Setup in 30 Minutes
Add studio details, decide what clients can see, keep internal pages private and complete the pre-launch quality check.
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
Add studio details, decide what clients can see, keep internal pages private and complete the pre-launch quality check.
A duplicatable client-facing home for project details, next steps and a clear Discover, Confirm, Prepare and Kick-off process.
Introduce the project, studio, lead designer, decision makers and essential contact details.
Residential, commercial and hospitality prompts for priorities, budget, timing, practical needs and constraints.
Explain the studio process and what happens from discovery through confirmation, preparation and project kick-off.
Record the agreed services, project outputs, boundaries, assumptions and anything outside the appointment.
Set out the programme, key client decisions, information deadlines and the milestones that keep work moving.
Define channels, response times, meeting rhythm, consolidated feedback and the approval process.
Clarify fee stages, invoice terms, reimbursable expenses and the payment expectations that support the project.
A ready-to-use agenda for confirming the brief, roles, immediate actions, decisions and meeting cadence.
WHAT YOU GET
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
9 PAGESCanva · Client
INCLUDED WITH MEMBERSHIP12 PAGESCanva · Client
Give clients a practical guide to information, decisions, access, approvals and the questions they ask most often.
A reusable studio tracker for every enquiry and project from Enquiry and Discovery to Proposal, Booked, Onboarding and Kick-off.
Track agreement, deposit, questionnaire, files, brief, welcome pack, kick-off and final onboarding completion.
Capture project fit, decision makers, risks, budget, timing, priorities and the next commercial action.
Turn discovery information into a structured internal brief with goals, deliverables, programme and constraints.
Nine ready-to-send messages for the key moments between initial enquiry and a completed project kick-off.
Internal stage gates for Enquiry, Discovery, Proposal, Booked, Onboarding and Kick-off, including what must be true before work advances.
Guidance for recording decisions and exceptions, controlling risk, and tracking conversion and onboarding performance.
Instructions for maintaining the master, creating client duplicates, personalising prompts and testing every shared link.
Commercial-use terms, customer setup guidance and answers covering Notion access, project types, client sharing and legal scope.
16 PAGESCanva · Projects
15 PAGESCanva · Client