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HoneyBook System Setup

MPB Design Co.

A full HoneyBook build for a luxury events & interiors studio — two disciplines and three service tracks routed through one branded pipeline, automated from first inquiry through project kickoff and handed off cleanly into their project-management tool.

Events + InteriorsClient Type
Full SetupService
10-Stage PipelineClient Journey
3 Service TracksOne System
Before & After

Two disciplines, one seamless system.

The Challenge

Events and interiors, pulling in two directions.

  • Interior design and event design each needed their own workflow and deliverables
  • Proposals, contracts, and questionnaires rebuilt by hand for every client and service
  • Follow-ups, reminders, and kickoff steps tracked manually across tools
  • A polished "liveable luxury" brand paired with a backend that couldn't keep pace
What We Delivered

One branded pipeline for both sides of the studio.

  • Service-specific contact forms routing interior, event, and hybrid leads correctly
  • A full Smart File library — brochure, proposals, questionnaire, presentation, closeout
  • Automations that send, remind, and advance projects from intake to kickoff
  • The brand theme applied throughout, then a clean handoff into their project tool
Inside The Build

What the system looks like.

Configured across the whole HoneyBook workspace and connected into one workflow. Click any panel to view it larger.

01

A branded home base for every client.

The project portal welcomes each client under the MPB Design Co brand, keeping activity, files, payments, and project details in one organized place — whether it's an interior project or a full event.

Client PortalBrand HeaderActivity & Files
02

The full build, documented.

Company settings and brand theme, the ten-stage pipeline, the welcome packet, and the step-by-step automation workflow — the entire configuration mapped out so the studio knows exactly how their system runs.

Brand ThemePipelineAutomation Workflow
03

A Smart File for every step.

Service brochure, design and event proposals, consultation packet, questionnaire, and presentation — branded, client-facing Smart Files that keep every touchpoint consistent across all three service tracks.

Brochure & ProposalsQuestionnairePresentation
04

The client experience, in motion.

A live MPB Smart File in action — the branded welcome guide clients flip through, setting a polished, on-brand tone from the very first touchpoint.

Welcome GuideBranded Smart FileClient-Facing
The Automated Journey

The client experience we wired up.

Each stage moves projects forward automatically. Click a stage to see what happens behind the scenes.

Built To Route

Three service tracks, mapped end to end.

Track 01

Interior Design

Full-Service and E-Design paths for transforming a space start to finish.

  • Mood board & space planning
  • 3D rendering & 2D design
  • Furniture & decor list
  • On-site install or shopping list
Track 02

Event Design

Full-Service and Focal Point options for milestones and celebrations.

  • Custom design & styling
  • Decor & vendor coordination
  • Focal-point add-on path
  • Day-of execution
Track 03

Signature Package

The hybrid event + interior package — the studio's signature offer.

  • Venue consultation
  • Home walkthrough
  • Full custom design concept
  • Executed event + room install
What's Included

Everything in the Full Setup.

The Outcome

A studio that runs like its designs look.

3Service tracks routed
10Pipeline stages
15+Email templates
End‑to‑endAutomated + handoff

Y'all, Andréa is the truth! I'm still utilizing — and experiencing the benefits of — her services years later. It might be time for a refresh!

Priscilla, MPB Design Co
Work With PBD

Want a system like this for your studio?

A full HoneyBook build mapped to your services and set in your brand — so your backend finally keeps pace with the work you put out.