Systems Setup + Automation

Client systems that run the backend—so you can focus on the work.

From strategic workflow planning to a fully built pipeline, Smart File library, and automations — in three levels of build. Pace By Design helps interior designers trade scattered processes for one polished, consistent client experience.

Why Systems

You didn't start a design business to live in your inbox.

Most designers don't have a HoneyBook problem — they have an unfinished system. Your account may exist, but the pipeline is incomplete, the templates are generic, and the client journey still depends on manual follow-up. That's where time disappears and opportunities get missed.

  • Guide every inquiry through one clear, consistent booking process
  • Send proposals, contracts, and invoices that look like your brand
  • Stop rebuilding the same paperwork for each new project
  • Keep documents, payments, and next steps in one place for every client
  • Handle routine follow-ups, reminders, and confirmations at the right moments
  • Give your team a repeatable process that doesn't depend entirely on you
Services

What gets built inside your HoneyBook.

Every setup is custom-configured around your services, your process, and the way you actually run projects — not a generic template pack. Every setup is built from the same core system components. The number of pipelines, Smart Files, schedulers, automations, and support included scales with the setup level you choose.

01

Pipeline & Workflow Configuration

Stages matched to your real project phases, so every lead moves through a clear, repeatable path from inquiry through completion.

02

Branded Smart Files

Contracts, questionnaires, proposals, and invoices built and formatted with your fonts, colors, and logo in place.

03

Email Templates & Automations

Follow-ups, payment reminders, and check-ins that send at the right point in the client journey instead of waiting on you.

04

Lead Capture & Routing

Service-specific inquiry forms that route each lead onto the right track from the moment it arrives — one per client journey, with conditional routing once you're running more than one offer.

05

Scheduler & Client Portal

Session types, availability, and buffers configured for how you meet clients — plus one organized space where they see documents, payments, and next steps.

06

Walkthrough & Handoff

A walkthrough of your finished system, so you leave knowing how to run and adjust it yourself — recorded at Essentials, a live call at Full, and live team training at Signature.

Ways to Work Together

Systems support that fits where you are.

Created primarily for interior designers and design professionals, with select creative service businesses accepted when the fit is right. Plan it, build it, or keep it current — and pay for the scope you actually sell, not a package built for someone else.

Plan First

HoneyBook Systems Strategy Intensive

For the designer who needs clarity before committing to implementation. A two-hour strategic working session that turns your current process into a clear HoneyBook implementation plan.

  • Live 2-hour strategy & planning session
  • Workflow mapped end to end
  • Gaps and inefficiencies identified
  • Prioritized implementation roadmap
  • Session recording & summary notes
  • $400 credit toward any setup booked within 60 days
$795One 2-hour working session · $400 credit toward a setup
Book a Session
Done For You

HoneyBook Setup

Three levels of implementation — Essentials, Full, and Signature — based on the number of offers, client journeys, automations, and migration needs in your business.

  • Strategy & mapping session included
  • Pipeline and workflow configuration
  • Branded Smart Files across your client journey
  • Email templates and automations
  • Lead capture forms and schedulers
  • Consolidated revision rounds
  • Training, system handoff, and post-launch support
Starting at $2,600Essentials from $2,600 · Full from $4,400 · Signature from $6,900
Explore Setup Levels
Ongoing Partnership

HoneyBook Maintenance & Consulting

Ongoing support that keeps an established system current as your services, pricing, and team evolve.

  • Monthly strategy call included
  • Workflow & automation updates
  • Smart File refinements
  • System audits & cleanup
  • Ongoing best-practice guidance
Starting at $550Per month · three-month minimum
Ask About Support
Setup Levels

Same build quality. Different amount of business.

The difference between levels is how much of your business we build, not how well we build it. Find the one that sounds like you — exact deliverable counts and add-on pricing are in the investment guide.

Essentials
  • One core offer
  • One client journey

For a solo provider building a focused booking system.

From $2,600
Full · Most Chosen
  • Multiple offers
  • More automation and client touchpoints

For an established studio ready to systemize the complete experience.

From $4,400
Signature
  • Multi-offer or migration
  • Advanced workflows, integrations, and team training

For a growing business moving or rebuilding a larger system.

From $6,900
See Full Scope + Investment Individual deliverables — an extra pipeline, an extra scheduler, migration, or copywriting — can be added to any level.
Find Your Starting Point

Not sure which one fits? Start here.

Tap the line that sounds most like you right now, and I'll point you to the right first step.

Scope of Services

What's included, and what isn't.

Included in your selected level

Implementation and configuration inside HoneyBook, application of your supplied branding, and the system components specified in your setup level — built from your service descriptions, pricing, policies, and contract language.

Available as expanded scope

Template copywriting, client and project migration, additional pipelines, additional schedulers, and other approved implementation needs. Migration and platform integrations are included in the Signature level and available as add-ons to Essentials or Full. Contacts, active projects, and historical client records carry over; templates, forms, and automations are rebuilt natively in HoneyBook rather than imported, because a clean rebuild performs better than a converted one.

Not provided

Brand identity development, custom graphic design, website development, and legal drafting or review — your offer and your language stay entirely yours, and Pace By Design builds the system that delivers them. Maintenance & Consulting is available to past setup clients and to businesses with an established HoneyBook system reviewed and approved by Pace By Design; it does not cover full rebuilds or first-time implementation.

Explore Real Client Systems

Every business works differently. Every HoneyBook system should too.

Explore a few of the custom client experiences we've designed for interior designers—from boutique residential studios to growing multi-service firms. Each showcase walks through the strategy, branded Smart Files, automations, and workflows behind the finished system.

Interior Design Studio — Essentials-scale build

Vannie Paradis Design Studio

Built for a luxury residential design studio, this system delivers a cohesive client experience from inquiry through project completion. See how branded Smart Files, personalized onboarding, and an organized project workspace work together.

What You'll See Smart File Library
Client Onboarding
Project Workspace
Explore the Build →
Virtual Design Studio — Full-scale build

Decurated Interiors

Designed for a virtual interior design business, this system guides clients through every stage of the online design process—from booking a consultation and accessing project resources to completing onboarding and collaborating inside a dedicated design workspace.

What You'll See Smart File Library
Consultation Booking
Virtual Client Onboarding
Explore the Build →
Content & Social Agency — Signature-scale build

BRICC Agency

Built for a growing content and social media agency, this HoneyBook system supports multiple service offerings with customized inquiry routing, streamlined booking, project planning, and client retention workflows—all within one connected experience.

What You'll See Service Routing
Proposal & Booking
Client Retention
Explore the Build →
Why Pace By Design

More than a template pack — a systems partner who understands the design business behind the system.

Pace By Design isn't a generic setup service. It's led by Andréa Pace — a Texas Registered Interior Designer and NCIDQ Certificate Holder with more than a decade in the industry, who has run the same workflow you're trying to systemize: proposals, selections, approvals, installs, and every follow-up in between.

That means your pipeline stages are named for the phases you actually work in, your Smart Files ask the questions a design project genuinely requires, and your automations fire at the moments that matter to a design client. Less translation, fewer misreads of your process, and a system that reflects how your studio really runs.

Based in Fort Worth and serving designers nationwide, Andréa builds it with you rather than around you — so you leave the handoff able to adjust the system yourself.

Texas Registered Interior Designer
NCIDQ Certificate Holder
HoneyBook Educator
The Process

Here’s what happens after you inquire.

1

Submit your inquiry

Tell me about your business, your services, and where your current process is breaking down.

2

Review the investment guide

Receive full pricing and scope for all three setup levels, plus the add-on menu, so you can plan your budget before we talk.

3

Book your intro call

A free, focused 30-minute conversation about scope, timeline, and which setup level actually fits — including whether an add-on gets you there instead.

4

Receive your custom proposal

A tailored proposal built around your deliverables and goals, sent within two business days.

Client Words

Trusted by designers to build the backend.

Andréa is a God-send for my business. She automated my process and took what I created to a whole new level. One of the best investments I've made for my business.

Marie — Indigo Pruitt Design Studio

I went from manually responding to every client to sending a templated reply with a tap of a button. My CRM process is the most efficient it's ever been — I'd recommend this to any designer looking to improve their client journey.

Timala — Decurated Interiors

The updates you made have been amazing. I received the best compliment about how easy our process is — and I know it's directly attributed to the changes you implemented.

Donyea — Rejuvenation Home Studio
Before You Build

Not on HoneyBook yet? Save 30% on your first year.

You don't need an account before we talk. If HoneyBook is the right platform for your business, use referral code PACEBYDESIGN to receive 30% off your first year.

Pace By Design may receive a referral credit when you sign up through this link. This does not increase your cost.
Referral Code Start Free Trial
FAQ

A few things designers often ask.

Interior designers and design professionals are the primary focus. Select creative service businesses may also be accepted when their workflow and service model align with our expertise.
No. If you don't have an account yet, we'll help you get set up on the right plan before we begin building. If you're signing up on your own first, use referral code PACEBYDESIGN for 30% off your first year. If you already have an account, we'll work within it — even if it's unfinished.
If you want a plan you can act on — whether you build it yourself, hand it to your team, or bring it back to us — start with the Strategy Intensive. If you already know you want the system built for you, go straight to a Setup; a strategy session is included in every level either way. Still deciding? Use the Find Your Starting Point tool above.
Two questions get you close: how many offers do you sell, and do you have client data to bring over? One offer and a clean slate is Essentials. Two or more offers is Full — the level most design studios actually need, and the one most clients choose. Anything coming off another platform is Signature, because migration and integrations only appear there.

You don't have to settle it on your own. The level sets your starting point, not your ceiling; the investment guide has the exact deliverable counts, and we confirm scope together on your intro call.
Yes — that's what the add-ons are for. An extra pipeline, an extra scheduler, standalone migration, and full client-journey copywriting can each be added to any level, priced individually in the investment guide. A client at Essentials who needs migration pays for migration; they don't have to buy their way to Signature to get it.
Yes. We can refine an incomplete HoneyBook account or rebuild an existing client process inside HoneyBook. Migration of contacts, active projects, and historical client records is included in the Signature level and available as an add-on to Essentials or Full, priced in the investment guide. Templates, forms, and automations are rebuilt natively rather than imported — the platforms structure them differently, and a clean rebuild performs better than a converted one.
Most setups are completed within 4–6 weeks from kickoff, with Signature running longer because migration and integrations are part of the build. The exact timeline depends on the number and complexity of your services, the readiness of your content and brand assets, and how quickly requested feedback and approvals are provided.
Every setup includes training and a system handoff, followed by post-launch support for questions, minor adjustments, and troubleshooting on the completed system — two weeks at Essentials, scaling to two months plus a 30-day optimization session at Signature. Exact windows are in the investment guide. Continued support after that is available through HoneyBook Maintenance & Consulting.
Let's Begin

Ready to stop rebuilding the same paperwork?

Complete the inquiry form to tell me about your current setup and the areas where you need support. If the service appears aligned, you'll receive the full investment guide — all three setup levels, the add-on menu, and what shapes your quote — and an invitation to book your free 30-minute intro call.

Need visuals as well as systems? Pace By Design also creates photorealistic 3D renderings for designers. Explore 3D rendering →