Client Discovery & Design Planning Toolkit

Your client’s journey begins the moment they inquire — whether it’s through your website, social media, or business line. Once a lead comes in, it’s time to schedule your Discovery Call.

Use the included Discovery Call Checklist to guide the conversation and ensure you cover everything you need to qualify the lead and uncover red flags early.

This is your chance to shine. Use the Meet + Greet Presentation Deck to guide the conversation and showcase your services, process, fees, and past work. Personalize the deck to match your brand and use this moment to build excitement and trust. The deck is professionally structured and fully customizable. You're not just introducing yourself — you're showing them how you lead projects from inquiry to install.

After the Meet + Greet, send the Follow-Up Information Packet to recap what was discussed. Clients won’t remember every detail from the call, so this expertly written and polished document helps reinforce your value, your process, and your professionalism. It highlights what clients can expect to invest.

If the client is ready to move forward, schedule the Initial In-Home Visit. Be sure to invoice them immediately — this is a paid service, and collecting payment ahead of time ensures you’re operating like a true professional (and getting paid accordingly).

After the visit, email your client the Full-Service Questionnaire. This isn’t just paperwork — it’s a powerful intake tool. It helps you understand their needs, wishlist, design preferences, lifestyle, and expectations. The client must complete and return the form before your presentation so you can tailor your design with intention.