Customizable Canva Template

Buy All Full Service Templates

Original price was: $590.00.Current price is: $531.00.

The Full Service Bundle is sure to take you to the next level in your business. Take your projects from start to finish with SIX editable templates and SAVE 10%!

Bundle includes:


Thank you for trusting me to help you grow your business! These files are not empty templates and pretty forms. Any number of places can offer you that. I want to provide you with r e a l value and content that will help inspire you to scale your own business. These are my forms that I use in my every day business. They are filled with my packages, pricing, process, standard operating procedure and so much more. I’ve found great success using these formulas and I hope you do as well.

Product Quantity

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: $112.50.

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: $112.50.

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: $85.50.

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: $85.50.

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: $85.50.

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: $49.50.
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.

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