A start-to-finish system for running a polished, professional client experience, from the first inquiry through the final handoff.
What's inside
14 fully built standard operating procedures, each with a clear purpose, scope, recommended tools, step-by-step actions, and a quality check, plus 3 bonus email templates ready to personalize and send.
Inquiry and onboarding
Discovery call and inquiry response
Client onboarding sequence
Intake and project scoping
Setting client expectations
Active project communication
Weekly client updates
Responding to client questions and requests
Handling revision requests
Managing scope creep conversations
Difficult conversations and delayed communication
Presentation and reveals
Preparing a client-facing presentation
Client reveal and walkthrough
Post-reveal follow-up and feedback collection
Wrap up
Project offboarding and final handoff, with a full final review checklist
Requesting referrals and reviews
Bonus templates
Welcome email template
Delay and setback communication template
Post-project review and referral request template
Perfect for
Interior designers who want a consistent, professional client experience without building every process from scratch
Designers who want their team, whether that's a DVA, a project manager, or a new hire, working from one documented system instead of guesswork and memory
Anyone ready to reduce client anxiety, manage scope creep, and handle delays with confidence instead of dread
Includes
Fully editable Canva template, delivered as a template link so you get your own copy to customize with your branding
Example language throughout for client emails and tricky conversations
A final project review checklist to keep every handoff consistent