Client Discovery Workflow for Interior Designers

With our Client Discovery Workflow, we've included everything you need to efficiently bring your client from their initial inquiry through their first consultation. You'll be able to quickly implement the questionnaires, forms, tips, and templates into your client experience process.

What You'll Get:

• Our client discovery workflow with tips
• Two client inquiry form examples
• Conversation Outline script for your Discovery Calls
• Fill-in form template for you to complete on your discovery calls
• Pre-Consultation Questionnaire form
• Example Dubsado questionnaire form
• Automation tips and the apps we use
• Process and workflow tips