Working on the marketing coaching business of your dreams but tired of drowning in admin tasks? I designed a collection of stunning Honeybook templates for marketing coaches to help get your time back.
Because I’d hate to see you:
- Spend hours customizing client proposals, tweaking fonts and layouts until it’s juuuust right
- Chasing down ghosting leads to get final signatures or payment
- Rehashing your process and marketing offerings in multiple emails
- Hopping on a discovery call with businesses that don’t align with you or your offerings
when you could be…
- Brainstorming your dream client’s next big campaign and marketing strategies
- Celebrating client wins and building strong lasting relationships
- Creating exciting new offers that expand your impact and income
- Enjoying true work-life balance with confidence knowing your business runs smoothly behind the scenes
Believe me, I get it. Small tasks add up, stealing your valuable time and energy, when you could be helping businesses excel with strong marketing strategies.
What if I told you there’s a secret weapon to handle your behind-the-scenes madness and free up time to devote to coaching? Because there is! My Honeybook template collection for marketing coaches is built to create a workflow to save you tons of time and energy. Just consider it your new business bff to help you ditch the mundane admin tasks while maintaining an elevated brand.
Now, let’s meet the Honeybook templates for marketing coaches
I designed these templates to be purchased individually or as a set to establish the ultimate workflow. They aren’t just pretty file templates for you to send your clients. These Honeybook smart file templates are strategically designed to support your daily operations and nurture your potential and current clients. Think of them as your secret weapon helping you handle all the details so you can dedicate your time and energy to helping business owners thrive in their marketing journeys.
These templates are crafted to guide your clients seamlessly from initial interest with the Services Guide, to securing their partnership with the Proposal, welcoming them smoothly with the Onboarding Guide, and finally, fostering ongoing success with the Recurring Client Check-in Form.
Services Guide for Marketing Coaches
Connect with and Captivate potential clients
This is not just your run of the mill services guide. Designed with modern and luxury intentions, this template allows you to clearly share the incredible ways you can support your clients. This guide is a warm and inviting introduction that allows potential clients to genuinely connect with what you do and easily find the coaching solution to resonate with their needs. Ultimately, it’s inviting them into your community, showcasing real client sucesses, and making the journey to work with you feel effortless.
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Proposal for Marketing Coaches
Seamless Client Conversion & Professional Pitches
The proposal template is crafted to help you clearly and confidently present your . It gently guides your potential clients through your marketing coaching packages, outlining every detail in a way that feels clear, professional, and inviting. It’s about building trust from the outset, ensuring they feel completely at ease as they consider saying “yes!” to working with you, with all the necessary details like services, expectations, and payment instructions laid out thoughtfully.
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Onboarding Guide for Marketing Coaches
Streamline and welcome new clients with ease
Ensure that clients feel welcomed and celebrated with this beautifully designed onboarding guide for Honeybook. Designed to set clear, kind expectations and provide all essential information needed, this smart file template builds excitement for newly booked clients. Outline your coaching process and communication protocols to share supportive resources and collect initial insights to nurture this new client relationship.
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Recurring Client Check-In Form
Prep & Understand Client Progress & Priorities
Optimize every coaching session with the Marketing Coach Recurring Client Check-in Form. This intuitive Honeybook form helps you gather critical insights from clients before your calls, covering their progress, current challenges, and top-of-mind topics. Ensure you’re always prepared to provide targeted support and maximize the value of your ongoing coaching relationships.
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Marketing Coach Honeybook Template Bundle
Your All-in-One Solution for Coaching Business Growth.
While each of these Honeybook templates is incredibly powerful on their own, they’re truly designed to work together as a cohesive system. This bundle brings you a complete, streamlined workflow that guides your marketing coaching clients from their very first inquiry all the way through their ongoing journey with you. Not only do I want to save you time, but my goal is to help you provide a consistent, professional, and nurturing experience for your clients.
What’s Included:
Services Guide
Proposal Template
Onboarding Guide
Recurring Client Check-In Form
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Why these Honeybook templates are your bestie
These templates are specifically designed for marketing coaches
I want to give you real solutions, strategies, and support with the backend admin tasks in your business. Including real text prompts, these templates include researched content to be usable and customizable. This takes the guesswork of customizing them to fit your specific business. With modern, dynamic layouts, these designs keep the forward thinking marketing industry in mind.
Pair them with a stunning Showit website template
For those of you on Showit, you’re in luck! I have designed these Honeybook templates to seamlessly integrate with my Serena Collective Showit website template. This allows you to cultivate a strong client experience from first inquiry to booked and onboarded client.
They are packed with tools and resources
Lastly, this Honeybook template collection for marketing coaches are packed with tools and resources to help you succeed. Each template includes an important resources page dedicated to all the support materials needed to customize the templates. Additionally, a custom Dropbox folder is included with all necessary tools and extras for easy access. Each template includes an in-depth video tutorial walking you through how to customize the template yourself. If you’re new to Honeybook, no worries! This video helps familiarize you with the platform so you can customize and make it your own. Lastly, included is a massive library of curated stock imagery for you to use throughout the templates, your website, social media, and any client touch point. Strong professional imagery makes a huge difference in putting your best business foot forward.
