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Client Onboarding Bundle

Client Onboarding Bundle

Regular price $267.00
Regular price Sale price $267.00
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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.

Now you can:

  1. Help your clients set their project furnishings and accessories budget early and accurately with our interactive 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 in an easy-to-use Canva template. You'll cover your processes and what your clients should expect now that they've signed their contract. 
  3. Confidently convey the value of the furniture procurement and ordering process with our client-ready Canva template. You'll reduce the number of potential client objections and increase their buy-in to your processes to earn more revenue.

    What's included in the Client Onboarding Bundle:

    1. The Furnishing Budget Calculator includes:

    • A Google Sheet that can be customized to your brand standards
    • An interactive client-friendly calculator with 5 sample room budgets and furnishing recommendations
    • Built-in estimators for shipping, receiving, delivery, and sales tax
    • 4 pre-filled price tiers per furnishing item: retail, entry-level, moderate, heirloom
    • A separate section where you can customize furniture quantities 

    2. The Client Welcome Guide includes:

    • A 7-page fully-customizable Canva template
    • Expertly written copy that's client-friendly and easy to understand
    • Pages include: Client Welcome letter, Client Tips & Reminders, Communications Overview, Project Phases & Milestones timeline, Payment & Billing terms, Thank You page

    3. The Client Purchasing Guide includes:

    • An 11-page fully-customizable Canva template
    • 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

      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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