Client Discovery Workflow for Interior Designers
Client Discovery Workflow for Interior Designers
Couldn't load pickup availability
The Client Discovery Workflow is a process-based approach to efficiently lead your clients through their initial inquiry to their first consultation. It was designed with the goal of providing each of your prospects a consistently elevated client experience, while still allowing you to properly assess the potential of projects. You'll be able to quickly implement the questionnaires, forms, tips, and templates into your client experience process and develop repeatable steps that will save your business valuable time.
The Client Discovery Workflow includes:
- A full client discovery timeline with our time-tested implementation process
- Automation and software recommendations
- Two client inquiry form examples to select based on your business model
- A 2-page Discovery Call Questionnaire you can use again and again
- A detailed Conversation Outline script for use during your Discovery Calls
- A 2-page Consultation Questionnaire you can use again and again
Upon purchase, you'll receive immediate access to this PDF download.
This product was formerly known as the Client Procurement Guide for Interior Designers, this new version has a refreshed design, additional implementation recommendations, and software/automation recommendations.
Loyal Hottie Discount
Loyal Hottie Discount
Join our Loyal Hottie membership on Patreon to save 20% on your purchase today. For $10/month you'll also enjoy other awesome benefits like:
- Live monthly mastermind sessions we call Hottie Hangouts on Zoom
- Exclusive video episodes, Patreon is the only place for new Process Party episodes
- Extended cuts of podcast episodes
- Shaun & Rebecca unedited, unfiltered, and ad-free
- Join the private HYDC Facebook Group just for Loyal Hotties to support each other
Learn more or join at Patreon.com/HYDC.
As soon as you join you'll be able to login to our shop and see your 20% discount applied to your cart.
Terms Of Use
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
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.
Share
Let customers speak for us
from 28 reviewsSending out a welcome guide to get my clients excited AND explain that you don’t text me on weekends is a win-win. It had been on my to do list for ages, finally did it with this template.
What a treat to receive this resource! I have been using off the shelf drapery for my clients but now I have the confidence to promote custom. Nothing like helping people see the value in quality!
I joined the HYDC Patreon since day one so I could benefit from these incredible resources. Honestly, the membership is one of the most no-brainer operating expenses in my business. The amount of time, money and headaches I save by receiving these quality documents (like this Welcome Guide) is priceless. Imagine getting an inquiry from a potential new client and sending them a completed branded, professionally designed and beautifully written Welcome Guide in response. The level of professionalism conveyed in this document is next level. Shaun and Rebecca have done all the hard work. All you have to do is plug in your info and photos, and you are ready to go!
Loved the easy to use set up, it gets to the point and covers most common questions
No one ever taught me how to manage installs and photoshoots. It used to be me just filling up my car with a bunch of random stuff from my pantry and cleaning cupboard but now I feel like a professional. The organizer bag is a game changer!
This budget worksheet is incredibly helpful and a necessary resource for your design biz. It has helped me in so many ways! For newer designers, it will give you a much clearer understanding of what it actually costs to pull a room together. No more underestimating project costs which ultimately just disappoints clients. It also helps get the budget conversation with the client out of the way early on in the process and then works as "guardrails" internally while sourcing. It's easy to use and integrate into client onboarding processes too. This is a great resource, do not hesitate to purchase!!
This was perfect for getting my mentally prepared to do my year end wrap up. I saved to revisit annually!
Client trust is huge and with a small firm we try to do everything we can to start off on the right foot and this def helps them take a breath and realize that we really do have their project under control.
This document saved me hours working on a furniture budget for a recent project. It is so professional looking and easy to use that I was also able to send to a client directly to fill out. Thanks HYDC, keep the awesome docs coming!
This source has been magic. Not just for my client to understand what products ACTUALLY cost these days, but for myself to confidently pick products without worry that my client will balk at the $2500 chandelier. They already approved the price. :)
I recently interviewed a college grad who said she wanted to work for me. I didn't have a position for her but gosh did I feel prepared to get all the nitty gritty for when the time comes to hire! I truly felt like a pro and there were questions on here I would never had thought of....like 'When do you feel the most creative?' Worth every penny!
This has been an amazing tool to get clients to understand what furniture actually costs, and what they'll be looking at for white glove services. Then it guides me when I'm doing my shopping for them. So helpful and robust!
This document is so thorough and it saved me HOURS! I would buy this 100x over again!
I've mostly worked on decorating projects up til now so this helped so much! I just started a remodeling project and I wanted the contractors to know that I'm a professional without being b*tchy and getting mansplained to. The guide helped me start our conversations on the right foot and it's been going so smooth.
This really is an ALL inclusive list. I know the icky feeling of having to ask the client for something at a photoshoot and now I feel prepared to look like a real designer! Thanks for bearing it all, HYDC! I especially love that there are links to all the items....including Cordless Electrical Scissors! Who knew.