All-in-one software for business consultants

Manage inquiries, client communication, payments and more — all in one place.

No credit card required
All-in-one software for business consultants

Streamline your entire workflow

Stop switching tools for every task. Use our all-in-one crm for consultants to keep your processes organized and efficient.

Highlight what makes your services unique

Flexible templates help you showcase your talent, experience, and professionalism.

Let clients sign, pay, and book faster.

Quickly send invoices, contracts and proposals so clients can book in one step. Plus, let automatic payment reminders do the follow up for you.

Easily manage projects from first inquiry to final payment

  • Get started with consultant templates
  • Gather client info with questionnaires and contact forms
  • Protect your business with consultant contract templates
  • Bill clients with consultant proposal and invoice templates

Streamline all client communication

  • Keep the back-and-forth in one place
  • Use templates for emails, proposals and more
  • Schedule kick-off calls, meetings and consultations
  • Invite collaborators so everyone’s on the same page

Manage inquiries and projects on-the-go

  • Get notified when a new inquiry comes in
  • Send contracts, invoices and proposals from your phone
  • Access documents and client details offline, anytime
  • Track payments in real time. Cha-ching!

Thinking of switching?

Try the best CRM for consultants who want to work on their own terms.

Features business consultants love

All-in-One Solution

Stop switching tools for every task. Keep everything — client communication, documents, payments, scheduling, and more — in one organized place.

Lead and Project Tracking

Funnel prospective clients from your website, Facebook ads, and email directly into HoneyBook. From there, easily follow up and track projects from end-to-end.

Online Invoices

Make it easy for clients to pay you. Set a fixed payment schedule or charge on a recurring basis. Plus, let automatic reminders do the follow-up for you.

Proposals

Combine invoice, contract, and payment into one seamless experience. Proposals cut down on back-and-forth and help you book clients 2x faster.

Online Contracts

Protect your business and capture legally binding signatures. Start from our template or add custom language, plus get notified as soon as a contract is signed.

Online Meeting Scheduler

Set your availability and let clients easily schedule time with you. Plus, create multiple session types, add locations and send auto-replies and reminders.

Online Payment Software

Accept all major debit/credit cards and bank transfers for a flat 3% fee. We replace Paypal or Square and even work directly with you in the event of a client dispute.

Automations

Automate steps in your process, at the cadence of your choice. Automations take the nitty gritty stuff off your plate, so you’re free to focus on growing your business.

Free Account Migration

Our team is here to make your transition onto HoneyBook seamless. Simply send us the documents you currently use to run your business, and we’ll set them up for free.

Client Portal Software

Give clients access to an organized shared workspace, so you’re always on the same page.

Payment Reminders

Automatically send reminders to clients when they have upcoming or overdue payments, so you never have to chase down payments.

Mobile App

Work from anywhere with the HoneyBook App for iOS and Android. Get real time updates on leads, payments, and more.

Create professional documents and emails in minutes with templates

Start saving major time on communication with templates for business consultants.

Business Consultant Coach Invoice Templates

Whether you charge on a recurring basis, collect an up-front deposit, or want to bill clients on specific dates, our business consultant invoice templates have you covered.

Start from a template, make it your own, and customize for any of your clients, instead of starting from scratch every time. Our business consultant invoice templates allow you to provide a tailored invoice where your clients will view your itemized services, packages, or any other combination of your pricing.

Free invoice templates for Business Consultants

Business Consultant Coach Contract Templates

Protect yourself with contracts made for business consultants. Start from a business consultant contract template to quickly craft auto-populating, legally binding online contracts and let clients fill and sign from any device.

Start from our business consultant contracts or add any existing legal language you have to the templates. Our smart-fields will save you tons of time and make sure you never have to manually update a contract with client specific info again! We always recommend reviewing your business consultant contract template with your attorney, to make sure you’re totally covered.

Business Consultant Coach Brochure Templates

Sell your packages, add-ons, and other services to clients with brochure templates for business consultants. Brochures are flexible, totally customizable documents that can function as welcome packets, pricing lists, quotes, testimonials, questionnaires, progress guides, worksheets, and more.

Essentially, a business consultant brochure template allows you to present information, including images, to clients and capture a response from them, whether it be a service selection, answering questions, or requesting more information.

Business Consultant Coach Proposal Templates

Convert inquiries into booked clients with proposal templates for business consultants. Proposals combine invoice, contract, and payment into one user-friendly flow, so that you can skip the back and forth and get paid fast.

Creating a customized proposal is easy — simply start from a template and pull in the services your client is receiving from you and your preferred business consultant contract template to create proposals in a snap. You can customize all your business consultant templates before sending per the client’s needs. Once you send your business consultant proposal, your clients can review, fill and sign the contract, and pay!

Business Consultant Coach Questionnaire Templates

Learn more about a client’s needs and collect feedback from them with questionnaire templates for business consultants. If you like to send all your clients a list with the same set of questions, all you’ll have to do is start from your business consultant questionnaire template, adjust anything you’d like for a particular client or job, and send.

Business consultant questionnaire templates help you ask the right questions and get the information you need to meet your clients’ needs and collect feedback. No matter what stage of the process you’re in, there’s a business consultant questionnaire template to do the job. You can save as many questionnaire templates as you’d like!

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Finally after feeling stressed for so long, I knew I needed a change when my booking rate was 50% at best. Since joining HoneyBook, my conversion rate nearly doubled to over 95%.
Stefani Lefler
Stefani Lefler
Stefani Lefler
Designer & developer, Stefani Lefler Studios
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I love that we can map out our design process as templates within HoneyBook. Then when it’s time to share files with a client, we just customize the template with their content and send it off for approval.
Karina Ramos
Karina Ramos
Karina Ramos
Founder, The Voyage Society
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HoneyBook has made the most tedious part of my job easy! It's given me more time to focus on doing what I love - interacting with my clients and designing.
Jesse Debusk
Jesse Debusk
Jesse Debusk
J. Debusk Studios

FAQs

How can HoneyBook help my consultant business?

How do other business consultants use HoneyBook?

Does HoneyBook provide business consultants invoice templates?

I’m too busy to make the switch to HoneyBook, can you help?

Where can I find HoneyBook video tutorials?

How much does HoneyBook cost?

It's free to try. We hope you do.
It's free to try. We hope you do.

It's free to try. We hope you do.

93% of members would recommend HoneyBook to a friend.