The Emerson Complete Client Experience System for Interior Designers: Canva and Email Templates

Are you tired of recreating the wheel with every new project? Are you buried in your inbox responding to client emails with no time left for design? Are you never closing out your projects?

The Complete Luxury Client Experience system gives you everything you need to take your clients seamlessly from first inquiry all the way to final installation and post project check ins.

Reduce questions and confusion by providing your clients with all the information they need up front. They’ve most likely never done this before OR they’ve never worked with someone who has an amazing process like you do.

This system will set the standard for what they can expect and how to make the most of their time with you. Your clients and team will love it, and you’ll notice a difference immediately: more confidence, less questions, happier clients who trust you, and a clear process for doing the design work you love.

Templates and emails are completely written with highlighted areas to indicate where you should fill in your business specific information (like pricing, contact information, timeline, etc.). Use only the documents that are applicable to your process!

WHAT’S INCLUDED:

Professionally Written Canva Marketing Templates, 11 in total

• Investment guide, 16 pages

  • Thank you

  • Mission 

  • Team

  • Becoming a client (2 pages)

  • Process (3 pages)

  • Investment

  • Budget

  • Testimonial

  • Communication

  • FAQs (2 pages)

  • Next steps

• Consultation guide, 4 pages

• Welcome packet, 17 pages

  • Welcome

  • Meet the team (2 pages)

  • The process (4 pages)

  • Project timeline overview (1 page)

  • Communication

  • Revisions process

  • Budget and fees

  • Project guidelines (2 pages)

  • FAQs

  • Next steps

• Design feedback guide, 3 pages

• What to expect guides x 6

  • What to expect when ordering window treatments (5 pages)

  • What to expect when having your home painted (5 pages)

  • What to expect when having wallpaper installed (5 pages)

  • What to expect when working with a receiving warehouse (6 pages)

  • How to prepare for your bedroom installation (9 pages)

  • What to expect for your installation day (7 pages)

• Closing packet, 13 pages

  • Product warranties

  • Product care instructions

  • Invoices

  • Paint schedule

  • Designer resources

  • Future projects

  • Feedback

Professionally Written Email Templates, 44 in total

• 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)

• Welcome onboarding email

• Design details received email

• Kick off meeting reminder email

• Kick off meeting recap email

• 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

• Payment received email

• Project status update email

• Construction phase email

• Schedule installation day email

• Installation day what to expect email

• Installation day recap email

• Project wrap up email

• Project complete + testimonial request email

• Testimonial received email

• Referral request email

• Post project connection emails (3)

• “We don’t share our sources” email response

• 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

• Emails delivered in a Google document

Fillable Questionnaires for Professional Onboarding + Offboarding

• Design style questionnaire

• Feedback questionnaire

• Both delivered in fillable Google Forms

Resources for a Streamlined Client Experience

• My favorite software tools

• Tech resources and videos for using your files

• Tips for elevating your process

• A video tutorial for using Canva

• A video tutorial for using the emails

Lifetime updates

WHAT YOU’LL NEED:

• A free Canva account

• An email account

TERMS OF USE:

The Client Experience Templates are intended for unlimited use by one person (the Purchaser). The Purchaser cannot resell, duplicate, share, copy, distribute, 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.

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.

RETURN POLICY:

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

QUESTIONS:

Check out our FAQ page here.

TESTIMONIALS

Check them out here.

PHOTOS:

The photos shown in the images 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.

NEED HELP?

Want to make sure this system is right for you? Chat with me here.