Setup in 30 Minutes
Add studio details, decide what clients can see, keep internal pages private and complete the pre-launch quality check.
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About the template
A complete Notion onboarding system for interior designers, interior architects and small studios. It combines a duplicatable nine-part Client Welcome Pack with a private studio tracker, internal checklist, qualification notes, project brief, nine client emails, setup guidance and a single-studio licence.
What’s inside
The complete kit
Client Welcome Pack
A duplicatable client-facing home for project details, next steps and a clear Discover, Confirm, Prepare and Kick-off process.
Welcome and Key Contacts
Introduce the project, studio, lead designer, decision makers and essential contact details.
Discovery Questionnaire
Residential, commercial and hospitality prompts for priorities, budget, timing, practical needs and constraints.
How We Work
Explain the studio process and what happens from discovery through confirmation, preparation and project kick-off.
Scope, Deliverables and Exclusions
Record the agreed services, project outputs, boundaries, assumptions and anything outside the appointment.
Timeline and Milestones
Set out the programme, key client decisions, information deadlines and the milestones that keep work moving.
Communication, Feedback and Approvals
Define channels, response times, meeting rhythm, consolidated feedback and the approval process.
Fees, Payments and Expenses
Clarify fee stages, invoice terms, reimbursable expenses and the payment expectations that support the project.
Kick-off Meeting
A ready-to-use agenda for confirming the brief, roles, immediate actions, decisions and meeting cadence.
What you get
In the file
A fully editable Notion workspace
Structured client and studio sections
Ready-to-send client emails
Duplicate the kit into your Notion workspace, preserve one untouched master and create a fresh client-facing copy for each project. Keep the Studio Toolkit private.
From the shelf
Pairs well with
INCLUDED WITH MEMBERSHIP7 PAGESCanva template (editable)
Fee Proposal Template
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