Prepare clients for install day. Eliminate last-minute surprises.
Eliminate last-minute surprises. The Delivery & Installation Prep Form gives clients a structured way to confirm site readiness, deliveries, and access details while you ensure smooth coordination. This Smart File keeps installations stress-free without delays, missed details, or unexpected obstacles.
WHAT’S INSIDE
Welcome Message – Outline the importance of delivery day preparation
Site Access – Entry instructions, parking, and security details
Delivery Window – Preferred dates and times for installation
Special Requirements – Elevators, stairs, or on-site assistance
Furniture Placement – Pre-delivery room layouts or diagrams
Contact Information – Day-of phone numbers for smooth coordination
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
→ Project Wrap-Up Toolkit — $217 Includes Delivery & Installation Prep, Final Walkthrough Review, Completion Guide, Furniture & Product Care Guide, and Client Experience Form.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
Prepare clients for install day. Eliminate last-minute surprises.
Eliminate last-minute surprises. The Delivery & Installation Prep Form gives clients a structured way to confirm site readiness, deliveries, and access details while you ensure smooth coordination. This Smart File keeps installations stress-free without delays, missed details, or unexpected obstacles.
WHAT’S INSIDE
Welcome Message – Outline the importance of delivery day preparation
Site Access – Entry instructions, parking, and security details
Delivery Window – Preferred dates and times for installation
Special Requirements – Elevators, stairs, or on-site assistance
Furniture Placement – Pre-delivery room layouts or diagrams
Contact Information – Day-of phone numbers for smooth coordination
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
→ Project Wrap-Up Toolkit — $217 Includes Delivery & Installation Prep, Final Walkthrough Review, Completion Guide, Furniture & Product Care Guide, and Client Experience Form.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
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