Client Discovery Workflow for Interior Designers

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The Client Discovery Workflow is a process-based approach to efficiently lead your clients through their initial inquiry to their first consultation. It was designed with the goal of providing each of your prospects a consistently elevated client experience, while still allowing you to properly assess the potential of projects. You'll be able to quickly implement the questionnaires, forms, tips, and templates into your client experience process and develop repeatable steps that will save your business valuable time.The Client Discovery Workflow includes: A full client discovery timeline with our time-tested implementation process Automation and software recommendations Two client inquiry form examples to select based on your business model A 2-page Discovery Call Questionnaire you can use again and again A detailed Conversation Outline script for use during your Discovery Calls A 2-page Consultation Questionnaire you can use again and again Upon purchase, you'll receive immediate access to this PDF download. This product was formerly known as the Client Procurement Guide for Interior Designers, this new version has a refreshed design, additional implementation recommendations, and software/automation recommendations. Show more