Client Investment Guide

Take the Guesswork Out of Client Budgets

Stop dancing around pricing conversations.

12 Pages Ready-to-Use As Is (or totally customize)

The Client Investment Guide gives your clients a clear, confident overview of what to expect when budgeting for furnishings, materials, and contractor services — so everyone starts the project on the same page.

This editable document is designed to help clients understand investment levels for products and home improvements, creating realistic expectations and smoother conversations.

This is not a blank document. All fields are complete from Low/Med/High from sofas to rugs to flooring to labor.

Also, please note this is for products and labor related to installation of those. This is not for your design services.

What’s Inside

A beautifully organized, pre-filled pricing guide that outlines Low / Medium / High investment ranges for:

• Contractor Services & Trades — electrical, plumbing, carpentry, etc.

• Full Room Categories: Living Room, Dining Room, Bedrooms, Home Office, Playroom / Media Room

• Storage, Receiving, and Installation Services

• Window Treatments & Custom Drapery

• Remodeling Labor & Materials — flooring, cabinetry, finishes, paint, and construction

• Furnishings & Décor — sofas, rugs, lighting, casegoods, accessories, and more

 Every section is clearly structured so clients can see where their money goes and how investment levels impact the outcome. 

HERE'S A SAMPLE OF WHAT'S INSIDE:

✨ What You’ll Receive

• Editable Microsoft Word version (can also open it in Google doc)

• Pre-filled Low / Medium / High investment tiers for furnishings, labor, and materials

• Completely customizable layout — add your logo, notes, or region-specific pricing

• Professional formatting that’s easy to share or review with clients

Use it exactly as-is or personalize it to match your brand and pricing — the structure and strategy are already done for you.

🎯 Why You’ll Love It

• Sets realistic expectations for your clients

• Simplifies early budget conversations

• Saves time and reduces back-and-forth

• Adds professionalism to your onboarding process

• Works perfectly for both remodel and furnishing projects
  
  

💬 Real Talk

Budget confusion is one of the biggest reasons projects stall or go sideways.
This guide helps you establish clarity from the very beginning — giving both you and your clients confidence in every decision that follows.

💸 Ready to Download?

One-time purchase. Instant access.
Use it to bring clarity, confidence, and professionalism to your client process — starting today.

Just $17