Client Welcome Guide for Interior Designers

Sending 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.

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I've been meaning to make a welcome guide for ages and downloading the HYDC template was the kick in the arse I needed. I loved that I was able to import all my own branding to truly customize the document and now I feel so pro-fesh when I send this out to new clients! THANKS HYDC!

Friday a client whose construction scope has grown so much messaged me that her husband wanted to go furniture shopping this weekend (they have been holding a $50k furniture invoice for a couple weeks from me) after a little back and forth I said let me send you my new procurement guide (I processed it last week from y’all) and 20 minutes later she said never mind- I’ll have your check next week. Saved me. Thanks!

I really enjoyed this!!! Although I couldn’t break away to a different location to complete, I scheduled some early mornings where I could quietly work through the packet. I loved how the categories were broken up, and really gave me a chance to focus on one portion of my business at a time without getting distracted. I thought it was very insightful, & gave me a lot of actionable steps to take. (Like unfollowing unhealthy comparisons on social media 😉). The financial portion was a great way to take a look at my numbers in a different way, and actually made it easier to communicate them to other people & clearly see a pathway to my goals. Thanks Shaun & Rebecca!!!

I had plenty of information about the importance of the pitch and the general idea of what to include, but when it came to the actual wording THIS resource was gold. I just filled in the blanks (mad lib style), chose my photos, and sent along to a publisher. I heard back almost immediately that my pitch was perfect and that she would keep me in mind for future issues. (update: I heard from her last night that I'm on dock for their fall issue!). Thanks HYDC!

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!!

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!

I'm so happy with this purchase! I really appreciate that this document is so beautiful and detailed, plus it's ready to go with all the copy, information, and formulas. I was able to download and send to my client within minutes. Such a huge win for my business!

This was such a great resource to help guide me through a my end-of-year business review. Loved all of the thoughtful and thorough questions. I used a large portion of the resource to build out the agenda for my team's annual "Year-In-Review" meeting. Thanks Shaun and Rebecca for creating and sharing!

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!

I just brought in a new assistant and we've been moving from Google slides for presentations. This template was so easy to work with in Canva and I didn't have to spend much time training my assistant on what was missing or still needing filling out. And not to mention it looks better than my old template too haha

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!

I didn't go to school for design so I've just kinda made up presentations as I went along. This template has been so helpful to keep my ideas organized and looking cohesive. I felt so professional after I printed the first one in this new format and the clients loved it!

This was perfect for getting my mentally prepared to do my year end wrap up. I saved to revisit annually!