Pioneering Client Experience FOR Interior DesignERS—Before It Was TrendY
Contracts, emails, and client process templates—meticulously designed and refined from my experience working one-on-one with 100+ interior design firms. These are the go-to resources for businesses growing from their first $100K year to scaling past $4M—helping you streamline the behind-the-scenes while delivering a high-end, seamless client experience.
BUNDLE & SAVE | SPEND $1800 OR MORE AND SAVE 20% ON YOUR ORDER WITH CODE BUNDLE20 |
BUNDLE & SAVE | SPEND $1800 OR MORE AND SAVE 20% ON YOUR ORDER WITH CODE BUNDLE20 |
QUESTIONS? CHECK OUT THE FAQS OR TAKE THE QUIZ FOR MY PERSONALIZED SUGGESTIONS. | EDUCATION? CHECK OUT THE WORKROOM.
Tired of Recreating the Wheel with Every New Client?
If you’re constantly reinventing your process, juggling endless client emails,
and feeling like things should be easier by now—you’re not alone.
You don’t need more hours. You need better systems.
Imagine This:
☑️ A new inquiry comes in.
☑️ You can tell right away if it’s a dream project or a red flag.
☑️ You send off a polished, professional response—in minutes, not hours.
☑️ Your dream client knows exactly what to expect, what’s next, and how to work with you (without needing constant reminders).
☑️ Projects run smoothly. Clients respect your process. And you? You focus on the design work you love.
No more reinventing the process. No more scope creep. No more, “Just following up…” emails sitting in your inbox.
Done-for-You Client Experience Templates for Interior Designers
In The Design Library, you’ll find everything you need to:
Streamline your client experience from first inquiry to final installation
Set clear boundaries your clients respect—without feeling rigid or overly formal
Look and feel like a pro with polished, branded templates that build trust
Reduce the back-and-forth with clients (because 27 emails about throw pillows is too many)
Confidently charge premium prices because your process reflects the value you deliver
Scale your business in a sustainable way—without burning out or hiring a huge team
Why Our Templates Work
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Proven systems we’ve personally implemented in 100+ interior design businesses across the U.S., tailored to work seamlessly in firms of all sizes and structures.
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Built on industry best practices for interior designers, they are designed to save you time while making every part of your process feel polished and professional.
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Strategically designed to improve workflows, enhance client communication and project outcomes, and help you confidently manage projects—without the guesswork.
Need help choosing the best templates to streamline, elevate, and grow your interior design business?
Shop The Design Library for:
Email Templates that save you hours every week (and make clients think, “Wow, you are SO on top of it!”)
Canva Client Guides that set expectations, elevate your brand, and create a seamless client experience
Questionnaires that help you gather the info you need—without endless follow-ups or back-and-forth emails
Pricing Calculators that take the guesswork out of setting profitable rates for every project
Contract Templates to protect your business and set clear boundaries with clients from day one
Standard Operating Procedures (SOPs) that streamline your workflows and keep your business running like a well-oiled machine
Marketing Tools to help you attract the right clients and confidently showcase your services
Complete Bundles with everything in one place, so you can stop piecing together a process and just get to work.
FEEDBACK & TESTIMONIALS FROM INTERIOR DESIGNERS
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.
HAVE A QUESTION NOT ANSWERED ABOVE?
Let’s chat. Send us an email.
Interior Designers Love Our Templates!!
“I’m loving design again! With my processes not in place I was getting burn out and designing became a burden, rather than enjoyable. The help of Kate has reignited my passion of design!
My favorite part about the templates is that I don’t have to think about what to do next and reinvent the wheel.”
— Interior Designer, Client Experience Templates
“I cannot believe resources like this exist. These templates are saving me weeks and weeks of busy work. They are complete with the copy. I hate doing any kind of copy writing. I purchased a few other templates but none of them were as thorough as yours.
I am going to be able to start to market and hopefully book clients much sooner than if I were to create all of these documents on my own. Just reviewing everything included in the template packages is a great learning experience and has helped me fill in the gaps as a designer who is just getting started. I want to buy every package! Can't recommend enough so worth the investment.”
— Interior Designer, Design Day Client Experience Templates
“Oh my gosh,
Thank you so very much! I can’t thank you all enough for your templates they’re so perfect [and] have been a God send for this Midwesterner! Your contracts, guides and templates are worded beautifully and I basically change my name and GO! They have been a life changer!
My business is running so much smoother (I just went through inquiry, proposal, welcome in the matter of days). I genuinely feel like I have my act together and I LOOK like I do to my clients now! Thank you!”
— Kalissa, Interior Designer, Full Service Client Experience System, Contract Template and Honeybook Proposal Template, Business Blueprint, and Lead Magnet
“I love that I have everything (detailed to the max) all in one place, start to finish. I love that I now know what to do as soon as an inquiry comes in. I tell my potential clients exactly how my process works (fees included) up front and now I never have to stress about having the money talk later! I feel so much less stressed now that I know exactly how to run my process and so so confident now!
I truly feel like this was written just for me and the way I like to run things!”
— Interior Designer, Business Blueprint
"Discovering the templates (and other resources you offer) that both dovetail and expand upon my initial ideas has been very helpful. You've increased my confidence and have reinforced my belief that there has to be a better way.
I really appreciate the emails and the information included in them - both those that support the resources I've purchased, as well as ones that deal with additional areas of interest (gift giving, etc.) You are so generous with your advice, and I've found it so valuable. Thank you."
— Interior Designer, Client Experience Templates
“The Design Day Workshop was very helpful. I wouldn't feel confident rolling this out without the additional support of the done-for-you templates you offer in tandem with this workshop. I love that not only do you provide strategy and direction, but also, done for you deliverables, so implementation is essentially automatic. I think this is the hurdle for many busy working entrepreneurs. [Launching a design-only service] is a great idea in theory, but it takes time to sit down and develop these deliverables/best practices, which many of us don't have. By providing ready to go templates means I could implement tomorrow. I love this aspect of your offerings.”
— Katie, Interior Designer, Design Day Workshop + Templates
“I purchased the builder pitch deck. I used it yesterday and landed a HUGE builder!! Your template gave me everything I needed to consider, I then made it my own - and l it was done! Beyond thank you for providing these amazing templates. Everything I have bought from you has resulted in being a game-changer for my business!”
— Amy, Interior Designer, Construction Design Templates
“I purchased the Design Day Experience Package on a Sunday and booked two design day clients using Katie's investment guide by Tuesday! The templates saved me sooo much time and they are really well-done and professional. They were easy to learn how to use and make them my own. Well worth the investment! Thank you!”
— Molly, Interior Designer, Design Day Client Experience System
“The Client Experience templates helped us quickly define our own firm's processes and start to communicate confidently to our clients. Before purchasing the templates, every client email or question sent us into a tailspin trying to craft a new response and figure out our values on the fly. Having Katie's framework has now allowed us refine our non-negotiables and communicate in a professional and beautiful manner. Just recently, one of our client's raved about how professional and organized we were - yay! The templates were worth every penny - thank you for this amazing support!”
— Interior Designer, Full Service Client Experience Templates
“I've been immersed in Dakota Design Company's content for 3 whole days. There is so MUCH to take in and implement, but she doesn't just share the knowledge and move onto another topic...she shares the knowledge and then gives you the tools to either implement yourself or purchase an already completed kit of receivables. Soooo happy to have come across this invaluable content for creatives!!”
— Amber, Interior Designer, Design Day Workshop
“I have been going through the Hiring Blueprint with a fine tooth comb and editing it to be applicable for my Canadian business. It is soooooo good by the way!! Worth every penny.”
— Rebecca, Interior Designer, Hiring Blueprint
"I cannot say THANK YOU enough for your Full Canva templates. I absolutely LOVE them and they have allowed me to uplevel my business so quickly! They are a complete game changer in how I show up as a business while providing valuable information to my clients (in a professional, beautiful way!). I just could not be happier with this purchase!”
— Amy, Interior Designer, Client Experience Canva Templates
“I love the lead magnets Katie has created. They are exactly what my ideal client needs. I purchased immediately and made them my own. So easy to use.”
— Interior Designer, Lead Magnets
“Since hearing your first appearance on LuAnn’s podcast, I have purchased every single one of your templates for interior design and they have helped me better understand my own processes and all the things that were missed, they have elevated my overall client experience, allowed me to hire remote teams, built one of the best email nurture sequences and has given me the ability to confidently articulate my processes and values to my clients. And last but certainly not least I’m so freaking organized now. THANK YOU SO VERY MUCH!!!🙏🏽”
— Interior Designer, Design Library Customer
“I wanted to say that it's been two years since I bought your templates and I want to say that was one of the best investments I've ever made into my business! I always dreamed of putting something like that together [but alas] there was never time.”
— Dorothy, Interior Designer, Emerson Templates
“I just purchased your complete client experience templates and I just wanted to say THANK YOU! I've been working on my own system for months and it never felt complete and cohesive. I've been sitting at my computer after putting my baby boy to bed; tired, frustrated, with red eyes and foggy brain trying to put words together for a welcome packet when I came across your website. I was debating if I should spend this much on templates that I technically can do myself, but OH MY GOD!!! You can easily charge twice the amount and it will be well worth it.
I am now considering purchasing Design Day templates as well!
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— Valerie, Interior Designer, Emerson Templates
“I cannot thank you enough. Your templates are a literal godsend. My business would be a dumpster fire without you.”
— Whitney, Interior Designer, Avery Design Day Templates
“I love the lead magnets Katie has created. They are exactly what my ideal client needs. I purchased immediately and made them my own. So easy to use.”
— Interior Designer, Lead Magnet Customer
“Since hearing your first appearance on LuAnn’s podcast, I have purchased every single one of your templates for interior design and they have helped me better understand my own processes and all the things that were missed, they have elevated my overall client experience, allowed me to hire remote teams, built one of the best email nurture sequences and has given me the ability to confidently articulate my processes and values to my clients. And last but certainly not least I’m so freaking organized now. THANK YOU SO VERY MUCH!!!🙏🏽”
— Interior Designer, Design Library Customer
“I can’t tell you enough how much your posts, products, info…everything has helped me!!”
—Tameca, Interior Designer, Design Library Customer
“Your tools have set me running this year, and I am overjoyed! I’ve got efficiency, joy, and the freedom of my headspace to focus on my creative side; good thing, too, because my next step is hiring an assistant by March/April ahead of Spring HPMKT.
THANK YOU. THANK YOU. THANK YOU.”
— Catherine, Interior Designer, Design Library Customer
“[Just got back from a potential client meeting] and IT WAS PERFECT! Literally, she goes 'I was hoping for something like this. I met with another designer and she didn't have any of these questions or guides.'.
WORTH EVERY PENNY!!!!”
— Rita, Interior Designer, Design Library Customer
“Honestly, the templates have changed my life. I am so grateful. I feel like a “real” business and have something to offer… it has boosted my confidence.
Your templates and support have saved me. Seriously… I can’t say enough about your practical offerings to designers (esp new ones just starting out- so grateful).”
— Laura, Interior Designer
“Absolutely LOVE the client experience emails. It has truly helped me streamline my business and create a one-of-a-kind client experience. Thank YOU!!!”
— Katelynn, Emerson Client Experience Email Templates
“You are inspirational! Thank goodness for your fabulous templates, it's really helping me to reach level ground again with my business.
I'm purchasing the email templates next; I've decided I can't live without it and you save me sooooo much valuable time!”
— Nichola, Designed to Scale® Business Blueprint
“The client experience templates are amazing!! I just have to make a few tweaks here and there to fit my ‘brand’, but overall, very, very helpful! ;-) AND I’m so impressed with how much info you do include in the package.”
— Shelley, Interior Designer
“Before finding Dakota Design I was uncertain on my own design process. The business blueprint literally walks me through exactly how to run my projects. The best part is they are easy to document for when hiring in the future. Katie was amazing at answering my questions throughout!”
— Interior Designer, Designed to Scale® Business Blueprint
“I have been in business for five years and recently rebranded and niched. I used to get frustrated at the initial client inquiry stage with emails back and forth plus 20 mins on a call to try and find out what potential clients needed help with only to find out they weren't my idea client. Now my Investment Guide does all this for me as well as the automated email templates. Thank you so much! I'm looking forward to walking my clients through my new polished process thanks to your amazing email and document templates.”
— Interior Designer, The Emerson Complete Client Experience System
“So worthwhile, I have gone from feeling complete overwhelm to excited, happy and positive again, thank you so much! Really helpful and you have literally saved me so so many hours I just couldn't find! I love the clarity, the structure, how neat and well presented it all is. Thanks so much Katie!”
— Interior Designer, Designed to Scale® Business Blueprint
“I have started using the templates and holy S*%T! they've already been a game changer for me. Eliminating the need to discuss every minute detail has already freed up some much needed brain space.”
— Mikell, Interior Designer
“Questions are down. Bookings are up. These make me look so professional and completely elevate my brand.”
— Emily, Interior Designer
“Finally, a part of my business that feels easy. I’ve made adjustments to my business to align with these templates and it’s been a game changer. This is definitely industry best practice.”
— Rebecca, Interior Designer
“LOVE the simplicity of using these! Buy them! So wonderful to use.”
— Heather, Interior Designer
“It's like you already know my business. 80% are key to milestones in my business. They will save me so much time.”
— Anonymous, Interior Designer
“These templates will absolutely save you time and provide an easy to customize email for every step of your onboarding through offboarding process. My process feels so much easier and more seamless, and I have so much more time to focus on more important tasks.
I highly recommend this game changing investment in your business!”
—Boo, Interior Designer
“Having a process makes our client experience so much better. We have confidence in sending things out and WAY less stress in explaining our process to future clients. Booking clients WAY faster has been incredible.”
—Rebekah & Tamara, Interior Designers
“I purchased your templates for interior designers and am so thrilled that I made that investment. I'm new to business but have many years of experience on both the front and back end of design. I've seen how I don't want my business to act and have always thought of putting together templates of my own. Time was always an issue and I hadn't thoroughly defined my own process despite helping other designers do that for their business. I'm someone who really thrives with thorough structure and your templates have helped me thrive and freed up time for the thousands of other tasks that it takes to run a new business in a new town.”
— Dorothy, Interior Designer
“Your templates helped us improve our client experience!!”
— Kathryn, Interior Designer
“I’m loving the client experience templates. I used one recently for a client enquiry - saved me so much time, especially as it filtered the client out of my process as the investment amount did not work for them.”
— Anonymous, Interior Designer
“The templates have been a huge help. It's almost like getting the answers to the test beforehand. The clients really appreciate how detailed my inquiry packet is and it's so nice I can customize the templates for each project.”
— Anonymous, Interior Designer
“As someone transitioning from landscape design to interior design, I appreciate how these templates guide me through the nuances of the process, which differs from my previous experience. They are educational, and they give me confidence and clarity, allowing me to focus on creativity while ensuring I meet professional standards.”
— Anonymous, Interior Designer
“Every purchase I have made with the Dakota Design Company has been nothing less than exceptional. Katie and her team do such a great job of pulling together all the content needed to present clients with easy to read documents that help them understand every step of the process so they feel confident moving forward with you.
The templates are so well put together. Layout and the correct wording has always been a struggle for me. Now everything is streamlined, fast, and simple.”
— Interior Designer, Client Experience Templates