Template Guide: What to Use and When

This guide will walk you through the different stages of a project and help you understand exactly which template to use at each phase. Whether you're just starting out or in the final handover phase, our templates are designed to simplify your workflow and ensure your project is handled with professionalism and ease.

Portfolio Development Phase

• Portfolio Template
  Use this when you're starting out or seeking new opportunities. It helps you showcase your best work, demonstrate your skills, and tell the story behind your designs to potential clients or employers.

Client Discovery Phase

• Investment and Design Services Guide
  Use this to clearly communicate your services and pricing, setting the right expectations from the start.
• Client Questionnaire
  Use this to gain a deep understanding of your client’s needs and preferences, ensuring a smooth and aligned process right from the beginning.

Proposal Phase

• Fee Proposal Template
  Use this crucial document to present your fees in a clear, professional manner, helping clients understand the value of your services and securing their commitment.

Client Onboarding Phase

• Welcome Guide
  Use this guide to set the tone for a smooth collaboration, providing clients with all the essential information they need about working with you.

Design Development Phase

• Design Presentation Template
  Use this to bring your design concepts to life with visually stunning, organised presentations that help clients visualise the final result.
• FF&E Schedule
  Use this to keep track of furniture, fixtures, and equipment with easy-to-use, detailed schedules.

Client Handover Phase

• Goodbye Packet
  Use this to wrap up the project professionally, providing all necessary documents and future care information to ensure a seamless project closure.

Need help choosing the right template?
Contact us for more guidance or explore our full template collection to see how we can support your next project.