Prepare remotely. Deliver seamless virtual consultations.
Manage your virtual consultations with professionalism and clarity. The Virtual Design Consultation Prep Questionnaire gives online clients a structured way to share details about their space, photos, and goals, while you arrive prepared to provide clear recommendations. This Smart File ensures remote consultations are productive without tech hiccups, vague expectations, or wasted time.
WHAT’S INSIDE
Welcome Message — Friendly introduction and instructions.
Virtual Project Details — Capture spaces, photos, and measurements.
Design Goals — Understand client priorities and project outcomes.
Technology Check — Confirm client readiness for virtual meetings.
Budget & Investment — Clarify spending expectations.
Timeline — Learn scheduling needs for virtual projects.
Style Preferences — Document colors, textures, and design inspiration.
File Uploads — Clients can attach images, links, or Pinterest boards.
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 Virtual Prep Questionnaire, Prep Questionnaire, Scheduler, and Proposal.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
Prepare remotely. Deliver seamless virtual consultations.
Manage your virtual consultations with professionalism and clarity. The Virtual Design Consultation Prep Questionnaire gives online clients a structured way to share details about their space, photos, and goals, while you arrive prepared to provide clear recommendations. This Smart File ensures remote consultations are productive without tech hiccups, vague expectations, or wasted time.
WHAT’S INSIDE
Welcome Message — Friendly introduction and instructions.
Virtual Project Details — Capture spaces, photos, and measurements.
Design Goals — Understand client priorities and project outcomes.
Technology Check — Confirm client readiness for virtual meetings.
Budget & Investment — Clarify spending expectations.
Timeline — Learn scheduling needs for virtual projects.
Style Preferences — Document colors, textures, and design inspiration.
File Uploads — Clients can attach images, links, or Pinterest boards.
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 Virtual Prep Questionnaire, Prep Questionnaire, Scheduler, and Proposal.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
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