Six essential templates designed to support your client experience from initial enquiry to final handover.
Created for Interior Design studios who understand that client documents influence how smoothly a project runs. These templates are practical tools that help protect your time, manage client expectations, and keep projects running efficiently. You’ll use these documents repeatedly, eliminating the need to create new versions from scratch for every project.
What's included:
1. Investment and Design Services Guide Template (21 pages)
Introduce your studio’s process and fees upfront. This guide helps prospective clients understand your approach and filters out those who aren’t the right fit, saving you unnecessary conversations.
Size formats: US Letter, A4
Software: Canva, Adobe InDesign (PowerPoint coming soon)
2. Fee Proposal Template (22 pages)
Clearly define the project scope, fees, and timelines from the start. This proposal prevents misunderstandings, reduces scope creep, and maintains project profitability and organisation. Includes: Invoice and receipt templates. Invoice template included.
Size formats: US Letter, A4
Software: Canva, Adobe InDesign, or PowerPoint
3. Welcome Guide Template (14 pages)
Set clear expectations at the beginning of the project. This guide outlines your process, explains what's needed from clients, and helps prevent miscommunications and delays.
Size formats: US Letter, A4
Software: Canva, Adobe InDesign (PowerPoint coming soon)
4. Design Presentation Template (60+ pages)
Guide clients through their project's story with intention and care. Structured in three key sections: Project Brief, Concept Development, and Design Development. This presentation template helps clients see themselves clearly reflected in your design, supporting thoughtful decisions and keeping excitement high throughout the process.
Size formats: 16:9, A3
Software: Canva, Adobe InDesign, or PowerPoint
5. FFE Schedule (20 pages)
A comprehensive document detailing furniture, fixtures, and finishes. Keeps your entire design team, trades, and clients aligned, reduces ordering errors, simplifies procurement, and ensures your selections are accurately executed.
Size formats: US Letter, A4
Software: Google Sheets (FFE Schedule), Canva
6. Client Handover and Care Guide (20 pages)
Provide your clients with necessary care instructions, warranty details, and a professional close to the project. This guide also includes a feedback request form to enhance client satisfaction and encourage future referrals.
Size formats: US Letter, A4
Software: Canva, Adobe InDesign, Powerpoint, and Google Forms (for feedback form only)
Features
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Fully Customisable: Easily adapt each template to match your brand and specific project needs.
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No Lorem Ipsum: Clear prompts and examples guide you on exactly what to write and where to start.
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Drag and Drop: Quickly insert project details, branding elements, images, and colours.
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Help Guides: Included support documents help you customise each template effectively.
Invest in your business with a studio template kit that streamlines your entire client process while saving you up to 20% off the total value. Stop creating new documents from scratch each time and rely on templates that have been refined and perfected by designers.
