Construction Design Client Experience Templates & Contractor Outreach Kit

ALL THE DETAILS BELOW

Are you ready to connect with more builders in your area and get more referrals? Tired of recreating the wheel with your construction design services and need a simple rinse-and-repeat system to guide them through the long and stressful construction process?

Show up like the expert you are and guide clients and contractors through your process in a professional organized way.

The Construction Design Client Experience Templates + Contractor Kit will give you the tools and resources to network with contractors, establish a solid foundation for every project, and stay in front of every little detail. 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, fewer 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!

***THESE WERE CREATED FOR INTERIOR DESIGNERS WHO OFFER CONSTRUCTION DESIGN SERVICES BUT ARE NOT GENERAL CONTRACTORS.

WHAT’S INCLUDED

Professionally Written Canva Templates, 4 in total

01 | Contractor Introductory Packet, 13 pages

Use the Contractor Introduction Guide as a sales and marketing tool to establish relationships with local builders to encourage them to refer clients to you. This document highlights how you work, the benefits of partnering with your company, and the type of projects you specialize in.

• Introduction

• Team

• Benefits of partnering

• Design process overview

• Design deliverables

• Developer return on investment data (if you work on spec homes or with developers)

• Testimonial pages

• Portfolio pages

• Call to action

02 | Contractor Welcome Guide - Process Overview, 12 pages

Send the Contractor Welcome Packet to the contractor once you’ve been hired by the client. This document will provide information about your process, describe how you’ll work to support your mutual client, and establish a solid working relationship to start the project on the right foot.

• Introduction

• Meet the team

• Design process, 5 pages

• Communication details

• Order management

• Thank you

03 | Client Construction Design Welcome Kit, 22 pages

Send this guide to your new construction design client at onboarding. This document will provide information about your process, describe how you’ll work with them and their contractor throughout the entire project, and establish a solid working relationship to start the project on the right foot.

• Welcome

• Meet the team

• Design process, 10 pages

• Timeline

• Communication details

• Project guidelines

• Fee schedule

• Project budget

• Frequently asked questions, 2 pages

• Next steps

04 | Client Construction Design Closing Package, 11 pages

Share this valuable resource with your clients once construction is complete and you’re wrapping up the project. 

• Thank you

• Invoices and insurance

• Warranty information

• Product care tips, 4 pages

• Home care tips

• Local resources

• Feedback request

Note: The images feature placeholder text (Lorem Ipsum) for demonstration purposes. However, rest assured, these templates are fully written and ready to use. You’ll receive professionally crafted content that’s easy to customize with your own details and branding.

Spec Book Template in Google Sheets

• Designed in Google Sheets with a step-by-step tutorial for customizing it

• Co-created with a tenured design professor and certified interior designer - this actually IS how they teach Spec Books in design school.

• Keeps everyone on the same page and ensures everyone on site has the information they need to press GO on installation

Professionally Written Email Templates, 5 included

• Contractor outreach email

• Contractor onboarding email

• Client onboarding email

• Contractor spec book delivery email

• Client offboarding email sequence

Expert Guides to Share With Clients

01 | Tips For Choosing a Contractor

Share this as a resource with clients who are still negotiating with their contractor or who sign on with you as their designer but haven’t yet chosen a contractor.

02 | Construction Site Guidelines

Share these job site guidelines with tradespeople or subcontractors you hire, or provide these “House Rules” to your clients so they know what they can realistically expect during construction.

Fillable Questionnaires for Professional Onboarding

• Kitchen design questionnaire

• Bathroom design questionnaire

• Full home construction design questionnaire

• All delivered in fillable Google Forms

Resources for a Streamlined Process

• Construction specific tools and tips

• My favorite software programs for managing the client process

• Tech resources and videos for using your files

• A video tutorial for using Canva

• A video tutorial for using the emails

WHAT YOU’LL NEED

• A free Canva account

• A Google Drive account (to use the questionnaires)

• An email account

TERMS OF USE

The Construction Design Client Experience Templates and Contractor Kit is intended for unlimited use by one person (the Purchaser). The Purchaser cannot resell, duplicate, share, copy, distribute, create derivate 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.

**If you are NOT an interior designer and rather offer services to interior designers as a coach, consultant, strategist, mentor, advisor, marketing coordinator, CRM set up specialist, or other, a commercial license is required. Please email katie@dakotadesigncompany.com for 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.

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.

TESTIMONIALS

“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