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Client Onboarding Bundle

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$297.00
$267.00
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The process of bringing on your new clients can be bulky and confusing without the right tools and steps. The HYDC Client Onboarding Bundles brings together 3 of our best-selling client tools that you can incorporate into your internal processes and share with your clients.


Now you can:

  • Confidently explain the value of the procurement and ordering process with our client-ready Canva template (Client Procurement Guide)
  • Help your clients set their project furnishings and accessories budget early and accurately with our interactive Google Sheet. You'll set your project minimums before working on concepts and avoid awkward conversations later (Establishing A Decorating Budget).
  • Provide a professional welcome and positive client experience with our easy-to-use Canva template to cover your processes and what they should expect now that they've signed their contract (Client Welcome Guide).



What You'll Get:


Establishing a Decorating Budget

  • Customizable Google Sheet
  • Interactive client-friendly calculator
  • 5 sample room budgets with furnishings
  • Built-in shipping estimator
  • Built-in receiving and delivery estimator
  • Adjustable sales tax calculator
  • 4 price tiers per furnishing item
  • Customizable for your brand standards
  • Quick and easy to implement


Client Welcome Guide

  • 7-page customizable Canva template
  • Client Welcome letter
  • Client Tips & Reminders
  • Communications Overview
  • Project Phases & Milestones timeline
  • Payment & Billing terms
  • Thank You page


Client Procurement Guide

  • 11-page customizable Canva template
  • Client-friendly explanations of
  • How designers make money
  • How trade vendors work
  • How we handle freight and shipping
  • Working with a receiver
  • Customizable rate sheet
  • Answers to common FAQ


TERMS OF USE


This product is for unlimited use by only the original purchaser. You cannot resell, lease, duplicate, license, sub-license, redistribute, or offer the product for free to any third party.


NON-REFUNDABLE PURCHASE


Once a purchase has been made, and the product package has been delivered to you, you will not be able to cancel your purchase, and no refunds will be issued by Hot Young Designers Club.

You will get the following files:
  • PDF (1MB)
  • PDF (97KB)
  • PDF (129KB)

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