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.
Prepare your clients for their next installation with this 13-page guide.
- what a client can expect
- how to prepare, process
- restrictions and so much more.
Setting the right tone from the beginning can avoid any unnecessary issues that may arise.
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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
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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
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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.
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:
- 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.
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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 65 different names that you can utilize for your Interior Decorating or Design services.
Project Closing Guide
Efficiently wrap up a project with your Client with this 25-page Closing Guide.
- 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 flower care
- Warranty information (your company’s, the contractor’s, receiving company’s and vendor warranty).
This content should be printed, hole-punched, put in a 3-ring binder, and hand-delivered to the client at installation.
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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. This editable template hits on key talking points so every client consultation feels accomplished.
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:
(1) What an ideal client is
(2) Who it most often resembles
(3) The importance of having one
(4) 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.
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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.
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
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.
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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.
Room by room calculations
Overall project calculations
Full project management and tracking system
A 15+ page instruction manual for use
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
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.
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.
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.
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.
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.
- Hard Window Treatments
- Soft Window Treatments
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.
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