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The Complete Journey — All Five Stages
Not Five Template Packs. One System.
Five connected HoneyBook systems. One complete client journey.
Build a polished, consistent experience from first inquiry through final project closeout, with the Smart Files, email scripts, automation workflows, and guided Setup Portals already mapped for every stage.
One voice. One look. One connected system, without rebuilding your process at every stage.
Qualify → Convert → Prepare → Manage → Complete
The Signature Client Journey
Five stages, designed to hand off to each other.
The client who submits your Inquiry Form enters the same polished experience they'll see through consultation, onboarding, approvals, and project closeout. Nothing changes voice, nothing changes look, and nothing gets dropped between stages.
Inquiry
Capture the right information, communicate investment expectations, and prepare qualified leads for the first conversation.
Consultation
Move qualified prospects through consultation, preparation, proposal delivery, and the decision to work together.
Onboarding
Turn a newly booked client into a prepared client with clear expectations, project details, and kickoff steps.
Design Development
Keep selections, revisions, changes, and approvals documented while the project moves forward.
Project Wrap-Up
Deliver final details, close the project intentionally, collect feedback, and create a path to testimonials, referrals, and future work.
Inside The Suite
Everything you'll get.
Every Client-Facing Smart File
The entire client experience, already designed and written.
Every Smart File from all five stages, from lead qualification and consultation through onboarding, approvals, and project closeout. Each one is built to be branded to your studio and used as-is.
5 Interactive Setup Portals
A guided implementation experience for every stage of the journey.
Each system comes with its own private Setup Portal that walks you through installing the Smart Files, personalizing your content, loading the included email scripts, mapping the automations, testing the workflow, and putting it into use. No stack of setup PDFs. No wondering what connects to what.
Complete Client Communication Library
The communication, handled.
Every pre-written email script across the five systems, written to sound like one studio rather than a set of disconnected templates. Your studio details drop into the copy as you personalize inside each portal.
Full Automation Map
The backend, mapped end to end.
- Inquiry response and lead qualification
- Consultation preparation and proposal delivery
- Onboarding and project kickoff
- Decisions, approvals, and revisions
- Project completion, reminders, and follow-up
Activate your workflows so routine communication, reminders, delivery, and follow-up happen consistently around the decisions and client work that still need you.
Canva Asset Library
Coordinated visual assets and placeholders for customizing the client-facing experience to your studio, across every stage of the journey.
Five Guided Setup Portals
You don't just get the files. You get the setup.
Five guided portals walk you through building every stage inside HoneyBook. Enter your studio details once inside each portal and your email copy personalizes as you work. Instead of handing you a folder of PDFs and leaving you to connect the pieces, each portal walks the entire build in order.
Inquiry Setup Portal
Consultation Setup Portal
Onboarding Setup Portal
Design Development Setup Portal
Project Wrap-Up Setup Portal
The phases are ordered on purpose: your automations depend on the email templates you save earlier in the build.
Build It Stage By Stage
You don't have to set up the whole system at once.
- 01
Start With Inquiry
Build the front door first so new leads enter through a polished, consistent process.
- 02
Work Through Each Portal
Install, personalize, load the scripts, and connect the workflows for one stage at a time.
- 03
Test The Handoffs
Make sure each stage leads naturally into the next, from inquiry to consultation, consultation to onboarding, and beyond.
- 04
Put Each Stage Into Use
Activate the parts of the journey your studio needs now.
- 05
Complete The System Over Time
Build toward one coordinated client experience instead of trying to overhaul everything in a weekend.
What's Bundled
Get the whole journey for less than half the individual total.
And because every stage was designed as part of the same client journey, you're not simply saving money. You're avoiding five separate systems that look, sound, and operate differently.
Is This The Right Fit?
This suite is for you if...
- You're building or rebuilding your HoneyBook client experience from the ground up.
- Your current process lives across emails, PDFs, forms, and memory.
- You know what you want your client journey to feel like, but you don't want to create every template and workflow yourself.
- You want one coordinated system rather than purchasing individual stages over time.
- You're comfortable implementing the system yourself with guided instructions.
Want someone to map, customize, and build the system around your specific services instead? That's what Full HoneyBook Setup is for.
Two Ways To Work Together
Install it yourself, or have it built around you.
The Signature Suite — $997
- Pre-built interior design client journey
- You customize and install it
- Five guided Setup Portals
- Pre-written Smart Files and email scripts
- Pre-mapped automations
- Best for confident DIY implementation
Full HoneyBook Setup
- Custom workflow built around your studio
- Pace By Design builds it
- Strategy and implementation
- Copy customized to your specific business
- Automations configured for your services
- Best for done-for-you support
Before You Buy
The details.
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 these templates.
Due to the digital nature of this product, all sales are final and non-refundable. Please review the preview images and description before purchasing to ensure it's the right fit.
Access is delivered immediately after checkout. Inside each Smart File you'll find the link to that stage's private, interactive Setup Portal, which holds all five phases of the guided setup, your email scripts, and your automation maps. Five portals in total, one for each stage of the journey. Nothing to download and reassemble.
These files are designed for use with HoneyBook. A valid HoneyBook account is required (subscription sold separately).
Reach out before purchasing and I'll help you sort out the best path forward so you're not paying twice for the same stage.
Don't Have HoneyBook Yet?
Save 30% on your first year.
A HoneyBook account is required to use these Smart Files. Use the referral code at signup for 30% off your first year. We may receive a referral credit — it costs you nothing and doesn't change what you pay.
Ready to give your entire client journey one system?
Get all five stages for $997 and save $408.
Instant access · Five guided Setup Portals · Yours to keep. Add it to your cart at the top of this page.
Not Ready For The Full Suite?