Shine Interior Design Studio
Background:
Shine Interior Design Studio specializes in both residential and commercial projects, offering tailored interior design solutions. With five years of experience, the studio is seeing rapid growth and needed to organize their lead management and onboarding processes in HoneyBook. While their onboarding process was in good shape, they required assistance integrating their branding into HoneyBook, automating key workflows, and creating a system that is seamless for both their team and clients.
Challenges:
Leads were managed through emails and Calendly, leading to missed inquiries and spam.
Existing PDFs and Canva materials for onboarding, welcome packets, and info sheets needed to be organized in HoneyBook.
Required a branded, cohesive client experience consistent with their website and brand guide.
Desired an automated system to manage email inquiries and follow-ups without losing a professional tone.
Needed a robust lead management process for residential clients and a custom approach for commercial clients.
Solutions:
HoneyBook Setup and Integration:
Fully integrated Shine’s lead collection process into HoneyBook to replace email inbox reliance, reducing the chance of missed inquiries.
Connected their existing website with HoneyBook contact forms and workflows, minimizing spam while streamlining lead collection.
Branding Alignment:
Designed HoneyBook templates (contracts, proposals, brochures, and emails) to reflect Shine’s professional yet approachable tone, incorporating their brand colors, fonts, and graphics.
Ensured a seamless experience from website to onboarding materials, creating a unified and elevated client experience.
Custom Workflows and Automations:
Built automated workflows to send immediate follow-ups when inquiries are received, ensuring timely communication.
Created separate workflows for residential and commercial projects:
Residential: Automated proposal generation, welcome packets, and client onboarding for their three package offerings.
Commercial: Custom onboarding workflows tailored to the unique needs of each project type (e.g., restaurants or office spaces).
Organization of Existing Materials:
Migrated and organized PDFs and Canva documents into HoneyBook, creating structured templates for onboarding, welcome packets, and information sheets.
Outcome:
Shine Interior Design Studio now operates with a fully integrated HoneyBook system that enhances their lead management, client onboarding, and communication processes. Their branded, professional templates and automated workflows ensure that no leads are missed, and clients enjoy a polished, seamless experience from inquiry to project completion. This new setup supports Shine’s growth while reducing stress and manual work for their team.
