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Does explaining your pricing structure feel daunting? Do you get pushback on your pricing or process or spend hours repeating yourself on discovery calls?
The Investment Guide for Full-Service Interior Designers takes the guesswork out of communicating your value to prospective clients.
This template is designed to:
Provide transparency and position your value
Build trust
Set expectations clearly
Reduce misunderstandings about pricing and scope
Help you feel confident presenting your services
Included is a Scope-Gathering Consultation Guide, which:
Prepares clients for what to expect if you offer an in-person consultation before sending a proposal
Ensures you lead a productive, structured scope-gathering consultation (not a free-for-all pick-your-brain advice session that doesn’t turn into a paid project)
No more back-and-forth about what’s included. No more sending pricing information in a vacuum with ZERO context. No more awkward money conversations during the discovery call.
These Canva guides walk your clients through exactly what it means to work with you, giving them clarity while reinforcing your professionalism.
WHAT’S INCLUDED
Two professionally written Canva guides to use with clients during the inquiry phase
Investment Guide
Scope-Gathering Consultation Guide
A client-facing system to explain your pricing, process, and value before sending a proposal
Video tutorials, software recommendations, updates for the life of the product, and access to my support team
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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
Scope-Gathering Consultation Guide, 4 pages
If you do a consultation prior to preparing a proposal, you will send this guide to clients in advance of that meeting so they know what to expect
Note: Images may show blurred or placeholder text for demonstration purposes. All templates are fully written and ready to use.
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Included with your purchase is:
Recommendations for my favorite software tools
Video tutorial for using Canva
My advice on best practices for using these guides during your process
One year of access to The DTS Files, a $150 value
Updates for the life of the product
Access to my support team if you have questions as you are personalizing and implementing these guides into your process
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This template is part of The Emerson Complete Client Experience System for full-service interior designers.
If you purchase this guide now and later decide to upgrade to the full system, we’ll apply the full price of this template toward your Emerson Complete Client Experience System purchase.
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Want to streamline your entire client experience for your full-service projects? Bundle our templates and save!
Canva Template Bundle: Get all of our Full Service Client Experience Canva Templates for full-service interior designers at a discounted price, including this one
Emerson Complete System: The best value! This bundle includes all of our Full Service Client Experience Canva Templates and Full Service Client Experience Email Templates for full-service designers, plus the Design Questionnaire, giving you everything you need to elevate your client experience.
If you start with this template and later decide to purchase the Emerson Complete System, we’ll apply the full price of this template toward your Emerson Complete System purchase.
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A free Canva account
An email account
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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, similar templates, or any parts of the templates or 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 legal 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.
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Due to the instant and digital nature of this product, there are no refunds or returns.
If you purchase the Investment Guide Template and later decide to purchase the Emerson Complete, we will credit your purchase price toward the Emerson Complete Client Experience System.
TESTIMONIALS
Check them out here.
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.
FAQs
Check out our FAQ page or email us at support@dakotadesigncompany.com.
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Everything is already written. Simply add your branding, pricing, timelines, and firm-specific details, then use the pieces to streamline your entire process.
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