Consultation Process + Checklist
Customizable Canva Template
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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.

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.