
Templates organised by stage of the client journey.
START HERE
Knowing what to send at each point helps you lead with intention, reduce back-and-forth and keep every project moving in the right direction.
Start the conversation with purpose.
01 DISCOVERY PHASE
This stage is about filtering enquiries before they reach your calendar. The Investment Guide helps potential clients understand your process, pricing, and positioning so by the time they enquire, they already know what to expect. No more explaining your worth from scratch.
Put your pricing in context.
02 Proposal Phase
This is where you take control. The Fee Proposal walks clients through your services, fees, and terms step by step so they understand the value before they see the total. It stops negotiation, sets boundaries, and protects the scope before it’s ever tested.
Start the relationship on solid ground.
03 Onboarding Phase
After the contract is signed, this is where you build the foundation for a successful collaboration. The Welcome Guide introduces your process, outlines client responsibilities, and answers common questions upfront. It sets clear expectations and fosters trust from the outset, ensuring both you and your clients are aligned and prepared for the journey ahead.
Present with purpose. Move the project forward.
04 Design Phase
This stage is where you guide creative direction and support client decisions. The Design Presentation and FF&E Schedule templates help you present concepts with purpose, document selections clearly, and maintain progress throughout the project.
Close the project with care.
05 Handover Phase
The Client Handover and Care Guide helps you leave clients with exactly what they need. No loose ends, no questions unanswered. It’s a thoughtful finish that reinforces how you work and how you’re remembered.


The Complete Approach to Client Experience
Bianchi STUDIO CORE TEMPLATE KIT
Six fully customisable templates designed to support you from initial project inquiry to final handover.