Sarah Deal Interiors
Background:
Sarah Deal recently launched her solo interior design business and began using HoneyBook to manage her proposals, contracts, and invoices. After purchasing a HoneyBook template and going through a basic setup with a friend, Sarah was looking for a second set of eyes to ensure her client materials felt polished, on-brand, and easy to manage. With experience spanning virtual design, consulting, and full-service interior design, she wanted a streamlined and elevated client experience that reflected her new firm’s calm, tranquil, and sophisticated style.
Challenges:
Feeling uncertain about the overall flow and functionality of her HoneyBook materials
Existing proposal lacked cohesion with her branding and was too close to a copy-paste version of her website text
Wanted to simplify wording without losing impact, removing unnecessary “fluff”
Needed her custom contract uploaded with smartfields and her invoice attached properly
Needed help making the process seamless and easy to manage for future client work
Unsure about personal vs. team language in communications and would appreciate guidance
Solution:
Proposal & Brochure Optimization:
Reviewed Sarah’s HoneyBook proposal template to enhance visual appeal and structure, ensuring a seamless experience for clients.
Developed a concise service brochure spanning virtual design through full-service interior design — easy to update and aligned with her branding.
Smartfields & Attachments:
Integrated her custom contract into HoneyBook with smartfields so client information populated automatically.
Attached invoices to proposals so the client journey is intuitive and clear.
Brand-Aligned Design:
Matched the proposal and all materials to her website branding, utilizing her provided fonts, colors, and photography.
Balanced professional language with her tranquil, approachable style — avoiding repetitiveness and ensuring the client experience felt fresh.
Training & Guidance:
Walked Sarah through the setup so she feels confident making minor updates herself.
Clarified her “I” vs. “We” language in HoneyBook files to suit her solo business while allowing room to grow.
Results:
Sarah Deal Interiors now has an elegant, simplified client experience powered by HoneyBook. Her proposals and contracts feel polished and on-brand, allowing her to send materials confidently without manual tweaks or worry. With a refined structure and hands-on guidance, Sarah can efficiently manage her HoneyBook system going forward — and focus on creating beautiful interiors instead of worrying about administrative details.
