TEMPLATES GUIDE
| WHAT TO USE & WHEN
We understand that managing interior design or architecture projects involves multiple phases, each with its own set of challenges.
To streamline your process, we’ve designed a collection of fully customizable templates tailored to every stage of your project.
Whether you're just starting out or in the final handover phase, this guide will walk you through exactly how and when to use each template to ensure your workflow stays smooth, professional, and efficient.
Client Journey
From the first client contact before starting a project to the final wrap up, when the project ends
Navigate every stage of your design project with clarity and ease.This guide outlines when and how to use each template, ensuring your process is seamless, professional, and stress-free from start to finish.
Portfolio Development Phase
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Portfolio Template
Showcase your expertise and creativity with a beautifully designed portfolio. Whether you're attracting new clients or seeking partnerships, this template helps you tell your story, highlight your best work, and leave a lasting impression. It's your first step toward opening doors to exciting opportunities.
Client Discovery Phase
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Investment Guide
Set the tone for your client relationships with transparency. Use this guide to present your services, pricing, and value clearly. By aligning expectations early, you lay the foundation for trust and a smooth collaboration. -
Client Questionnaire
Dive deep into your client's vision and preferences with a structured approach. This template ensures you ask the right questions, capturing the details that matter most to your clients while avoiding misunderstandings later in the process.
Proposal Phase
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Fee Proposal Template
Communicate your fees and project scope with confidence. This template not only clarifies your costs but also helps clients understand the exceptional value you bring to their project, increasing your chances of securing their commitment.
Client Onboarding Phase
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Welcome Guide Template
Start every project on the right foot. This guide provides your clients with a roadmap for working with you, outlining timelines, deliverables, and what they can expect at every step of the journey. It sets the stage for a professional and organized collaboration.
Presentation Phase
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Concept & Designg Development Presentation Template
Turn your ideas into impactful visuals. This template is designed to help you present concepts in a way that's both compelling and easy to follow. Showcase everything from initial sketches to detailed designs with clarity and style. -
Furniture, Fixtures, and Equipment (FF&E) Schedule
Manage the details with precision. This template organizes every item—furniture, fixtures, and equipment—into an accessible and professional format, making coordination with suppliers and contractors seamless.
Client Off-boarding Phase
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Handover Guide Template
Finish strong with a polished wrap-up. This template equips you to deliver all final documents, warranties, and care instructions to your client. It's a professional touch that ensures your work is valued long after the project ends.
Need Help Choosing?
Explore our Designer’s Hub for tips, resources, and insights to help you navigate the highs and lows of running a creative studio. Or browse our full template collection to find the perfect tools for your next project.
You can always Contact Us for more guidance or book a 1:1 call for more guidance. Whatever you choose, we're her to help.