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Elevate your Full Service process with one complete client communication system.
If you’re tired of recreating the wheel with every new project, living in your inbox, or figuring out what to say every time a client has a question, pushes a boundary, or something goes sideways, this system was built for you.
The Emerson Complete Client Experience System helps you stop winging your client communication and start being proactive about what your clients need to know throughout the project. You’ll have the guides, emails, and questionnaires to communicate with clients from first inquiry through final installation and post-project follow-up.
Most clients have never been through a Full Service Interior Design project before. They don’t know what happens next, what you need from them, when they’ll hear from you, or what questions they should be asking. Instead of waiting for them to ask, you can give them the information they need before they need it.
That means setting expectations up front, preparing clients for each phase, explaining how your process works, and addressing common questions and issues before they turn into unnecessary emails, confusion, or uncomfortable conversations.
Everything is already written for you, with highlighted areas showing where to customize details like your pricing, timelines, policies, and contact information. Use the pieces that apply to your process, customize them for your firm, and use them project after project.
WHAT’S INCLUDED
11 professionally written Canva templates for client communication throughout your Full Service process
63 professionally written email templates covering every phase of a project plus common tough-client situations
2 project questionnaires for onboarding and client feedback
Resources and tutorials to help you customize and implement everything in your firm
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Inquiry Phase Guides
Investment Guide
Consultation Guide
Proposal Template
Onboarding Phase Guides
Welcome Guide
Design & Management Phase Guides
Design Revisions & Feedback Guide
What to Expect Guides
Wallpaper Install
Install Day
Paint
Receiving Warehouse
Window Treatment Install
Offboarding Phase Guides
Project Closing Guide
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Our professionally written, customer-focused email templates for full service designers include the following 63 email templates:
Inquiry Phase Emails
Initial inquiry email
Discovery call confirmation + reminder email
Discovery call recap- good fit
Discovery call recap-not a good fit
Consultation confirmation + reminder email
Consultation recap email
Proposal email
Response to client who wants to negotiate proposal
Follow up emails for no response (3)
Onboarding Phase Emails
Welcome onboarding email
Design details received email
Kick off meeting reminder email
Kick off meeting recap email
Design Phase Emails
Concept design presentation what to expect email
Concept design presentation recap email
Trade day email
Final design presentation what to expect email
Final design presentation day recap email
Design approval emails (2)
Management Phase Emails
Payment received email
Project status update email
Construction phase email
Schedule installation day email
Installation day what to expect email
Installation day recap email
Offboarding Phase Emails
Project wrap-up email
Project complete + testimonial request email
Testimonial received email
Referral request email
Post project connection emails (3)
Plus emails for tough situations that you aren’t sure how to manage:
Scope creep, late invoices, clients going MIA, out-of-scope requests, clients buying on their own, requests for vendor names or invoices, refund requests, rate increases, project pauses, client micromanagement, enforcing communication boundaries, firing a client, and more. -
For the emails you don’t want to send, but have to.
The Emerson System doesn't just include the routine emails you send throughout a full service project. It also includes professionally written responses for uncomfortable client situations that come up in real design businesses. These are the same situations we’ve helped our 1:1 clients navigate over the years.
You'll have language ready when a client:
Requests work or revisions outside of scope
Goes MIA or pays an invoice late
Pushes back on your pricing or asks for a refund
Purchases products outside of your process, before and after you present
Asks for your vendor names, invoices, or designer discount
Micromanages the project or communicates outside your boundaries
Wants you to manage retail purchases
Needs to be reminded that you are not the GC
Doesn’t pay attention in meetings or presentations
Needs to be reined in, paused, or even fired
Instead of writing these emails when you're frustrated or trying to figure out the right thing to say in the moment, you already have a professional response ready to customize and send.
Plus you’ll get emails for rate increases, monthly design fee billing, excessive revision requests, and more.
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Enjoy two fillable Google Form questionnaires to elevate your onboarding and offboarding process.
Design Style Questionnaire
Feedback Questionnaire
Both delivered in Google Form format so clients can easily fill them out and you can quickly review their responses. No more printing and scanning!
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How the System Works
The Emerson Complete System is delivered in a Google Doc, so you have everything in one place.
Canva templates are delivered digitally and ready to customize
Email templates are delivered in a Google document
Questionnaires are delivered as fillable Google Forms
Software tips and tutorials included
Software You’ll Need
A Canva account
An email account
A Google account
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When you purchase our templates, you’ll receive the following resources to help you get everything up and running in no time!
My favorite software tools
Tech resources and tutorials for using your files
Tips for elevating your process
A video tutorial for using Canva
A video tutorial for using the Google Forms
A video tutorial for using the emails
When you purchase from The Design Library you unlock the following bonuses:
Updates for the life of the product at no additional charge
Access to my support team
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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 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. By purchasing these templates, you agree to our 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.
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.
TESTIMONIALS
Check them out here and below:
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The behind-the-scenes tools you need to run your interior design business like a well-oiled machine with more profit, more ease, and more referrals.
The Business Blueprint is a behind-the-scenes operations system for interior designers who want clear internal processes, better financial visibility, and a business that doesn’t live in their head or fall apart when things get busy.
What’s Included:
21 comprehensive SOPs (Standard Operating Procedures) for every stage of your design process
Financial tools that give you a CFO-style view of capacity, growth, and cash flow, plus pricing, budgeting, and lead-tracking tools to run the day-to-day
Best practices for managing each client phase internally so your client experience stays elevated and consistent
Video tutorials to make setup and implementation simple
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These tools are for internal use and are not client-facing templates.
💡 The Business Blueprint is included in our signature program, The Designed to Scale® Method. If you purchase The Business Blueprint now and later join the program, we’ll credit your entire purchase toward your enrollment fee.
