HoneyBook Interior Design Pre-Project Essentials Bundle

Streamline Your Client Intake Process with Confidence

Say goodbye to scattered client questions and hello to clarity. This bundle includes everything you need to pre-qualify leads, gather essential project info, and ensure you’re fully prepared for every consultation—virtual or in person.

IMPORTANT NOTICE.

To access and edit this template, you must have a HoneyBook account. New to HoneyBook? Sign up using our referral code PACEBYDESIGN and get a 7-day free trial and receive 30% off your first year's subscription! Sign up here

$147

Your go-to HoneyBook Smart File set to capture client details, define budgets, and prepare for consultations with confidence and efficiency.

HERE’S WHAT’S INCLUDED:

- Design Inquiry Form – Capture key client details to assess fit before booking a call.
- Pre-Consultation Questionnaire – Gather essential project information ahead of in-person consultations.
- Pre-Virtual Consultation Questionnaire – Tailored for remote consultations to capture layouts, preferences, and goals.
- Personality & Lifestyle Questionnaire – Learn about your client’s routines, style, and needs to inform design decisions.
- Project Investment & Budget Planning Questionnaire – Guide clients through realistic budgeting and set financial expectations.
- Canva Asset Pack – Customizable graphics to brand your templates effortlessly
- Customizable Email Scripts – Pre-written messages to pair with every template
- Suggested HoneyBook Automation Workflows – Step-by-step instructions for setting up time-saving automations
- Smart File How-To Guide – Best practices and easy setup instructions so you can start using your templates immediately
- These terms of use pertain to the use of our templates and apply to the individual purchaser. By obtaining and using the template, you agree to abide by the following conditions:
  1. Single User License: The template is intended for the exclusive use of the purchaser. You are granted the right to use it for your personal or business purposes.
  2. No Resale or Redistribution: You are expressly prohibited from reselling, leasing, duplicating, licensing, sub-licensing, redistributing, or offering the template for free to any third party or marketplace.
  3. No Modification Resale: You may not resell any modified version of the template as a standalone product.
  4. Non-Public Sharing: You may not make the template public or share it in any manner that allows others to download, extract, or redistribute it.
  5. Non-Exclusive License: Please note that your purchase grants you a non-exclusive license, which means that other individuals may also purchase and use the template.
- By using the template, you acknowledge and agree to adhere to these terms of use. Unauthorized sharing, recreating, copying, redistributing, or reproducing is prohibited. Legal action will be taken against any violations. All designs, content, and writing are the property of Pace By Design.
This is a non-refundable item. Once a purchase has been made, Pace By Design does not accept returns, exchanges, or cancellations, and no refunds will be given. Please contact us if you have any issues will your order at hello@pacebydesign.com.

"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

NO GATEKEEPING…

A SNEAK PEEK INSIDE YOUR SMART FILE TEMPLATE

You deserve to know exactly what you’re investing in—no surprises, no fluff. This is your behind-the-scenes look so you can be 100% confident it’s the perfect fit for your business.

YOU’RE GETTING IT ALL…AND MORE!

Our Smart File Templates are designed for effortless integration into your business, giving you the tools you need to work smarter from day one. Every template comes with:

YES! I'M READY TO UPGRADE MY WORKFLOW

Upon completing your purchase, you will receive a PDF download with the link to access the HoneyBook template file and video instructions detailing the steps for preparing your HoneyBook Template.
Unfortunately, our templates are exclusively designed for use on HoneyBook. We're big fans of HoneyBook and firmly believe it offers one of the most user-friendly CRM platforms for streamlining your client onboarding process and efficiently managing projects.
Yes! The cost associated with our HoneyBook Template covers its design and usage exclusively. To effectively utilize the template, you'll also need to invest in a HoneyBook plan. If you don't already have a HoneyBook account, you can take advantage of our exclusive 30% discount code for your first-year annual subscription by clicking here. For a detailed overview of HoneyBook's updated pricing, please visit this page.
Our designs offer a high degree of flexibility in customization. You have the option to use them as they are, or take it a step further to create something truly unique to your preferences. Our video tutorials provide guidance on editing aspects such as colors, fonts, images, graphics, and much more. Additionally, you can easily add or remove pages, layouts, and sections to tailor the design to your specific needs and style.
You don't need Photoshop to edit design elements in most cases. Our Smart File templates are designed to be easily editable without Photoshop. However, there are a few designs that may require Canva to make specific graphic adjustments. To check if the design you're interested in needs Canva, please visit the respective shop page for more information.
We're here to assist you every step of the way! When you purchase a template, you receive complimentary support for up to 21 days to help troubleshoot any issues you encounter during implementation.
Absolutely, HoneyBook does offer free templates. Nevertheless, many users opt for our Smart File templates because they desire a more distinctive appearance for their Smart Files, rather than the typical basic Smart File templates that are readily accessible. With our Smart File templates, you can attain a genuinely customized aesthetic without the accompanying high cost. These templates have been meticulously crafted by an interior designer, catering specifically to professionals like yourself in the design industry.
Due to the digital nature of our products, we are unable to process returns, and all sales are non-refundable. If you have any inquiries or require further clarification regarding our refund policy, kindly reach out to us before making a purchase. We're here to assist you with any questions you may have.

FREQUENTLY ASKED QUESTIONS

You've got questions and I want to make sure they get answered. Here's what a lot of people ask me.

"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! "

Welcome to my corner of the internet! I’m a Texas-based Registered Interior Designer, 3D Rendering Specialist, Virtual Design Assistant, and HoneyBook Educator.