CHECKOUT
THE COMPLETE CLIENT INTAKE SYSTEM
Five client questionnaires 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 set, from the first inquiry in your inbox through the day you hand the project over. Ready to send as-is, or make every word your own.
WHAT'S INCLUDED:
- 5 complete questionnaires covering every stage: pre-discovery, pre-consultation, the in-home walkthrough, onboarding, and project closure
- 56 editable Word pages so you can add your logo, change the fonts, and reword anything
- Fillable + printable PDFs to send digitally or hand across a kitchen island
- 4 ready-to-use Google Forms you copy into your own account with one click
- 28 ready-to-use images so clients can point instead of struggling to describe what they want
- A Start Here guide and short video tutorials from me that tell you which document to send, when, and why
You also get FREE ($47 VALUE)
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.
