ELEVATE YOUR CLIENT EXPERIENCE
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INCREASE PRICING
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ENJOY BETTER BOUNDARIES
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PROACTIVELY COMMUNICATE
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ELEVATE YOUR CLIENT EXPERIENCE ~ INCREASE PRICING ~ ENJOY BETTER BOUNDARIES ~ PROACTIVELY COMMUNICATE ~
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Spend more time in your inbox
than you do designing?
Get back to what you love—creating beautiful spaces—with our easy-to-use templates created specifically for interior designers. No more hassle. Just more design, more profit, and less stress.
Stop spinning your wheels
Lean on Proven Best Practices and Reclaim Your Creativity (and confidence)
You’ve been juggling admin, chasing down paperwork, and wrangling clients like it’s your actual job. (But it’s not. Designing is.) No wonder it feels like an uphill battle. And those so-called “templates” you’ve been using? They’re part of the problem—outdated, bare-bones, and honestly making you look less polished than you are. Cue the imposter syndrome.
But here’s the thing: you’re not the problem. You’re smart, capable, and creative enough to run a thriving design business. You just need tools that match your talent.
That’s where we come in. Our expert templates aren’t just pretty—they’re built on industry best practices, designed specifically for interior designers, and made to help you stop second-guessing and start standing out. Less admin, more confidence, and way more time to do what you do best: design.
As Easy as 1-2-3
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Frequently Asked Questions
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After working behind the scenes with interior designers and wedding planners, I found one common challenge: the client-facing processes. This is where designers and planners often feel the most overwhelmed and unsure.
These templates are designed to eliminate that frustration by providing you with ready-to-use, clear systems that set professional boundaries from the get-go. They help you streamline your communication, answer client questions upfront, and prevent misunderstandings—saving you time and boosting your confidence. You’ll no longer have to start from scratch with every client. These templates will make it easier to manage your leads, onboard clients, and reduce time spent on proposals for clients who aren’t the right fit.
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These templates are for interior designers at all stages of their business—from those just starting out to those generating millions a year in revenue. Whether you’re looking to boost your efficiency, strengthen your client relationships, or scale your operations, these templates will help you get there faster.
They work for interior designers who are ready to stop reinventing the wheel, set clear boundaries, and elevate their processes to be more professional and profitable. If you’re ready to work smarter, not harder, (I know, I know, so cliche!) these templates are the solution you’ve been looking for.
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No new software is required! These templates are easy to use and designed to work with free tools: a Canva account and a Google Drive account. You’ll have immediate access to everything you need without any extra investment in software.
For those ready to automate and scale, I provide recommendations for additional tools that will help you streamline your workflow even more. And don’t worry—we offer step-by-step tutorials to guide you through the setup process, so you’ll never feel stuck.
And if you need help?
When you purchase templates from my company, you’re not left to figure things out on your own. Email support from my implementation team is included with your purchase. If you have any questions, need help getting started, or run into any issues, they’re here to help you every step of the way. You’ll get personalized, quick responses, so you can move forward with confidence.
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The Canva templates don’t include photos because I want you to showcase your own unique portfolio and highlight your style. If your portfolio isn’t quite where you want it yet, no worries! You can use stock photos that match your design aesthetic or even photos of flat lays, materials from your office, or images from your brand shoot.
This way, the templates truly reflect your brand, while still looking polished and professional.
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Due to the instant and digital nature of this product, there are no refunds. Please read the Terms & Conditions for full details.
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Ah, great question! While there are lots of template options out there, many fall short with things like typos, outdated information, and poor grammar—yikes!
When you purchase from me, you’re not just buying a template—you’re investing in ongoing support, updates, and industry-leading quality. Here's what you get:
Lifetime Updates: As we learn from our 1:1 clients and spot industry challenges, we create new resources and add them to our template kits. This means your purchase will always stay relevant and current—no moldy old templates here. We update our templates about once a year, so you’ll always get the best version.
Support a Female-Owned Business: When you buy from me, you're supporting my family and a female-owned business. My three little girls even do a CHEERS with every purchase that comes through. 🥂
Real Support: You’ll have access to a live person on my team if you need help as you implement your templates. Just email our support team, and we’ll get you sorted out quickly.
Complimentary Access to our HoneyBook & Dubsado Courses: When you buy our client experience templates, you get free access to my courses on automating your process with HoneyBook and Dubsado. Perfect if you’re ready to take your process to the next level.
Industry Best Practices: These templates are based on industry best practices, refined through working with studios across the globe and based on what they teach in design school. They’re tried, tested, and proven to work for interior designers worldwide.
This isn’t just about buying a product—it’s about supporting your growth and building a sustainable business with tools that have been tested and refined over time.
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Yes, absolutely! These templates are fully customizable to fit any design style—whether you want them to be traditional, modern, funky, or anything in between. You can easily add your own photos, fonts, colors, and other branding elements to make them uniquely yours.
What sets these templates apart is that they are built on customer-focused strategies and proven layouts designed to elevate the client experience. While you have complete creative control, the structure and content are crafted to guide your clients smoothly through each step of your process, ensuring a professional, seamless experience.
So, while you can make them look exactly how you want, you’ll also benefit from the strategic psychology that makes these templates more than just pretty—they’re designed to improve your client relationships and increase your efficiency.
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You’ll receive the link to your digital download twice. Once on your order confirmation page, and then again by email at the address you used when you purchased. Once you click on the link in the PDF it will take you to a Google Doc that has all the links and files. Simply make a copy of that to your Google Drive and off you go.
The link will expire in 24 hours; please download the link and save the file so you can access your templates. If you haven’t accessed it in the first 24 hours, simply click the link in the original email and a new one will be emailed to you.
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Getting your templates up and running is quick and easy, even if you’re busy. Here's an estimate based on setting these up for 1:1 clients and feedback our customers have shared:
Canva Templates: Set aside about an hour to review the templates, add your own images, links, and fonts, and make sure the language reflects your brand. You’ll want to check things like “office” vs. “studio” or “welcome meeting” vs. “kickoff meeting” to ensure it matches your terminology. You’ll receive a Canva Training Tutorial to guide you through the setup.
Email Templates: These are a one-time read-through to personalize the highlighted sections with your business language. Once that’s done, plug them into your email system or CRM. We’ve included tutorials in each set to ensure you can easily upload them and get them running.
Most customers tell us they’ve had everything up and running the same day they purchased—making it a quick win for your business.
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It shouldn’t be! (Just kidding… or am I? 😉)
The truth is, these templates are based on industry best practices, honed through my work with over 100 interior design businesses. I’ve crafted these templates to align with the most effective, proven process I’ve seen in the industry.
That said, I get it—every business has its own unique way of doing things. So, you can absolutely use the parts of the system that fit your process as-is, and easily revise the sections that don’t, making it perfect for your way of working.
Here’s a quick overview of the core process these templates are based on:
Discovery Process – Initial client meeting and project discussion.
Onboarding – Client books and receives onboarding materials.
Welcome Meeting – Client and business owner meet to align expectations.
Design – Business owner begins design process.
Design Presentation – Business owner presents design plan to client.
Client Approval – Client approves design and project management begins.
Service Fulfillment – Implementation and execution of services.
Offboarding – Wrapping up the project and starting offboarding.
This framework has worked for interior design businesses of all sizes, and it’s flexible enough to adapt to how you run things.
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No, these templates are designed specifically for interior designers and are not meant to be resold, duplicated, copied, shared, or offered to third parties or marketplaces.
While I appreciate the interest in sharing these resources, we’ve had others try to copy or redistribute our templates before, and we take our intellectual property (IP) very seriously. If you work with interior designers and they need help with their client experience process, please direct them to purchase directly from my small business.
By purchasing from me, your clients will also benefit from the additional resources we provide to Design Library customers, including updates, support, and exclusive content.
We are vigilant in protecting our IP to ensure that everyone who invests in our templates receives the full value they deserve.
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All prices listed on the site are in US Dollars.
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Yes, the templates are completely written out and go through multiple rounds of copyediting with every update to ensure they meet the highest standards.
Our writing style is approachable yet professional, and always customer-centric—designed to elevate your client communication and streamline your processes.
Throughout the templates, you'll find highlighted text where you can easily fill in your specific details (like your bio, pricing, and timelines—such as whether you offer one week or two days for revisions, for example).
The copyeditors on my team aren’t just editors—they’re published writers and professors, so writing is kind of our thing. Rest assured, these templates are professionally crafted to elevate your client experience.
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I’ve been there too! I bought templates that weren’t designed specifically for my industry and the services I offer; they were more suited for general businesses. The result? They took forever to personalize, and honestly, I never ended up using them because they weren’t tailored to my needs.
That’s exactly why these templates are different. They are designed specifically for interior designers, with content that’s already tailored to your business, your services, and the typical needs of your clients.
You won’t waste time reinventing the wheel or struggling to adapt the templates to your process. They’re easy to customize, ready to use, and strategically designed to help you elevate your client experience without the overwhelm.
No more wasted hours or frustration. These templates work for you, saving you time and ensuring you’re giving your clients a seamless, professional experience from start to finish.
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Let’s chat. Send us an email.