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Product Quantity

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.

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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!

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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.
If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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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

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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Client Questionnaire

This 14-page Questionnaire covers every topic to on-board 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 run down of your clients, their personality, how they function, what their needs are, project details, timeline and so much more.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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Installation Guide

Prepare your clients for their next installation with this 13-page guide. Topics include what a client can expect, how to prepare, process, restrictions and so much more. Includes a tactful way to tell your clients not to be home. Setting the right tone from the beginning can avoid any unnecessary issues that may arise.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

 

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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 an 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.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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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.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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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

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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Pick My Brain Session Notes

Single page template for session notes. Keep yourself and your clients organized after a session with note taking including a follow up section.

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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.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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Full Service I: Design Fee Proposal

Phase I for Full Service clients. Full Service (for me) is broken into three phases: (1) Design Fee, (2) Product Fee, (3) 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, as well as package terms and conditions.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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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 portion includes 8-pages includes a reminder of package information, invoice for furnishings and accessories, payment schedule, and terms and conditions as it pertains to product procurement.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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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.

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Consultation Process + Checklist

Did you just schedule your first ever consultation? 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.

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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: preparations, general information, how a kitchen is used, who uses it, entertainment aspects, storage needs, cabinetry v. drawer usage, cabinet styles, countertop selections as well as finished edges. This questionnaire features images and check boxes so your clients can understand with ease.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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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 66 different names that you can utilize for your Interior Decorating or Design services.

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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 how to take the right pictures, how to measure the room, session checklist, proper measuring for both draperies and roman shades, as well as the fireplace, a common list of blueprint symbols, plus graph paper for your drawings and a section for design notes.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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Discussing Budgets with Clients + Budgeting Planner

This 20+ page document is more than just numbers. It's a detail room by room budgeting planner that uses the good, better, best model. It's also detailed information on how and when to discuss budgeting. (HINT: It's not on your Discovery Call!) Plus, sales tactics that will sell your services while looking professional and well-educated.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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Product Inventory + Tracking Spreadsheet

Who says you need a fancy program to manage and track your Full Service projects? Simply add in the furniture you're proposing and few numbers, and let the spreadsheet automatically calculate the math for you. A separate sheet allows you simple and convenient tracking. As a bonus, I've included a sample project for you.

NOTE: This file requires using a free Google account to access Google Sheets. For maximum benefit, it is recommended that you have some experience using Google Sheets or Microsoft Excel. For advanced users, this spreadsheet is 100% customizable, however, I have created this for all levels with minimal input of information required.

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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), a copy of their paint schedule for touch ups, copy of floor plans as needed, upholstery and fabric cleaning guide, plant and floral care as well as warranty information (your company's, the contractor's, receiving company's and vendor warranty). This content is printed, hole-punched, put in a 3-ring binder and hand delivered to the client at installation.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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Kitchen & Bath Spec Book + Worksheet

This 15+ page file is the specification book I leave for my clients as well as the contractor/architect who will be working on the project. Includes an overview of the project including mood board, material selection in a flat lay, 2D or 3D concept board / rendering, layouts and elevations, scope of work, as well as each individual product information. Comes in two formats: (1) Canva doc for presenting, and (2) Google Sheet for tracking.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

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Consultation Prep Email

Send your clients this Guide to Consultation so they can be better prepared and your time can be used more efficiently.

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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.

If you have any questions, please reach out to kim@designsbykh.com prior to purchasing!

$4.50
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Creating Your Packages

Are you just starting out and don't know where to begin? Is your education not translating to the business side? This 21-page eBook is dedicated to creating your packages and then some! Topics covered include:

  • Introduction
  • Why packages are necessary
  • Finding your ideal client
  • Package creation strategy
  • Formatting your packages
  • Package names
  • What to include with your packages
  • Pricing for profit
  • Different pricing methods (hourly, flat fee, etc)
  • Pros and cons of including pricing on website
  • Additional offerings

Plus examples along the way!

$85.50
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Finding Your Ideal Client

This pivotal step is often missed but can literally determines the success or failure of your business. This 19-page combination eBook and workbook is dedicated to educating you on what an ideal client is, who it most often resembles, the importance of having one and how other top companies utilize their ideal client to guarantee their company's success. Several workbook pages allow you to work through what clientele you'll serve, who your ideal client is, their client profile, how to market to them and what to do with all this information.

$85.50
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All aspects of this document are customizable. A free Canva.com 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. Copyright restrictions apply.