book clients faster and easier with this all-in-one template
Get your
ALL-in-ONE New Client Template
Get the exact template I've used in my own business and to help my clients make more sales more easily.
What's included in your template?
Welcome page including an Intro, Values, and Testimonials section
An interactive Services page for clients to select their package
An invoice page that auto-populates with your client's selection(s)
Contract with auto-populating Client & Company Info, + e-signatures
File Setup Checklist with short tutorial videos
"Your template made a positive impact on branding my own template. I had my own template in place, but viewing yours and how beautifully it was curated gave me ideas."
- M.E., Virtual Assistant
Make it EASY for new clients to work with you by combining all the steps they need to hire you in one professional, beautifully branded file.
Your new clients will LOVE how easy it is to work with you.
This Honeybook template is perfect for Service Providers like:
PLUS, get these EXCLUSIVE BONUSES:
Step-by-step Setup Checklist with short (3 min) actionable video tutorials so you can begin using your template right away
My visual Client Booking & Onboarding Process Map with tutorial video - so you can see exactly where your new template fits in your client journey
10 Things to Automate in your Client Journey Process Checklist, to see the other parts of your Client Experience Honeybook can automate for you
Access to the PROJECT version of this template (upon request)
Only
$29
Sound familiar?
You're a pro at what you do - but your sales process does not reflect your professionalism
You're tired of taking “messy action” (aka a broken sales process) and ready to streamline for growth
You have all the pieces to the sales process, but they're disconnected or duct-taped together
Systems aren't really your thing, but you know if you just have a place to start, you'll thrive
Using a proven template that streamlines your sales process means less wasted time and frustration. Eliminate the struggle of piecing it together on your own; the hard work has already been done for you in this 5-page, plug and play Honeybook template PLUS exclusive step-by-step tutorial.
Honeybook Educator | Founder, PRemier Ops Spot
Cassie Hayes
As a little girl, I'd sneak some of my parents' invoices and write up a pretend bill for a pretend client. (Invoicing since 1991) These days we have much more efficient ways of invoicing clients and getting paid. While I sometimes miss filling out those forms, I much prefer letting a system do that work for me, so I can focus on building relationships with my clients and delivering excellent services for them. Join me?
"We think we need to change our results, but the results are not the problem. What we really need to change are the systems that cause those results."
- James Clear, Atomic Habits
With this professional ALL-IN-ONE template, you'll be able to:
Speed up your Sales Process
Invite your new clients to take all necessary actions in one streamlined file
Look as Professional as you are
Customize your file with the click of a few buttons, applying your Company branding, info, and logo, plus add your specific services and offers
Skip Costly Mistakes
Avoid Invoicing mistakes that cost you money and time (and can be embarrassing!)
Reduce the time it takes to sign a new client with a proven template and tutorial videos created for service providers like you