5 Steps to Make a Custom Proposal on HoneyBook

It’s time to start working smarter, not harder!

Automate your 2023 business plan using HoneyBook.

You can spend so much of your time typing, copying, pasting, and rewriting your client proposals.

OR

You can use HoneyBook to create beautiful, customized proposals, which will take you so much less time.

Here are the steps you’ll need to make a custom HoneyBook proposal for a client:

Step 1 - Go to HoneyBook.com and click on Tools

Step 2 - Click on Template Gallery

You can get lost here, there are so many attractive and high-quality templates to choose from. If it’s too overwhelming, and you don’t know where to start, try using their Builder Assistant, over on the right-hand side of the page.

Step 3 - Choose the template you want and the industry you’re in

Step 4 - Choose a customizable template

Scroll through the options listed and find one that best fits your brand.

Step 5 - Edit the template to match your brand

You’ll want to make sure that the template has all the steps you need to create your template. For instance, you might need the following:

1. Introduction

2. Proposal

3. Invoice

4. Contract

5. Payment

6. Next Steps

7. Other

Putting these steps in place now will automate the process for you in the future.

HoneyBook will walk you through each section in the template customization. As an example, in the Contract section, HoneyBook already has a contract laid out, all you have to do is type in the information, like project date, client name, and the details of the project cost.

This information you will build into your HoneyBook account when you first sign up, and then you can save templates based on the type of service you are providing.

Once you get this process and automation going,
you’ll be able to manage your clients with your eyes closed.