Welcome virtual clients with ease. Build trust from the first step.
Manage your virtual design onboarding with professionalism and clarity. The Welcome Guide — Virtual Design gives remote clients a structured way to understand your process, expectations, and next steps while you ensure smooth communication and alignment. This Smart File keeps virtual projects running without confusion, missed details, or communication gaps.
WHAT’S INSIDE
Welcome Message – Warm introduction for virtual clients
How Virtual Design Works – Clear process breakdown for remote collaboration
What’s Included – Scope, deliverables, and timelines
Communication Channels – How to connect during the project
Submission Guidelines – How to send measurements, photos, and preferences
Payment & Delivery – Outline billing and delivery timelines
FAQs – Address common virtual design concerns
Next Steps – Guide clients to start their project smoothly
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 with bundles designed for complete project management:
→ Onboarding Toolkit — $197 Includes the Virtual Design Welcome Guide, Full Service Welcome Guide, and Client Personality & Lifestyle Questionnaire.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
Welcome virtual clients with ease. Build trust from the first step.
Manage your virtual design onboarding with professionalism and clarity. The Welcome Guide — Virtual Design gives remote clients a structured way to understand your process, expectations, and next steps while you ensure smooth communication and alignment. This Smart File keeps virtual projects running without confusion, missed details, or communication gaps.
WHAT’S INSIDE
Welcome Message – Warm introduction for virtual clients
How Virtual Design Works – Clear process breakdown for remote collaboration
What’s Included – Scope, deliverables, and timelines
Communication Channels – How to connect during the project
Submission Guidelines – How to send measurements, photos, and preferences
Payment & Delivery – Outline billing and delivery timelines
FAQs – Address common virtual design concerns
Next Steps – Guide clients to start their project smoothly
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 with bundles designed for complete project management:
→ Onboarding Toolkit — $197 Includes the Virtual Design Welcome Guide, Full Service Welcome Guide, and Client Personality & Lifestyle Questionnaire.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
“Trusted by interior designers across the US to welcome virtual clients with professionalism and clarity.”
Ready to streamline your virtual design onboarding?
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