All-in-One Software for Marketing Consultants

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

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All-in-One Software for Marketing Consultants

Streamline your entire clientflow

Stop switching tools for every task. Use our all-in-one marketing consultant software to keep your workflow organized and efficient.

Showcase what makes your business unique

Customize marketing consultant templates to fit your brand and provide a cohesive client experience.

Let clients sign, pay, and book faster.

Make booking easy with professional invoices, contracts, and proposals. Plus, let automatic payment reminders do the follow up for you.

Easily manage clients from first touch to final payment

  • Funnel leads directly into HoneyBook
  • Track projects as they move from stage to stage
  • Automate workflows to take tasks off your plate
  • Get real-time notifications for important status updates

Streamline all your client communication

  • Keep the back-and-forth in one place
  • See read receipts on all emails and files
  • Get marketing consultant contract, email, and proposal templates
  • Invite team members or collaborators so everyone’s on the same page

Run your entire marketing consultant business on-the-go

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

Thinking of switching?

Scale your marketing consultant services without losing the personal touch.

Features marketing consultants love

All-in-one clientflow platform

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.


Combine online invoices, online contracts, 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 with processing fees as low as 2.9% + 25¢ and ACH payments with a 1.5% processing fee. We replace PayPal or Square and even work directly with you in the event of a payment dispute.


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 file setup

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, where they can view all important documents 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 marketing and PR agencies.

Marketing/PR Invoice Templates

Whether you charge on a recurring basis, collect an up-front deposit, or want to bill clients on specific dates, our marketing/PR 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 marketing/PR 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.


Marketing/PR Contract Templates

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

Start from our marketing/PR 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 marketing/PR contract template with your attorney, to make sure you’re totally covered.


Marketing/PR Brochure Templates

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

Essentially, a marketing/PR 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.


Marketing/PR Proposal Templates

Convert inquiries into booked clients with proposal templates for marketing/PR agencies. 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 marketing/PR contract template to create proposals in a snap. You can customize all your marketing/PR templates before sending per the client’s needs. Once you send your marketing/PR proposal, your clients can review, fill and sign the contract, and pay!


Marketing/PR Questionnaire Templates

Learn more about a client’s needs and collect feedback from them with questionnaire templates for marketing/PR agencies. 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 marketing/PR questionnaire template, adjust anything you’d like for a particular client or job, and send.

Marketing/PR 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 marketing/PR questionnaire template to do the job. You can save as many questionnaire templates as you’d like!


HoneyBook for Marketers FAQ

What should I look for in a good marketing consultant software?

I’m a freelance marketing consultant, what online tools should I be using?

Does HoneyBook provide marketing consultant proposal templates?

Does HoneyBook provide marketing consultant contracts?

How can HoneyBook help my Marketing or PR business?

How do other PR / Marketing businesses use HoneyBook?

Does HoneyBook provide marketing/pr invoice templates?

What other templates does HoneyBook provide for marketers?

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.