Connect client routines and preferences directly to your design decisions.
Create designs that go beyond the surface. The Client Personality & Lifestyle Questionnaire Smart File helps you uncover the habits, routines, and preferences that shape how clients truly live in their spaces. With this in-depth form, you’ll gain the insights you need to design environments that feel authentic, functional, and perfectly tailored.
WHAT’S INSIDE
Welcome Message — Set the tone and explain the purpose of the form.
Daily Routines — Explore morning-to-night habits that impact design choices.
Family & Household — Understand who uses the space and their unique needs.
Entertainment Preferences — Learn about hosting styles, hobbies, and social activities.
Style Alignment — Bridge lifestyle details with design aesthetics and inspirations.
Comfort Needs — Capture client preferences for textures, lighting, and furniture selections.
Bonus Tools:
Canva asset pack for effortless branding
Pre-written email script for confident delivery
Suggested automation workflow to save time
Smart File How-To Guide with setup instructions
TERMS OF USE
Licensed for unlimited use by a single user (the purchaser) for both personal and business purposes. This license is non-transferable—templates may not be resold, shared, leased, duplicated, licensed, sublicensed, redistributed, or offered free or paid to any third party or marketplace. This is a non-exclusive license, meaning other designers may also purchase and use this template.
REFUND POLICY
Due to the digital nature of this product, all sales are final and non-refundable. Please review the sneak peek images and description before purchasing to ensure it’s the right fit.
TECH REQUIREMENTS
This file is designed for use with HoneyBook. A valid HoneyBook account is required (subscription sold separately).
→ Don’t have HoneyBook yet? Sign up here or use code PACEBYDESIGN to get 30% off your first year.
END
UPGRADE AND SAVE
Upgrade and save with bundles designed for complete project management:
→ Onboarding Toolkit — $197 Includes the Client Personality & Lifestyle Questionnaire, Full Service Welcome Guide, and Virtual Design Welcome Guide.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
Connect client routines and preferences directly to your design decisions.
Create designs that go beyond the surface. The Client Personality & Lifestyle Questionnaire Smart File helps you uncover the habits, routines, and preferences that shape how clients truly live in their spaces. With this in-depth form, you’ll gain the insights you need to design environments that feel authentic, functional, and perfectly tailored.
WHAT’S INSIDE
Welcome Message — Set the tone and explain the purpose of the form.
Daily Routines — Explore morning-to-night habits that impact design choices.
Family & Household — Understand who uses the space and their unique needs.
Entertainment Preferences — Learn about hosting styles, hobbies, and social activities.
Style Alignment — Bridge lifestyle details with design aesthetics and inspirations.
Comfort Needs — Capture client preferences for textures, lighting, and furniture selections.
Bonus Tools:
Canva asset pack for effortless branding
Pre-written email script for confident delivery
Suggested automation workflow to save time
Smart File How-To Guide with setup instructions
TERMS OF USE
Licensed for unlimited use by a single user (the purchaser) for both personal and business purposes. This license is non-transferable—templates may not be resold, shared, leased, duplicated, licensed, sublicensed, redistributed, or offered free or paid to any third party or marketplace. This is a non-exclusive license, meaning other designers may also purchase and use this template.
REFUND POLICY
Due to the digital nature of this product, all sales are final and non-refundable. Please review the sneak peek images and description before purchasing to ensure it’s the right fit.
TECH REQUIREMENTS
This file is designed for use with HoneyBook. A valid HoneyBook account is required (subscription sold separately).
→ Don’t have HoneyBook yet? Sign up here or use code PACEBYDESIGN to get 30% off your first year.
END
UPGRADE AND SAVE
Upgrade and save with bundles designed for complete project management:
→ Onboarding Toolkit — $197 Includes the Client Personality & Lifestyle Questionnaire, Full Service Welcome Guide, and Virtual Design Welcome Guide.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
“Trusted by interior designers across the US to uncover client insights and design spaces that truly fit their lifestyle.”
Digital product. Instant delivery. Final sale.
