Miro | Investment and Design Services Guide Template

A promising enquiry can still be a poor fit if the prospective client has no reference for your services, process or fees. When that information first appears during a discovery call, time is spent establishing basic fit before the project has been properly discussed.

This Investment Guide helps you introduce how your studio works and the level of investment involved before preparing a project-specific proposal.

Let the enquiry reach the next stage informed

The guide provides a considered order for explaining your studio, services, process, fee approach and working expectations. Prospective clients can review the principal information before the call, while you retain responsibility for deciding which services, figures and terms belong in the document.

Written examples give you a substantial starting point. Adapt them to your business, remove pages that do not apply and select the fee layouts that reflect how you charge.

What the guide covers

• Studio and service introduction: Introduce your practice, approach and services before presenting indicative fees.
• Design process and project stages: Explain how a project moves from the initial consultation through design development, procurement and completion.
• Fee approaches and indicative investment: Present starting figures, service tiers or alternative fee structures according to the way your studio charges.
• Retainers, payments and procurement: Set out the financial arrangements that apply before and during a project, including retainers, payment schedules and procurement fees.
• Communication and working expectations: Explain office hours, response times, feedback channels and other expectations that shape how you work together.
• Featured projects and next steps: Show relevant previous work and give the prospective client a clear route for continuing the enquiry.

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