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This Month's Free Business Guide
Check out our latest product updates!
New HoneyBook features are here to empower all independents.
Our new updates will help you streamline business processes, customize your client experience, and save time with more impactful client interactions.
$1/month is all it takes to organize your business
Manage your project, book clients, get paid, and more with HoneyBook, now only $1/month for your first six months.
It’s one small investment for you, one giant leap for your business.
Video Playlist
1/10 videos
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1
Ask an Expert: Diversified Income with D'Ana Joi spencer
50:35
2
Ask an Expert: Lead Generation & Conversion with Candice Coppola
01:06:29
3
Branding with Illiah Manger and Mac Hughes
45:14
4
Work Life Boundaries with Brittanny Taylor
01:01:35
5
Ask the Experts: Social Media Marketing
58:57
6
7
Protecting Your Business with Braden Drake
59:17
8
9
Systems & Automation: Perfecting Your Process with Geomyra Pollard
45:24
10
Email Marketing with Sobrina Pies Crawford, Head of Marketing at Flodesk
52:47
Connect with our Independent business community of 200K+ active members in over 400 local chapters around the globe. Plus, get access to monthly educational content and business resources.
![Did you know that 90% of clients feel that businesses could stand to improve their onboarding process? 👆️
Client onboarding is the stage of a project where you ensure everyone is on the same page, address any questions, and outline what your client can expect from that point onwards.
Basically, a lot of due diligence and trust-building happening during this time, so it's understandable why clients want a great experience.
And the first element of a seamless onboarding process is the all-important questionnaire — a singular tool that collects invaluable information about your client, their objectives and needs, and supporting documents.
There's a lot that goes into creating an effective onboarding questionnaire, so we're sharing all the tips you need to know *and* a template to give you some inspiration!
Head to the blog to learn more and download our FREE questionnaire template. ⚡️
On the blog: Client Onboarding Questionnaire Tips and Templates ⤴️
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Community Events Calendar
Stay up-to-date on all the educational events from the HoneyBook | Rising Tide team, including interactive workshops and virtual gatherings.