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Client Welcome Guide 

full product details

You've booked a client project - Ho0ray! Now what!?! A very important element of your foundational systems and processes is how you intake your client and arm them with the essential information they need to get to know you, your firm and your design process. Insert the "Client Welcome Guide!!" 

It’s what you send to clients once they’ve made the biggest and best decision that you’re their missing link to everything going right in their design project. It’s how you demonstrate gratitude for choosing your firm, communicate further client expectations, dive deeper into their experience with you so they’re fully informed and totally excited about working with your firm.

Help your process run more smoothly by establishing expectations from Day 1


$97

product features

product

features

Pre Written Welcome guide

Beautifully customizable welcome guide with included copy professionally written by Kati. This guide is multipurpose piece that serves to get your client excited, set healthy boundaries and expectations, and educate your client. 

Furniture Budget Guide 

A complete list of estimated costs to educate your clients on commonly used furniture and design items. This guide can assist your clients in preparing for a proper budget for their design project. 

easily repeatable step in your client process

Not matter the services you offer, each service is based off a general framework. When you have a welcome guide included as a step in your client process, you can rest easy knowing each client is getting the same information, the same care and attention to detail, and the same positive experience.

Frequently Asked Questions 

Get ahead of frequently asked questions that you typically get from clients once they’ve booked or are further into the process. Receive a great host of questions along with answers as a baseline and continue to add FAQs as you see necessary. 

the full list of what's included

what's included

Client Next steps and call to action
A list of Frequently asked questions
Design process: thorough description 
Service overview, goals, outcomes/deliverables 
A heartfelt welcome note
A fully designed and scripted customizable template 

all the support you need

Client Testimonials 
Project timeline 
Furniture Budget Guide

create a personal connection with every new client booking

with this Client welcome Guide 

get it now