CHECKOUT
THE COMPLETE CLIENT INTAKE SYSTEM
Five client intake tools that tell you who's a fit, what they can invest, and what the project actually needs before you ever write a proposal.
The complete system, from the first inquiry through project closure. Ready to use as-is, or customize every word for your firm.
WHAT'S INCLUDED:
- 5 complete client intake tools covering every stage: discovery, consultation, the in-home walkthrough, onboarding, and project closure
- 5 complete editable Word tools so you can add your logo, change the fonts, and reword anything
- Fillable + printable PDFs for all five tools
- 4 ready-to-use Google Forms for the four client-facing stages
- 28 ready-to-use images so clients can point instead of struggling to describe what they want
- A 52-page Start Here guide + short video tutorials from me showing you which tool to use, when, and why
WHAT HAPPENS AFTER PURCHASE:
✓ You'll get an email from Kajabi (our course portal) with your login details, and everything is waiting in your library right away.
✓ You'll also get free access to The McClain Method Lounge, my community of interior designers, at no extra cost.
