Stage 01 of 5 — Inquiry
More Than A Template Pack
You're not just getting the templates. You're getting the system for putting them to work.
Every client-facing Smart 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 customizing the files, loading the email scripts, building the automations, testing the workflow, and taking the whole thing live.
Two Smart Files, five email scripts, four automations, and roughly forty-five minutes of guided setup. No folder of PDFs to piece together. No guessing what gets connected to what.
Inside Your System
Everything you'll get.
2 Premium HoneyBook Smart Files
The client-facing experience, already designed and written.
- Design Inquiry FormQualify leads and collect the scope, timeline, budget, and project details you need before getting on a call.
- Interior Design Investment GuideIntroduce your process, services, and investment expectations before a lead reaches your calendar.
Interactive Setup Portal
Your step-by-step command center for getting the entire system live.
Personalize your studio details once, then work through a guided setup that shows you exactly how to install your Smart Files, customize your content, save your email templates, build each automation, test the workflow, and launch. No separate PDFs to piece together. No guessing what gets connected to what.
5 Pre-Written Email Scripts
The communication, handled.
Professionally written scripts that carry a lead from first contact through to a booked Intro Call, plus the responses for no-shows and leads who aren't the right fit. Your studio details drop into the copy as you personalize inside the portal.
4 Done-For-You Automation Workflows
The backend, mapped.
- Inquiry received and immediate response
- Investment Guide delivery
- Intro Call preparation
- No-show and not-a-fit follow-up
You'll see exactly which trigger, action, email, file, and tag belongs in each workflow inside the Setup Portal.
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.
The templates are already built. The Setup Portal shows you exactly how to make them yours. Enter your studio name, first-call name, service, scheduling link, and approach once, and your email 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 your Inquiry Form and Investment Guide to HoneyBook.
Make It Yours
Update your brand, services, investment ranges, scheduler, and studio language.
Load Your Scripts
Copy your five pre-written emails directly into HoneyBook.
Build The Automations
Follow the mapped triggers and actions to connect the workflow.
Test, Then Go Live
Run a test inquiry, check every touchpoint, and publish your form.
The phases are ordered on purpose: your automations depend on the email templates you save in Phase 03.
After Checkout
Follow the portal. Launch the system.
- 01
Access
Open your private Setup Portal and add both Smart Files to HoneyBook.
- 02
Personalize
Enter your studio details and tailor the Smart Files to your services, pricing, and brand.
- 03
Connect
Copy the included email scripts and build the mapped automation workflows.
- 04
Test
Run a sample inquiry through the entire client experience to catch anything missed.
- 05
Go Live
Publish your Inquiry Form and let the system take it 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 email scripts, and your automation maps. Nothing to download and reassemble.
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 make the first impression the strongest one?
Instant access. Yours to keep.
Digital product, delivered immediately after checkout. Add it to your cart at the top of this page.
Also In The Journey

