Interior Design Onboarding System

$277.00

Everything you need to welcome new clients with confidence.

Streamline your intake process and gather the essential details required to begin each project — whether you're working virtually or in person.

Onboarding is the stretch between “yes” and kickoff, and it sets the tone for everything after it. This system handles the welcome materials, the scheduling, and the expectations, so the first working session starts on solid ground.

Inside, you'll find the entire onboarding workflow — beautifully organized, brand-ready, and ready to launch in minutes.

Everything you need to welcome new clients with confidence.

Streamline your intake process and gather the essential details required to begin each project — whether you're working virtually or in person.

Onboarding is the stretch between “yes” and kickoff, and it sets the tone for everything after it. This system handles the welcome materials, the scheduling, and the expectations, so the first working session starts on solid ground.

Inside, you'll find the entire onboarding workflow — beautifully organized, brand-ready, and ready to launch in minutes.

Stage 03 of 5 — Onboarding

01Inquiry02Consultation03Onboarding04Design Development05Wrap-Up

Inside Your System

Everything you'll get.

Premium HoneyBook Smart File Templates

Beautifully designed and fully customizable, these save hours of setup time and deliver a polished, professional experience from the very start.

Pre-Written Email Scripts

Professionally written scripts for the whole welcome sequence — confirming the booking, delivering the welcome guide, and getting the first session on the calendar.

Done-For-You Automation Workflows

  • Welcome and kickoff delivery
  • Scheduling and reminders
  • Pre-project detail collection

Every client receives a timely, seamless experience — whether you're online, busy, or away from your desk.

Canva Asset Pack

A curated collection of brand-ready graphics and placeholders you can customize instantly to match your studio's visual identity.

Smart File How-To Guide

Step-by-step instructions for importing, branding, customizing, and launching your new Smart Files inside HoneyBook with ease.

After Checkout

Live in three steps.

  1. 01

    Import

    Your Smart Files drop straight into your HoneyBook account using the included how-to guide.

  2. 02

    Brand

    Swap in your fonts, colours, and imagery. The Canva asset pack covers the graphics.

  3. 03

    Launch

    Switch on the automation workflows and the stage runs itself 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.

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.

Referral Code
PACEBYDESIGN
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Digital product, delivered immediately after checkout. Add it to your cart at the top of this page.

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