SERVICE DETAILS

honeybook

ACCOUNT AUDIT

Every efficient system begins with clarity and purpose. Our HoneyBook Strategy Session service is designed to help interior designers and creative entrepreneurs gain clarity, identify opportunities for improvement, and map out workflows tailored to their unique business needs. Whether you're looking to refine your existing setup or build a customized strategy from scratch, this services provide the expert insights and actionable guidance you need to move forward with confidence.

Take the guesswork out of your HoneyBook system and start creating a seamless experience for you and your clients today.

Sign up for HoneyBook today and use our referral code PACEBYDESIGN to get 30% off all annual plans!

THIS IS FOR YOU IF…

list your package

DELIVERABLES

For interior designers and creative entrepreneurs who love a hands-on approach, the 2-Hour Strategy Session is a collaborative planning experience. We’ll map out your client journey, translate your real-world workflows into HoneyBook functionality, and provide you with a step-by-step action plan. 

WHAT’S INCLUDED

your strategy session

PACKAGE INCLUDES:

  • Personalized Workflow Mapping: Collaborate with me to visually map out your current workflows, pinpointing every manual task and identifying where automation can save you time and effort.

  • Expert Guidance: Get answers to your burning questions about systems and processes, from choosing the right tools to optimizing your day-to-day operations.

  • Actionable Deliverables: Receive copies of any materials or workflow diagrams created during the session to use as you implement improvements.

  • Session Recording: Access a full video recording of our call, so you can revisit key insights and strategies whenever needed.

Note. This session does NOT include setup but leaves you with a clear to-do list to DIY your system with confidence.

  • "Andréa is a God send for my business! She is the person I needed, and her skills are exactly what my business needed. She was able to automate my process and take what I created to another new level. One of the best investments I've made for my business! "

    MARIE, INDIGO PRUITT DESIGN STUDIO

  • "I had a major need for automation of my client journey. Pace By Design's HoneyBook setup services allowed me to transition from manually responding to client needs to sending a templated reply with a tap of a button. HoneyBook also has a host of other features that I was unaware of which makes my CRM process the most efficient it's ever been. I highly recommend this service to any designer looking to improve their client journey."

    TIMALA, DECURATED INTERIORS

our PROCESSS

  • 01.

    BOOK AND SECURE YOUR SESSION

    Choose a time that works best for you and secure your spot by completing the booking process. Once confirmed, you’ll receive an email with all the details, including a link to the onboarding questionnaire to prepare for our session.

  • 02.

    ONBOARDING QUESTIONNAIRE

    Before your session, you’ll complete a detailed onboarding questionnaire to provide insights into your business, client journey, and current workflows. This helps us understand your unique needs and prepare for a productive session.

  • 03.

    STRATEGY SESSION

    During the session, we’ll collaborate to map out your ideal workflows and processes. We’ll explore how HoneyBook’s tools—like automations, Smart Files, and templates—can be customized to support your business goals. You’ll gain clarity on how to optimize your client experience from start to finish.

  • 04.

    ACTIONABLE WORKFLOW PLAN

    After the session, you’ll receive a detailed workflow map and step-by-step recommendations for implementing the discussed automations and processes. Whether you choose to tackle it yourself or hire us for additional setup services, you’ll have a clear plan to move forward.

BOOK YOUR STRATEGY SESSION

Our

Latest

Work

mpd design co.

VIEW PROJECT →

decurated interiors

VIEW PROJECT →

rejuvenation home studio

VIEW PROJECT →

FAQS

frequently asked QUESTIONS

  • Description text goes here

  • Description text goes here

  • Description text goes here

  • Description text goes here

  • Description text goes here

  • Description text goes here

GET STARTED

•

GET STARTED •

work with

PBD

Feeling overwhelmed by the backend administrative tasks of running a successful design business? At PBD, we help design professionals like yourself simplify and automate their workflow to efficiently manage their busy workloads, enhance their client experiences, sell their services, and get booked faster.

OR DOWNLOAD OUR INVESTMENT GUIDE