Installation Bag Checklist Be prepared and organized for your next Install with this 2-page checklist! No more sending your assistant to the store for key items. (Plus, you'd never guess how many trades show up unprepared). Show up using this extensive list and you'll have homeowners and subs thanking you for being ready for anything.
Discovery Call + Script This 6 page questionnaire covers the most important aspects of a discovery call. Knowing the right questions to ask ahead of time will prevent you from hiring clients with red flags. As a bonus I've added a conversational script for the discovery call as well as scripts to avoid the dreaded "how much will this cost me?" question. Go confidently into your next discovery call with this guide!
Paint Color Consultation Do you offer paint color consultations and your clients walk away with just a paint chip? Stand out with this 12-page guide for every client no matter their budget or style. This packet will let your clients get their money's worth with a few simple revisions from you. What's included:
How to use the samples Paint color palette * Paint schedule * Sheen Finishes and Uses
Local stores to purchase paint * Painting tips and tricks for DIY Local resources for hire * Additional design suggestions * Helpful tools and resources
Items marked with an * are the only parts of this document that require changing for each client.
Design Style Questionnaire We've all had them... clients who don't know their style, clients who seem to love everything, clients who can't make up their mind. This 20-page questionnaire might seem extensive but with pictures and easy checkboxes, your clients will breeze through this saving you time on the backend! Sections include:
Metal finishes
Fabrics
Flooring
Patterns
Design style
Color Palette
Preferred Colors
Off Limit Colors
Art Genres
Client Questionnaire This 14-page Questionnaire covers every topic to onboard your new clients. Whether it's filled out prior to the consultation (as I do) or at the time of consultation, you'll get the full rundown of your clients, their personality, how they function, what their needs are, project details, timeline and so much more.
Installation Guide Prepare your clients for their next installation with this 13-page guide.
Topics include:
Setting the right tone from the beginning can avoid any unnecessary issues that may arise.
Design Presentation Show up and show out. This 30+ page design presentation is the perfect way to present your design to Full Service clients in a professional but easy-to-understand document. Budgeting information allows clients to get a full overview of the project while a simple feedback section gives the ability to yes or no individual products. Present with ease. I've even included a sample project for you to review.
Welcome Guide Hands down the single best implementation I added to my business. This 36-page guide is the accumulation of information about your business including packages, pricing, processes, expectations, communications, and so much more. This guide is what sells you to clients while setting expectations from the very beginning.
Pages Included:
General Agreement This 9-page agreement is a legally binding general contract. It outlines policies such as fees, travel expenses, refund, photography, copyright, liability and so much more. There's even a COVID clause! Please consult with a local lawyer who is familiar with your state's laws for validity prior to using.
Note : I use a General Agreement for all projects, regardless of format, duration, or designer involvement. This is not specific to any single service / package and is required by every client of mine. In addition to the General Agreement, each service / package has its own Terms and Conditions which is specific to their level of service. Therefore, every Client receives two contracts from me: (1) the General Agreement plus, (2) the applicable package Terms and Conditions
Accessory Checklist This 16-page checklist is a full list of furniture and accessories for every room in the house. Perfect to use an opt-in*, at consultations when you're with a client, or to have them fill out in advance to get a feel for their needs, this document is always good to keep on hand.
Full Service I: Design Fee Proposal Phase I for Full Service clients. Full Service is broken into three phases: Design Fee, Product Fee, and Install Fee.
This 18-page editable document includes:
- the process of full service design
Full Service lI: Product Fee Proposal Phase II for Full Service clients. Full Service is broken into three phases: (1) Design Fee, (2) Product Fee, (3) Install Fee. This 8 page portion includes:
- a reminder of package information
Turn Down Scripts Turn down potential clients in a respectful and professional manner with these canned scripts. Four different scenarios on 4 pages that cover a designer's availability as well as clients with small budgets, unrealistic timelines, or clients that show red flags. This editable template allows you to use these responses as is or create your own to share with your team as standard operating procedures.
Consultation Process + Checklist Did you just schedule your first ever consultation? Congratulations!!!
Use these steps as a roadmap for a smooth consultation process plus a quick checklist to ensure you covered key items and left the client full of information and clarity to proceed. If you're already up and running, use this as a standard operating procedure for a team members to ensure unity in your consultations.
Kitchen Questionnaire Whether it’s you filling it out with the client or sent directly to the client, this 11-page questionnaire covers a wide variety of kitchen design aspects.
Topics included are:
This questionnaire features images and check boxes so your clients can understand with ease.
65+ Package Names Start your business off right and set yourself up with success using with these clear and concise package names. These 3-pages total over 65 different names that you can utilize for your Interior Decorating or Design services.
Site Measurement & Planning Whether you use this form at your site planning and measurement session or send this directly to e-design clients, this form will help you stay organized and keep all pertinent information in one place.
Topics include:
Project Closing Guide Efficiently wrap up a project with your Client with this 25-page Closing Guide.
Topics include:
- Subcontractors information (who to call for what)
This content should be printed, hole-punched, put in a 3-ring binder, and hand-delivered to the client at installation.
Consultation Prep Email Send your clients this Guide to Consultation so they can be better prepared and your time can be used more efficiently. This editable template hits on key talking points so every client consultation feels accomplished.
Meeting Minutes Report Keep all your pertinent design-build notes in one place and stay organized with this on-site Meeting Minutes report. No more of the "Remember when...." or "We already discussed this?"... Having a system in place such as Meeting Minutes for every team meeting can keep everyone accountable and your projects running smoothly.
Block Scheduling Template This is the block schedule I use to stay organized in my business. This 4-page Canva file can be edited to suit your needs. Two separate time-block schedules are available; the traditional 9-5 schedule and one with reduced hours. Customizable labels, color-coded blocks, and icons complete this package. See the entire document in the pictures.
Purchase Order Template Newly Added 2022!
The name says it all... a template for Purchase Orders! Keep track of your purchases with vendors that allow you to follow up and ensure the right information gets delivered to the vendor.
NOTE: This file requires using a free Google account to access Google Sheets. For maximum benefit, it is recommended that you have experience using Google Sheets or Microsoft Excel.
Fee Schedule Newly Added 2022!
A fee schedule template designed to give to your clients! The top portion breaks down your team's fees and associated tasks while allowing them a quick glance at who composes your time. The bottom portion is specific to your client, their project, and how you'll be billing them. Separating this from the Proposal allows Clients a quick reference document.
Bathroom Questionnaire Newly Added 2022!
This 19-page document covers every topic for your next bathroom design using a variety of fill-in-the-blank, multiple-choice, and images to help guide your Clients.
Topics include:
General information (3 pages)
Including client information, the scope of work, current bathroom dynamics
Medical needs and aging in place considerations
The bathroom uses and desired items
Storage needs
Design elements
Including cabinetry style, metal finishes, as well as the toilet, tub, shower, showerhead, faucet and sink preferences, countertop material, and countertop edging.
ABOUT THESE FORMS:
Thank you for trusting me to help you grow your business! These files are not empty templates and pretty forms. Any number of places can offer you that. I want to provide you with r e a l value and content that will help inspire you to scale your own business. These are my forms that I use in my every day business. They are filled with my packages, pricing, process, standard operating procedure and so much more. I've found great success using these formulas and I hope you do as well.
FF&E & Other Finish Schedules This Google Sheet, aptly named Construction Doc in my business, utilizes 4 different templated tabs for your Construction needs. They include:
Punch List
FF&E Schedule
Flooring Schedule
Paint Schedule
I share this document with my Contractor so we're all on the same page on the work to be done on a project. A few examples of have been entered in for you.
Project Management Spreadsheet Overhauled in 2022! Who says you need a fancy or expensive program to manage and track your Full-Service projects? This highly robust Google Sheet features 15 tabs for a single project and is single handily the backbone of my business .
Features:
Automatic calculations
Color-coded sections
Visual aids
Room by room calculations
Overall project calculations
Detailed breakdowns
Full project management and tracking system
A 15+ page instruction manual for use
Video walk-through
Includes:
1. Project Summary - An accumulative look at your project overall including:
a color-coded graph section for a visual look that corresponds to the sections listed below
overall project totals for each room and project overall
profitability tracking by project and product
cost per square foot calculation based on the cost of goods, design fee, and overall
a list of category totals by product type (casegoods, accessories, etc)
quick and easy Product Fee Proposal breakdown for invoicing
banking transfer breakdown following a simplified profit-first model
hourly tracking to determine profit / loss of time spent
billing breakdown to show any monies spent and balances owed
2-11. Room Name - Ten separate tabs dedicated to different rooms in a home. Additional tabs can be added for larger projects and tabs not in use may be hidden. Includes project management and tracking aspects of Interior Design such as:
product image, vendor and product information, ordering specs, quantity
pricing including wholesale pricing breakdown, designer profit margin, retail mark up, shipping, tax, admin fee, CC processing fee
actual costs when ordered including price variance (balanced owed and client credits)
ordering information including purchase order / invoice number, estimated arrival, date ordered, the location being delivered to, etc.
order tracking and project management.
12. Accessories - A tab dedicated to ordering accessories. I charge an accessories budget for every single room design, accumulate the fees in single tabs, and purchase accessories accordingly. This is a simplified version of the Room Name tab where there's product information, order information, and tracking information. It also calculates the budget set by the designer, the current amount spent, and the pending balance.
13. Bank Reconciliation - a simple checks and balances page that does the work for you and keeps your books clean. Identifiable information is automatically entered as you order and you can manually check off when the fees have been deducted from your bank. This sheet allows you a single place for all your project finances and recalls information at a quick glance.
14. Project Autopsy - Analyze your project at the end. This is such an important process that often gets missed. Did you charge enough? What were your key takeaways? What was your client experience like and how could it have been better? Quick information is available at a glance for evaluation purposes.
15. Table of Contents - This tab is used to enter the different categories of goods and updates them on all pages. Enter information here that you would like to break out.
For example:
NOTE: This file requires using a free Google account to access Google Sheets. For maximum benefit, it is recommended that you have experience using Google Sheets or Microsoft Excel.
