Module 01- Client Management Toolkit

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

· Lead Intake and Qualification — Word

· Client Fit and Risk Review — Word

· Discovery Consultation Summary — Word

· Client and Project Record — Word

· Project Requirements Questionnaire — Word

· Design Revision Register — Word

Each file is provided in both A4 and US Letter sizes, so you can choose the format that best suits your needs.