The Emerson Complete Client Experience System for Full Service Designers

$1,550.00

Everything you need to deliver a polished, professional full-service client experience from inquiry to offboarding.

A complete, ready-to-use system designed for interior designers who offer Full Service Interior Design and want clear communication, strong boundaries, and a smoother project flow without creating anything from scratch.

What’s included:

  • 11 professionally written Canva templates for client communication and delivery

  • 63 full-service email templates covering every phase of a project + common tough client situations

  • 2 project questionnaires for onboarding and feedback

  • Resources and guidance for delivering a consistent, elevated client experience

This system supports your full-service projects from first inquiry through final installation and post-project follow-up, helping you reduce questions, manage expectations, and keep projects moving without constant back-and-forth.

Simply add your branding and images, adjust any copy as needed, and start using this immediately from your inbox or CRM.

Note: The images feature placeholder text (Lorem Ipsum) for demonstration purposes. All templates are fully written and ready to use and can be customized with your own details and branding.

Everything you need to deliver a polished, professional full-service client experience from inquiry to offboarding.

A complete, ready-to-use system designed for interior designers who offer Full Service Interior Design and want clear communication, strong boundaries, and a smoother project flow without creating anything from scratch.

What’s included:

  • 11 professionally written Canva templates for client communication and delivery

  • 63 full-service email templates covering every phase of a project + common tough client situations

  • 2 project questionnaires for onboarding and feedback

  • Resources and guidance for delivering a consistent, elevated client experience

This system supports your full-service projects from first inquiry through final installation and post-project follow-up, helping you reduce questions, manage expectations, and keep projects moving without constant back-and-forth.

Simply add your branding and images, adjust any copy as needed, and start using this immediately from your inbox or CRM.

Note: The images feature placeholder text (Lorem Ipsum) for demonstration purposes. All templates are fully written and ready to use and can be customized with your own details and branding.

Save $600 when you bundle our best-selling templates for full-service interior designers with the Emerson Complete Client Experience System. This complete system includes 11 professionally written Canva templates, 63 email templates, and 2 project questionnaires.

If you’re tired of recreating the wheel with every new project, living in your inbox, struggling to close out projects cleanly, or navigating uncomfortable client conversations, this system was built to support you.

The Emerson Complete Client Experience System gives you everything you need to guide your clients from first inquiry through final installation and post-project follow-up, without relying on constant back-and-forth or ad hoc communication.

By providing clear information and setting expectations up front, you reduce questions and confusion throughout the project. Most clients have never worked through a full-service design process, or they’ve never worked with a designer who runs a well-defined, professional process. By answering questions they didn’t even know they had, they’ll see you for the expert you are.

This system sets the standard for what clients can expect and how to make the most of their time with you. You’ll notice the difference quickly: more confidence in your delivery, fewer interruptions, clients who trust the process, and a clear framework that supports the design work you love.

All templates and emails are fully written, with highlighted areas indicating where to customize details like pricing, timelines, and contact information. Use only the documents that apply to your process and services.

WHAT’S INCLUDED

  • A complete client experience system for full-service interior designers

  • Eleven professionally written Canva templates for client-facing communication

  • A comprehensive email system covering every phase of a project and common tough client situations

  • Project questionnaires to support onboarding and feedback

  • Inquiry Phase Guides

    • Investment Guide

    • Consultation Guide

    • Proposal Template

    Onboarding Phase Guides

    • Welcome Guide

    Design & Management Phase Guides

    • Design Revisions & Feedback Guide

    • What to Expect Guides

      • Wallpaper Install

      • Install Day

      • Paint

      • Receiving Warehouse

      • Window Treatment Install

    Offboarding Phase Guides

    • Project Closing Guide

  • Our professionally written, customer-focused email templates for full service designers include the following 63 email templates:

    Inquiry Phase Emails

    • Initial inquiry email

    • Discovery call confirmation + reminder email

    • Discovery call recap- good fit

    • Discovery call recap-not a good fit

    • Consultation confirmation + reminder email

    • Consultation recap email

    • Proposal email

    • Response to client who wants to negotiate proposal

    • Follow up emails for no response (3)

    Onboarding Phase Emails

    • Welcome onboarding email

    • Design details received email

    • Kick off meeting reminder email

    • Kick off meeting recap email

    Design Phase Emails

    • Concept design presentation what to expect email

    • Concept design presentation recap email

    • Trade day email

    • Final design presentation what to expect email

    • Final design presentation day recap email

    • Design approval emails (2)

    Management Phase Emails

    • Payment received email

    • Project status update email

    • Construction phase email

    • Schedule installation day email

    • Installation day what to expect email

    • Installation day recap email

    Offboarding Phase Emails

    • Project wrap-up email

    • Project complete + testimonial request email

    • Testimonial received email

    • Referral request email

    • Post project connection emails (3)

    Tough Client Situation Emails

    • “We don’t share our sources” response to non-clients

    • Reminder to client to request revisions

    • Client wants revisions out of scope

    • Project pause (by designer)

    • Client goes MIA email

    • Client comes back after being MIA email

    • Client’s design fee invoice is late

    • Client is communicating outside of scope

    • Client requests work outside of scope

    • Rate increase

    • Reign the client in

    • Client wants you to manage retail purchases

    • Client purchased on their own

    • Client micromanages

    • Client asks for vendor names

    • Client wants to sit on furniture

    • Client asks to see your invoices

    • Client requests YOUR designer “discount”

    • Client wants a refund

    • Remind clients to trust the process

    • Client is distracted

    • You need to fire a client

    • Remind client you are not a GC

    • Client is sourcing on their own after you presented the design

    • Prepare clients for monthly design fee billing

  • Enjoy two fillable Google Form questionnaires to elevate your onboarding and offboarding process.

    • Design Style Questionnaire

    • Feedback Questionnaire

    Both delivered in Google Form format so clients can easily fill them out and you can quickly review their responses. No more printing and scanning!

  • How the System Works

    The Emerson Complete System is delivered in a Google Doc, so you have everything in one place.

    • Canva templates are delivered digitally and ready to customize

    • Email templates are delivered in a Google document

    • Questionnaires are delivered as fillable Google Forms

    • Software tips and tutorials included

    Software You’ll Need

    • A Canva account

    • An email account

    • A Google account

  • When you purchase our templates, you’ll receive the following resources to help you get everything up and running in no time!

    • My favorite software tools

    • Tech resources and tutorials for using your files

    • Tips for elevating your process

    • A video tutorial for using Canva

    • A video tutorial for using the Google Forms

    • A video tutorial for using the emails

    When you purchase from The Design Library you unlock the following bonuses:

    • Updates for the life of the product at no additional charge

    • Access to my support team

    • One year of complimentary access to The DTS Files, $150 value

  • The Client Experience Templates are intended for unlimited use by one person (the Purchaser). The Purchaser cannot resell, duplicate, share, copy, distribute, create derivative works, or offer the templates or any related materials to any third party or marketplace without express written consent from Dakota Design Company, LLC. Dakota Design Company, LLC retains title and ownership of all items included in this template.

    Dakota Design Company, LLC reserves the right to take action against you if you violate the terms of use. By purchasing these templates, you agree to our Terms of Use.

    If you are not an interior designer but offer services to interior designers and would like to use these with your clients, a commercial license is required. Please email katie@dakotadesigncompany.com to inquire about pricing and availability.

  • Due to the instant and digital nature of this product, there are no refunds or returns.

 

PHOTOS

The images shown in the product mockups are stock photos and are not included with the purchase of the templates. We recommend using your own portfolio photos or purchasing stock images to personalize the templates.

QUESTIONS

Check out our FAQ page here or chat with us here.

TESTIMONIALS

Check them out here and below:

 

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