Client Success Bundle

Scale your building or design business with your own professional branded documents, proposals, presentations and client onboarding templates.

Client success management specifically designed for client management for Builders, Architects, Designers, Remodel Contractors and Trades, the Client Success Bundle is your new arsenal of graphically designed templates and schedules, with quick and easy drag + drop functionality so you can customise with your own branding, logos and imagery.

Benefits:

Your new personalized business templates instantly elevate your business image, and brand and streamline all your client communication, presentations and workflow, turning every client interaction and presentation into an opportunity to shine.

Key outcomes:

☑️ Eliminate all back + forth emails with new client inquiries.

☑️ Win clients + provide quick fee estimates.

☑️ Streamline client onboarding + documentation.

☑️ Create a Schedule of Finishes or FF&E Schedule in half the time.

☑️ Create professional, graphically designed presentations quickly and easily.

☑️ Your client communication, presentations and schedules instantly stand apart from your competitors.

☑️ Win back time with your own professional business documents that explain your business process to every new client, so you don’t have to answer the same questions repeatedly.

Included Resources:

☑️ Client Welcome Pack.

☑️ Interior Design Fee Proposal.

☑️ Client Brief PRO.

☑️ Client Presentation Template.

☑️ Finishes Schedule PRO.

All templates are provided either in an interactive PDF and Indesign version or an editable Canva template. Download your Success Bundle and reap the rewards for your business today.