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Kick off new client relationships with a personalized onboarding guide that sets the tone for productive collaborations. This guide helps you introduce your process, outline key steps, and provide essential information, ensuring a smooth and professional start to your client’s journey.
What’s included
Questionnaire
Get client input, collect project details, and set expectations ahead of—or during—any project.
Scheduling
Let clients book meetings, sessions, or appointments during your available time slots.
Use this template to:
Onboard clients
Share general information
Schedule meetings
Gather information
From the creator
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HoneyBook
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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.
