MASTERCLASS
Onboarding Your Clients
As an interior designer, you’re not just designing spaces — you’re building lasting relationships.
In this masterclass, you'll learn how to craft a seamless onboarding workflow that wows your clients from the very first inquiry to project kickoff.
Whether you’re running solo or managing a team, you'll learn why a polished onboarding process is essential and how to streamline your workflow with practical tips, adaptable strategies for different service types, and recommended automation tools.
No more overwhelm. Just happy clients, smooth processes, and more time to focus on the work you love.
In this masterclass, you’ll learn how to:
Elevate your client experience from that very first inquiry to the moment your project kicks off
Streamline your onboarding process so it feels effortless for you and your clients
Adapt strategies for different service types and automate key steps to free up your time
“Just helping to get the thought process straight is so helpful! There are a ton of things to think about and prioritize. This helped me do that.“
Alesa Riendeau
Cozy Llama Design
Take your client onboarding experience from average to amazing.
WHAT’S INCLUDED:
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Think of this as the ultimate guide to streamlining your process. Learn the importance of a polished onboarding process and the different workflow variations you can implement into your business - no matter your service type.
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Your first impression matters. Learn how to create an intake form that asks all the right questions and how to host discovery calls that build trust and excitement before you even start designing.
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This is where you set the tone for the entire project. We’ll cover how to structure a design consultation that leaves your clients confident and ready to move forward.
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When it’s time to seal the deal, you’ll know exactly what to deliver to make saying “yes” easy for your clients. Your onboarding process will be clear from proposal to payment.
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Get answers to common onboarding hurdles and learn pro tips to elevate your process even further.
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Discovery Call Worksheet - Simplify the process of gathering critical client info during discovery calls.
Client Consultation Worksheet - Organize their notes, room by room, along with specific items, recommendations, and the necessary next steps.
Client Questionnaire Templates - Gain valuable insights on clients with these 2 questionnaires.
Interior Designer's Proposal Template - Easy-to-customize proposal for Flat Fee, Hybrid, and Hourly projects.
Design Fee Cheat Sheet - Showcase your complete pricing lineup so you can confidently charge what you’re worth all year long.
When you enroll, you’ll instantly receive:
4 on-demand video lessons that will show you step-by-step how to onboard clients with ease so they become natural evangelists for your work and continue to come back
A bonus Q&A to get answers to common questions
5 actionable resources from templates to worksheets that will save you time and make implementation a breeze
Lifetime access to the masterclass and its resources so you can revisit the lessons anytime you need a refresher or boost of inspiration
Ready to take the guesswork out of onboarding?
ENROLL NOW & INSTANTLY RECEIVE:
“The most valuable part of this masterclass was the detailed breakdown: I learned exactly what to share and when, got a clear view of the entire process, and even received specific wording to handle client questions!“
Stephani Schmidt
4 on-demand video lessons
A bonus Q&A
5 actionable resources
Lifetime access to the masterclass
$2000 worth of insight to make onboarding clear.
Viridian Collective
Still on the fence?
Imagine this:
A potential client fills out your intake form, and from that moment on, they’re blown away by how seamless, professional, and downright enjoyable your process is.
By the time their project kicks off, they’re already raving about you — and you haven’t even started the design work yet.
This isn’t just a dream; this is what happens when your onboarding process is dialed in.
In this masterclass, I’ll show you exactly how to make that magic happen. From step-by-step strategies that simplify your workflow to tools that let you automate your client process like a pro, by the end of this masterclass, you’ll have everything you need to create an elevated client experience that sets you apart from the rest.
Hey designer!
I'm Kate - interior designer, business mentor, girl-mom, dark-chocolate aficionado, and estate sale junkie.
I started Designer’s Oasis with the intention of supporting designers just like you, who have no shortage of big dreams - AND - could use support, resources, and community to help them along on their journey.
I’ve designed these Masterclasses to help you make massive progress in a short amount of time.
Because I adhere to the philosophy that there is no one-size-fits-all approach to how you design your business - you’ll also find flexibility baked into these courses so you can make meaningful decisions about how you leverage your new learnings.
By now you understand that running an interior design business has a lot of moving parts. In addition to this Masterclass, I want to invite you to join us inside the Designer’s Oasis Membership where you’ll find ongoing support, community, and resources for running your business.
All my best,
