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Client Onboarding Bundle for Interior Designers

Client Onboarding Bundle for Interior Designers

Regular price $267.00
Regular price $297.00 Sale price $267.00
Sale Sold out

The process of bringing on your new clients can be overwhelming and confusing without the right tools and steps. The 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.

The Client Onboarding Bundle includes:
- The Furnishing Budget Calculator
- The Client Welcome Guide
- The Client Purchasing Guide

With these tools you'll be able to:
1. Help your clients set their project furnishing & accessory budget early and accurately with our interactive Furnishing Budget Calculator Google Sheet. You'll establish your project minimums before working on design concepts and avoid awkward conversations later.

2. Provide a positive client experience with a professional Welcome Guide in an easy-to-use Canva template. You'll review your processes and what your clients should expect now that they've signed your contract.

3. Confidently convey the value of the furniture purchasing and ordering process with our Client Purchasing Guide. This Canva template contains pre-written and client-friendly explanations that will reduce the number of potential client objections and increase their buy-in to the process that earns you more revenue. 

The Furnishing Budget Calculator is a customizable Google Sheet with an interactive client-friendly calculator of 5 sample room budgets and furnishing recommendations. It includes built-in estimators for shipping, receiving, delivery, and sales tax along with 4 pre-filled price tiers for each furnishing item.

The Client Welcome Guide is a 7-page fully-customizable Canva template with expertly written copy that's client-friendly and easy to understand along with valuable pages for Client Tips & Reminders, Communications Overview, Project Phases & Milestones timeline, Payment & Billing terms and more.

The Client Purchasing Guide is an 11-page fully-customizable Canva template with expertly written and client-friendly copy. The guide includes ready-to-use explanations of how designers make money, how trade vendors work, how to handle freight and shipping, how to work with a receiver, a customizable rate sheet, and answers to common FAQ.

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

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.

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