Welcome Guide for Onboarding New Interior Design Clients (plus bonus Design Feedback Guide)

ALL THE DETAILS

Are you looking for a way to make your client onboarding process smoother and more professional? Do you want to set clear expectations and build trust from the very first interaction?

The Welcome Guide for Onboarding New Clients provides everything you need to kick off your design projects with confidence. This guide walks your clients through the entire process, from the first meeting to project completion, and sets clear expectations for each phase. It reassures clients that they’re in good hands and helps reduce anxiety about the unknowns of a design project.

By clearly outlining your process, your clients will feel confident, informed, and excited to start working with you. This guide eliminates uncertainty and sets the stage for a smooth, successful project.

The BONUS Design Feedback Guide helps you manage client feedback with ease. This professionally written guide ensures that clients provide clear, actionable comments that keep revisions (and project timelines) on track. By setting expectations for how to give productive feedback, this guide keeps communication flowing smoothly and ensures that projects stay on schedule.

WHAT’S INCLUDED

Professionally Written Canva Client Process Templates, two in total

• Welcome packet for full service designers, 17 pages

  • Meet the team (2 pages)

  • The process (4 pages)

  • Project timeline overview (1 page)

  • Communication

  • Revisions process

  • Budget and fees

  • Project guidelines (2 pages)

  • FAQs

  • Next steps

• Design feedback guide, 3 pages

Note: The images feature placeholder text (Lorem Ipsum) for demonstration purposes. However, rest assured these templates are fully written and ready to use. You’ll receive professionally crafted content that’s easy to customize with your own details and branding.

Resources for a Streamlined Client Experience

• My favorite software tools

• A video tutorial for using Canva

Design Library Bonuses

• Lifetime updates to the product at no additional charge

• Access to our complimentary Dubsado and HoneyBook courses with purchase, if applicable

• Access to my support team

BUNDLE + SAVE

Want to streamline your entire client experience for your full-service projects? Bundle our templates and save!

• Canva Template Bundle: Get all of our Canva client process templates for full-service interior designers at a discounted price, including this one

• Emerson Complete Bundle: The best value! This bundle includes all of our Canva client process templates and Client Experience Email Templates for full-service designers, plus the Design Questionnaire, giving you everything you need to elevate your client experience.

WHAT YOU’LL NEED

• A free Canva account

• An email account

TERMS OF USE

The Client Experience Templates are intended for unlimited use by one person (the Purchaser). The Purchaser cannot resell, duplicate, share, copy, distribute, or offer the templates or any related materials to any third party or marketplace without express written consent from Dakota Design Company, LLC. Dakota Design Company, LLC retains title and ownership of all items included in this template. Dakota Design Company, LLC reserves the right to take action against you if you violate the terms of use.

If you are not an interior designer but offer services to interior designers and would like to use these with your clients, a commercial license is required. Please email katie@dakotadesigncompany.com to inquire about pricing and availability.

RETURN POLICY

Due to the instant and digital nature of this product, there are no refunds.

TESTIMONIALS

Check them out here.

PHOTOS

The photos shown in the images are stock photos and are not included with the purchase of the templates. We recommend using your own portfolio photos or purchasing stock images to personalize the templates.

FAQS

Check out our FAQ page here.

NEED HELP?

Want to make sure this system is right for you? Chat with me here.