*Please note: Digital purchases are non-refundable.
The Client Welcome Guide
This Client Welcome Guide sets the foundation for a project that flows smoothly, nips problem behaviors in the bud (like micromanaging), and establishes a client relationship that weathers natural project hiccups with grace.
The best part of this guide? You'll set project expectations and boundaries in a way that makes clients feel deeply supported — and genuinely excited to stay "hands-off!"
18-Page document
instant download
easy to edit
professional copy
video tutorials
3 AESTHETIC OPTIONS
$375 USD
Add to cart
save time, energy, & uncertainty. customize once. use again & again.
Save time, energy & uncertainty.
Customize your templates once,
use them again and again.
Set Your Project Up for Long-Term Success.
This beautiful project welcome (delivered after the contract is signed) reinforces their great decision to hire you and shares exciting insight into what's to come.
fits into your process
Every section has purpose — teaching them how to collaborate, what to expect, and bringing greater depth to how you support them at each stage of the process.
STRATEGICALLY DESIGNED
Professional, strategic copy eliminates the guesswork, positioning your process and procedures in a way that serves both you and your clients well.
WRITTEN FOR CLARITY
The way a project starts determines how it finishes. Use this Client Welcome Guide to set expectations, earn client trust (so they feel safe "letting go"), and ensure incredible project outcomes that you control.
Purchase your template
Get instant access to your professionally designed and written Client Welcome Guide. No waiting — simply download and start personalizing.
customize
& implement
Add your brand fonts, colors, and details directly in Canva. Follow the included video tutorial to update content with ease and make it feel entirely your own. Need support? We can help.
SHARE WITH CONFIDENCE
Use your Client Welcome Guide over and over again with new clients, laying the foundation for a smooth, successful project from start to finish.
Purchase your template
Crafted Specifically for Interior Designers
18 Professionally Written and Designed Pages
Set a strong project foundation with polished design and clearly outlined expectations that help nip future project hiccups in the bud.
personalized STRUCTURE THAT BUILDS TRUST
Guide new clients visually (and emotionally) through what their project will be like — and subtly teach them how to be great clients!
Customizable & EASY TO EDIT Canva File
Easily edit fonts, colors, and imagery to create a cohesive, on-brand Welcome Guide that feels tailored to your studio — fast.
EDITABLE SECTIONS FOR EACH DESIGN PHASE
Help clients understand key details around communication, collaboration, and project phases, like design, procurement, and install.
Strategic Copy Tailored to Interior Designers
Communicate your value with affluent clientele using copy crafted by experts with over 10+ years in the interior design industry.
BONUS (!) VIDEO TUTORIALS for easy implementation
Follow our video tutorials to customize your resource beautifully and quickly — and use it with your very next client.
Crafted Specifically for Interior Designers
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STEP 1
Purchase Your Template
Purchase the Client Welcome Guide template, and we'll deliver it straight to your inbox.
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STEP 2
Customize it to Your Studio
Clear, easy-to-follow instructions allow you to customize your template quickly, on-brand, and in alignment with your studio's practices.
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STEP 3
Win Client Trust from Day 1
Use your Client Welcome Guide to set expectations, define boundaries, and build trust that carries you and your clients through a fabulous project.
You’re tired of repeating your process, boundaries, and expectations every new project. (Or course-correcting during the project.)
You need something elevated enough to match your brand — and easy enough to use right away.
You want each project to run smoothly and with clients who understand what to expect.
You want a guide that feels beautiful and custom, without having to start from scratch.
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perfect for you if...
take it from them
they've been where you are
"This Welcome Guide is the perfect kickoff to officially working together. It shares exactly what clients need to know early on without feeling overwhelming."
— KRISTEN P., CHICAGO, IL
“I used to spend so much time tweaking my Services Guide before sending it out because it never quite felt right. Now it’s such a relief to have one version I feel truly confident sharing with any prospective client as an introduction to my firm.”
— INTERIOR DESIGNER, MIDWEST
“I’m just about done with my big rebrand and I’m incorporating the new lead magnets and these tools into my workflow. You are all right on track about what designers need!”
— DESIGNER, COLORADO
HOW MUCH TIME IS INVOLVED IN CUSTOMIZING?
This template gives you a massive leg up — the structure, strategy, and copywriting are all there for you. Simply update brand colors and fonts, drag and drop project photos, and tweak any specific studio details. (Or hire us to do it for you.)
This resource can be customized in a one-day sprint or over a week. Then, use it over and over again with each new client.
Do I need to have my own project photos?
Yes. We highly recommend that you have 5-10 high-quality photos to showcase. Our templates are built to highlight your work; effective visual representation is the key to making the most out of them. The provided stock photos may be used.
What is involved in integration?
There is very little integration involved with this template. The resources can be downloaded from Canva and sent to your clients as an attached or linked PDF via email.
How does this template compare to a custom option?
Let's look at it from three angles: quality, time, and investment. From a quality perspective, anything custom will, of course, be more attuned to your business. However, these templates come close, thanks to our deep well of experience. From a time perspective, customizing a template is significantly faster — think less than 1 week versus 4-6 weeks for custom. Our templates are also a significantly smaller investment: $375 compared to the $1k-$2k we charge for custom commissions.
CAN YOU CUSTOMIZE MY TEMPLATE FOR ME?
Absolutely! If you're interested in having our team customize your template, please reach out to us via email at support@ochreandbeige.com for more details.
Save 50% with the Complete Collection
Get all 4 resources inside the Luxe Client Experience Collection to transform your projects (and boost referrals) while saving over 50%.
Full Collection is $749. (Versus $1,500 individually.)
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The Shop
From first impressions to final deliverables, our templates are designed to help interior designers like you communicate with confidence, streamline your process, and book more of the projects you love.
