Client systems that run the back end while you focus on the work.
Everything you need before our intro call — services, investment ranges, process, and what to expect — so our time together is focused on fit, not fundamentals.
View Services & InvestmentA guide before the call — not a sales pitch.
Thank you for your interest in a HoneyBook setup with Pace By Design. This guide is provided before your intro call to help you understand our services, typical investment ranges, and how we work — so we can confirm alignment and use our time together effectively.
Our intro calls are not sales presentations. Our call will focus on alignment, recommended next steps, and whether working together is the right fit. If, after reviewing this guide, our services don't feel aligned, you're welcome to cancel or reschedule — no pressure, no obligation.
- 01Review the servicesRead through the setup and management options, investment ranges, and scope expectations on the following pages.
- 02Note what fitsFlag the service tier that feels most aligned with where your business is right now.
- 03Come preparedHave a general sense of your services, pricing, and how clients currently reach you.
- 04Be ready to talk workflowThink through your client journey — from first inquiry to final payment — and where it breaks down today.
Systems that let the work speak first.
Pace By Design helps designers and creative entrepreneurs simplify the back end of their businesses through intentional system setup and automation in HoneyBook — so you can spend less time on admin and more time creating meaningful, beautifully executed work.
Structure, confidence, and ease.
We envision a creative industry where systems enhance the work rather than compete with it — where inquiries, contracts, and payments move on their own, and businesses operate with structure, confidence, and ease. Your back office should work as beautifully as your craft.
Clarity from the very first inquiry.
Collaboration is structured, intentional, and results-driven. Our process is built to create clarity from the start — mapping your client journey, aligning on scope, and building a HoneyBook system that fits how you actually work. We prioritize thoughtful preparation, defined deliverables, and a clean handoff so you leave confident running it yourself.
Mutual respect for scope, time, and roles.
We work best with clients who value clear communication, confident decision-making, and professional collaboration. This approach ensures an organized, productive experience — where the system supports your business and meaningful outcomes are achieved on both sides.
Three ways to work together.
Start with a Strategy Session if you want a plan before you build, a Full Setup if you want the whole system implemented for you, or Ongoing Consulting to keep what you already have sharp as your business changes. Many clients move through all three, in that order.
HoneyBook Strategy Session
A paid, two-hour planning session focused on strategy, structure, and decision-making — not implementation. We review your current (or planned) setup, map your workflow, identify gaps and inefficiencies, and leave you with a clear, actionable path forward for using HoneyBook in your business.
Inclusions
- Live 2-hour strategy & planning session
- Workflow mapping & strategic recommendations
- Gaps, inefficiencies & opportunities identified
- Implementation roadmap
- Session recording & summary notes
Exclusions
- System setup or implementation
- Smart File creation or automation building
- Follow-up revisions or additional calls
- Design, drafting, or rendering services
Ideal For
- Designers new to HoneyBook who want a clear plan
- Owners who feel stuck or overwhelmed in their system
- Anyone wanting expert guidance before a build
HoneyBook Full Setup Most Popular
Done-for-you implementation. We build a streamlined, professional client experience inside HoneyBook — transforming your workflow, forms, and communication into one cohesive system that supports how you actually run your business. Every setup is custom-built around your services, processes, and goals.
Inclusions
- 2-hour strategy session included
- Setup for up to 5 services
- Pipeline & workflow configuration
- Smart Files: contracts, questionnaires, proposals, invoices
- Email templates & automations
- Scheduler configuration & client portal
- System walkthrough & handoff
Exclusions
- Branding or graphic design services
- Website development or external integrations
- Custom copywriting or legal drafting
- Ongoing maintenance (available through Ongoing Consulting)
- Unlimited revisions or ongoing changes
- Training beyond the included walkthrough
- Business consulting outside system implementation
Ideal For
- Owners ready to hand off the entire build
- Businesses running multiple service lines
- Wanting a consistent, branded client experience
Ongoing Consulting & Monthly Maintenance
Ongoing support to keep your existing HoneyBook organized, up to date, and running efficiently as your business evolves. This is about maintaining and refining what's already in place — updates, adjustments, and improvements over time — so your system keeps up with your workflow without a full rebuild.
Inclusions
- Monthly strategy call (complimentary)
- Workflow & automation updates
- Smart File refinements
- System audits & cleanup
- Ongoing guidance on best practices
Exclusions
- Full system rebuilds or complete reconfiguration
- Initial setup from scratch or first-time implementation
Ideal For
- Owners already using HoneyBook
- Existing setups that want ongoing optimization
- Teams whose services or workflows change often
From audit to a system you can run.
A clear, predictable path from kickoff to handoff. Once we've mapped your client journey, your setup moves through four steps — and you finish confident running it yourself.
Discovery & mapping
We audit your current tools and map your client journey — from first inquiry to final payment — so the system is built around how you actually work.
System build
We set up your smart files, templates, workflows, and automations in HoneyBook using your brand, services, and materials.
Test & refine
We run the flow end to end, then refine based on your feedback so every step feels right before it goes live. Included revisions keep it collaborative.
Launch & train
We go live, then walk you through the system with a training session and reference docs so you're confident running it day to day.
Everything your client flow needs.
A HoneyBook setup touches every step of your client experience. Here's what we build so leads move smoothly from first hello to final payment.
An automated client journey
From the moment someone inquires, HoneyBook moves them through each step — proposal, contract, payment, and onboarding — automatically, so nothing slips through the cracks and clients feel taken care of.
Everything in a single dashboard
Leads, projects, contracts, payments, scheduling, and communication all live in one place — so you always know where a client stands without digging through email and spreadsheets.
What clients take away.
Andréa set up my entire HoneyBook in a way that finally made sense. I went from chasing invoices to getting paid automatically — it changed how my business runs.
My inquiries now flow straight into a booking process I don't have to think about. It saved me hours every week and made my brand feel so much more put together.
Common questions before the call.
HoneyBook Setup Checklist
To ensure a smooth and efficient setup, gather the following before your project kicks off. Once ready, share everything in your Client Portal. Check items off as you go — nothing here is saved after you close this guide.
What to expect on our call.
At this point, you should have a clear understanding of how Pace By Design works, what we prioritize, and how our HoneyBook services are structured. Our upcoming intro call is designed to build on this foundation — confirming alignment, clarifying scope, and discussing whether working together is the right next step.
There's nothing further you need to prepare. Simply come ready to discuss your business, your client journey, and any initial questions you'd like to explore. Our conversation will be focused, collaborative, and intentional — designed to provide clarity and direction, regardless of the outcome.