Full Service Investment Guide + Scope Gathering Consultation Guide

$250.00

The Investment Guide for Full-Service Interior Designers will help you clearly communicate your pricing structure, design process, and value of your services to potential clients. Included is a Scope Gathering Consultation Guide that prepares clients for what to expect during an in-person scope-gathering consultation (if you offer one), ensuring alignment before you move forward with a proposal. These professionally written Canva guides work as a sales tool to elevate your business and show potential clients you're organized and proactive with a proven process.

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.

The Investment Guide for Full-Service Interior Designers will help you clearly communicate your pricing structure, design process, and value of your services to potential clients. Included is a Scope Gathering Consultation Guide that prepares clients for what to expect during an in-person scope-gathering consultation (if you offer one), ensuring alignment before you move forward with a proposal. These professionally written Canva guides work as a sales tool to elevate your business and show potential clients you're organized and proactive with a proven process.

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.

This template is part of The Emerson – Complete Client Experience System for Full Service Interior Designers. Save when you buy the full bundle

ADDITIONAL DETAILS

Is explaining your pricing structure to clients feeling like a daunting task? Do you get pushback on your process or spend hours on discovery calls repeating yourself?

The Investment Guide for Full-Service Interior Designers takes the guesswork out of communicating your value to prospective clients. This guide is designed to provide transparency, build trust, and set expectations clearly from the very first conversation. Included is a bonus Consultation Guide, which helps prepare clients for the scope-gathering process if you offer an in-person consultation.

No more back-and-forth misunderstandings about pricing or what’s included in your design services. These Canva guides walk your clients through exactly what to expect, giving them clarity while enhancing your professionalism and confidence in pricing your work.

WHAT’S INCLUDED

Professionally Written Canva Investment Guide & Consultation Templates, two 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

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.

Resources for a Streamlined Client Experience

  • My favorite software tools

  • A video tutorial for using Canva

Design Library Bonuses

  • Lifetime updates to the product at no additional charge

  • Access to our complimentary Dubsado and HoneyBook courses with purchase, if applicable

  • Access to my support team

BUNDLE + SAVE

Want to streamline your entire client experience for your full service projects? Bundle our templates and save!

  • Canva Template Bundle: Get all of our Canva client process templates for full-service interior designers at a discounted price, including this one

  • Emerson Complete Bundle: The best value! This bundle includes all of our Canva client process templates and Client Experience Email Templates for full service designers, plus the Design Questionnaire, giving you everything you need to elevate your client experience.

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.

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.

FAQS

Check out our FAQ page here.

NEED HELP?

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