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Templates organised by phase of the client journey

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.

Each phase of the client journey is a moment where your communication either builds trust or leaves a gap. These templates are organised in the order you use them, from the first enquiry to the final handover.

PHASE 01

Discovery

The first conversation with a prospective client should not be where you establish your fees. For most designers, it is. The Investment Guide reaches them before that conversation happens, so your value is already understood before you sit down together.

PHASE 02

Proposal

A proposal written from a blank page every time is inconsistent, and inconsistency is where negotiation finds its opening. The Fee Proposal walks clients through your services, fees, and terms step by step so they understand the value before they see the total, and the scope is protected before it is ever tested.

PHASE 03

Onboarding

The gap between a signed contract and the first design meeting is where client expectations form without guidance, and that is where scope creep begins. The Welcome Guide and questionnaires work together to fill that gap: one sets out how you work, the other captures what you need to know, so you begin the project with everything already in place.

PHASE 04

Design

A presentation that lands well in the room often produces confusing feedback by email. Without a structure for both moments, revision rounds multiply and what was agreed becomes unclear. The Design Presentation and Feedback and Sign-Off Checklist work in tandem: one structures how you present your thinking, the other structures how clients respond, so revisions stay focused and the project moves forward on what was actually agreed.

PHASE 05

Procurement

Procurement is the phase where most designers realise they have become the system. Every lead time, specification, and supplier detail lives in their head because there is nowhere else to put it. The FF&E Schedule gives it somewhere to live, so you are managing a document rather than your memory.

PHASE 06

Handover

By the time a project reaches handover, most designers are already thinking about the next one. A handover that amounts to a few forwarded emails and a final invoice leaves clients with questions and no particular reason to recommend you. The Client Handover and Care Guide closes the project with the same level of care as the space itself.

Bianchi interior design studio template kit displayed on a tablet propped against a soft cushion, showing a material selections grid

Have the right document before you need it

The Studio Kit is a sequential system: each document corresponds to a phase of the client journey, and each phase builds on the one before it. Buying individual templates is an option, but the phases do not disappear; you will work through all of them. The kit means you have the right document ready before you need it, with every touchpoint sharing the same visual language and studio voice. Buying as a kit saves 20%.