Working with Clients

Interior design client questionnaire templates

Prepare for a new client meeting: Free PDF guide

Ideal client worksheet and guide for designers

🏠 The Client Project Tracker

💡 Need a better way to track your client projects?

Then grab a copy of my Client Project Tracker. This template is fully built out for you in Notion and with it you can:

✅ track your current client projects + waitlist
✅ manage projects with to-do lists, checklists, Gantt charts, calendars and heaps more views
✅ track projects with the step by step client project plans
✅ find everything you need related to a project all in one place
✅ tick tasks off with the built in checklists - designed specifically for designers and the way you work (or customise these for your own workflow) 

Once you've signed up you will get immediate access to the full tracker plus my video training that will help you implement it in under an hour. 

You will need a (free) Notion account to use the tracker, but don't worry Notion is really easy to use (and totally life changing!). You can thank me later 😉

🤠 Build Your Client Welcome Pack

Improve your onboarding process and impress your clients with a Client Welcome Pack 📂✨

😒 Stop those annoying texts from clients on a Sunday afternoon

🥳 Impress your clients right from the start of their project

Here's how a Client Welcome Pack will completely change the way you work with your clients:

🌟 Professional First Impression: Set the tone for a successful project and impress your clients from the start

⏳ Time Saver: No more reinventing the wheel every time you start a new project! This ready made template allows you to quickly personalise your welcome pack for each client, giving you more time to focus on creating your designs.

🎯 Clear Communication: Establish project expectations, timelines and budgets from the start. Minimise misunderstandings and avoid those annoying client calls and texts at all times of the day and night!

😊 Enhanced Client Experience: Delight your clients with a smooth and organised onboarding process. This will make them feel they’ve made the right decision choosing you as their designer. 🤩 

💡 BONUS: Our template also includes a short video workshop to help you get set up and make sure you cover all your bases and keep your projects on track! 📋🎥

Ready to elevate your interior design business to new heights? 🚀

All the hard work has been done for you. You simply add your branding and custom text and it's ready to use! 

Included in the template are 19 page layouts that you can mix and match as needed - all created specifically for designers and architects and the type of work that we do. 

I'll walk you through how to do that step by step in the accompanying video workshop, so you'll know exactly what to do! :)

In less than 2 hours you'll have your own custom branded client welcome pack that you can then tailor and update quickly and easily each time you get a new client.