Buy All Full Service Templates


The Full Service Bundle is sure to take you to the next level in your business. Take your projects from start to finish with SIX editable templates and SAVE 10%!

Bundle includes:

  • Full Service: Phase I
  • Full Service: Phase II
  • Welcome Guide
  • General Agreement
  • Design Presentation
  • Project Closure


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.

Product Quantity

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
- phase breakdown
- what’s included package details
- price sheet
- project timeline
- proposed work and scope
- payment schedule
- package terms and conditions


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
- invoice for furnishings and accessories
- payment schedule
- terms and conditions as it pertains to product procurement.


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:
- Thank You
- About the Designer
- Testimonials
- Publications
- Philosophy
- Price Sheet
- Packages and Brief Descriptions
- Full Package Breakdowns
- Description
- Process
- Timeline
- Expectations
- Budgeting
- Key Information
- Portal Access
- Next Steps
- Socials


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


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.


Project Closing Guide


Efficiently wrap up a project with your Client with this 75-page Closing Guide.

Topics include:

- Thank You
- Mood Board
- Space planning/floor plan reminder
- Concept boards reminder
- Paints including paint colors, paint schedule, paint finishes, paint specifications, cleaning instructions
- Finish selection including location and pertinent details
- Lighting including bulb types, light bulb schedule, light fixture cleaning instructions
- Finishes and fixture care including cabinet care, quick cabinet fixes, countertops, sinks, faucets, shower heads, drains, wallcoverings, mirrors, and windows
- Furniture care including casegoods, area rugs, soft goods, and linens
- Window treatment care including draperies and blinds
- Upholstery care including basic cleaning, cleaning codes, performance fabric, leather
- Plant care includes artificial plants, artificial florals, and real plants
- Warranties including designer warranty, vendor warranty, product warranty
- Who to call for issues
- Referrals

This content should be printed, hole-punched, put in a 3-ring binder, and hand-delivered to the client at installation. A digital copy is sent as well.

All aspects of these documents are customizable unless otherwise noted. All forms use a free program in either Canva, Google Docs, or Google Sheets. A free account is needed to customize. This is a digital product. ALL SALES ARE FINAL and includes a SINGLE-USE, STANDARD license only, which allows for a limited commercial use. This product may not be resold, transferred, or shared with any professional entity outside of your employees. Copyright restrictions apply and legal action may be taken.