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What to send and when. Essential Templates for Every Stage of Your Interior Design ProcessIn the world of interior design, your talent for creating beautiful spaces is just the beginning. The true art lies in guiding clients seamlessly through their design journey, from that first spark of interest to the final reveal. But let's face it: managing client communications can be as challenging as selecting the perfect colour palette.

That's where a well-crafted set of templates comes in. These aren't just documents; they're powerful tools that can elevate your client experience, streamline your process, and allow you to focus on what you do best – design.

Let's walk through the key stages of the client journey, exploring what to send and when. Whether you're just starting out or looking to refine your approach, these insights can help you communicate more effectively and build stronger client relationships.

The Discovery Phase: Setting the Stage for Success

What to send: Investment Guide

Think of the Investment Guide as your silent ambassador. It's the first impression you make, even before you meet a potential client. A well-crafted guide does more than just outline your services; it communicates your value, sets clear expectations, and helps both you and potential clients understand if you're the right fit for each other. It's a powerful tool for screening clients, ensuring you're investing your time and talent in projects that align with your expertise and vision.

The Proposal Phase: Turning Excitement into Commitment

What to send: Fee Proposal

After a promising initial meeting, a thoughtfully prepared Fee Proposal can turn that initial spark of interest into a resounding "Yes!" from a client. This isn't just about quoting a price; it's about demonstrating the value you'll bring to their project.

A well-structured Fee Proposal outlines your services, deliverables, and timelines with clarity and confidence. It gives potential clients the assurance to move forward, knowing they're investing in expertise and a clear vision for their space.

Interior Design Fee Proposal Template

Bowden | Interior Design Fee Proposal Template

The Onboarding Phase: Starting the Journey Right

What to send: Welcome Guide

Once a client has signed on, a comprehensive Welcome Guide sets the tone for the entire project. This is your opportunity to answer questions before they're asked, outline your process, and get your client excited about the journey ahead.

A good Welcome Guide does more than just provide information; it builds anticipation and confidence. It's your first step in turning a new client into a delighted one, eager to see their space transformed.

The Design Phase: Bringing Vision to Life

What to send: Design Presentation and FF&E Schedule

This is where your creativity truly shines. A compelling Design Presentation isn't just about showing pretty pictures; it's about telling the story of your client's new space. It guides them through your vision, from the big picture down to the smallest details that will make their space uniquely theirs.

Paired with a detailed FF&E (Furniture, Fixtures, and Equipment) Schedule, you're providing a clear roadmap for turning that vision into reality. These tools keep everyone on the same page, from your team to your trades, ensuring every carefully chosen element finds its perfect place.

Interior Design Presentation Template

Atelier 77 | Interior Design Presentation Template 

The Handover Phase: Concluding with Confidence

What to send: Goodbye Packet

As the project wraps up, a comprehensive Goodbye Packet ensures you end on a high note. This isn't just about handing over keys; it's about providing your client with everything they need to enjoy their new space for years to come.

From care instructions to warranties, a well-prepared Goodbye Packet demonstrates your attention to detail and commitment to their long-term satisfaction. It's also an opportunity to request feedback, a crucial step in refining your process and building a portfolio of satisfied clients. This packet isn't just the conclusion of a project; it's the beginning of a lasting relationship that can lead to referrals and future collaborations.

Bringing It All Together

By understanding what to send at each stage of the client journey, you're doing more than just staying organised. You're creating a seamless, exceptional experience that allows your design talent to truly shine. These templates aren't just about paperwork; they're about building trust, managing expectations, and delivering an outstanding client experience from start to finish.

Remember, the key to effective client communication isn't just what you say, but when and how you say it. With the right tools at your fingertips, you can guide your clients confidently through their design journey, leaving them not just with a beautiful space, but with a memorable experience they'll want to share.

No matter what phase of the design process you're in, we have a template to help you communicate with clarity and polish. Explore our collection of templates and discover how they can transform your client journey, elevate your brand, and allow you to focus on what you do best – creating beautiful, inspiring spaces.

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