collection of stock imagery. A folder with all images is included in the Dropbox folder for you to use in the templates. All photos are royalty free!
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! use code 'lovendear' to receive 30% off your subscription.
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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!
