Client Onboarding System-in-a-Box for Interior Designers

For Interior Designers

Client Onboarding System-in-a-Box

The plug-and-play setup interior designers need to onboard clients with confidence and calm.

Let’s be honest...

You didn’t become a designer to chase contracts, send scattered emails, or wonder if your new client knows what’s next. You became a designer to design.

But if your onboarding process feels clunky, confusing, or completely manual... it’s time to upgrade.

Say hello to your done-for-you onboarding system.

Introducing the Client Onboarding System-in-a-Box — a streamlined, semi-automated onboarding process designed specifically for interior designers. Whether you’re managing one project or ten, this system will help you onboard like a pro (without ever opening a blank Google Doc again).

WHAT'S INSIDE..

Every tool, template, and workflow you need — professionally written and ready to customize.

-6 Pre-Written Email Templates
From first inquiry to kickoff call, wow your clients with clear, polished messaging from day one.

-Editable Inquiry Form + Design Questionnaire
Ask the right questions up front so you can hit the ground running.

-Canva Welcome Packet Template
A beautifully branded PDF you can personalize with your colors, services, and process.

-Dubsado Workflow Setup Guide
Step-by-step instructions to automate your inquiry-to-kickoff experience (plus email scripts, triggers, and form templates).

- Project Folder Structure (Google Drive or Dropbox)
Keep your files organized and client-ready with a tried-and-true folder system.

- Optional ClickUp Task Template
Easily track each onboarding step internally so nothing gets missed.

PERFECT FOR YOU IF....

You want to elevate your client experience but don’t know where to start
You’ve been copying and pasting the same emails over and over
You’re juggling multiple clients and want a repeatable system that runs smoothly
You use (or want to use) tools like Dubsado, Google Drive, ClickUp, and Canva
You want everything ready-to-use, but still flexible to make it your own

DON'T USE DUBSADO? NO PROBLEM.

This system was built to be flexible — so whether you’re using Dubsado, HoneyBook, another CRM, or nothing at all, it will still streamline your onboarding process.

Here’s how it works without Dubsado:

Use the email templates inside Gmail, Outlook, or wherever you send client comms — no automation required.
Share the inquiry form and questionnaire via Google Forms, Typeform, or directly in your welcome email.
Personalize the Welcome Packet in Canva, export it as a PDF, and attach it manually to your welcome email.
Organize client projects with the included folder structure in Google Drive or Dropbox.
Track your onboarding steps using the optional ClickUp task list or even a printable checklist.

Choose Your Experience

DIY SYSTEM KIT

Everything listed above in editable, easy-to-use formats. Set it up on your own timeline.

$147

ADD TO CART

DONE FOR YOU INSTALL ADD ON

We’ll set up your full Dubsado workflow + branded welcome packet for you, so you don’t have to lift a finger.

$497

BOOK A DISCOVERY CALL

USE IT YOUR WAY

Whether you’re all-in on Dubsado or prefer to keep it simple, this system works seamlessly either way.

OPTION 1: USING DUBSADO

STEP

HOW IT WORKS IN DUBSADO

Inquiry Form

Embedded form triggers auto-responses

Proposal, Contract, Invoice

Sent as one branded package with auto triggers

Welcome Email + Packet

Sent automatically after payment

Kickoff Scheduler

Sent via automation (delay + scheduler link)

Questionnaire

Delivered via form, with reminder follow-up

Internal Setup

Task reminders created in workflow

Set it up once, let it run automatically every time.

OPTION 2: WITHOUT DUBSADO

STEP

HOW IT WORKS WITHOUT DUBSADO

Inquiry Form

Send via Google Forms or embed on website

Proposal, Contract, Invoice

Use included templates and send via email manually

Welcome Email + Packet

Customize in Canva and attach to an email

Kickoff Scheduler

Use Calendly/Acuity and send the link

Questionnaire

Use Google Form version, with follow-up email template

Internal Setup

Follow the included task checklist or use ClickUp

Still saves hours and creates a polished client experience — no CRM needed.

How It Works..

Purchase

Once you’ve made your purchase, you’ll receive a PDF file with a link to your templates.

Edit

Edit your templates directly in your Canva account and in Microsoft Word Documents. Some experience with Canva is recommended. You’ll also have the option to drag and drop the template into Dubsado for easy integration into your workflows.

Download

Once you’ve finished editing, download your design and share it digitally or get it printed.

VIP Install Add-On – Done-for-You Setup

HERE IS WHAT IS INCLUDED:

Let us do the heavy lifting — you just sit back and enjoy a fully set up onboarding system.

This add-on is for interior designers who want the Client Onboarding System-in-a-Box completely installed and personalized — without the tech overwhelm.

Full Dubsado workflow setup (emails, forms, scheduler, contract, invoice)
Email templates customized with your brand voice
Canva Welcome Packet personalized with your colors, fonts, and logo
Project folder structure created in Google Drive or Dropbox
Final walkthrough video showing you how everything works

How It Works After You Purchase:

Complete the Setup Form
After checkout, you’ll receive a link to a short form where you’ll upload your logo, brand colors, business name, and scheduling link.

We Start the Setup
Once we receive your info, our team gets to work! You’ll hear from us within 1 business day confirming your project timeline.

Your System Is InstalledWithin 3–5 business days, your full onboarding system will be installed and ready to use. We’ll also send a video walkthrough showing exactly how to use it.

You’re Ready to Onboard with Ease

Your onboarding process will be fully built, branded, and client-ready — no extra work required on your end!