Tell me more!

Communicate Your Value to Your Clients and Enjoy


Lifelong Repeat Clients!


Learn How

If you're frustrated...


because your clients don't understand YOUR WORTH and everything you do to keep those projects humming along smoothly!


Control your brand voice at every step of your design projects with:

  • Clear Communication
  • Incredible Presentations
  • Perfect Client Onboarding Process
What's Included with Communication Templates
Imagine...

Communication made simple.


Your entire office is on the same page and knows how to provide service that focuses on an excellent client experience in order to:

Build Long-Term Relationships with Your Clients and Trades

 

Demonstrate Your Authority and Highlight Your Knowledge

Promote Open Communication at Every Touch Point

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Client Success

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I am more confident now than ever because I know that my clients understand everything that I am bringing to the table! I am a custodian of their hard earned money and take that seriously.

Traci Zeller

Traci Zeller Designs


What's included in the


Client Communication Template Package


Client Onboarding Packet

1. Welcome Packet 

Start your client relationship off on the right foot setting expectations from the beginning. Give them a resource they can use throughout the process. The packet will:

  • Introduce your¬†team and provide contact information to your clients
  • Set expectations for the entire design process
  • Explain how you work and when you communicate
  • Describe¬†the¬†billing process and schedule
  • Detail¬†collaboration expectations
  • Share the project timeline

2. Twenty Email Templates  

Stop the mental roadblock when communicating and tackle your emails with prompted responses. The emails are focused on clients, potential clients and clients that aren't a fit. Use ALL TWENTY (20) customizable emails to:

  • Answer pricing questions
  • Determine client fit before a consultation
  • Let you fly through a discovery consultation
  • Respond to those¬†who are not a good fit with your firm
  • Send proposal follow up (s)
  • Communicate a proposal is in progress
  • Get overdue invoice payments paid
Communication Email Templates

 

Communication Email Templates

2. Email Templates  

Stop the mental roadblock when communicating and tackle your emails with prepared responses to clients, potential clients and clients that aren't a fit with emails that will:

  • Answer pricing questions
  • Determine client fit before a consultation
  • Let you fly through a discovery consultation
  • Respond to those¬†who are not a good fit with your firm
  • Send proposal follow up(s)
  • Communicate a proposal is in progress
  • Get overdue invoice payments paid
Moodboards; Mood boards

 

3. Mood Boards  

Easily communicate the style or concepts of your new build project, a room design- or any part of the project- with easy-to-use mood boards to use in presentations:

  • Communicate your design style and vision
  • Share¬†the mood or feeling you want to evoke
  • Keep clients focused on the project with imagery
  • Think through your vision with moveable images and objects
  • Experiment with different layouts and decor items
  • Use the digital mood board as a jumping off point for your physical mood boards that your clients can touch and feel

4. Presentation Packet 

Present to your clients with a template made to make the experience as easy and simply as possible. Choose from multiple page setups to suite you brand perfectly. Easily change the template to use your brand colors and style to create consistency across all of your client touch points.

  • Set the stage with Inspiration pages
  • Detail your selections with any specifications you may want to include
  • Multiple layouts for every page
  • Introduce your team¬†for smooth project communication
Client Onboarding Packet
Client Onboarding Packet

4. Presentation Packet 

Present to your clients with template made to make the experience as easy and simply as possible. Choose from multiple page setups to suite you brand perfectly.

Easily change the template to use your brand colors and style to create consistency across all of your client touch points.

  • Set the stage with Inspiration pages
  • Detail your selections with any specifications you may want to include
  • Multiple layouts
  • Introduce your team¬†for smooth¬†project communication
Client Onboarding Packet

BONUS-Project Pipeline Mini Course 

End the project roller coaster and smooth out the cash flow dips. Get editable spreadsheets and an Asana template with copy and paste ease.

  • Document and organize your clients, projects and project sizes
  • Schedule time to review and market to¬†new clients
  • Keep track of your cash flow to make sure you have money to take on new clients
Client Onboarding Packet

BONUS-Project Pipeline Mini Course 

End the project roller coaster and smooth out the cash flow dips. Get editable spreadsheets and an Asana template with copy and paste ease.

  • Document and organize your clients, projects and project sizes
  • Schedule time to review and market to¬†new clients
  • Keep track of your cash flow to make sure you have money to take on new clients

HELLO!


I'm Kathleen

Since 1998 I have been transforming homes.


Using my MBA and California real estate brokers license, I've flipped hundreds of homes. As I realized the value of keeping the properties as long term rentals, so I began keeping the properties I transformed. Then, a friend asked me to help her design and remodel her home, and then another friend and another friend. YEP! I was hooked on designing for others.


Like with my flipping business and my rental property business, I needed a system to manage my client communication and value I provide my clients and contractors.


We ALL wish we had more time, to prioritize our communication, but we don't.


We need a system to manage the chaos, maximize our time and show up in control!


THAT IS WHY I CREATED THE CLIENT COMMUNICATION TEMPLATES.

DELIVERY

  • An email will be delivered to your inbox with¬†directions on how to log into the Client Communication Templates website.
  • On the website, you can download and edit each document in Word, PowerPoint, and PDF. (Each document¬†is easier to edit in different softwares, so I will give you my recommendations.)
  • Accessing Canva Templates is as easy as pressing a link with detailed directions!
  • All the emails have also been put in an Asana Template, so if you are an Asana person, I give you step-by-step directions.
  • You will have videos you can watch &¬†download, that demonstrate how to¬†customize your templates with¬†your branding, including fonts, colors,¬†logo and wording
  • Be sure to keep the video to use as a staff member SOP (Standard Operating Procedure)
  • If you're not familiar with a type of file, don't worry! We have your back and explain everything!
Get Immediate access

You are 3 steps away from

simple communications.

1

BUY THE COMMUNICATION TEMPLATES 

Stop wasting precious time creating the perfect client touch point moments. Use the templates and copy prompts to communicate with authority and consistency.

 

2

GET INSTANT ACCESS

Start digging in right away. The sooner you fine tune your communication,  the easier it is to share your brand vision and communicate with ease.

 

3

SAVE TIME & GROW YOUR BUSINESS

The templates are geared to keep team communication on point and in sync, keep implementing processes to give you time and grow your business.

Get immediate access

Hear Praise!

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Lisa Mende

Lisa Mende Designs

I have been a designer for two decades and felt I knew how to communicate with my team on my projects, but the templates have streamlined my business communication more than I thought possible! It's given my clients and trades clarity and direction!

Client

Communication Templates

Select the best payment plan for you!

  • Speak with Your Brand Voice

  • Communicate Consistently

  • Delegate with Confidence

2 MONTHLY PAYMENTS OF JUST

$275

Best for cash flow!

Get immediate access to flexible templates in Word, PowerPoint, Canva and an Asana template (complete with Asana intro and SOPs)

  • The Welcome Packet¬†- Onboard your clients and start your client relationship off on the right foot by setting expectations. Give them a resource¬†they can¬†revisit throughout the process.¬†
  • Client Communication Email Templates¬†-¬†Stop the mental roadblock when communicating and tackle your emails with prepared responses¬†to clients, potential clients and clients¬†that aren't a fit with flexible templates
  • Mood Boards¬†-¬†Easily communicate, or flesh out the design style or concepts of¬†your¬†design projects to use in presentations and as inspiration for physical mood boards
  • Presentation¬†Packet¬†-¬†Present with a template made to make the best client experience. Choose from multiple page setups¬†and easily change the template to use your brand colors and style to create consistency across all of your client touch points.¬†¬†
  • Asana¬†- Get the emails all organized in an Asana template. Now you have clear brand guidelines and can delegate much more efficiently!
  • BONUS:¬†¬†Client Pipeline and Mini Course¬†- End the project roller coaster and smooth out the cash flow dips.¬†($97 value)
BUY NOW‚Üí

INVESTMENT OF JUST

$497

A savings of $53

Get immediate access to flexible templates in Word, PowerPoint, Canva and an Asana template (complete with Asana intro and SOPs)

  • The Welcome Packet¬†- Onboard your clients and start your client relationship off on the right foot by setting expectations. Give them a resource¬†they can¬†revisit throughout the process.¬†
  • Client Communication Email Templates¬†-¬†Stop the mental roadblock when communicating and tackle your emails with prepared responses¬†to clients, potential clients and clients¬†that aren't a fit with flexible templates
  • Mood Boards¬†-¬†Easily communicate, or flesh out the design style or concepts of¬†your¬†design projects to use in presentations and as inspiration for physical mood boards
  • Presentation¬†Packet¬†-¬†Present with a template made to make the best client experience. Choose from multiple page setups¬†and easily change the template to use your brand colors and style to create consistency across all of your client touch points.¬†¬†
  • Asana¬†- Get the emails all organized in an Asana template. Now you have clear brand guidelines and can delegate much more efficiently!
  • BONUS:¬†¬†Client Pipeline and Mini Course¬†- End the project roller coaster and smooth out the cash flow dips.¬†($97 value)
BUY NOW‚Üí