Thank You-Complete Client Intake

You're In

Welcome to The Complete Client Intake System

I'm so glad you're here. You just got the exact questions I ask my own clients, from the first inquiry that lands in my inbox all the way through the day we hand a project over.

Five questionnaires. Editable Word files, fillable PDFs, and three ready-to-use Google Forms. Everything is done and ready to send today.

Here's exactly how to get in.

Step One · Check Your Email

Your login is on its way

Look for an email from The McClain Method at the address you used at checkout. It has your receipt and a link to set your password.

Go To My Library

Already a customer or a member? Nothing new to set up. Log in with the password you already use and your new product is sitting in your library.

Don't see the email? Check spam and promotions, and search for mcclainmethod.com. Give it about ten minutes before you worry.

Step Two · Get Your Files

Download everything

In your library, open The Complete Client Intake System. Every file is in there, ready to download.

Five Word documents so you can edit every word, add your logo, and change the fonts to yours.
Five fillable PDFs to send digitally or print and hand across a kitchen island.
Three Google Forms with a one-click link to copy each one into your own Google account. Responses come to you, not to me.
Save them somewhere easy to find, like a Client Intake folder in Google Drive or Dropbox, so they're one click away when an inquiry lands.

If you added the Discovery Call Guide at checkout, it's in your library too, listed separately.

Step Three · Read This First

Open the Start Here guide

Before you send anything, open the Start Here PDF. It's short, and it saves you from guessing.

Which document to send, at which moment in the project.
Why each one exists, and what it keeps from going wrong.
Which version to use, Word, fillable PDF, or Google Form, depending on how your client likes to answer.

One thing before you send: the In-Home Consultation Designer Worksheet is yours, not your client's. You fill that one out while you walk their house. The other four go to them.

Already Yours

Come into the Lounge

You also have free access to The McClain Method Lounge, my community of interior designers. It's already turned on, nothing to sign up for. You'll find it in your library right alongside your files.

It's where you can ask me a question without booking a call, see how other designers are using these documents in their own firms, and get a real answer from someone who has actually run a design business.

Bring your questions. That's what it's for.

Open The Lounge In My Library

While You're Here

I'm in this with you for the long haul

Here's the thing. I wrote these questions for my own firm, and we still send them on every single project. They are the reason I know who is a fit before I get in the car. This is not a set of documents I hand you and disappear on.

If you want more of the business side of design, straight talk, real numbers, and the lessons I learned the hard way, come hang out on my podcast. It's free, and it's the easiest way to keep building alongside me.

Listen To The Podcast

Something feel off, or your files aren't showing up?
We've got you. Email [email protected] with your name and the email you used at checkout, and we'll get you sorted.
Support hours: Monday through Friday, 9 to 5 PST.

You just stopped guessing about your clients.
Now go ask better questions.