Interior Designer Client Onboarding Kit

Interior Designer Client Onboarding Kit

A connected set of editable documents for independent interior designers. Move from an accepted engagement through discovery, a draft brief, a focused kickoff meeting and explicit client confirmation.

WHAT IS INCLUDED

Nine editable client-facing DOCX templates, an editable Quick Start guide, a Word-friendly Start Here guide, a separate internal kickoff checklist, three fictional worked examples, 13 matching static PDF previews and an individual professional licence in Word and PDF.

HOW TO USE IT

Replace bracketed fields, adapt the content to your agreed services and branding, and inspect the PDF you export before sending it to a client. Files are in English and A4 format. PDFs are static previews, not fillable forms. No Canva account is required.

One named individual purchaser may reuse the blank templates in their own practice and send completed project documents to clients. The kit does not replace a contract, fee proposal, technical design or legal advice. The examples are fictional.