Marketing Consultant Onboarding Guide
About this template
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.
Use this template to
Onboard clients
Share general information
Schedule meetings
Gather information
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.
From the creator
Support
Learn how templates workGet help with templatesPublished
January 11, 2025
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HoneyBook
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Stop sending emails, start sending experiences
Let clients eSign from any device to keep your projects and business moving.
Set your availability so clients can book you without the back-and-forth.
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Use royalty-free images within your templates to get up and running faster.
Populate information automatically to reduce repetitive and manual editing.
FAQs
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