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Consultant templates

Discover ready-to-use customizable templates for business consultants, covering onboarding to offboarding and everything in between.

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Welcome Guide for Coaches & Consultants
$
77
Free

Welcome Guide for Coaches & Consultants

by

Kristi DaSilva

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Waiver of Liability Agreement
$
Free

Waiver of Liability Agreement

by

HoneyBook

Contract for eSigning
Contract for eSigning
Systems Set Up Services Overview
$
Free

Systems Set Up Services Overview

by

HoneyBook

Services
Services
Questionnaire
Questionnaire
Strategic Consulting Proposal
$
Free

Strategic Consulting Proposal

by

HoneyBook

Services
Services
Contract for eSigning
Contract for eSigning
Invoice & online payments
Invoice & online payments
Strategic Consulting Service Guide
$
Free

Strategic Consulting Service Guide

by

HoneyBook

Scheduling
Scheduling
Services
Services
Social Media Marketing Services Guide
$
89
Free

Social Media Marketing Services Guide

by

Delcy Garnaas

Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Strategic Consulting Onboarding Questionnaire
$
Free

Strategic Consulting Onboarding Questionnaire

by

HoneyBook

Questionnaire
Questionnaire
Social Media Marketing Pricing Guide
$
Free

Social Media Marketing Pricing Guide

by

HoneyBook

Services
Services
Scheduling
Scheduling
Ready-to-use copy
Ready-to-use copy
Social Media Marketing All-In-One Project Proposal
$
89
Free

Social Media Marketing All-In-One Project Proposal

by

Delcy Garnaas

Invoice & online payments
Invoice & online payments
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Contract for eSigning
Contract for eSigning
Social Media Marketing Onboarding Guide
$
89
Free

Social Media Marketing Onboarding Guide

by

Delcy Garnaas

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Social Media Consultant Proposal
$
Free

Social Media Consultant Proposal

by

HoneyBook

Contract for eSigning
Contract for eSigning
Invoice & online payments
Invoice & online payments
Scheduling
Scheduling
Social Media Consultant Intake Questionnaire
$
Free

Social Media Consultant Intake Questionnaire

by

HoneyBook

Questionnaire
Questionnaire
Social Media Invoice
$
Free

Social Media Invoice

by

HoneyBook

Invoice & online payments
Invoice & online payments
Social Media Management Contract
$
Free

Social Media Management Contract

by

HoneyBook

Contract for eSigning
Contract for eSigning
Services and Pricing Guide
$
Free

Services and Pricing Guide

by

HoneyBook

Services
Services
Questionnaire
Questionnaire
Scheduling
Scheduling
Services Guide for Marketing Coaches
$
149
Free

Services Guide for Marketing Coaches

by

AnneMarie Ellis

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Services Guide for Life Coaches
$
Free

Services Guide for Life Coaches

by

HoneyBook

Services
Services
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services Brochure
$
Free

Services Brochure

by

HoneyBook

Services
Services
Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Services Agreement
$
Free

Services Agreement

by

HoneyBook

Contract for eSigning
Contract for eSigning
Satisfaction Questionnaire
$
Free

Satisfaction Questionnaire

by

HoneyBook

Questionnaire
Questionnaire
Retainer Contract
$
Free

Retainer Contract

by

HoneyBook

Contract for eSigning
Contract for eSigning
Retainer Invoice
$
Free

Retainer Invoice

by

HoneyBook

Invoice & online payments
Invoice & online payments
Reflection Questionnaire
$
Free

Reflection Questionnaire

by

HoneyBook

Questionnaire
Questionnaire
Radiant Media Proposal
$
Free

Radiant Media Proposal

by

HoneyBook

Services
Services
Scheduling
Scheduling
Proposals for Business Consultants and Coaches
$
Free

Proposals for Business Consultants and Coaches

by

HoneyBook

Services
Services
Contract for eSigning
Contract for eSigning
Invoice & online payments
Invoice & online payments
Proposal for Coaches & Consultants
$
97
Free

Proposal for Coaches & Consultants

by

Kristi DaSilva

Invoice & online payments
Invoice & online payments
Ready-to-use copy
Ready-to-use copy
Contract for eSigning
Contract for eSigning
Proof Approval
$
Free

Proof Approval

by

HoneyBook

Questionnaire
Questionnaire
Pricing Guide for Creatives
$
Free

Pricing Guide for Creatives

by

HoneyBook

Services
Services
Scheduling
Scheduling
Ready-to-use copy
Ready-to-use copy
Pricing Guide for Coaches & Consultants
$
47
Free

Pricing Guide for Coaches & Consultants

by

Kristi DaSilva

Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Onboarding Guide for Social Media Marketing Agency
$
Free

Onboarding Guide for Social Media Marketing Agency

by

HoneyBook

Ready-to-use copy
Ready-to-use copy
Onboarding Guide for Copywriters
$
Free

Onboarding Guide for Copywriters

by

HoneyBook

Ready-to-use copy
Ready-to-use copy
Offboarding Guide
$
Free

Offboarding Guide

by

HoneyBook

Questionnaire
Questionnaire
Non Disclosure Agreement-Discloser
$
Free

Non Disclosure Agreement-Discloser

by

HoneyBook

Contract for eSigning
Contract for eSigning
Non Disclosure Agreement-Receiver
$
Free

Non Disclosure Agreement-Receiver

by

HoneyBook

Contract for eSigning
Contract for eSigning
Minimal Proposal
$
Free

Minimal Proposal

by

HoneyBook

Services
Services
Invoice & online payments
Invoice & online payments
Contract for eSigning
Contract for eSigning
Marketing Strategist Scope of Work
$
89
Free

Marketing Strategist Scope of Work

by

Alicia Bauer

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Milestone Invoice
$
Free

Milestone Invoice

by

HoneyBook

Invoice & online payments
Invoice & online payments
Marketing Strategist Proposal
$
99
Free

Marketing Strategist Proposal

by

Alicia Bauer

Services
Services
Invoice & online payments
Invoice & online payments
Contract for eSigning
Contract for eSigning
Ready-to-use copy
Ready-to-use copy
Marketing Strategist Lead Form
$
69
Free

Marketing Strategist Lead Form

by

Alicia Bauer

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Marketing Strategist Creative Brief
$
89
Free

Marketing Strategist Creative Brief

by

Alicia Bauer

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Marketing Consultant Proposal
$
Free

Marketing Consultant Proposal

by

HoneyBook

Services
Services
Invoice & online payments
Invoice & online payments
Contract for eSigning
Contract for eSigning
Marketing Invoice
$
Free

Marketing Invoice

by

HoneyBook

Invoice & online payments
Invoice & online payments
Marketing Agency Scope of Work
$
Free

Marketing Agency Scope of Work

by

HoneyBook

Services
Services
Contract for eSigning
Contract for eSigning
Marketing Agency Proposal
$
Free

Marketing Agency Proposal

by

HoneyBook

Services
Services
Invoice & online payments
Invoice & online payments
Contract for eSigning
Contract for eSigning
Intro Packet & Questionnaire
$
Free

Intro Packet & Questionnaire

by

HoneyBook

Services
Services
Questionnaire
Questionnaire
Scheduling
Scheduling
Interior Designer Service Guide
$
Free

Interior Designer Service Guide

by

HoneyBook

Services
Services
Questionnaire
Questionnaire
Interior Designer Feedback Questionnaire
$
Free

Interior Designer Feedback Questionnaire

by

HoneyBook

Questionnaire
Questionnaire
Interior Design Invoice
$
Free

Interior Design Invoice

by

HoneyBook

Invoice & online payments
Invoice & online payments
Interior Design Brochure
$
Free

Interior Design Brochure

by

HoneyBook

Services
Services
Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Initial Questionnaire for Florists
$
39
Free

Initial Questionnaire for Florists

by

Alicia Bauer

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Héritage Social Media Report For Social Media Marketers
$
149
Free

Héritage Social Media Report For Social Media Marketers

by

Ashley Ferreira

Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Héritage Proposal For Social Media Marketers
$
149
Free

Héritage Proposal For Social Media Marketers

by

Ashley Ferreira

Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Invoice & online payments
Invoice & online payments
Contract for eSigning
Contract for eSigning
Héritage Intake Questionnaire For Social Media Marketers
$
79
Free

Héritage Intake Questionnaire For Social Media Marketers

by

Ashley Ferreira

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Héritage Pricing Guide For Social Media Marketers
$
129
Free

Héritage Pricing Guide For Social Media Marketers

by

Ashley Ferreira

Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Héritage Media Kit For Social Media Marketers
$
149
Free

Héritage Media Kit For Social Media Marketers

by

Ashley Ferreira

Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Héritage Onboarding Guide For Social Media Marketers
$
149
Free

Héritage Onboarding Guide For Social Media Marketers

by

Ashley Ferreira

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Graphic Design Services Guide
$
Free

Graphic Design Services Guide

by

HoneyBook

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Services
Services
Scheduling
Scheduling
Graphic Design Service Guide
$
Free

Graphic Design Service Guide

by

HoneyBook

Scheduling
Scheduling
Services
Services
Graphic Design Proposal
$
Free

Graphic Design Proposal

by

HoneyBook

Services
Services
Contract for eSigning
Contract for eSigning
Invoice & online payments
Invoice & online payments
Scheduling
Scheduling
Graphic Design Feedback Questionnaire
$
Free

Graphic Design Feedback Questionnaire

by

HoneyBook

Questionnaire
Questionnaire
Graphic Design Invoice
$
Free

Graphic Design Invoice

by

HoneyBook

Invoice & online payments
Invoice & online payments
Florist Design Presentation
$
99
Free

Florist Design Presentation

by

Alicia Bauer

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Event Planning Consultant Proposal
$
Free

Event Planning Consultant Proposal

by

HoneyBook

Contract for eSigning
Contract for eSigning
Invoice & online payments
Invoice & online payments
Doula Services Guide
$
99
Free

Doula Services Guide

by

Abbey Quan

Services
Services
Scheduling
Scheduling
Ready-to-use copy
Ready-to-use copy
Doula Proposal
$
129
Free

Doula Proposal

by

Abbey Quan

Contract for eSigning
Contract for eSigning
Invoice & online payments
Invoice & online payments
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Discovery Call & Services Guide for Business Coaches
$
Free

Discovery Call & Services Guide for Business Coaches

by

HoneyBook

Services
Services
Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Digital Marketing Proposal
$
Free

Digital Marketing Proposal

by

HoneyBook

Services
Services
Invoice & online payments
Invoice & online payments
Contract for eSigning
Contract for eSigning
Digital Marketing Services Pricing Guide
$
Free

Digital Marketing Services Pricing Guide

by

HoneyBook

Services
Services
Ready-to-use copy
Ready-to-use copy
Designer Welcome Guide
$
149
Free

Designer Welcome Guide

by

AnneMarie Ellis

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Designer Proposal
$
149
Free

Designer Proposal

by

AnneMarie Ellis

Invoice & online payments
Invoice & online payments
Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Designer Pricing Guide Template
$
149
Free

Designer Pricing Guide Template

by

AnneMarie Ellis

Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Design Approval
$
Free

Design Approval

by

HoneyBook

Contract for eSigning
Contract for eSigning
Design Invoice
$
Free

Design Invoice

by

HoneyBook

Invoice & online payments
Invoice & online payments
Creative Agency Website Design Project Intake Questionnaire
$
29
Free

Creative Agency Website Design Project Intake Questionnaire

by

Jena Gribble

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Creative Agency Branding Project Intake Questionnaire
$
29
Free

Creative Agency Branding Project Intake Questionnaire

by

Jena Gribble

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Copywriting Proposal
$
Free

Copywriting Proposal

by

HoneyBook

Services
Services
Contract for eSigning
Contract for eSigning
Invoice & online payments
Invoice & online payments
Scheduling
Scheduling
Copywriting Client Questionnaire
$
Free

Copywriting Client Questionnaire

by

HoneyBook

Questionnaire
Questionnaire
Consulting Invoice
$
Free

Consulting Invoice

by

HoneyBook

Invoice & online payments
Invoice & online payments
Consultant Pricing Guide
$
Free

Consultant Pricing Guide

by

HoneyBook

Services
Services
Questionnaire
Questionnaire
Scheduling
Scheduling
Communication Preferences Form
$
Free

Communication Preferences Form

by

HoneyBook

Questionnaire
Questionnaire
Consulting Contract
$
Free

Consulting Contract

by

HoneyBook

Contract for eSigning
Contract for eSigning
Coaching Proposal
$
129
Free

Coaching Proposal

by

Abbey Quan

Contract for eSigning
Contract for eSigning
Invoice & online payments
Invoice & online payments
Services
Services
Ready-to-use copy
Ready-to-use copy
Coaching Pricing Guide
$
99
Free

Coaching Pricing Guide

by

Abbey Quan

Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Coaching Contract
$
Free

Coaching Contract

by

HoneyBook

Contract for eSigning
Contract for eSigning
Coaching Invoice
$
Free

Coaching Invoice

by

HoneyBook

Invoice & online payments
Invoice & online payments
Coaching Client Questionnaire
$
99
Free

Coaching Client Questionnaire

by

Abbey Quan

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Client Questionnaire
$
Free

Client Questionnaire

by

HoneyBook

Questionnaire
Questionnaire
Scheduling
Scheduling
Client Intake Questionnaire
$
Free

Client Intake Questionnaire

by

HoneyBook

Questionnaire
Questionnaire
Business Consultant Onboarding Guide
$
79
Free

Business Consultant Onboarding Guide

by

Alicia Bauer

Ready-to-use copy
Ready-to-use copy
Business Consultant Questionnaire
$
39
Free

Business Consultant Questionnaire

by

Alicia Bauer

Questionnaire
Questionnaire
Ready-to-use copy
Ready-to-use copy
Business Coaching Proposal
$
Free

Business Coaching Proposal

by

HoneyBook

Contract for eSigning
Contract for eSigning
Invoice & online payments
Invoice & online payments
Services
Services
Business Coaching Service Guide
$
Free

Business Coaching Service Guide

by

HoneyBook

Scheduling
Scheduling
Services
Services
Business Consultant Booking File
$
59
Free

Business Consultant Booking File

by

Alicia Bauer

Scheduling
Scheduling
Services
Services
Invoice & online payments
Invoice & online payments
Contract for eSigning
Contract for eSigning
Business Coaching Onboarding Questionnaire
$
Free

Business Coaching Onboarding Questionnaire

by

HoneyBook

Questionnaire
Questionnaire
Brand Ambassador Contract
$
Free

Brand Ambassador Contract

by

HoneyBook

Contract for eSigning
Contract for eSigning
Booking File for Coaches & Consultants
$
97
Free

Booking File for Coaches & Consultants

by

Kristi DaSilva

Invoice & online payments
Invoice & online payments
Ready-to-use copy
Ready-to-use copy
Services
Services
Contract for eSigning
Contract for eSigning
Bilateral Non Disclosure Agreement
$
Free

Bilateral Non Disclosure Agreement

by

HoneyBook

Contract for eSigning
Contract for eSigning
Audrey James Coaching Welcome Guide
$
69
Free

Audrey James Coaching Welcome Guide

by

Jessica Gingrich

Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Audrey James Coaching Services Guide
$
69
Free

Audrey James Coaching Services Guide

by

Jessica Gingrich

Ready-to-use copy
Ready-to-use copy
Scheduling
Scheduling
Services
Services
Audrey James Client Proposal for Business Coaches
$
69
Free

Audrey James Client Proposal for Business Coaches

by

Jessica Gingrich

Invoice & online payments
Invoice & online payments
Services
Services
Ready-to-use copy
Ready-to-use copy
Contract for eSigning
Contract for eSigning
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Templates FAQs

What are HoneyBook templates?

HoneyBook templates make it easy to create great client experiences, from contracts and proposals to brochures and questionnaires. Templates help you get started quickly, and make you look professional.

How do I use templates in HoneyBook?

Select a template in HoneyBook and start customizing it to fit your brand. Apply your branding, adjust sections, and format the content. Preview the file on desktop and mobile, then share it with clients when ready. You can reuse, adjust, or personalize your templates to fit different clients or projects.

What if I don't have a HoneyBook account?

Don't sweat it! Start a free 7-day trial to start using these templates. Upgrade to a plan anytime during the trial or after it ends. Learn more about our current pricing here.

How do I share templates with my clients?

HoneyBook lets you send files to clients manually or via automations. Sharing is easy and can be done through email or a direct link. For step-by-step instructions, check out this Help Center article.

What will I need to get started?

To access HoneyBook's free templates, simply sign up for a plan and save the template. From there, you can edit your template anyway you like. If you already have an account, just log in and add the template to your account.

I’m not a designer—can I really do this?

Starting with a template is perfect for non-designers or newcomers! With HoneyBook, you can easily edit, brand, and design files. The file editing modules guide you through branding, using the right fonts, and aligning your files with your website and other client touchpoints.

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