A process that "works" may be messy yet functional. But a growth-driven client process is better...
It earns client trust from Day 1, makes the client process easier, positions your services as high-end, and leads to lifelong clients and referrals. And not just once in a while, but every design project.
increases your VALUE
Saves Time & MONEY
multiplies clients
It positions your services at a higher level, appeals to better projects and clients, and justifies setting higher minimums + fees.
Having a replicable client experience saves time, increases efficiency (and profit), avoids mistakes, and delivers every time.
When clients have a great experience, they tell their friends and hire you again—and your trade partners do, too!
the client
onboarding handbook
THE luxe client experience collection
1
What's Inside
Secure CLIENT TRUST From Day 1
SECURE CLIENT TRUST FROM DAY 1
Client process
email templates
2
Save hours every project
SAVE HOURS EVERY PROJECT
THE DESIGN
PRESENTATION
3
win clients over to your ideas
WIN CLIENTS OVER TO YOUR IDEAS
THE HOME
CARE GUIDE
4
make referrals effortless
MAKE REFERRALS EFFORTLESS
Use this collection to repeat the same growth-driven process for each client, saving HOURS of admin time, increasing efficiency (and profits!), and turning every happy client into future clients.
Get started with The Luxe Client Experience Collection
Get started with The Luxe Client Experience Collection
what interior designers are saying about our templates
HEART-WARMING PRAISE
18 pages, including:
- Welcome Letter
- Communication
- Collaboration
- Project Timeline
- Invoicing
- Design Phase Expectations
- Furnishing Phase Expectations
- Next Steps
Includes 31 emails covering:
- Client Welcome + Project Kickoff
- Conceptual Design Phase
- Detailed Design Phase
- Ongoing Project Admin
- Pre-Installation Info + Prep
- Post-Install Wrap-up + Thanks
Flexible pages with:
- By-Room Scope + Concepts
- By-Room Space for Moodboards, Drawings, Palettes, Renderings
- Vendors + Collaborators Section
- Investment + Timeline Section
- Next Steps
WANT TO KNOW MORE?
The Client Onboarding Handbook
Client Process Email Templates
The Design Presentation
1
2
3
14 pages including:
- Thank You Letter
- Product + Paint List by Room
- Product Care Instructions
- Product Warranties
- Trade Partner Directory
- Extra Support Options
- Goodbye + Staying in Touch
The Home Care Guide
4
browse the details HERE oR take our video tour
Get the Luxe Client Experience Collection
THE LUXE CLIENT EXPERIENCE collection | $749
Client Onboarding Handbook w/ Copy + Design in Canva
30+ Client Process Email Templates w/Copy via Word Doc
Design Presentation Template w/Copy + Design in Canva
Home Care Guide Template w/Copy + Design in Canva
BONUS: 3 Canva Design Aesthetics (Modern, Classic + Minimal)
Ready to multiply your clientELE with a standout client experience?
Access to our Video Tutorial Library
WHY CHOOSE templates created by ochre & Beige?
With a combined 20+ years in marketing and 10+ years serving interior designers exclusively, we know your struggles, what affluent clients look for, and how to turn your vision into real, impactful results.
Our templates are a result of what we've seen work for our clients and for our own business. The strategy, the words, the look—it's all there, ready to leap you ahead.
Not much. We’ve created these templates with busy designers like you in mind. Simply drag and drop your favorite project photos, add your logo, and customize the brand colors or fonts, if you wish. Most of the copy only needs a few simple updates wherever you might need to align it with your own business practices (such as how you charge design fees).
The Onboarding Handbook and Client Process Email Templates can be used over and over with very minimal customization needed. The Design Presentation and Home Care Guide, of course, will get personalized to each client—and that's what makes it so irresistible!
We highly recommend that you have at least 10-20 high-quality photos to showcase. Our templates are built to highlight your work, and effective visual representation is the key to making the most out of them. The provided stock photos may be used, if desired.
There is very little integration involved with these templates. Most of these resources can be downloaded from Canva and sent to potential clients by email during your client process and/or shared live in real-time.
The Client Process Email Templates can be kept somewhere handy so you can quickly copy and paste whenever you need to send an email. Or, you can save them to your client management portal (if you have one) or Gmail.
While these templates are tailored to a full-service design studio, you could easily remove sections that don't apply to you. If your services follow the same process—Exploration to Design with or without Implementation—this system will still work well for you.
Although these four resources are designed to work together — and will be most effective that way — they may each be acquired as a standalone purchase. You can find them here: Onboarding Handbook // Client Process Emails // Design Presentation // Home Care Guide
Not much. We’ve created these templates with busy designers like you in mind. Simply drag and drop your favorite project photos, add your logo, and customize the brand colors or fonts, if you wish. Most of the copy only needs a few simple updates wherever you might need to align it with your own business practices (such as how you charge design fees).
The Onboarding Handbook and Client Process Email Templates can be used over and over with very minimal customization needed. The Design Presentation and Home Care Guide, of course, will get personalized to each client—and that's what makes it so irresistible!
We highly recommend that you have at least 10-20 high-quality photos to showcase. Our templates are built to highlight your work, and effective visual representation is the key to making the most of them. The provided stock photos may be used, if desired.
There is very little integration involved with these templates. Most of these resources can be downloaded from Canva and sent to potential clients by email during your client process and/or shared live in real-time.
The Client Process Email Templates can be kept somewhere handy so you can quickly copy and paste whenever you need to send an email. Or, you can save them to your client management portal (if you have one) or Gmail account.
While these templates are tailored to a full-service design studio, you could easily remove sections that don't apply to you. If your services follow the same process—Exploration to Design with or without Implementation—this system will still work well for you.
What if i just want one of these resources, not both?
Although these four resources are designed to work together — and will be most effective that way — they may each be acquired as a standalone purchase. You can find them here: Onboarding Handbook // Client Process Emails // Design Presentation // Home Care Guide
MAKE REFERRALS EFFORTLESS
We want you to feel 100% confident in your purchase. If you have any questions or would like our guidance on whether this Collection is right for you, send us a friendly email:
support@ochreandbeige.com
