Everything you need to welcome clients and set expectations — in one complete bundle.
Save time, money, and stress with the Onboarding Toolkit. This curated bundle ensures new clients feel confident, supported, and aligned with your process from the very beginning. Instead of scrambling to create onboarding materials, you’ll have a polished, professional system ready to go.
Includes all of the following templates:
Welcome Guide — Full Service — Introduce clients to your process and policies.
Welcome Guide — Virtual Design — Tailored onboarding for remote projects.
Client Personality & Lifestyle Questionnaire — Capture routines, style preferences, and daily needs.
Bonus Tools:
Canva asset packs for effortless branding
Pre-written email scripts for confident delivery
Suggested HoneyBook workflows for easy automation
Smart File How-To Guides 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 & SAVE
Want the ultimate value? Upgrade to the Complete Smart File Library — $997 and get every template in the shop (20+) for one low price.
Everything you need to welcome clients and set expectations — in one complete bundle.
Save time, money, and stress with the Onboarding Toolkit. This curated bundle ensures new clients feel confident, supported, and aligned with your process from the very beginning. Instead of scrambling to create onboarding materials, you’ll have a polished, professional system ready to go.
Includes all of the following templates:
Welcome Guide — Full Service — Introduce clients to your process and policies.
Welcome Guide — Virtual Design — Tailored onboarding for remote projects.
Client Personality & Lifestyle Questionnaire — Capture routines, style preferences, and daily needs.
Bonus Tools:
Canva asset packs for effortless branding
Pre-written email scripts for confident delivery
Suggested HoneyBook workflows for easy automation
Smart File How-To Guides 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 & SAVE
Want the ultimate value? Upgrade to the Complete Smart File Library — $997 and get every template in the shop (20+) for one low price.
“Trusted by interior designers across the US to onboard clients seamlessly and set projects up for success.”
Ready to onboard clients with confidence and ease?
Digital product. Instant delivery. Final sale.
