Client Onboarding Playbook
Learn how to streamline, organize, and elevate your interior design client onboarding process with this comprehensive playbook. With bite-sized chapters and my proven step-by-step framework, you can finally set clear expectations, establish professional boundaries, and lay the foundation for a successful project—in a way you, your team, AND your clients will appreciate.
Plus, unlock a bonus client gifting guide, a step-by-step onboarding checklist, and exclusive one time 20% savings on our client process templates.
It’s everything you need to transform your client’s onboarding experience from clunky and chaotic to buttoned-up and professional.
Learn how to streamline, organize, and elevate your interior design client onboarding process with this comprehensive playbook. With bite-sized chapters and my proven step-by-step framework, you can finally set clear expectations, establish professional boundaries, and lay the foundation for a successful project—in a way you, your team, AND your clients will appreciate.
Plus, unlock a bonus client gifting guide, a step-by-step onboarding checklist, and exclusive one time 20% savings on our client process templates.
It’s everything you need to transform your client’s onboarding experience from clunky and chaotic to buttoned-up and professional.
Learn how to streamline, organize, and elevate your interior design client onboarding process with this comprehensive playbook. With bite-sized chapters and my proven step-by-step framework, you can finally set clear expectations, establish professional boundaries, and lay the foundation for a successful project—in a way you, your team, AND your clients will appreciate.
Plus, unlock a bonus client gifting guide, a step-by-step onboarding checklist, and exclusive one time 20% savings on our client process templates.
It’s everything you need to transform your client’s onboarding experience from clunky and chaotic to buttoned-up and professional.
Client Onboarding Playbook for Interior Designers
Transform how clients see you before the project even starts.
If onboarding feels clunky, confusing, or like you’re “making it up as you go” … welcome to every design business I’ve every worked with.
Most designers are amazing at design. But their client onboarding process?
It’s a messy mix of welcome emails, loose promises, and documents they think set expectations but really just confuse and don’t actually prevent scope creep, late payments, or clients texting at all hours.
A bad (or even “meh”) onboarding process sets the tone for the entire project.
When the foundation is shaky:
Clients don’t understand your process → so they try to run it their way
Boundaries get blurred → so you end up reacting to every request rather than proactively guiding
Trust wobbles → so clients second-guess decisions and ask for endless revisions
And once the project starts going sideways, it’s almost impossible to get it back on track.
The Client Onboarding Playbook is my proven framework for setting the stage for a smooth, professional, and profitable project LONG before the first design decision is made.
You’ll learn:
The step-by-step process to onboard new clients without overwhelm or confusion
Exactly what to collect from clients on day one so you never have to backtrack or look unprepared
How and where to set boundaries without sounding defensive
The expectations that keep clients informed, happy, and in their lane
Plus, you’ll get:
✔ Bonus gifting guide – My go-to gift ideas at every budget level
✔ Onboarding checklist – Never forget a step again
✔ Exclusive 20% off our client process templates (so you can implement what you learn in hours, not weeks)
When you fix onboarding, everything changes:
Clients respect your process and trust you (!!!) from day one
Projects stay on schedule and on budget
You look and feel like the legit professional you are
These are the exact strategies I’ve used with my 1:1 consulting clients, and they’ve gone on to:
Book higher-priced projects with less pushback
Reduce project stress (and after-hours texts)
Get more referrals from happy clients
Reclaim control of their interior design business
TERMS OF USE
By purchasing the Onboarding Playbook, you are granted a single-user license. This means the playbook may be used internally by you and your team (the Purchaser) within your own design firm, but may not be shared outside your business. The Purchaser cannot resell, duplicate, share, copy, distribute, create derivative works, or offer the playbook 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 playbook. Dakota Design Company, LLC reserves the right to take action against you if you violate the terms of use. By purchasing this playbook, you agree to our Terms of Use.
RETURN POLICY
Due to the instant and digital nature of this product, there are no refunds.
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