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Business Consultant Onboarding Guide
About
Simplify event planning with this pre-event questionnaire. Gather vital details from clients to ensure nothing is overlooked. Fully customizable with thoughtful, ready-to-use questions.
What’s included
Ready-to-use copy
Templates come filled with prewritten copy you can use as is or edit to match your brand and business.
Use this template to:
Onboard clients
Share general information
From the creator
“
This guide provides key details to ensure a smooth and successful working relationship from the start, setting you up for a great experience.
”
Alicia Bauer
Designer
More from
Alicia Bauer
Make it your own
Fully customize the template to fit your needs. Quickly apply your company branding with just a few clicks.
Share with clients
Create exceptional client experiences through HoneyBook’s dedicated client portal, allowing them to read, review, and take action from any device.
Reuse and scale
Use your customized files with different clients again and again to save time and make managing client interactions that much easier.
Join the 100,000+ businesses growing with HoneyBook.
