Onboarding Guide for Marketing Coaches
About this template
Welcome clients seamlessly. This Honeybook onboarding guide sets clear expectations, outlines the coaching journey, and provides essential resources for a professional and smooth start to every client relationship.
Use this template to
Collect contact information
Gather information
Onboard clients
Schedule meetings
Share general information
What’s included
Questionnaire
Get client input, collect project details, and set expectations ahead of—or during—any project.
Ready-to-use copy
Templates come filled with prewritten copy you can use as is or edit to match your brand and business.
Scheduling
Let clients book meetings, sessions, or appointments during your available time slots.
From the creator
Support
Learn how templates workGet help with templatesPublished
June 6, 2025
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AnneMarie Ellis
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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.
Get paid and rest easy knowing you and your clients’ information is safe and secure.
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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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