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Interior Design Project Wrap-Up System
Stage 05 of 5 — Wrap-Up
Complete The Project. Close The Experience.
End every project as intentionally as you started it.
A complete HoneyBook system for closing out client projects: delivering final information clearly, confirming what's finished, collecting feedback, requesting testimonials and referrals, and creating a polished final touchpoint before the project officially moves to complete.
Four Smart Files, seven email scripts, four automations, and roughly an hour of guided setup. Inside, you'll get the client-facing files, the scripts, the automation maps, and a guided Setup Portal that walks you through building your closeout workflow. No folder of PDFs to piece together. No guessing what gets connected to what.
Inside Your System
Everything you'll get.
4 Premium HoneyBook Smart Files
The client-facing closeout, already designed and written.
- Delivery & Installation PrepSet expectations before delivery day so the client knows the schedule, the site requirements, and exactly what to expect from your team.
- Final Walkthrough Punch ListDocument the walkthrough item by item, record what still needs attention, and confirm resolution before the project can be called complete.
- Design Project Closeout PackageGive clients one polished place to see what has been delivered, what officially marks the project complete, and everything they need to live in the space. Includes the thank-you page, vendor list, and care and maintenance details.
- Post-Project Client Experience SurveyCapture feedback while the experience is still fresh and make it easy for happy clients to share a testimonial.
Interactive Setup Portal
Your step-by-step command center for building the closeout workflow.
Personalize your studio details once, then work through a guided setup that shows you exactly how to install your Smart Files, customize your final-delivery and feedback language, save your email templates, build each automation, and test the experience before you close your next project. No separate setup PDFs. No guessing which pieces connect.
7 Pre-Written Closeout Scripts
The communication, handled.
Client-ready scripts for final delivery, project completion, feedback requests, testimonial follow-up, referrals, and staying connected after the project wraps. Your studio details drop into the copy as you personalize inside the portal.
4 Done-For-You Automation Workflows
The backend, mapped.
- Delivery and installation scheduling
- Final walkthrough and punch list
- Project completion and final delivery
- Feedback, testimonial, and referral follow-up
You'll see exactly which trigger, action, email, file, and tag belongs in each workflow inside the Setup Portal. Activate them so routine delivery and follow-up happen consistently, while you personally handle the final conversations and project-specific details that deserve your attention.
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, service language, review links, and referral details 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 Wrap-Up Smart Files to HoneyBook.
Make It Yours
Update your final-delivery language, client instructions, feedback prompts, review links, referral details, and studio branding.
Load Your Scripts
Copy your closeout, feedback, testimonial, and referral emails directly into HoneyBook.
Build The Automations
Follow the mapped triggers and actions to connect completion, feedback, and follow-up.
Test, Then Use It
Run through the experience as a sample client before closing your next project.
The phases are ordered on purpose: your automations depend on the email templates you save in Phase 03.
After Checkout
From templates to a complete project closeout system.
- 01
Install
Open your private Setup Portal and add the included Wrap-Up Smart Files to HoneyBook.
- 02
Personalize
Update your final-delivery language, client instructions, feedback prompts, review links, referral details, and studio branding.
- 03
Load
Save the included completion, feedback, testimonial, and referral email scripts.
- 04
Connect
Follow the Setup Portal to build the mapped closeout and follow-up workflows.
- 05
Test + Use
Run through the experience as a sample client before closing your next project.
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 finish every project as thoughtfully as you started it?
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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