Your done-for-you system for welcoming new clients with clarity, confidence, and a seamless brand experience.
The onboarding phase sets the foundation for your entire client relationship—and the Interior Design Onboarding System gives you everything you need to streamline intake, communicate expectations clearly, and guide clients into your process with complete professionalism.
Whether you offer full-service, virtual design, or a hybrid approach, this system equips you with the templates, scripts, and workflow support to deliver a polished, elevated onboarding experience from day one.
Inside your system, you’ll get:
Beautifully designed, fully editable, and ready to orient new clients with clarity and confidence from the very beginning of your project.
3 Pre-Written Email Scripts
Professionally written emails that walk clients through the onboarding process step-by-step—ensuring they know what to expect, what they need to provide, and how the journey will unfold, without you rewriting the same messages again and again.
Done-For-You Onboarding Automation Workflows
Automate client welcome messages, guide delivery, reminders, and next steps so every new client receives a timely, elevated onboarding experience—whether you’re available or away from your desk.
Canva Asset Pack
A curated collection of brand-ready graphics and placeholders you can customize instantly to match your studio’s visual identity.
Smart File How-To Guide
Step-by-step instructions for importing, branding, customizing, and launching your new Smart Files inside HoneyBook with ease.
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
Looking for the most elevated experience? Upgrade to the Signature Interior Design Client Experience Suite — just $697 for all five systems, unified in one seamless, high-value bundle.
Your done-for-you system for welcoming new clients with clarity, confidence, and a seamless brand experience.
The onboarding phase sets the foundation for your entire client relationship—and the Interior Design Onboarding System gives you everything you need to streamline intake, communicate expectations clearly, and guide clients into your process with complete professionalism.
Whether you offer full-service, virtual design, or a hybrid approach, this system equips you with the templates, scripts, and workflow support to deliver a polished, elevated onboarding experience from day one.
Inside your system, you’ll get:
Beautifully designed, fully editable, and ready to orient new clients with clarity and confidence from the very beginning of your project.
3 Pre-Written Email Scripts
Professionally written emails that walk clients through the onboarding process step-by-step—ensuring they know what to expect, what they need to provide, and how the journey will unfold, without you rewriting the same messages again and again.
Done-For-You Onboarding Automation Workflows
Automate client welcome messages, guide delivery, reminders, and next steps so every new client receives a timely, elevated onboarding experience—whether you’re available or away from your desk.
Canva Asset Pack
A curated collection of brand-ready graphics and placeholders you can customize instantly to match your studio’s visual identity.
Smart File How-To Guide
Step-by-step instructions for importing, branding, customizing, and launching your new Smart Files inside HoneyBook with ease.
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
Looking for the most elevated experience? Upgrade to the Signature Interior Design Client Experience Suite — just $697 for all five systems, unified in one seamless, high-value bundle.
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