Buy It All Bundle

From: Original price was: $2,069.00.Current price is: $1,655.20.

Product Quantity

Installation Bag Checklist

Ensure you are well-prepared and organized for your upcoming installation projects with the help of this convenient 2-page Installation Bag Checklist. Say goodbye to the hassle of sending your assistant to the store for essential items at the last minute. By using this comprehensive checklist, you can avoid the frustration of tradespeople showing up unprepared. The checklist includes items such as a first aid kit, scissors, floor protectors, a sewing kit, painter's tape, furniture sliders, Goo Gone, box opener, shoe protectors, and many more. It also suggests including labeled floor plans, a designer's list of goods, etc. This checklist aims to help designers stay organized, well-equipped and prepared for any installation challenges. With all the necessary items at your fingertips, you can confidently handle any situation that arises during the installation process. By being prepared and equipped with this checklist, both homeowners and subcontractors will appreciate your professionalism and readiness to tackle any challenge.


Discovery Call + Script

The 6-page Discovery Call Questionnaire is a valuable resource that covers crucial aspects of client interactions. By asking the right questions in advance, you can avoid potential issues with clients. The questionnaire also includes conversational scripts and techniques to handle the common "how much will this cost me?" question. This guide will empower you to approach your next discovery call with confidence and increase your odds of moving on to the consultation!

Original price was: $15.00.Current price is: $12.00.

Paint Color Consultation

Do you offer paint color consultation(s) and your clients walk away with just a paint chip? Stand out with this 12-page guide for every client no matter their budget or style. Look professional, streamline your business but most importantly elevate your client experience so the client feels like they're getting a significant deliverable. This packet will let your clients get their money's worth with a few simple revisions from you. What's included:

  • How to use the samples
  • Paint color palette *
  • Paint schedule *
  • Sheen Finishes and Uses
  • Local stores to purchase paint *
  • Painting tips and tricks for DIY
  • Local resources for hire *
  • Additional design suggestions *
  • Helpful tools and resources

Items marked with an * are the only parts of this document that require changing for each client. With minimal changes to your Paint Color Consultation required, you'll work efficiently, saving you time and money in the long run!

Original price was: $45.00.Current price is: $36.00.

Design Style Questionnaire

Dealing with clients who struggle to articulate their design preferences or have difficulty making decisions can be challenging for designers. However, the 20-page Design Style Questionnaire is a valuable tool that can streamline the process and save time in the long run. This comprehensive questionnaire provides visual aids, easy checkboxes, and carefully crafted sections that guide clients in expressing their preferences. Here's an expanded description of the questionnaire sections:

  1. Metal finishes: This section allows clients to select their preferred metal finishes for fixtures, hardware, and decorative elements. It covers options like brushed nickel, bronze, brass, chrome, and more.
  2. Fabrics: Clients can explore different fabric types and patterns for upholstery, draperies, and decorative textiles. The questionnaire helps them identify their preferences, such as velvet, linen, cotton, floral patterns, geometric patterns, etc.
  3. Flooring: This section focuses on flooring materials and styles, including hardwood, tile, carpet, laminate, and more. Clients can specify their preferred flooring types and finishes.
  4. Patterns: Clients can indicate their inclination towards specific patterns, such as stripes, chevron, polka dots, damask, herringbone, or abstract designs. This helps designers understand their clients' aesthetic preferences.
  5. Design style: This section delves into various design styles, allowing clients to identify their preferred style or a combination of styles like contemporary, traditional, modern, rustic, industrial, or eclectic.
  6. Color Palette: Clients are prompted to select their desired color palette, whether it's warm and earthy tones, cool and neutral hues, vibrant and bold colors, or monochromatic schemes.
  7. Preferred Colors: Here, clients can specify their favorite colors or hues they wish to incorporate into their design. It can include shades of blue, green, yellow, or any other specific colors they resonate with.
  8. Off-Limit Colors: Clients can communicate their aversion or dislike towards certain colors or color families, ensuring that these are avoided in the design scheme.
  9. Art Genres: This section focuses on the type of art clients appreciate, such as abstract, landscape, portrait, or contemporary art. It helps designers curate suitable artwork for the space.

By systematically exploring these design elements and style preferences, the Design Style Questionnaire helps clients clarify their tastes and provides designers with valuable insights. It allows designers to create personalized designs that align with their clients' vision, saving time and minimizing revisions in the later stages of the project.

Original price was: $55.00.Current price is: $44.00.

Client Questionnaire

The Client Questionnaire is a comprehensive 14-page customizable document designed for interior designers. It serves to gather essential information from clients, allowing designers to understand their project requirements, preferences, and personal details. This questionnaire enables designers to create tailored design solutions that align with the client's vision and lifestyle.


The Client Questionnaire includes the following sections:

  • General Information: Collects contact details, project addresses, and availability.
  • Project Details: Explores project completion timeframe, rooms to be serviced, and main points of contact.
  • Personal Information: Inquires about living duration, property purpose, budget, and residence type.
  • Lifestyle: Gathers information about the client's family, occupation, and home ownership.
  • Personal Preferences: Uncovers personal interests, hobbies, and design considerations.
  • Children's Information: If applicable, describes the personality and favorite colors of children.
  • Design Details: Captures the desired formality, ambiance, and preferences for furniture and accessories.
  • Lighting and Organization: Assesses the adequacy of lighting and organization in the spaces.
  • Notes: Provides space for additional comments or considerations from the client.

By completing this Client Questionnaire, clients provide designers with a holistic understanding of their needs, enabling the creation of customized and functional design solutions for their homes.

Original price was: $55.00.Current price is: $44.00.

Installation Guide

The "Installation Guide" is a comprehensive document that serves as a guide for clients during the installation process of their interior design project. This document allows Interior Designers to set expectations with their clients and developed a streamlined process for an excellent client experience. The Installation Guide covers important topics and provides valuable information to ensure a successful installation experience, consisting of four parts, each addressing different aspects of the installation process and the client's responsibilities.

  • Part 1 includes a table of contents, an introduction, and an overview of the installation day.
  • Part 2 focuses on the preparations clients need to make before the installation, such as cleaning the space, removing old furnishings, and securing pets.
  • Part 3 highlights what the design team can and cannot do during the installation, emphasizing limitations on major repairs, specialized trade work, and clean-up beyond what is made during the process.
  • Part 4 covers the styling aspect of the installation, including assembly instructions for furniture and the option for additional styling services.
  • The guide also provides information on pricing, with different packages available based on the duration of styling services required.
  • Next steps for clients are outlined, including accepting the installation proposal, paying the installation retainer, and scheduling the installation date if applicable.
  • Contact information is provided for any questions or inquiries that clients may have.

This comprehensive guide aims to provide clients with a clear understanding of what to expect during the installation process, ensuring a smooth and successful transformation of their space.

Original price was: $55.00.Current price is: $44.00.

Design Presentation & Spec Book

Show up and show out. This 80+ page Design Presentation & Spec Book is the perfect way to present your design to Full-Service clients in a professional but easy-to-understand document. Same design, three different formats for all your business needs.

Formats Available: Google Slides, Microsoft PowerPoint, Canva

Sections Include:

  • Introduction
  • Kitchen and Bath:
    • Space Planning and Elevations
    • Electrical Plans
    • Cabinetry
    • Countertops
    • Appliances
    • Design, Finishes & Specs
  • Furnishings:
    • Space Planning and Elevations
    • Design and Details
    • Products
    • Room Investment
  • Closure
  • Paint Schedule
  • Project Summary
  • Feedback
  • Next Steps
  • Phase II Expectations

Each section in the Design Presentation & Spec Book provides specific information related to the design process and project details. It covers various aspects of the design, including space planning, electrical plans, cabinetry, countertops, appliances, finishes, furnishings, room investments, and more. The closure section involves project summary and feedback from the client. The document also includes a paint schedule, project summary, and outlines the next steps to be taken in the design process. Finally, the Phase II Expectations section sets expectations for the upcoming phase of the project.

Suitable for: Kitchen and Baths, Furnishings and Accessories

Original price was: $95.00.Current price is: $76.00.

Welcome Guide

Prepare to revolutionize your business with this updated Welcome Guide, now in its 2023 edition. This comprehensive guide spans over 36+ pages and encompasses every crucial aspect of your interior design business. It serves as a game-changer by providing essential details about your services, pricing, processes, expectations, and effective communication strategies. This guide is the ultimate resource that not only markets your services to clients but also establishes clear expectations from the very beginning.

Key features of this Welcome Guide include:

  1. Extensive content: With over 36+ pages, this guide covers all the necessary information about your business, leaving no stone unturned.
  2. Powerful selling tool: The guide is designed to showcase your expertise, professionalism, and unique approach to interior design. It includes sections such as "About the Designer," "Testimonials," "Publications and Press," and "Company Philosophy" to highlight your credentials and build trust with clients.
  3. Pricing transparency: The guide includes a comprehensive price sheet, packages with brief descriptions, and full package breakdowns. It ensures that clients have a clear understanding of your pricing structure and the value they will receive.
  4. Detailed process and timeline: The guide outlines the step-by-step process of working with you, providing clients with a clear roadmap of what to expect. It covers important aspects such as project timeline, expectations, budgeting, and key information.
  5. Enhanced client experience: The guide introduces clients to your client portal, where they can access important documents, project updates, and other resources. This helps streamline communication and ensures a seamless client experience.
  6. Next steps and socials: The guide concludes with a section on next steps, providing clients with clear instructions on how to proceed. It also includes your social media handles, enabling clients to connect with you online.

By utilizing this Welcome Guide, you unlock the power to showcase your business, set expectations, and establish a strong foundation for successful client relationships. It's a comprehensive resource that will elevate your business and propel it to new heights of success in the world of interior design.

Original price was: $95.00.Current price is: $76.00.

General Design Agreement

This 13-page General Design Agreement is a legally binding contract written by a lawyer and valid in the state of CT. It is a comprehensive document that establishes the terms and conditions for the provision of design services.

  • It covers various aspects such as scope of work, fees, payment schedule, cancellations and refunds, privacy, copyrights, and limitations of liability.
  • The agreement outlines the rates and payment terms for the design services, including any additional fees such as travel expenses and procurement fees.
  • It specifies the client's responsibility to reimburse the designer for out-of-pocket expenses incurred during the project.
  • The agreement includes provisions for cancellations, returns, refunds, and exchanges, stating that fees and payments are non-refundable except under specific circumstances.
  • It addresses the privacy of client information and the confidentiality of vendor relationships, prohibiting the client from contacting vendors directly or disclosing confidential information.
  • The document clarifies that the designer retains the intellectual property rights to the designs and prohibits the client from reproducing or publishing the designs without permission.
  • It sets limitations on the liability of the designer, stating that the maximum liability is limited to the net profit of the design services.
  • The agreement includes provisions for termination, early termination, and project closure, specifying the rights and responsibilities of both parties.
  • It highlights the independent contractor relationship between the designer and the client, emphasizing that the designer is not an employee and is responsible for their own taxes and business obligations.
  • The document includes provisions for the assumption of risk, indemnification, force majeure events, and choice of law and jurisdiction.
  • It provides for the possibility of mediation and arbitration in case of disputes and specifies that any arbitration shall be conducted by an experienced arbitrator in the construction and interior design industry.
  • The agreement addresses various miscellaneous matters such as assignment, survival of certain provisions after termination, and the agreement being the entire agreement between the parties.
  • It concludes with the acceptance of the terms and conditions by both parties.

Overall, the General Design Agreement establishes the rights, responsibilities, and expectations of both the designer and the client in their professional relationship.

Upon purchase, it is highly encouraged to have a local attorney review this contract to ensure it abides by local laws within your state/region. Portions of this Contract are specific to the state of CT and will need adjusting.

Note: I use a General Agreement for all projects, regardless of format, duration, or designer involvement. This is not specific to any single service/package and is required by every client of mine.  In addition to the General Agreement, each service/package has its own Terms and Conditions which are specific to their level of service. Therefore, every Client receives two contracts from me: (1) the General Agreement plus, (2) the applicable package Terms and Conditions

Original price was: $95.00.Current price is: $76.00.

Home Decor Accessory Checklist

Get your hands on this comprehensive 16-page home decor accessory checklist that covers everything you need for each room in a house, totaling over 220+ items. This valuable resource is ideal for multiple purposes: use it as an opt-in* to attract potential clients, bring it along for consultations to assist you in discussing their requirements, or have clients fill it out beforehand to gain insights into their specific needs. This versatile document is a must-have tool that you'll want to keep readily available at all times.

*Note: You have limited commercial rights. To use this home decor accessory checklist as an opt-in, you must change the format, design, fonts, and any images to abide by the copyright parameters.

Original price was: $15.00.Current price is: $12.00.

Full Service I: Design Fee Proposal

Experience the ultimate level of comprehensive interior design services with our Full Service I: Design Fee Proposal. This product is specifically designed for Full Service clients, providing a seamless and structured approach to working with your design firm, to be delivered as part of the onboarding process.

The Full Service package is strategically divided into three distinct phases:

  • Design Fee: Concept development, space planning, material selection, presentation, and revision.
  • Product Fee: Procurement of furnishings, materials, and accessories for your project as well as project management.
  • Install Fee: Professional installation, overseeing the process to bring your design to life, and project closure.

This 18-page editable document includes:

  • A detailed breakdown of the design process and the specific objectives of each phase.
  • Comprehensive package details, outlining the services and inclusions you can expect.
  • A transparent price sheet ensures clarity on the associated costs for materials and services.
  • A project timeline, allows you to plan and coordinate your project effectively.
  • A proposed work and scope section, outlining the specific tasks and deliverables of the design journey.
  • A structured payment schedule provides clear milestones for managing payments.
  • Package terms and conditions, ensuring mutual understanding and clarity on contractual aspects.

Investing in our Full Service Interior Design Package (Phase I) unlocks a world of possibilities to bring your design vision to life. With our expertise and comprehensive resources, your space will be transformed into a reflection of your unique style and personality.

Original price was: $125.00.Current price is: $100.00.

Full Service lI: Product Fee Proposal

This product, Full Service lI: Product Fee Proposal, is 10+ customizable Canva pages specifically tailored for Full Service clients and focuses on Phase II: Product Procurement of our seamless design process. Phase II is dedicated to the Product Fee, which is one of the three essential phases of our Full Service package

The Full Service package is strategically divided into three distinct phases:

  • Design Fee: Concept development, space planning, material selection, presentation, and revision.
  • Product Fee: Procurement of furnishings, materials, and accessories for your project as well as project management.
  • Install Fee: Professional installation, overseeing the process to bring your design to life, and project closure.

This includes crucial information related to the Product Fee phase providing:

  • A reminder of package information
  • Invoice for furnishings and accessories
  • Payment schedule
  • Terms and conditions as it pertains to product procurement

In summary, this document serves as a contract between the interior designer and the client, specifying the scope of services, fees, payment schedule, and other important details related to the procurement and installation of products. It ensures that both parties understand their rights and obligations throughout the project.

Original price was: $125.00.Current price is: $100.00.

Lead Turn Down Scripts

These canned Turn Down Scripts provide a valuable resource for interior designers to politely and professionally decline potential clients. This editable template consists of four pages that cover different scenarios, offering responses for designers who need to address availability concerns, clients with small budgets, unrealistic timelines, or clients displaying red flags.

Key features of the Turn Down Scripts include:

  1. Respectful and professional responses: The scripts are crafted to communicate a decline in a courteous and considerate manner, maintaining the designer's reputation and professionalism.
  2. Multiple scenarios covered: The template addresses various common situations where designers may need to decline a potential client, ensuring comprehensive coverage of different circumstances.
  3. Editable template: Designers have the flexibility to customize the canned responses to align with their specific preferences and brand voice. This allows for personalized touches and the ability to tailor the scripts to individual circumstances.
  4. Standard operating procedures: The Turn Down Scripts can serve as standard operating procedures within the design team. Designers can share these responses to maintain consistency in client interactions and ensure a cohesive approach to turning down potential clients.

By utilizing these Turn Down Scripts, designers can navigate delicate situations with professionalism, save time by utilizing pre-drafted responses, and establish clear boundaries and expectations in client interactions.

Original price was: $15.00.Current price is: $12.00.

Consultation Process + Checklist

Did you just schedule your first ever Interior Design Consultation with a potential client? Congratulations! This is a single-page Consultation Process + Checklist is used for Interior Designers as a reminder of what items to accomplish during the consultation phase with their clients. Specifically, this form is catered to new Designers who need a standard operating procedure or for an established team who recently hired new employees. This very briefly discusses the 5 steps to a consultation and 8 key items to accomplish during your consultation.


Kitchen Questionnaire

The Kitchen Design Questionnaire is an 11-page comprehensive questionnaire that is used to gather detailed information about the client's preferences and requirements for their kitchen design project. The questionnaire is designed to be filled out either with the client during a consultation or sent directly to the client for them to complete on their own and covers various aspects of kitchen design and is structured with multiple-choice, single-choice, and short-answer formats to capture specific details.

  • It includes sections dedicated to gathering general information about the client, such as their name, contact details, and project timeline.
  • The questionnaire delves into the client's kitchen usage habits, exploring topics such as cooking frequency, meal preparation style, and family size to understand their specific needs and requirements.
  • Entertainment needs are addressed in a separate section, covering aspects such as dining preferences, hosting guests, and desired seating arrangements in the kitchen area.
  • Storage needs are given special attention, with questions regarding the client's storage requirements, preferred organization systems, and specific items they would like to store in their kitchen.
  • The questionnaire dives into cabinet and drawer preferences, allowing the client to specify their preferred materials, finishes, and hardware options.
  • Cabinet styles are explored, with examples and descriptions provided to help the client visualize different styles and choose the one that aligns with their taste.
  • Countertop selections are addressed, with options provided for the client to choose from, including different materials, colors, and patterns.
  • The questionnaire also includes a section dedicated to finished edges, allowing the client to specify their preference for countertop edges, considering factors such as aesthetics and functionality.

Overall, this comprehensive questionnaire serves as a valuable tool for gathering in-depth information about the client's preferences and requirements, ensuring that the kitchen design project aligns with their vision and meets their functional needs.

Original price was: $55.00.Current price is: $44.00.

65+ Package Names

This product includes 65+ package names to kickstart your business with a strong foundation. To ensure your path to success, these straightforward and effective options combine some unique alternatives. Gone are the days of cute package names. Your client values clarity and your website's SEO is contingent on understanding your services. In this compact collection of 3 pages, you'll discover over 65 unique names to boost your Interior Decorating or Design services. Get ready to make a lasting impression on your clients and dominate the market with these powerful package names. Let's dive in!


Site Measurement & Planning

This 17-page document is designed to assist interior designers in their Site Measurement & Planning session. Whether used internally or shared with e-design clients, this form serves as an organizational tool to keep all important information in one place. The step-by-step instructions provided ensure accurate measurements, reducing the risk of costly errors.

Topics covered in the document include:

  • A guide to taking pictures
  • Measuring techniques for the room
  • A comprehensive checklist of over 45 items to measure
  • Proper measuring methods for draperies and Roman shades
  • Guidelines for measuring a fireplace
  • A list of common blueprint symbols
  • Graph paper for each drawing and elevation
  • Space for design notes

By utilizing this document, interior designers can maintain organization, improve accuracy, and effectively communicate measurement details with clients.

Original price was: $45.00.Current price is: $36.00.

Good, Better, Best Budgeting Planner

Get ready for a game-changing Good, Better, Best Budgeting Planner that features room-by-room budgeting planning that goes beyond mere numbers. With over 20 pages of content, this planner adopts the good, better, best model to provide you with detailed budgeting insights. Not only that, it offers invaluable guidance on when and how to discuss budgeting (Psst! Discovery Call isn't the right time!). That's not all – you'll also discover effective sales tactics that will elevate your services and showcase your professionalism and expertise. Upgrade your budgeting game and boost your sales with this resource.


Closing Guide & Warranty Binder


Efficiently wrap up a project with your Client with this amazing 75-page Closing Guide & Warranty Binder.

Topics include:

  • Thank You
  • Mood Board
  • Space planning/floor plan reminder
  • Concept boards reminder
  • Paints including paint colors, paint schedule, paint finishes, paint specifications, cleaning instructions
  • Finish selection including location and pertinent details
  • Lighting including bulb types, light bulb schedule, light fixture cleaning instructions
  • Finishes and fixture care including cabinet care, quick cabinet fixes, countertops, sinks, faucets, shower heads, drains, wallcoverings, mirrors, and windows
  • Furniture care including casegoods, area rugs, soft goods, and linens
  • Window treatment care including draperies and blinds
  • Upholstery care including basic cleaning, cleaning codes, performance fabric, leather
  • Plant care includes artificial plants, artificial florals, and real plants
  • Warranties including designer warranty, vendor warranty, product warranty
  • Who to call for issues
  • Referrals

It is recommended to print, bind, and hand-delivered to the client at installation. It's your go-to resource for a seamless project closure experience.

Original price was: $55.00.Current price is: $44.00.

Consultation Prep Email

The Consultation Prep Email is a single-page guide provided by the Interior Designer for clients who have booked an interior design consultation. Copy and paste into your CRM or email provider. This quick guide advises clients to set aside time for the consultation and encourages the presence of all homeowners or decision-makers. Clients are instructed to assess their space, noting desired changes and preferences, and to bring floor plans and contact information if applicable. The document emphasizes the value of using platforms like Pinterest and Houzz for inspiration and visual references. The consultation aims to cover introductions, questionnaire reviews, space tours, idea discussions, accessory list creation, Welcome Guide review, and addressing any remaining questions.


Meeting Minutes Report

The Meeting Minutes Report is a report of meeting minutes created by an Interior Design firm. It is a customizable template designed to streamline processes and assist interior design businesses with meticulous record-keeping, and making sure everyone is on the same page for maximum project efficiency.

The brief includes:

  • Purpose of the meeting and attendees' information.
  • Agenda approval and any amendments.
  • Notes and actionable items discussed for each topic.
  • Meeting adjournment and acceptance signature section.
  • Next meeting details.

Streamline your process with detailed notes, quick recaps, and so much more in this Meeting Minutes Report.

Original price was: $15.00.Current price is: $12.00.

Creating Your Interior Design Packages

Are you an interior design professional who is just starting out and feeling overwhelmed by the business side of things? Do you struggle with translating your education and skills into effective packages for your clients? If so, the 21-page eBook "Creating Your Interior Design Packages" is specifically designed to assist you in developing comprehensive and compelling service packages. This eBook covers a range of topics to help you navigate the process successfully.

Key areas addressed in the eBook include:

  1. Introduction: A brief overview of the importance of creating well-defined packages and how they can benefit your interior design business.
  2. Understanding the necessity of packages: Exploring why having clearly defined packages is crucial for positioning your services, attracting clients, and streamlining your business operations.
  3. Identifying your ideal client: Guidance on identifying your target audience and understanding their specific needs and preferences, enabling you to tailor your packages accordingly.
  4. Developing a package creation strategy: Step-by-step instructions on structuring your packages to offer maximum value to your clients while aligning with your unique expertise and style.
  5. Formatting your packages: Practical tips on presenting your packages in an aesthetically pleasing and easy-to-understand manner, ensuring clarity and professionalism.
  6. Choosing effective package names: Insights into selecting compelling and descriptive names that resonate with your target audience and communicate the value of your services.
  7. Determining package inclusions: Guidance on deciding what to include in your packages, such as design deliverables, consultations, sourcing services, and additional perks to enhance the client experience.
  8. Pricing for profit: Strategies for setting appropriate pricing for your packages to ensure profitability and align with industry standards.
  9. Exploring different pricing methods: An overview of various pricing approaches, including hourly rates, flat fees, and value-based pricing, along with their pros and cons.
  10. Deciding whether to include pricing on your website: Considerations regarding whether to display pricing information on your website and its potential impact on client inquiries and conversions.
  11. Additional offerings: Suggestions for incorporating supplementary services or add-ons to further enhance your packages and cater to the unique needs of your clients.

Throughout the eBook, you will find real-life examples and practical illustrations that help you grasp the concepts and apply them effectively in your own interior design business.

By utilizing the insights and recommendations in "Creating Your Interior Design Packages," you will gain clarity, confidence, and a solid foundation for developing compelling service offerings that attract your ideal clients and contribute to your business's success.

Original price was: $50.00.Current price is: $40.00.

Finding Your Ideal Client

This pivotal step is often missed but can literally determine the success or failure of your business. This 19-page combination eBook and workbook, Finding Your Ideal Client, is a comprehensive guide that helps interior design and decorating businesses identify their ideal client. By providing step-by-step instructions, exercises, and examples we'll assist you in defining and understanding the target audience, emphasizing the importance of knowing the ideal client's preferences, lifestyle, needs, and frustrations, and offering strategies for tailoring services and marketing efforts accordingly. The goal is to create a clear and compelling pitch that resonates with the ideal client, leading to successful business growth. Chapters include:

  • What an ideal client is
  • Who it most often resembles
  • The importance of having one
  • How other top companies utilize their ideal client to guarantee their company’s success.

Several workbook pages allow you to work through what clientele you’ll serve, who your ideal client is, their client profile, how to market to them, and what to do with all this information. This pertinent information exceeds that of the eBook by allowing you to explore effective marketing techniques specifically tailored to reach and engage with this target audience, create compelling pitches, develop targeted marketing campaigns, and establish a strong brand presence that resonates with their ideal clients. This is not a step to miss in your business development!

Original price was: $50.00.Current price is: $40.00.

Block Schedule Template

Stay on top of your game with my tried-and-true block schedule template for keeping things organized in my business. This easy-to-edit 4-page Canva file is perfect for tailoring to your own needs. It offers two options: a traditional 9-5 schedule and one with reduced hours, so you can choose what works best for you. The package includes customizable labels, color-coded blocks, and icons to make your schedule visually appealing and intuitive. Check out the pictures to get a sneak peek at the entire document. Get your business in order and take control of your time with this handy block schedule.


Purchase Order Template

The name, Purchase Order Template says it all! This single-page invoice will allow you to enter pertinent information to submit to your vendors and keep meticulous records for all your Interior Design project. A purchase order template is valuable to interior designers as it:

  • Facilitates streamlined communication with suppliers
  • Organizes and maintains records of purchases
  • Helps avoid errors and misunderstandings in orders
  • Demonstrates professionalism and creates a formal business relationship
  • Saves time and effort by providing a standardized format for purchase orders

NOTE: This file requires using a free Google account to access Google Sheets. For maximum benefit, it is recommended that you have experience using Google Sheets or Microsoft Excel.

Original price was: $15.00.Current price is: $12.00.

Fee Schedule

The "Fee Schedule" template is a useful tool designed to be shared with clients. It consists of two sections: the top portion outlines the breakdown of fees and associated tasks performed by your team, providing clients with a clear understanding of the cost structure and the individuals involved in the project. The bottom portion is customized for each client and project, outlining the billing details and payment terms. By separating the Fee Schedule from the proposal, clients have a quick and convenient reference document that helps them easily review the financial aspects of the project. It enhances transparency and streamlines the communication process between you and your clients.

Original price was: $15.00.Current price is: $12.00.

Bathroom Questionnaire

A comprehensive 19-page Bathroom Questionnaire that covers every aspect of your client's next bathroom design project. Packed with helpful resources such as fill-in-the-blank sections, multiple-choice questions, and visual aids, this document will serve as a valuable guide for you and your clients. This document contains educational content to guide your clients through the selections they're about to make.

Here's a quick breakdown of what you can expect:

Categories: There are 14 different categories (General Info, Medical Needs/Aging in Place, Bathroom Usage, Storage Needs, Cabinets, Metal Finishes, Toilet Preferences, Tub Style, Shower Faucet and Head Options, Sink Style and Faucets, Countertop Material and Edging)

Questions: With over 75 questions, you'll be able to gather detailed information from your clients to ensure a tailored design solution.

Format: The document utilizes a variety of formats including checkboxes, images, multiple-choice options, short answer sections, and long answer sections to capture all necessary details.

With this comprehensive document in hand, you'll have all the tools you need to create a successful bathroom design that meets your clients' needs and preferences.

Original price was: $55.00.Current price is: $44.00.

FF&E & Other Finish Schedules

The "FF&E & Other Finish Schedules" Google Sheet, also known as the Construction Doc, is a comprehensive tool consisting of 11 templated tabs specifically designed to meet your construction needs. These finish schedules cover all the essential information required by your contractor to seamlessly implement the design, minimizing the need for additional clarification. They include:

  • Project Overview
    • Client demographics
    • Access to the property including access codes, client living, and storage circumstances
    • Pertinent home information such as general ceiling heights, the year the house was built, and parking accessibility
  • Initial Scope of Work
    • A detailed scope of work color-coded by the date the item was added
    • Columns include room, location, description, product or misc. links, change order required, date completed, and quick reference information
  • Finishes
    • Columns include product images, room name, location, vendor, item name, remarks, product links, pre-install storage location, and notes
  • Plumbing
    • Columns include product images, room name, location, vendor, manufacturer, item name, remarks, product links, pre-install storage location, and notes
  • Lighting
    • Columns include product images, room name, location, vendor, item name, product link, spec sheet link, size, weight, bulb included, bulb type, dimmable (y/n), quantity of bulbs, pre-install storage location, and notes
  • Appliances
    • Columns include the image, room name, vendor, manufacturer, item name, model number, install type, finish, sales rep, contact information, and notes
  • Flooring & Tile
    • Columns include mark, room name, location, supplier, manufacturer, finish/specs, size, install pattern, grout brand, grout color, and notes
  • Paint & Wallcoverings
    • Columns include mark, room name, location, brand, line selection, color code, color name, color swatch, sheen, and notes
  • Hardware
    • Columns include a product image, location, vendor, item, qty, product link, installation instructions, pre-install storage location, and notes
  • Window Treatments
    • Columns include room, location code, type of treatment, mount type, swatch, material code, width, height, depth, cord type, and finish, valance finish and format, binding finish and format, description, product link, and a checkbox when it's been ordered.
  • Punch List
    • Columns include room, location, description, notes, date completed, and a section to check off items as they've been completed. This tab also calculates the number of open items and closed items for easy reference.

By sharing this document with your contractor and occasionally with your client through Google Sheets, everyone involved in the project can have a clear understanding of the tasks and work to be accomplished, ensuring efficient communication and alignment throughout the construction process.

Original price was: $45.00.Current price is: $36.00.

Project Management Spreadsheet

Overhauled in 2023!

Who says you need a fancy or expensive program to manage and track your Full-Service projects? This highly robust Google Sheet, Project Management Spreadsheet, features 15 tabs for a single project and is single handily the backbone of my business.


  • Automatic calculations
  • Color-coded  sections
  • Visual aids
  • Room-by-room calculations
  • Overall project calculations
  • Detailed breakdowns
  • Full project management and tracking system
  • A 15+ page instruction manual for use
  • Video walk-through


1. Project Summary - An accumulative look at your project overall including:

  • a color-coded graph section for a visual look that corresponds to the sections listed below
  • overall project totals for each room and project overall
  • profitability tracking by project and product
  • cost per square foot calculation based on the cost of goods, design fee, and overall
  • a list of category totals by product type (casegoods, accessories, etc)
  • quick and easy Product Fee Proposal breakdown for invoicing
  • banking transfer breakdown following a simplified profit-first model
  • hourly tracking to determine profit / loss of time spent
  • billing breakdown to show any monies spent and balances owed

2-11. Room Name - Ten separate tabs dedicated to different rooms in a home. Additional tabs can be added for larger projects and tabs not in use may be hidden. Includes project management and tracking aspects of Interior Design such as:

  • product image, vendor and product information, ordering specs, quantity
  • pricing including wholesale pricing breakdown, designer profit margin, retail mark up, shipping, tax, admin fee, CC processing fee
  • actual costs when ordered including price variance (balanced owed and client credits)
  • ordering information including purchase order / invoice number, estimated arrival, date ordered, the location being delivered to, etc.
  • order tracking and project management.

12. Accessories - A tab dedicated to ordering accessories. I charge an accessories budget for every single room design, accumulate the fees in single tabs, and purchase accessories accordingly. This is a simplified version of the Room Name tab where there's product information, order information, and tracking information. It also calculates the budget set by the designer, the current amount spent, and the pending balance.

13. Bank Reconciliation - a simple checks and balances page that does the work for you and keeps your books clean. Identifiable information is automatically entered as you order and you can manually check off when the fees have been deducted from your bank. This sheet allows you a single place for all your project finances and recalls information at a quick glance.

14. Project Autopsy - Analyze your project at the end. This is such an important process that often gets missed. Did you charge enough? What were your key takeaways? What was your client experience like and how could it have been better? Quick information is available at a glance for evaluation purposes.

15. Table of Contents - This tab is used to enter the different categories of goods and updates them on all pages. Enter information here that you would like to break out.

For example:
Window Treatments:
- Hard Window Treatments
- Soft Window Treatments

NOTE: The Project Management Spreadsheet requires using a free Google account to access Google Sheets. For maximum benefit, it is recommended that you have experience using Google Sheets or Microsoft Excel.

Original price was: $199.00.Current price is: $159.20.

Project Completion Form

Streamline the project closure process with this concise and efficient two-page form, Project Completion Form. Designed to make closing your projects a breeze, it includes a user-friendly questionnaire where clients can provide feedback on whether the project met their expectations and standards. Additionally, there's a dedicated space to note any adjustments or deficiencies that need to be addressed. Finally, the form wraps up with a signature section for the final sign-off. Simplify project closure while ensuring client satisfaction with this straightforward form.

Original price was: $25.00.Current price is: $20.00.

Dubsado for Interior Design

Discover the comprehensive guide on utilizing Dubsado for Interior Design business. As a robust CRM, Dubsado provides client management and project organization with invoicing and communication, and a centralized solution to enhance efficiency and professionalism. This resource-rich package offers:

  • 4 video tutorials providing step-by-step instructions
    • An overview to acquaint you with Dubsado's functionalities
    • In-depth exploration of various forms and guidance on creating your own
    • Demo of a sample project from initiation to completion
    • Customization options for client view to align with your brand
  • 9 lead categories to streamline your client management
  • 4 project categories for efficient project organization
  • Over 65+ pre-written canned emails for effortless communication
  • BONUS! Canva templates for your client portal banner
  • 3 essential workflows
    • Lead consultation (7 steps)
    • Consultation workflow (6 steps)
    • Full-service workflow (21 steps)
  • Additional resources to enhance your Dubsado experience
  • Discounted installation assistance for seamless setup
  • Beautifully designed templates to elevate your brand image
  • Access to forms specifically tailored for use in Dubsado

PLUS! Enjoy a complimentary 1:1 virtual session to review the material, address any inquiries, troubleshoot issues, and receive personalized guidance. Unlock the full potential of Dubsado for your Interior Design business today!

Original price was: $395.00.Current price is: $316.00.

End of Year Planning

Accessible via Google Sheets and fully customizable! This End of Year Planning is a yearly goal-setting and evaluation tool. It includes sections for reflections, quarterly goals, financial reflections, marketing and social media metrics, and more. It provides a comprehensive assessment of various aspects of the business to aid in planning and improving performance for the upcoming year. Includes two separate templated tabs with three different sections:


  1. Year Over Year Analysis
    • Tracking of general items such as leads, location of leads, lead conversion, number of clients per service,
    • Website tracking analytics
    • Quick reference financial information of gross and let income by service and product sales,
    • Client experience with the number of Google reviews obtained, portfolios added as well as...
    • Marketing and social media including follower counts, newsletter subscribers, advertising budget, conversion rate, and ROI.
    • Lead Conversion graph
  2. Detailed Yearly View
    • Sections:
      • Word of the Year
      • Goal Setting with sub-goals
      • Yearly tracking (automatically duplicated from the previous year's analysis)
      • Journal promps / reflection section with specific questions related to your figures from the year

This End of Year Planning provides a comprehensive overview of the business's performance and aids in strategic planning for the upcoming year.

Original price was: $15.00.Current price is: $12.00.

Create An Interior Design Website That Sells

The "Create An Interior Design Website That Sells" e-book is a 31-page PDF available for instant download. It provides a comprehensive guide on building an effective website for interior design businesses. The e-book covers the necessary elements of a website, optimizing pages for consumers, and valuable tips to engage visitors and leave a positive impression. It incorporates sales strategies backed by extensive statistical data.

"Research shows that users form an opinion about a website within 50 milliseconds, which influences their decision to stay or leave" which makes it vital that your website be thoughtfully curated.

Key content in the e-book includes:

  • Introduction
  • Identifying barriers and limitations of your current website's selling potential
  • A 2-page workbook to evaluate your existing site
  • General tips for website improvement
  • Using appropriate terminology
  • The four essential website pages your business must have
  • Formatting guidelines and essential tips for the following pages:
    • Home Page
    • About Us Page
    • Service Page
    • Portfolio Page
    • Contact Page
  • A 30-day website challenge to help transform your website and enhance its effectiveness.
Original price was: $25.00.Current price is: $20.00.

Against Design Advice Agreement

This customizable, Against Design Advice Agreement, is a Canva template that is a legally binding letter to protect Designers from Clients who make poor decisions that could negatively impact the final design outcome. A CT-based attorney writes the letter and relieves designers of any liability or recourse from the client's decision. As there is no guarantee of a client's compliance or signature, this is formatted to be sent as a letter or in an email, wherein a response is not needed.

Upon purchase, it is highly encouraged to have a local attorney review this contract to ensure it abides by local laws within your state/region.

Original price was: $45.00.Current price is: $36.00.

130+ Canned Emails

Looking to streamline your communication process and enhance client satisfaction? Look no further! Our comprehensive email library offers 133 expertly crafted and organized canned emails, covering a wide range of topics related to interior design projects.

The library is thoughtfully organized into 13 folders, each dedicated to a specific aspect of the design process. From client onboarding and project updates to design presentations and installation details, you'll find a wealth of email templates tailored to every stage of your project.

Categories include:

  • General Business
  • Leads
  • Consultations
  • Waiting List Sequence
  • Onboarding
  • Appointments
  • Billing
  • Full-Service Design
  • Shopping List Services
  • Client Experience
  • Project Closure
  • Terminating Projects
  • Testimonials

Dropbox download with customizable templates! Copy and paste in your favorite CRM, Google, and more! Also includes a list of emails and the folders they reside under for easy searching, as well as instructions for adding canned emails to Gmail and Outlook.

See product images for a full list of all canned emails available.

Original price was: $175.00.Current price is: $140.00.
All aspects of these documents are customizable unless otherwise noted. All forms use a free program in either Canva, Google Docs, or Google Sheets. A free account is needed to customize. This is a digital product. ALL SALES ARE FINAL and includes a SINGLE-USE, STANDARD license only, which allows for a limited commercial use. This product may not be resold, transferred, or shared with any professional entity outside of your employees. Copyright restrictions apply and legal action may be taken.