Consultation Prep Email Sneak Peek
Customizable Canva Template
Download Page for Interior Design Collaboratory™

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.

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.