Organize every stage of the client relationship—from initial inquiries and qualification to onboarding and ongoing client management. Create a professional, consistent client experience from the very first interaction.
What’s Included — 6 Editable Files + Module Guide
· Client Qualification & Information Form — Word
· Client Fit & Risk Checklist — Word
· Initial Consultation Summary — Word
· Client Profile & Project Record — Word
· Complete Project Questionnaire — Word
· Revision Log — Word
Each file is provided in both A4 and US Letter sizes, so you can choose the format that best suits your needs.
Want the complete workflow? Get all 11 modules in INTERIOR GATE — The Complete Interior Designer Business Toolkit for only $99 and save $150 compared to purchasing the modules separately at their current sale prices.
