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Interior Design Consultation System
Stage 02 of 5 — Consultation
More Than A Template Pack
You're not just getting four Smart Files. You're getting the consultation workflow they were built to run.
Every client-facing file is already designed, written, and ready to brand. What makes this different is what comes with them: a private, interactive Setup Portal that walks you through installing the files, personalizing the client-facing copy, loading the email scripts, connecting the automations, and testing the experience before you go live.
Inside, you'll get the client-facing templates, communication scripts, automation maps, and guided setup you need to move a qualified lead from booked consultation to signed proposal, without building the workflow from scratch.
Built for the stage after inquiry. Once a lead is qualified and ready to explore working together, this system gives you the structure to book the consultation, prepare them well, present the next step, and keep momentum moving toward a signed project.
Inside Your System
Everything you'll get.
4 Premium HoneyBook Smart Files
A connected set of client-facing files that carry a qualified lead from booking through proposal, whether you consult in person or virtually.
- Design Consultation Booking FormGive a qualified lead a polished way to secure their consultation, with scheduling, project basics, and payment handled in one place.
- Design Consultation Prep QuestionnaireCollect the scope, priorities, and project details you need before the meeting so you walk in informed and the client arrives ready.
- Virtual Design Consultation QuestionnaireGather the room details, measurements, and photos a remote consultation depends on, structured so nothing has to be chased down mid-call.
- Interior Design ProposalPresent the recommended scope, investment, agreement, and next step in one polished experience.
Interactive Setup Portal
Your step-by-step command center for turning the templates into a working consultation system.
Personalize your studio details once, then work through a guided setup that shows you exactly how to install your Smart Files, customize your client-facing copy, save all twelve email templates, build each workflow, test the experience, and launch.
No separate setup PDFs. No piecing together which email belongs to which automation.
12 Pre-Written Email Scripts
A complete communication library for the consultation stage.
- Booking + confirmation
- Consultation preparation
- Reminders
- Post-consultation follow-up
- Proposal delivery
- Proposal follow-up
- Next-step communication
12 studio-ready scripts written to keep the client informed from the moment they book through the moment they're invited to move forward. Your studio details drop into the copy as you personalize inside the portal.
3 Done-For-You Automation Workflows
The backend, mapped.
- Consultation BookingConfirm the session and immediately communicate what happens next.
- Consultation PreparationDeliver reminders and preparation instructions before the meeting so clients arrive ready.
- Proposal Delivery and Follow-UpKeep momentum moving after the consultation with timely delivery and follow-up.
Inside the Setup Portal, you'll see exactly which trigger, action, email, file, and tag belongs in each workflow. Activate them and your confirmations, preparation, reminders, delivery, and follow-up happen consistently around the work only you can do.
Canva Asset Pack
A curated collection of brand-ready graphics and placeholders you can customize instantly to match your studio's visual identity.
Your Setup Portal
From purchased to live, without figuring out the setup yourself.
Four Smart Files, twelve scripts, and three workflows is a real system, which is exactly why it ships with a guided build. Enter your studio name, consultation name, service, scheduling link, and investment language once, and your copy personalizes as you work. Instead of handing you a folder of PDFs and leaving you to connect the pieces, the portal walks the entire build in order.
Install
Add all four consultation Smart Files to your HoneyBook account.
Make It Yours
Update your brand, services, investment details, scheduler settings, and client-facing copy.
Load Your Scripts
Save your twelve email templates directly into HoneyBook, stage by stage.
Build The Automations
Follow the mapped triggers and actions to connect all three workflows.
Test, Then Go Live
Run the experience as a sample client, check every link and touchpoint, then launch.
The phases are ordered on purpose: your automations depend on the email templates you save in Phase 03.
After Checkout
Your consultation workflow, guided from setup to launch.
- 01
Access
Open your private Setup Portal and add all four Smart Files to HoneyBook.
- 02
Personalize
Enter your studio details and tailor the files to your services, investment, and scheduler.
- 03
Connect
Save the twelve email scripts and build the three mapped automation workflows.
- 04
Test
Run a sample client through booking, preparation, and proposal to catch anything missed.
- 05
Go Live
Publish your Design Consultation Booking Form and let the system carry the stage from there.
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 this template.
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 your Smart File you'll find the link to your private, interactive Setup Portal, which holds all five phases of the guided setup, your twelve email scripts, and your three automation maps. Nothing to download and reassemble.
This is Stage 02 of the five-stage Interior Design Client Experience. It picks up after a lead has been qualified and takes them through consultation and proposal. Each stage works on its own, and all five are built to connect into one continuous client journey.
This file is designed for use with HoneyBook. A valid HoneyBook account is required (subscription sold separately).
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.
Two Ways To Work Together
Install it yourself, or have it built around you.
Do It Yourself
The system is already designed. Follow the Setup Portal and install it in your own HoneyBook account, at your own pace, for a fraction of a custom build.
HoneyBook Setup Service
I design and build the system around your actual business, your services, your pricing, and your workflow, then hand it over ready to run.
See The Setup ServiceReady to turn qualified leads into signed projects?
Instant access. Yours to keep.
Digital product, delivered immediately after checkout. Add it to your cart at the top of this page.
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