Miro | Investment and Design Services Guide Template

The worst time to discuss budget is after you have already spent hours bonding with a client and drafting a custom proposal. If they cannot afford you, you want to know now.

This Investment Guide solves that by introducing your financial framework and operational process early. It acts as a professional brochure that educates clients on how you work, how you charge, and the complexity of the design journey.

What this does for your studio:

• Qualifies Leads Automatically: It gently filters out clients who aren't ready for your level of service, saving you from drafting proposals that will never sign.
  
• Validates the "Hidden Work": By detailing the 8-step project process (from Concept to Install), clients understand that your fee covers rigorous project management, not just "picking paint colours."
  
• Standardises Fees: By presenting your rates in a polished document, you signal that your pricing is standard studio policy, not a number you just made up.

Money conversations are the primary source of anxiety for independent designers. This guide removes the emotion from the equation.

By presenting your fees in a structured, branded document before a project starts, you shift the dynamic. You are no longer "asking for money"; you are explaining your standard business operations. It allows you to remain the creative visionary while the document handles the financial boundaries.

1. Why do I need this template?
Discussing money is often the most anxious part of the design process. This guide acts as a "pricing menu" that you send before the proposal. It filters out unqualified leads and normalises your fees (like retainers and procurement markups) so the client isn't shocked when they see the contract.

2. When should I send this to a client?
We recommend sending this Investment Guide during the enquiry phase, typically before or immediately after a discovery call . It sets clear financial boundaries early, saving you from spending hours on proposals for clients who cannot afford your services.

3. Does it include pre-written text?
Yes. Unlike templates that rely on standard placeholder text (Lorem Ipsum), this document includes professional industry language throughout . You can use the existing copy as a foundation and simply edit the details to align with your studio's processes.

4. Is it fully customisable?
Yes. You can drag and drop your own project images, edit every detail to match your studio's branding, or delete pages you don't need. If you don't use the "Service Packages" page, for example, just remove it.

5. How long will it take me to set up?
If your content is ready, you can drop in your images, text, and project details in under an hour. The framework is already in place, so you’re not starting from zero.

6. What’s included in the investment guide template?
Service descriptions, pricing structure, process overview, payment terms, and client expectations. Everything needed for a comprehensive investment discussion with potential clients.

7. What is your refund policy?
Due to the digital nature of our products, we do not offer refunds or exchanges. Please read the product description carefully before making a purchase to ensure it fits your needs.

8. Is technical support available?
Yes, technical support is available to assist you. We recommend starting with our comprehensive help guide, which addresses common questions and provides detailed instructions. If you need further assistance, feel free to reach out to us through our contact page.

Please note: Our templates are designed for designers who are already familiar with the software they’re offered in.

Our templates are provided under specific terms that cover usage rights, licensing, and refund policies. Since all products are digital downloads, we cannot offer refunds or exchanges, so it's important to understand what you're purchasing.

These terms are legally binding and protect both your rights and ours. Please take a few minutes to review our complete Terms & Conditions before completing your purchase.