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.

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.

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.

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.

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.