Image 1 of 4
Image 2 of 4
Image 3 of 4
Image 4 of 4
Are you looking for a way to make your client onboarding process smoother and more professional? Do you want to set clear expectations and build trust from the very first interaction?
The Welcome Guide for Onboarding New Clients gives you everything you need to kick off full-service design projects with confidence.
This guide walks your clients through your process from the first meeting to project completion and sets clear expectations for each phase. It reassures clients they’re in good hands and reduces anxiety about the unknowns of a design project.
By clearly outlining how you work, your clients feel confident, informed, and excited to get started. This guide eliminates uncertainty, sets the stage for a smoother, more successful project, and helps you get all the details you need to design the perfect space for them.
The Design Feedback Guide helps you manage client feedback with ease.
This professionally written guide walks clients through how to give clear, actionable feedback that keeps revisions focused and timelines on track. By setting expectations for how feedback should be shared, you keep communication flowing smoothly and help prevent scope creep and endless back-and-forth.
WHAT’S INCLUDED
Two professionally written Canva client process guides to set expectations
Welcome Guide for full-service designers to send at onboarding
Design Feedback Guide to send during the design phase
A client-facing system to onboard new clients professionally and manage feedback throughout the design process.
Video tutorials, software recommendations, lifetime updates, and access to my support team
-
Welcome Guide for full service designers, 17 pages
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
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 or 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.
-
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.
-
A free Canva account
An email account
-
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
-
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 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.
-
Due to the instant and digital nature of this product, there are no refunds or returns.
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.
YOU MIGHT ALSO LIKE
A complete, ready-to-use client communication system for every phase of your Full Service Interior Design process.
The Emerson Complete Full Service System gives interior designers the client-facing guides, emails, questionnaires, and communication tools to manage a Full Service project from the first inquiry through onboarding, design, project management, installation, and offboarding.
WHAT'S INCLUDED
• 11 professionally written Canva templates covering inquiry, consultation, proposals, onboarding, revisions, installations, client expectations, and project closeout
• 63 professionally written email templates covering every phase of a Full Service project, plus difficult client situations like scope creep, late payments, revisions, client purchasing, pricing objections, refunds, project pauses, firing a client, and more
• 2 fillable client questionnaires for project onboarding and post-project feedback
• Tutorials and implementation resources so you can customize the system for your firm and start using it immediately
Everything is already written. Simply add your branding, pricing, timelines, and firm-specific details, then use the pieces to streamline your entire process.
Note: The images feature placeholder text (Lorem Ipsum) for demonstration purposes. All templates are fully written.
A professionally written, customizable residential contract agreement built specifically for interior designers who offer full-service, in-person design.
This contract agreement covers your full process from scope and fees to ordering, project management, and installation so expectations are clear, your boundaries are protected, and your business looks professional and buttoned up.
Includes:
A fully written full-service design contract
Two detailed scope of work templates to quickly prepare new proposals and never miss a detail
A contract addendum template for scope changes
Video walkthroughs and tutorials for easy customization
Simply personalize the highlighted sections, review with your attorney, and start using it with clients right away.
Note: Images may include blurred or placeholder text for demonstration purposes. All templates are fully written and ready to use.
Bundle $1800+ and save 25% with code BUNDLE25.
