Prepare smarter. Maximize every consultation.
Manage consultation prep with professionalism and clarity. The Design Consultation Prep Questionnaire gives clients a structured way to share key project details before your meeting, while you walk in prepared with insights that save time and build trust. This Smart File ensures your consultations run smoothly without guesswork, surprises, or missed details.
WHAT’S INSIDE
Welcome & Instructions Page – A polished introduction that explains how the questionnaire will be used and sets expectations for clients.
Client Information Section – Collects essential details like contact info and preferred communication method for seamless follow-up.
Project Scope Section – Clients select which spaces they’d like designed, square footage, and existing items to be incorporated.
Goals & Vision Section – Gather client objectives, design preferences, emotional tone, and inspiration images or links.
Timeline & Availability Section – Understand start dates, deadlines, and flexibility to plan realistically.
Budget & Investment Section – Clarifies anticipated budget, comfort level, and flexibility for phased approaches.
Decision-Making & Communication Section – Identifies key decision-makers and preferred communication style for smooth collaboration.
Confirmation Page – A professional thank-you screen that outlines next steps, from review to scheduling.
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:
→ Consultation Toolkit — $227 Includes the Prep Questionnaire, Virtual Prep Questionnaire, Consultation Booking Form, and Proposal.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
Prepare smarter. Maximize every consultation.
Manage consultation prep with professionalism and clarity. The Design Consultation Prep Questionnaire gives clients a structured way to share key project details before your meeting, while you walk in prepared with insights that save time and build trust. This Smart File ensures your consultations run smoothly without guesswork, surprises, or missed details.
WHAT’S INSIDE
Welcome & Instructions Page – A polished introduction that explains how the questionnaire will be used and sets expectations for clients.
Client Information Section – Collects essential details like contact info and preferred communication method for seamless follow-up.
Project Scope Section – Clients select which spaces they’d like designed, square footage, and existing items to be incorporated.
Goals & Vision Section – Gather client objectives, design preferences, emotional tone, and inspiration images or links.
Timeline & Availability Section – Understand start dates, deadlines, and flexibility to plan realistically.
Budget & Investment Section – Clarifies anticipated budget, comfort level, and flexibility for phased approaches.
Decision-Making & Communication Section – Identifies key decision-makers and preferred communication style for smooth collaboration.
Confirmation Page – A professional thank-you screen that outlines next steps, from review to scheduling.
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:
→ Consultation Toolkit — $227 Includes the Prep Questionnaire, Virtual Prep Questionnaire, Consultation Booking Form, and Proposal.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
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