As a service-based business owner, managing client files doesn’t need to be your biggest headache. From contracts and proposals to invoices and questionnaires, they pile up quickly. But what if you could simplify all those files and have more time to do what you love? That’s exactly what my HoneyBook Smart File Templates are here to help you do!

What’s inside the template shop? 

With over 50 ready-to-use templates, my HoneyBook Smart File Template Shop is tailored for creatives, wedding professionals and service-based businesses. These templates are designed to save you HOURS, streamline your processes and elevate your client experience. Here’s what you’ll find in the shop:

• Pricing Guides to confidently present your services to leads
• Proposals that combine package details, contracts, invoices and more in one easy-to-use file.
• Welcome Guides to onboard new clients with clear expectations and next steps.
• Questionnaires to gather important details from project kickoff through offboarding.

How these templates will benefit you

Save hours of work: Say goodbye to creating new files for each client. These easy-to-customize templates eliminate the need to start from scratch every time!

Streamline client communication: Professionally designed templates help you create a seamless experience for your clients at every stage – from initial inquiry to project completion. Clear communication builds trust and helps clients feel confident in your services.

Maintain brand consistency: Customize each template with your own branding – colors, fonts, logos – to ensure a cohesive and elevated client experience across the board!

Increase bookings: Simplify the booking process with clear, easy-to-understand proposals and pricing guides to make it easier for clients to say ‘yes!’

Boost client satisfaction: With templates that cover everything from initial inquiry to offboarding, you ensure a smooth and satisfying experience for your clients. Happy clients are more likely to return and refer you to others!

Check ’em out!

Ready to save time and streamline your business? Click here to browse through my HoneyBook Smart File Template Shop!

Not on HoneyBook yet? Try it free for 7 days and get 30% off your first year with my exclusive link!