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TRANSFORM YOUR CLIENT EXPERIENCE:
DOCUMENTS THAT WOW FROM
START to FINISH
First impressions, smooth processes, and memorable moments—create a client experience that sets you apart.
ATTRACT MORE REFERRALS
AND REPEAT CLIENTS
STAND OUT AS A PROFESSIONAL, HIGH-TOUCH DESIGNER
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FREE UP HOURS IN YOUR
DAY-TO-DAY SCHEDULE
WHY INVEST
IN YOUR CLIENT EXPERIENCE?
Your clients should feel valued, informed, and excited from the very first interaction to the final wrap-up. But creating that seamless, high-end experience is a lot of work—and it’s easy for things to slip through the cracks when you’re wearing all the hats. That’s where my Client Experience Suite comes in! Together, we’ll create branded, beautifully designed documents that make your client process as smooth and professional as your designs.
Your investment and welcome guides are the backbone of your client process—without them, setting boundaries and managing expectations becomes an uphill battle.
Wondering what you'll achieve with an elevated client process?
With our customized Client Process Documents you'll...
Manage Expectations
No more guessing games. Your client documents spell out each step of the process, so clients know exactly what to expect and when. With timelines, deliverables, and milestones all laid out, you avoid those ‘Where’s my update?’ emails, and clients feel assured every step of the way.
Prevent Scope Creep
Scope creep, begone! These customized docs make it crystal clear what’s included in your services, keeping projects right where they should be. When clients see what’s covered from the start, it’s easier to stick to the plan and handle extra requests without overstepping your boundaries.
Set Boundaries with Clients
Boundaries, but make it effortless. With your new guides, everything from response times to project expectations is clearly communicated up front. Clients know the deal from day one, which means they respect your process—and you get to focus on delivering great results without the extra stress.
The Full Client Experience Suite Includes...
INVESTMENT GUIDE
DONE-FOR-YOU
Make it easy for clients to understand what you offer and why it’s worth it. This guide lays out your services, pricing, and expectations, cutting down on the back-and-forth and giving clients a clear view of their investment.
WELCOME GUIDE
DONE-FOR-YOU
Kick things off right! The Welcome Guide introduces clients to your process, timelines, and how you’ll work together, so they feel comfortable and in the loop from day one.
DESIGN PROPOSAL
TEMPLATE
Wow potential clients with a proposal that’s organized, visually appealing, and totally on-brand. It lays out the scope, timeline, and costs clearly—helping you get that ‘yes’ with confidence.
MATERIALS CARE GUIDE
TEMPLATE
Give clients the lowdown on maintaining their new space. From cleaning fabrics to protecting finishes, this guide shows clients you care about the longevity of your work—and their investment.
GOODBYE PACKET
DONE-FOR-YOU
End on a high note! This packet includes final details, contact info, and a warm closing note, making sure clients feel taken care of and ready to recommend you to others.
PERSONALIZED EXPERIENCE MAP
ROADMAP
Not sure where each piece fits? This guide gives you a step-by-step outline of when and how to share each document for a seamless, pro-level client journey.
How it works:
Step 1: Initial Setup
Fill out a quick questionnaire and provide any branding materials and images—we’ll use this as the foundation for creating your custom documents.
​Step 2: Process Mapping Consultation
In a 60-90 minute session, we’ll dive deep into your current client experience, map out your ideal process, and iron out any kinks. By the end, we’ll have clarity and confidence on how to structure your documents to fit your brand and streamline your workflow.
Step 3: Layout & Style Review
Receive an initial mockup of the layout and style for your documents, perfectly aligned with your brand’s look and feel. This is your chance to review and approve the design direction before we jump into content creation.
Step 4: Creation Period
Now, it’s our turn! We’ll craft each document with tailored copy, layout, and design that reflects your ideal client experience. (4-6 weeks)
Step 5: Drafts Delivered
You’ll receive preliminary drafts of all five documents, fully designed and customized with your branding, layout, and copy.
Step 6: Revisions
One round of revisions is included to ensure every detail is just right and aligns with your vision. (1-3 weeks)
Step 7: Final Deliverables
Get the finalized PDFs and editable templates for future updates, along with a personalized quick start guide on implementing your new, elevated client experience.
LOOKING TO COMPLETELY REVAMP YOUR PROJECT PROCESS + CLIENT EXPERIENCE?
1:1 DESIGN BIZ STRATEGY SESSIONS
Tailored support to refine your pricing, simplify your workflow, and build a client experience that truly stands out. Perfect for designers looking to scale with confidence—and a great intro to Project Management services if you're ready for ongoing support.