Client approval & presentation Toolkit

Your first in-person opportunity to see the space — and gather every detail you need to deliver a design that’s not only beautiful, but functional and aligned with your client’s lifestyle.

Use the In-Home Visit Checklist as your guide. It ensures you capture every important measurement, layout consideration, and existing element the client wants to keep. Take your time. This step sets the foundation for a confident presentation and scope.

Now it’s time to get strategic about costs.

Use the Pricing Calculator Template to forecast investment totals room-by-room — and eliminate guesswork from your proposal.

This spreadsheet has tabs that are separated by different rooms found in a residential home. Pre-filled with the most commonly sourced items for these spaces. The spreadsheet enables you to forecast project costs, including construction costs, furniture & decor, and custom pieces.

It covers everything the client will need to cover for the project's costs.

• Enter your anticipated cost per item and quantity needed.
• Add any construction costs at the bottom of each tab.
• Totals will automatically calculate and sync to the Design Fees & Project Totals sheet.
  

This becomes your financial foundation for the next step — the Scope of Work document.

💡 Pro tip: When presenting your design plan, showing your pricing projections alongside the inspiration makes you look organized, transparent, and trustworthy — even if it's your first project.

When a prospective client is excited, they’ll tell you everything they’ve ever dreamed of doing in their home — which is great... until it’s not.

That’s why the Scope of Work document is essential. It clearly outlines:

• What rooms you’re designing
• What’s included in your service
• How pricing is structured

This template is professionally written and fully editable. Use the SOW template to define what you’re responsible for based on your pricing tiers and the client’s chosen rooms. If they decide to scale back after reviewing costs, simply revise the document to reflect the updated scope.

This document must be signed before moving forward. It’s how you protect your time, your pricing, and your sanity.

This is your opportunity to give clients a taste of your vision — without giving it all away. You've been paid for the initial visit, not for full design development.

The design presentation template is a stylish, brand-ready deck that includes space for design boards, investment ranges, communication tools, and next steps — perfect for your Zoom or in-person presentation.

Use the Design Presentation Template to:

• Show inspiration images that align with the client’s taste
• Reference real-world ideas from Houzz, Pinterest, or your past work
• Include a projected cost range for each space (minimum $5,000 range, e.g. $25,000–$30,000)

Always build in a buffer. You want your projections to feel thoughtful, not risky. A client will lose confidence fast if your numbers feel off later.

Pro tip: You’re not trying to impress with over-designing — you’re trying to confirm alignment, build trust, and close the deal with confidence.