The process of bringing on your new clients can be overwhelming and confusing without the right tools and steps. The Client Onboarding Bundles brings together 3 of our best-selling client tools that you can incorporate into your internal processes and share with your clients. The Client Onboarding Bundle includes:- The Furnishing Budget Calculator- The Client Welcome Guide- The Client Purchasing Guide With these tools you'll be able to:1. Help your clients set their project furnishing & accessory budget early and accurately with our interactive Furnishing Budget Calculator Google Sheet. You'll establish your project minimums before working on design concepts and avoid awkward conversations later. 2. Provide a positive client experience with a professional Welcome Guide in an easy-to-use Canva template. You'll review your processes and what your clients should expect now that they've signed your contract. 3. Confidently convey the value of the furniture purchasing and ordering process with our Client Purchasing Guide. This Canva template contains pre-written and client-friendly explanations that will reduce the number of potential client objections and increase their buy-in to the process that earns you more revenue. The Furnishing Budget Calculator is a customizable Google Sheet with an interactive client-friendly calculator of 5 sample room budgets and furnishing recommendations. It includes built-in estimators for shipping, receiving, delivery, and sales tax along with 4 pre-filled price tiers for each furnishing item. The Client Welcome Guide is a 7-page fully-customizable Canva template with expertly written copy that's client-friendly and easy to understand along with valuable pages for Client Tips & Reminders, Communications Overview, Project Phases & Milestones timeline, Payment & Billing terms and more. The Client Purchasing Guide is an 11-page fully-customizable Canva template with expertly written and client-friendly copy. The guide includes ready-to-use explanations of how designers make money, how trade vendors work, how to handle freight and shipping, how to work with a receiver, a customizable rate sheet, and answers to common FAQ.
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