Jackson | Complete Collection Bundle
The Complete Collection Bundle includes all of the products in our standard collection.
Every. Single. One.
This is the whole enchilada. You’ll have access to a comprehensive suite of templates, questionnaires, schedules and checklists that will elevate every aspect of your business. We’re talking next level. Ready for a rocket-boost?
WHAT YOU GET:
CANVA TEMPLATES
Our Client Experience Guide is designed to be an introduction to your firm. It’s what you’ll send to qualified potential clients and referral partners while they are in the decision-making process. It’s based on the same document we use at LSI at the start of our clients’ journey with us.
More than just a portfolio or sales brochure, the Client Experience Guide showcases the fantastic experience your clients will have working with you right from the first point of contact. It sets the stage for all the exciting things to come and shows how you’ll solve their problems (in the most beautiful way, of course). It lets them see how professional, organized and clear your communication is, and how dedicated you are to your craft. This is not designed to be an in-depth process-oriented document (that comes later). This is all about the client’s experience. It’s meant to get potential clients excited and dreaming big, so we’ve provided lots of space for your beautiful imagery to shine (and, because it’s fully customizable, you can always add in additional pages). We like to send this out after the initial call to get clients excited about meeting with us. For the “whale” projects, we leave a professionally printed version at the consultation, and we provide printed copies to referral partners to give out to their clients.
What You Get:
- A 13 page fully customizable Canva template
- A second, 13 page template set up for professional printing
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Hours of time back to use on more fun and productive things!
What’s in the Template:
- Front and back cover pages
- Portfolio pages
- An introduction to your firm
- An introduction to you, the creative force behind the firm
- Your philosophy
- Your focus on detail and craftsmanship
- A brief overview of your process
- How you deliver beyond expectations
Our Client Experience Guide is designed to be an introduction to your firm. It’s what you’ll send to qualified potential clients and referral partners while they are in the decision-making process. It’s based on the same document we use at LSI at the start of our clients’ journey with us.
More than just a portfolio or sales brochure, the Client Experience Guide showcases the fantastic experience your clients will have working with you right from the first point of contact. It sets the stage for all the exciting things to come and shows how you’ll solve their problems (in the most beautiful way, of course). It lets them see how professional, organized and clear your communication is, and how dedicated you are to your craft. This is not designed to be an in-depth process-oriented document (that comes later). This is all about the client’s experience. It’s meant to get potential clients excited and dreaming big, so we’ve provided lots of space for your beautiful imagery to shine (and, because it’s fully customizable, you can always add in additional pages). We like to send this out after the initial call to get clients excited about meeting with us. For the “whale” projects, we leave a professionally printed version at the consultation, and we provide printed copies to referral partners to give out to their clients.
What You Get:
- A 13 page fully customizable Canva template
- A second, 13 page template set up for professional printing
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Hours of time back to use on more fun and productive things!
What’s in the Template:
- Front and back cover pages
- Portfolio pages
- An introduction to your firm
- An introduction to you, the creative force behind the firm
- Your philosophy
- Your focus on detail and craftsmanship
- A brief overview of your process
- How you deliver beyond expectations
A thorough and thoughtful proposal is essential for winning high-budget projects, especially if you’ve got competition. Our Project Proposal template lays out everything your potential clients need to know to feel confident and excited about hiring you. It introduces your team, walks them through how you will service them, and explains your process step by step. They’ll know exactly what to expect and the value they’ll get for your fees. You show up professionally, with confidence and clarity.
This 38-page document is really eight proposals in one. We’ve given you options for five different kinds of projects and three different billing structures. Simply select the right combination for each project and personalize the details for your client.
What You Get:
- A 38-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Closed deals with excited clients who can’t wait to work with you!
What's in the template:
- Front and back cover pages
- Project goals page
- Introduction pages to your firm and your team
- Project goals and outline pages for each type of project
- Project process pages for each type of project that detail key deliverables, meetings and timelines
- Project types include:
- New Construction + Furniture & Decor
- Renovations + Furniture & Decor
- Furniture & Decor + Minor Construction
- Furniture & Decor Only
- Construction Only
- Project fee and payment schedule pages for hourly, project fee and hybrid fee billing structures
- Next steps page
A thorough and thoughtful proposal is essential for winning high-budget projects, especially if you’ve got competition. Our Project Proposal template lays out everything your potential clients need to know to feel confident and excited about hiring you. It introduces your team, walks them through how you will service them, and explains your process step by step. They’ll know exactly what to expect and the value they’ll get for your fees. You show up professionally, with confidence and clarity.
This 38-page document is really eight proposals in one. We’ve given you options for five different kinds of projects and three different billing structures. Simply select the right combination for each project and personalize the details for your client.
What You Get:
- A 38-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Closed deals with excited clients who can’t wait to work with you!
What's in the template:
- Front and back cover pages
- Project goals page
- Introduction pages to your firm and your team
- Project goals and outline pages for each type of project
- Project process pages for each type of project that detail key deliverables, meetings and timelines
- Project types include:
- New Construction + Furniture & Decor
- Renovations + Furniture & Decor
- Furniture & Decor + Minor Construction
- Furniture & Decor Only
- Construction Only
- Project fee and payment schedule pages for hourly, project fee and hybrid fee billing structures
- Next steps page
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Presenting your inspiration images in a compelling way has never been easier. Our Inspiration Presentation template provides you with five beautiful layouts to showcase your ideas in a clear and branded format. Choose one layout for your overall theme, and another for individual rooms, or customize, mix and match for a unique presentation every time.
What You Get:
- A 5-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo, copy and imagery
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Inspired and engaged clients ready to move on to the Design Development phase!
What's in the template:
- Five different 11 x 17 page layouts to showcase your inspiration images and ideas
Presenting your inspiration images in a compelling way has never been easier. Our Inspiration Presentation template provides you with five beautiful layouts to showcase your ideas in a clear and branded format. Choose one layout for your overall theme, and another for individual rooms, or customize, mix and match for a unique presentation every time.
What You Get:
- A 5-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo, copy and imagery
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Inspired and engaged clients ready to move on to the Design Development phase!
What's in the template:
- Five different 11 x 17 page layouts to showcase your inspiration images and ideas
The Design Presentation Template equips you with everything you need to showcase your design concepts in a stunning, professionally branded format that lets your work take center stage.
This 30-page document offers multiple layouts to present drawings, inspiration images, mood boards, materials, fixtures, furniture, renderings, and more—ensuring every detail is beautifully conveyed. Simply select the layouts that work best for each project, duplicate the pages as needed for each room or area of the house, and replace the placeholders with your design. It’s that easy!
What You Get:
- A 30-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo, drawings and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Thrilled clients who love your work AND your professionalism!
What's in the template:
- Front and back cover pages
- Project goals page
- Three drawing presentation layout options
- Two inspiration board layout options
- Two mood board layout options
- Three materials presentation options
- Four design scheme presentation options
- Four rendering layout options
- Next steps page
The best part? It’s done for you. No graphic design or copywriting skills required.
The Design Presentation Template equips you with everything you need to showcase your design concepts in a stunning, professionally branded format that lets your work take center stage.
This 30-page document offers multiple layouts to present drawings, inspiration images, mood boards, materials, fixtures, furniture, renderings, and more—ensuring every detail is beautifully conveyed. Simply select the layouts that work best for each project, duplicate the pages as needed for each room or area of the house, and replace the placeholders with your design. It’s that easy!
What You Get:
- A 30-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo, drawings and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Thrilled clients who love your work AND your professionalism!
What's in the template:
- Front and back cover pages
- Project goals page
- Three drawing presentation layout options
- Two inspiration board layout options
- Two mood board layout options
- Three materials presentation options
- Four design scheme presentation options
- Four rendering layout options
- Next steps page
The best part? It’s done for you. No graphic design or copywriting skills required.
QUESTIONNAIRES
Our New Client Questionnaire is really two questionnaires that you can combine into one for a customized approach to every project. The first Google Form is the main questionnaire with 63 client-focused questions. These questions are designed to give you insight into your clients’ wants, needs and motivations, as well as lifestyle and decision-making information that will help you tailor the experience you provide them. The second Google Form has 95 room-specific questions that you can easily select and import into your main questionnaire, depending on the requirements of each project.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms questionnaire with 63 pre-written client-focused questions
- A second Google Form with 95 pre-written room-specific questions that you can import into your main questionnaire, allowing you to create a custom form for each new project
- A video tutorial on how to use Google Forms
- Confident clients and a clear, thorough understanding of their lifestyle, needs and desires
What's in the template:
63 client-focused lifestyle and design questions with sections on:
- household members
- entertaining
- pastimes and hobbies
- project and design specifications and considerations
95 room-specific questions for:
- living rooms
- dining rooms
- family rooms
- principal bedrooms
- kids bedrooms
- home offices
Our New Client Questionnaire is really two questionnaires that you can combine into one for a customized approach to every project. The first Google Form is the main questionnaire with 63 client-focused questions. These questions are designed to give you insight into your clients’ wants, needs and motivations, as well as lifestyle and decision-making information that will help you tailor the experience you provide them. The second Google Form has 95 room-specific questions that you can easily select and import into your main questionnaire, depending on the requirements of each project.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms questionnaire with 63 pre-written client-focused questions
- A second Google Form with 95 pre-written room-specific questions that you can import into your main questionnaire, allowing you to create a custom form for each new project
- A video tutorial on how to use Google Forms
- Confident clients and a clear, thorough understanding of their lifestyle, needs and desires
What's in the template:
63 client-focused lifestyle and design questions with sections on:
- household members
- entertaining
- pastimes and hobbies
- project and design specifications and considerations
95 room-specific questions for:
- living rooms
- dining rooms
- family rooms
- principal bedrooms
- kids bedrooms
- home offices
Our Kitchen Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most important and complex areas of their home. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 60 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Kitchen Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Questionnaire with 60 pre-written kitchen-focused questions
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
60 kitchen-focused questions with sections on:
- Use
- Storage
- Appliances & Fixtures
- Materials & Look
Our Kitchen Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most important and complex areas of their home. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 60 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Kitchen Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Questionnaire with 60 pre-written kitchen-focused questions
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
60 kitchen-focused questions with sections on:
- Use
- Storage
- Appliances & Fixtures
- Materials & Look
Our Bathroom Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most important and complex areas of their home. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 46 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Bathroom Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Bathroom Questionnaire with 46 pre-written principal ensuite/bathroom-focused questions
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
Bathroom: 46 bathroom-focused questions with sections on:
- Functionality
- Fixtures
- Materials & Look
Our Bathroom Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most important and complex areas of their home. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 46 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Bathroom Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Bathroom Questionnaire with 46 pre-written principal ensuite/bathroom-focused questions
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
Bathroom: 46 bathroom-focused questions with sections on:
- Functionality
- Fixtures
- Materials & Look
Our Basement Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most complex areas to renovate and furnish. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 112 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Basement Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Basement Questionnaire with 112 pre-written questions covering general basement considerations as well as room-specific details for 11 of the most common basement rooms
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
Basement: 112 basement-focused questions with sections on:
- General basement-specifications
- Family Room
- Games Room
- Home Theatre
- Bar
- Gym
- Laundry Room
- Nanny’s Room/Guest Bedroom
- Guest Bathroom
- Home Office
- Wine Cellar
- Mudroom
Our Basement Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most complex areas to renovate and furnish. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 112 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Basement Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Basement Questionnaire with 112 pre-written questions covering general basement considerations as well as room-specific details for 11 of the most common basement rooms
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
Basement: 112 basement-focused questions with sections on:
- General basement-specifications
- Family Room
- Games Room
- Home Theatre
- Bar
- Gym
- Laundry Room
- Nanny’s Room/Guest Bedroom
- Guest Bathroom
- Home Office
- Wine Cellar
- Mudroom
SCHEDULES
Our thorough and detailed FF&E Schedule is an essential tool to ensure your designs are built exactly the way you intended. Want to earn some builder love (and referrals)? We’ve got you covered! Our FF&E Schedule makes communication with the builder streamlined and clear. It helps them accurately price your project, and it keeps everything (and everyone) organized throughout the production phases. Your clients will be thrilled at how detailed and organized you are, and your builder will love you for making them look so good! (I once had a builder get down on his knee and propose after seeing our FF&E Schedule. No joke!)
An easy to use Google Sheets document, your FF&E Schedule can be shared by multiple users and updated in real-time, keeping your entire team on the same page throughout pre-construction, procurement and construction.
What You Get:
Our FF&E Schedule is an easy to edit Google Sheets document that organizes literally EVERYTHING that goes into your projects. There are 18 different tabs covering every type of item you’ll need. Within each tab, there is a spreadsheet with columns for all the information the team will use to accurately track, order and install each item. The spreadsheets are arranged by floor so you can organize your information by room, but you can easily change things around to organize by vendor, or whatever suits your needs. Simply add rows within each section to accommodate all of your items. You can also add, delete, change or hide columns, depending on the information you want to present. AND we've given you areas to track client approvals, lead times, order status and revisions, as well as vendor contact information.
Included with your download is a detailed set of instructions on how to use the spreadsheets, how to cross-reference them with your drawings, and best practices for keeping them accurate and up to date. Best of all, you get our detailed process built right in. All you have to do is add your own logo, items and info!
What's in the template:
• A Google Sheets document with 18 tabs including:
- Cover Page
- Tracking Sheet
- Contact Information
- Tile & Stone
- Flooring
- Stairs
- Millwork
- Trims
- Mirror & Glass
- Metal
- Plumbing Fixtures
- Lighting Fixtures
- Appliances
- Hardware & Accessories
- Doors
- Paint, Wall & Ceiling Treatments
- Window Coverings
- Furniture
• Spreadsheets on each tab with columns for item tags, detailed product info, vendor info, spec sheet links, photos, lead times, installation instructions, client approval, order status, and more
• Areas for tracking issue dates and revisions
• Areas for tracking vendor information and key project contacts
Our thorough and detailed FF&E Schedule is an essential tool to ensure your designs are built exactly the way you intended. Want to earn some builder love (and referrals)? We’ve got you covered! Our FF&E Schedule makes communication with the builder streamlined and clear. It helps them accurately price your project, and it keeps everything (and everyone) organized throughout the production phases. Your clients will be thrilled at how detailed and organized you are, and your builder will love you for making them look so good! (I once had a builder get down on his knee and propose after seeing our FF&E Schedule. No joke!)
An easy to use Google Sheets document, your FF&E Schedule can be shared by multiple users and updated in real-time, keeping your entire team on the same page throughout pre-construction, procurement and construction.
What You Get:
Our FF&E Schedule is an easy to edit Google Sheets document that organizes literally EVERYTHING that goes into your projects. There are 18 different tabs covering every type of item you’ll need. Within each tab, there is a spreadsheet with columns for all the information the team will use to accurately track, order and install each item. The spreadsheets are arranged by floor so you can organize your information by room, but you can easily change things around to organize by vendor, or whatever suits your needs. Simply add rows within each section to accommodate all of your items. You can also add, delete, change or hide columns, depending on the information you want to present. AND we've given you areas to track client approvals, lead times, order status and revisions, as well as vendor contact information.
Included with your download is a detailed set of instructions on how to use the spreadsheets, how to cross-reference them with your drawings, and best practices for keeping them accurate and up to date. Best of all, you get our detailed process built right in. All you have to do is add your own logo, items and info!
What's in the template:
• A Google Sheets document with 18 tabs including:
- Cover Page
- Tracking Sheet
- Contact Information
- Tile & Stone
- Flooring
- Stairs
- Millwork
- Trims
- Mirror & Glass
- Metal
- Plumbing Fixtures
- Lighting Fixtures
- Appliances
- Hardware & Accessories
- Doors
- Paint, Wall & Ceiling Treatments
- Window Coverings
- Furniture
• Spreadsheets on each tab with columns for item tags, detailed product info, vendor info, spec sheet links, photos, lead times, installation instructions, client approval, order status, and more
• Areas for tracking issue dates and revisions
• Areas for tracking vendor information and key project contacts
Styling is one of the most exciting parts of a project, but also one of the most complex with a lot of moving parts and a lot to keep track of. Our styling schedule keeps you organized and on top of everything, during the planning stages, on styling day, and afterwards.
In an easy to use Google Sheets document, your Styling Schedule can be shared by multiple users and updated in real-time, keeping your entire team on the same page throughout the planning process on styling day.
What You Get:
We’ve created an easy to use, Google Sheets document that organizes all of your styling items by room. It quickly calculates the cost of all the pieces you’ve placed in your client's home, and automatically tells you what needs to be returned to your vendors.
Use the Styling Schedule during the planning stages to organize what you need, how much, and where you’ll get it from. List your items by where they’ll go in each room so you know you’ve got your bases covered. Group your items by vendor to make ordering a snap, then use the Styling Schedule on styling day to make set-up a breeze. Easily track everything you’ve placed on site, and instantly calculate the overall cost. No more styling chaos. You’ll have accurate information to provide to your clients in real-time, get faster approvals, and leave at the end of the day with a check in hand. No need to worry ever again about all the stuff you've left in your client's house while you go back to the office and figure out what they owe you, praying you'll get paid!
Then, once it’s time to return any unused items, use the Styling Schedule to track what is being returned, by whom and when.
What's in the template:
- A Google Sheets document with tabs for 34 rooms
- Auto-calculated pricing
- Auto-calculated tracking of items for return
- Client cost summary page for each room and the entire home
- Detailed instructions on how to use the template
Styling is one of the most exciting parts of a project, but also one of the most complex with a lot of moving parts and a lot to keep track of. Our styling schedule keeps you organized and on top of everything, during the planning stages, on styling day, and afterwards.
In an easy to use Google Sheets document, your Styling Schedule can be shared by multiple users and updated in real-time, keeping your entire team on the same page throughout the planning process on styling day.
What You Get:
We’ve created an easy to use, Google Sheets document that organizes all of your styling items by room. It quickly calculates the cost of all the pieces you’ve placed in your client's home, and automatically tells you what needs to be returned to your vendors.
Use the Styling Schedule during the planning stages to organize what you need, how much, and where you’ll get it from. List your items by where they’ll go in each room so you know you’ve got your bases covered. Group your items by vendor to make ordering a snap, then use the Styling Schedule on styling day to make set-up a breeze. Easily track everything you’ve placed on site, and instantly calculate the overall cost. No more styling chaos. You’ll have accurate information to provide to your clients in real-time, get faster approvals, and leave at the end of the day with a check in hand. No need to worry ever again about all the stuff you've left in your client's house while you go back to the office and figure out what they owe you, praying you'll get paid!
Then, once it’s time to return any unused items, use the Styling Schedule to track what is being returned, by whom and when.
What's in the template:
- A Google Sheets document with tabs for 34 rooms
- Auto-calculated pricing
- Auto-calculated tracking of items for return
- Client cost summary page for each room and the entire home
- Detailed instructions on how to use the template
CHECKLISTS
While a thorough and detailed Letter of Agreement might seem daunting at first, it is one of the most important ways to earn your clients’ respect. It shows you are a serious business person running a real business, and that their project is not your hobby. It’s also an important document to keep you covered in case things don’t go quite as planned.
Since we’re not lawyers, we can’t provide you with an actual Letter of Agreement template. BUT… we’ve got the next best thing. Our LOA Checklist! Our Letter of Agreement Checklist gives you an industry-specific breakout of all the things you should include in your LOA to make sure you’ve got your bases (and your butt) covered. It was developed based on my 20 years of experience dealing with all kinds of clients and all kinds of situations. Each time something happened that I didn’t want to have happen again, I added a clause to my LOA to deal with it.
I’ve now got a robust document that keeps my business protected, my projects on track and my clients in line. The LOA Checklist is your shortcut to building that document for your business in a clear and thoughtful way. It will challenge you to take a hard look at your business practices, answer important questions about how you work, and help you avoid the costly and stressful pitfalls I went through while building my business.
What You Get:
The Letter of Agreement Checklist is a 16 page PDF document designed for you to work through with your lawyer while developing or updating your LOA. It provides an industry-specific step-by-step outline of what to include based on real-life project experience, along with some recommended business practices. While it is designed for residential projects, it can be adapted for commercial projects as well.
What's YOU DON'T GET:
Legal advice. I know I’ve already said it, but I’m going to say it again. The LOA Checklist does not provide legal advice, nor is it a legal document. It is intended as a guideline only. It’s full of interior design business advice, but you need to work with an attorney/lawyer for the legal advice.
LSI Workshop and Laura Stein Interiors, Inc. take no responsibility for, and make no claims or warrantees on the legality or enforceability of anything contained in the Letter of Agreement Checklist.
While a thorough and detailed Letter of Agreement might seem daunting at first, it is one of the most important ways to earn your clients’ respect. It shows you are a serious business person running a real business, and that their project is not your hobby. It’s also an important document to keep you covered in case things don’t go quite as planned.
Since we’re not lawyers, we can’t provide you with an actual Letter of Agreement template. BUT… we’ve got the next best thing. Our LOA Checklist! Our Letter of Agreement Checklist gives you an industry-specific breakout of all the things you should include in your LOA to make sure you’ve got your bases (and your butt) covered. It was developed based on my 20 years of experience dealing with all kinds of clients and all kinds of situations. Each time something happened that I didn’t want to have happen again, I added a clause to my LOA to deal with it.
I’ve now got a robust document that keeps my business protected, my projects on track and my clients in line. The LOA Checklist is your shortcut to building that document for your business in a clear and thoughtful way. It will challenge you to take a hard look at your business practices, answer important questions about how you work, and help you avoid the costly and stressful pitfalls I went through while building my business.
What You Get:
The Letter of Agreement Checklist is a 16 page PDF document designed for you to work through with your lawyer while developing or updating your LOA. It provides an industry-specific step-by-step outline of what to include based on real-life project experience, along with some recommended business practices. While it is designed for residential projects, it can be adapted for commercial projects as well.
What's YOU DON'T GET:
Legal advice. I know I’ve already said it, but I’m going to say it again. The LOA Checklist does not provide legal advice, nor is it a legal document. It is intended as a guideline only. It’s full of interior design business advice, but you need to work with an attorney/lawyer for the legal advice.
LSI Workshop and Laura Stein Interiors, Inc. take no responsibility for, and make no claims or warrantees on the legality or enforceability of anything contained in the Letter of Agreement Checklist.
PLUS... You'll get:
- Video tutorials on how to use Canva, Google Sheets and Google Forms
- PDF expamples of completed templates to use as inspiration
- Comprehensive instructions on how to use your Canva, Google, and your templates
By purchasing our products or services you agree to the terms and conditions of use.
Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
By purchasing our products or services you agree to the terms and conditions of use.
Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
* Canva, Goolge Sheets and Google Forms are free third party software applications and are not owed or operated in any part by LSI Workshop.
* You will need to sign up for a Canva account and a Google account in order to use your templates. Both are free, cloud-based application and work with Mac OS and Windows platforms.
* In Google, fonts and color options are limited. Where applicable, we have selected the best options to match your template design. In some cases the fonts might not be the same as other templates in the same design collection.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Our Client Experience Guide is designed to be an introduction to your firm. It’s what you’ll send to qualified potential clients and referral partners while they are in the decision-making process. It’s based on the same document we use at LSI at the start of our clients’ journey with us.
More than just a portfolio or sales brochure, the Client Experience Guide showcases the fantastic experience your clients will have working with you right from the first point of contact. It sets the stage for all the exciting things to come and shows how you’ll solve their problems (in the most beautiful way, of course). It lets them see how professional, organized and clear your communication is, and how dedicated you are to your craft. This is not designed to be an in-depth process-oriented document (that comes later). This is all about the client’s experience. It’s meant to get potential clients excited and dreaming big, so we’ve provided lots of space for your beautiful imagery to shine (and, because it’s fully customizable, you can always add in additional pages). We like to send this out after the initial call to get clients excited about meeting with us. For the “whale” projects, we leave a professionally printed version at the consultation, and we provide printed copies to referral partners to give out to their clients.
What You Get:
- A 13 page fully customizable Canva template
- A second, 13 page template set up for professional printing
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Hours of time back to use on more fun and productive things!
What’s in the Template:
- Front and back cover pages
- Portfolio pages
- An introduction to your firm
- An introduction to you, the creative force behind the firm
- Your philosophy
- Your focus on detail and craftsmanship
- A brief overview of your process
- How you deliver beyond expectations
Our Client Experience Guide is designed to be an introduction to your firm. It’s what you’ll send to qualified potential clients and referral partners while they are in the decision-making process. It’s based on the same document we use at LSI at the start of our clients’ journey with us.
More than just a portfolio or sales brochure, the Client Experience Guide showcases the fantastic experience your clients will have working with you right from the first point of contact. It sets the stage for all the exciting things to come and shows how you’ll solve their problems (in the most beautiful way, of course). It lets them see how professional, organized and clear your communication is, and how dedicated you are to your craft. This is not designed to be an in-depth process-oriented document (that comes later). This is all about the client’s experience. It’s meant to get potential clients excited and dreaming big, so we’ve provided lots of space for your beautiful imagery to shine (and, because it’s fully customizable, you can always add in additional pages). We like to send this out after the initial call to get clients excited about meeting with us. For the “whale” projects, we leave a professionally printed version at the consultation, and we provide printed copies to referral partners to give out to their clients.
What You Get:
- A 13 page fully customizable Canva template
- A second, 13 page template set up for professional printing
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Hours of time back to use on more fun and productive things!
What’s in the Template:
- Front and back cover pages
- Portfolio pages
- An introduction to your firm
- An introduction to you, the creative force behind the firm
- Your philosophy
- Your focus on detail and craftsmanship
- A brief overview of your process
- How you deliver beyond expectations
A thorough and thoughtful proposal is essential for winning high-budget projects, especially if you’ve got competition. Our Project Proposal template lays out everything your potential clients need to know to feel confident and excited about hiring you. It introduces your team, walks them through how you will service them, and explains your process step by step. They’ll know exactly what to expect and the value they’ll get for your fees. You show up professionally, with confidence and clarity.
This 38-page document is really eight proposals in one. We’ve given you options for five different kinds of projects and three different billing structures. Simply select the right combination for each project and personalize the details for your client.
What You Get:
- A 38-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Closed deals with excited clients who can’t wait to work with you!
What's in the template:
- Front and back cover pages
- Project goals page
- Introduction pages to your firm and your team
- Project goals and outline pages for each type of project
- Project process pages for each type of project that detail key deliverables, meetings and timelines
- Project types include:
- New Construction + Furniture & Decor
- Renovations + Furniture & Decor
- Furniture & Decor + Minor Construction
- Furniture & Decor Only
- Construction Only
- Project fee and payment schedule pages for hourly, project fee and hybrid fee billing structures
- Next steps page
A thorough and thoughtful proposal is essential for winning high-budget projects, especially if you’ve got competition. Our Project Proposal template lays out everything your potential clients need to know to feel confident and excited about hiring you. It introduces your team, walks them through how you will service them, and explains your process step by step. They’ll know exactly what to expect and the value they’ll get for your fees. You show up professionally, with confidence and clarity.
This 38-page document is really eight proposals in one. We’ve given you options for five different kinds of projects and three different billing structures. Simply select the right combination for each project and personalize the details for your client.
What You Get:
- A 38-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Closed deals with excited clients who can’t wait to work with you!
What's in the template:
- Front and back cover pages
- Project goals page
- Introduction pages to your firm and your team
- Project goals and outline pages for each type of project
- Project process pages for each type of project that detail key deliverables, meetings and timelines
- Project types include:
- New Construction + Furniture & Decor
- Renovations + Furniture & Decor
- Furniture & Decor + Minor Construction
- Furniture & Decor Only
- Construction Only
- Project fee and payment schedule pages for hourly, project fee and hybrid fee billing structures
- Next steps page
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- A 29-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Eager clients who understand the process and are ready to get started!
What's in the template:
- Front and back cover pages
- A welcome note
- A “what to expect” section
- An introduction to the project team
- Your philosophy
- Process timeline
- A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
- Project guidelines, including communication,, fee schedules and payments
- FAQs
Presenting your inspiration images in a compelling way has never been easier. Our Inspiration Presentation template provides you with five beautiful layouts to showcase your ideas in a clear and branded format. Choose one layout for your overall theme, and another for individual rooms, or customize, mix and match for a unique presentation every time.
What You Get:
- A 5-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo, copy and imagery
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Inspired and engaged clients ready to move on to the Design Development phase!
What's in the template:
- Five different 11 x 17 page layouts to showcase your inspiration images and ideas
Presenting your inspiration images in a compelling way has never been easier. Our Inspiration Presentation template provides you with five beautiful layouts to showcase your ideas in a clear and branded format. Choose one layout for your overall theme, and another for individual rooms, or customize, mix and match for a unique presentation every time.
What You Get:
- A 5-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo, copy and imagery
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Inspired and engaged clients ready to move on to the Design Development phase!
What's in the template:
- Five different 11 x 17 page layouts to showcase your inspiration images and ideas
The Design Presentation Template equips you with everything you need to showcase your design concepts in a stunning, professionally branded format that lets your work take center stage.
This 30-page document offers multiple layouts to present drawings, inspiration images, mood boards, materials, fixtures, furniture, renderings, and more—ensuring every detail is beautifully conveyed. Simply select the layouts that work best for each project, duplicate the pages as needed for each room or area of the house, and replace the placeholders with your design. It’s that easy!
What You Get:
- A 30-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo, drawings and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Thrilled clients who love your work AND your professionalism!
What's in the template:
- Front and back cover pages
- Project goals page
- Three drawing presentation layout options
- Two inspiration board layout options
- Two mood board layout options
- Three materials presentation options
- Four design scheme presentation options
- Four rendering layout options
- Next steps page
The best part? It’s done for you. No graphic design or copywriting skills required.
The Design Presentation Template equips you with everything you need to showcase your design concepts in a stunning, professionally branded format that lets your work take center stage.
This 30-page document offers multiple layouts to present drawings, inspiration images, mood boards, materials, fixtures, furniture, renderings, and more—ensuring every detail is beautifully conveyed. Simply select the layouts that work best for each project, duplicate the pages as needed for each room or area of the house, and replace the placeholders with your design. It’s that easy!
What You Get:
- A 30-page fully customizable Canva template
- Professionally designed page layouts with place-holders for your logo, drawings and imagery
- Professionally written copy ready for you to personalize, with clear instructions
- A PDF download example, so you can see what the finished product could look like
- A video tutorial on how to use Canva
- Thrilled clients who love your work AND your professionalism!
What's in the template:
- Front and back cover pages
- Project goals page
- Three drawing presentation layout options
- Two inspiration board layout options
- Two mood board layout options
- Three materials presentation options
- Four design scheme presentation options
- Four rendering layout options
- Next steps page
The best part? It’s done for you. No graphic design or copywriting skills required.
Our New Client Questionnaire is really two questionnaires that you can combine into one for a customized approach to every project. The first Google Form is the main questionnaire with 63 client-focused questions. These questions are designed to give you insight into your clients’ wants, needs and motivations, as well as lifestyle and decision-making information that will help you tailor the experience you provide them. The second Google Form has 95 room-specific questions that you can easily select and import into your main questionnaire, depending on the requirements of each project.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms questionnaire with 63 pre-written client-focused questions
- A second Google Form with 95 pre-written room-specific questions that you can import into your main questionnaire, allowing you to create a custom form for each new project
- A video tutorial on how to use Google Forms
- Confident clients and a clear, thorough understanding of their lifestyle, needs and desires
What's in the template:
63 client-focused lifestyle and design questions with sections on:
- household members
- entertaining
- pastimes and hobbies
- project and design specifications and considerations
95 room-specific questions for:
- living rooms
- dining rooms
- family rooms
- principal bedrooms
- kids bedrooms
- home offices
Our New Client Questionnaire is really two questionnaires that you can combine into one for a customized approach to every project. The first Google Form is the main questionnaire with 63 client-focused questions. These questions are designed to give you insight into your clients’ wants, needs and motivations, as well as lifestyle and decision-making information that will help you tailor the experience you provide them. The second Google Form has 95 room-specific questions that you can easily select and import into your main questionnaire, depending on the requirements of each project.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms questionnaire with 63 pre-written client-focused questions
- A second Google Form with 95 pre-written room-specific questions that you can import into your main questionnaire, allowing you to create a custom form for each new project
- A video tutorial on how to use Google Forms
- Confident clients and a clear, thorough understanding of their lifestyle, needs and desires
What's in the template:
63 client-focused lifestyle and design questions with sections on:
- household members
- entertaining
- pastimes and hobbies
- project and design specifications and considerations
95 room-specific questions for:
- living rooms
- dining rooms
- family rooms
- principal bedrooms
- kids bedrooms
- home offices
Our Kitchen Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most important and complex areas of their home. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 60 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Kitchen Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Questionnaire with 60 pre-written kitchen-focused questions
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
60 kitchen-focused questions with sections on:
- Use
- Storage
- Appliances & Fixtures
- Materials & Look
Our Kitchen Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most important and complex areas of their home. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 60 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Kitchen Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Questionnaire with 60 pre-written kitchen-focused questions
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
60 kitchen-focused questions with sections on:
- Use
- Storage
- Appliances & Fixtures
- Materials & Look
Our Bathroom Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most important and complex areas of their home. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 46 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Bathroom Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Bathroom Questionnaire with 46 pre-written principal ensuite/bathroom-focused questions
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
Bathroom: 46 bathroom-focused questions with sections on:
- Functionality
- Fixtures
- Materials & Look
Our Bathroom Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most important and complex areas of their home. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 46 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Bathroom Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Bathroom Questionnaire with 46 pre-written principal ensuite/bathroom-focused questions
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
Bathroom: 46 bathroom-focused questions with sections on:
- Functionality
- Fixtures
- Materials & Look
Our Basement Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most complex areas to renovate and furnish. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 112 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Basement Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Basement Questionnaire with 112 pre-written questions covering general basement considerations as well as room-specific details for 11 of the most common basement rooms
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
Basement: 112 basement-focused questions with sections on:
- General basement-specifications
- Family Room
- Games Room
- Home Theatre
- Bar
- Gym
- Laundry Room
- Nanny’s Room/Guest Bedroom
- Guest Bathroom
- Home Office
- Wine Cellar
- Mudroom
Our Basement Questionnaire is designed to give you in-depth insight into everything your clients want and need for one of the most complex areas to renovate and furnish. They’ll feel confident knowing that you’ve thought of all the details, and you’ll feel confident knowing that nothing will be overlooked. The questionnaire includes 112 questions covering a range of details from aesthetic preferences, material and fixture selection, through to functionality and practical considerations. Our Basement Questionnaire is designed to be used in conjunction with our New Client Questionnaire.
Google Forms are easily editable. Questions can be added, deleted or changed to work with your project or brand. All you need is a free Google account and you’re good to go!
What You Get:
- A Google Forms Basement Questionnaire with 112 pre-written questions covering general basement considerations as well as room-specific details for 11 of the most common basement rooms
- A video tutorial on how to use Google Forms
- Confident clients who know you’ve thought of everything!
What's in the templates:
Basement: 112 basement-focused questions with sections on:
- General basement-specifications
- Family Room
- Games Room
- Home Theatre
- Bar
- Gym
- Laundry Room
- Nanny’s Room/Guest Bedroom
- Guest Bathroom
- Home Office
- Wine Cellar
- Mudroom
Our thorough and detailed FF&E Schedule is an essential tool to ensure your designs are built exactly the way you intended. Want to earn some builder love (and referrals)? We’ve got you covered! Our FF&E Schedule makes communication with the builder streamlined and clear. It helps them accurately price your project, and it keeps everything (and everyone) organized throughout the production phases. Your clients will be thrilled at how detailed and organized you are, and your builder will love you for making them look so good! (I once had a builder get down on his knee and propose after seeing our FF&E Schedule. No joke!)
An easy to use Google Sheets document, your FF&E Schedule can be shared by multiple users and updated in real-time, keeping your entire team on the same page throughout pre-construction, procurement and construction.
What You Get:
Our FF&E Schedule is an easy to edit Google Sheets document that organizes literally EVERYTHING that goes into your projects. There are 18 different tabs covering every type of item you’ll need. Within each tab, there is a spreadsheet with columns for all the information the team will use to accurately track, order and install each item. The spreadsheets are arranged by floor so you can organize your information by room, but you can easily change things around to organize by vendor, or whatever suits your needs. Simply add rows within each section to accommodate all of your items. You can also add, delete, change or hide columns, depending on the information you want to present. AND we've given you areas to track client approvals, lead times, order status and revisions, as well as vendor contact information.
Included with your download is a detailed set of instructions on how to use the spreadsheets, how to cross-reference them with your drawings, and best practices for keeping them accurate and up to date. Best of all, you get our detailed process built right in. All you have to do is add your own logo, items and info!
What's in the template:
• A Google Sheets document with 18 tabs including:
- Cover Page
- Tracking Sheet
- Contact Information
- Tile & Stone
- Flooring
- Stairs
- Millwork
- Trims
- Mirror & Glass
- Metal
- Plumbing Fixtures
- Lighting Fixtures
- Appliances
- Hardware & Accessories
- Doors
- Paint, Wall & Ceiling Treatments
- Window Coverings
- Furniture
• Spreadsheets on each tab with columns for item tags, detailed product info, vendor info, spec sheet links, photos, lead times, installation instructions, client approval, order status, and more
• Areas for tracking issue dates and revisions
• Areas for tracking vendor information and key project contacts
Our thorough and detailed FF&E Schedule is an essential tool to ensure your designs are built exactly the way you intended. Want to earn some builder love (and referrals)? We’ve got you covered! Our FF&E Schedule makes communication with the builder streamlined and clear. It helps them accurately price your project, and it keeps everything (and everyone) organized throughout the production phases. Your clients will be thrilled at how detailed and organized you are, and your builder will love you for making them look so good! (I once had a builder get down on his knee and propose after seeing our FF&E Schedule. No joke!)
An easy to use Google Sheets document, your FF&E Schedule can be shared by multiple users and updated in real-time, keeping your entire team on the same page throughout pre-construction, procurement and construction.
What You Get:
Our FF&E Schedule is an easy to edit Google Sheets document that organizes literally EVERYTHING that goes into your projects. There are 18 different tabs covering every type of item you’ll need. Within each tab, there is a spreadsheet with columns for all the information the team will use to accurately track, order and install each item. The spreadsheets are arranged by floor so you can organize your information by room, but you can easily change things around to organize by vendor, or whatever suits your needs. Simply add rows within each section to accommodate all of your items. You can also add, delete, change or hide columns, depending on the information you want to present. AND we've given you areas to track client approvals, lead times, order status and revisions, as well as vendor contact information.
Included with your download is a detailed set of instructions on how to use the spreadsheets, how to cross-reference them with your drawings, and best practices for keeping them accurate and up to date. Best of all, you get our detailed process built right in. All you have to do is add your own logo, items and info!
What's in the template:
• A Google Sheets document with 18 tabs including:
- Cover Page
- Tracking Sheet
- Contact Information
- Tile & Stone
- Flooring
- Stairs
- Millwork
- Trims
- Mirror & Glass
- Metal
- Plumbing Fixtures
- Lighting Fixtures
- Appliances
- Hardware & Accessories
- Doors
- Paint, Wall & Ceiling Treatments
- Window Coverings
- Furniture
• Spreadsheets on each tab with columns for item tags, detailed product info, vendor info, spec sheet links, photos, lead times, installation instructions, client approval, order status, and more
• Areas for tracking issue dates and revisions
• Areas for tracking vendor information and key project contacts
Styling is one of the most exciting parts of a project, but also one of the most complex with a lot of moving parts and a lot to keep track of. Our styling schedule keeps you organized and on top of everything, during the planning stages, on styling day, and afterwards.
In an easy to use Google Sheets document, your Styling Schedule can be shared by multiple users and updated in real-time, keeping your entire team on the same page throughout the planning process on styling day.
What You Get:
We’ve created an easy to use, Google Sheets document that organizes all of your styling items by room. It quickly calculates the cost of all the pieces you’ve placed in your client's home, and automatically tells you what needs to be returned to your vendors.
Use the Styling Schedule during the planning stages to organize what you need, how much, and where you’ll get it from. List your items by where they’ll go in each room so you know you’ve got your bases covered. Group your items by vendor to make ordering a snap, then use the Styling Schedule on styling day to make set-up a breeze. Easily track everything you’ve placed on site, and instantly calculate the overall cost. No more styling chaos. You’ll have accurate information to provide to your clients in real-time, get faster approvals, and leave at the end of the day with a check in hand. No need to worry ever again about all the stuff you've left in your client's house while you go back to the office and figure out what they owe you, praying you'll get paid!
Then, once it’s time to return any unused items, use the Styling Schedule to track what is being returned, by whom and when.
What's in the template:
- A Google Sheets document with tabs for 34 rooms
- Auto-calculated pricing
- Auto-calculated tracking of items for return
- Client cost summary page for each room and the entire home
- Detailed instructions on how to use the template
Styling is one of the most exciting parts of a project, but also one of the most complex with a lot of moving parts and a lot to keep track of. Our styling schedule keeps you organized and on top of everything, during the planning stages, on styling day, and afterwards.
In an easy to use Google Sheets document, your Styling Schedule can be shared by multiple users and updated in real-time, keeping your entire team on the same page throughout the planning process on styling day.
What You Get:
We’ve created an easy to use, Google Sheets document that organizes all of your styling items by room. It quickly calculates the cost of all the pieces you’ve placed in your client's home, and automatically tells you what needs to be returned to your vendors.
Use the Styling Schedule during the planning stages to organize what you need, how much, and where you’ll get it from. List your items by where they’ll go in each room so you know you’ve got your bases covered. Group your items by vendor to make ordering a snap, then use the Styling Schedule on styling day to make set-up a breeze. Easily track everything you’ve placed on site, and instantly calculate the overall cost. No more styling chaos. You’ll have accurate information to provide to your clients in real-time, get faster approvals, and leave at the end of the day with a check in hand. No need to worry ever again about all the stuff you've left in your client's house while you go back to the office and figure out what they owe you, praying you'll get paid!
Then, once it’s time to return any unused items, use the Styling Schedule to track what is being returned, by whom and when.
What's in the template:
- A Google Sheets document with tabs for 34 rooms
- Auto-calculated pricing
- Auto-calculated tracking of items for return
- Client cost summary page for each room and the entire home
- Detailed instructions on how to use the template
While a thorough and detailed Letter of Agreement might seem daunting at first, it is one of the most important ways to earn your clients’ respect. It shows you are a serious business person running a real business, and that their project is not your hobby. It’s also an important document to keep you covered in case things don’t go quite as planned.
Since we’re not lawyers, we can’t provide you with an actual Letter of Agreement template. BUT… we’ve got the next best thing. Our LOA Checklist! Our Letter of Agreement Checklist gives you an industry-specific breakout of all the things you should include in your LOA to make sure you’ve got your bases (and your butt) covered. It was developed based on my 20 years of experience dealing with all kinds of clients and all kinds of situations. Each time something happened that I didn’t want to have happen again, I added a clause to my LOA to deal with it.
I’ve now got a robust document that keeps my business protected, my projects on track and my clients in line. The LOA Checklist is your shortcut to building that document for your business in a clear and thoughtful way. It will challenge you to take a hard look at your business practices, answer important questions about how you work, and help you avoid the costly and stressful pitfalls I went through while building my business.
What You Get:
The Letter of Agreement Checklist is a 16 page PDF document designed for you to work through with your lawyer while developing or updating your LOA. It provides an industry-specific step-by-step outline of what to include based on real-life project experience, along with some recommended business practices. While it is designed for residential projects, it can be adapted for commercial projects as well.
What's YOU DON'T GET:
Legal advice. I know I’ve already said it, but I’m going to say it again. The LOA Checklist does not provide legal advice, nor is it a legal document. It is intended as a guideline only. It’s full of interior design business advice, but you need to work with an attorney/lawyer for the legal advice.
LSI Workshop and Laura Stein Interiors, Inc. take no responsibility for, and make no claims or warrantees on the legality or enforceability of anything contained in the Letter of Agreement Checklist.
While a thorough and detailed Letter of Agreement might seem daunting at first, it is one of the most important ways to earn your clients’ respect. It shows you are a serious business person running a real business, and that their project is not your hobby. It’s also an important document to keep you covered in case things don’t go quite as planned.
Since we’re not lawyers, we can’t provide you with an actual Letter of Agreement template. BUT… we’ve got the next best thing. Our LOA Checklist! Our Letter of Agreement Checklist gives you an industry-specific breakout of all the things you should include in your LOA to make sure you’ve got your bases (and your butt) covered. It was developed based on my 20 years of experience dealing with all kinds of clients and all kinds of situations. Each time something happened that I didn’t want to have happen again, I added a clause to my LOA to deal with it.
I’ve now got a robust document that keeps my business protected, my projects on track and my clients in line. The LOA Checklist is your shortcut to building that document for your business in a clear and thoughtful way. It will challenge you to take a hard look at your business practices, answer important questions about how you work, and help you avoid the costly and stressful pitfalls I went through while building my business.
What You Get:
The Letter of Agreement Checklist is a 16 page PDF document designed for you to work through with your lawyer while developing or updating your LOA. It provides an industry-specific step-by-step outline of what to include based on real-life project experience, along with some recommended business practices. While it is designed for residential projects, it can be adapted for commercial projects as well.
What's YOU DON'T GET:
Legal advice. I know I’ve already said it, but I’m going to say it again. The LOA Checklist does not provide legal advice, nor is it a legal document. It is intended as a guideline only. It’s full of interior design business advice, but you need to work with an attorney/lawyer for the legal advice.
LSI Workshop and Laura Stein Interiors, Inc. take no responsibility for, and make no claims or warrantees on the legality or enforceability of anything contained in the Letter of Agreement Checklist.
By purchasing our products or services you agree to the terms and conditions of use.
Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
By purchasing our products or services you agree to the terms and conditions of use.
Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
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With our custom and semi-custom options, our designers will personalize and set up your templates for you. Your templates will be ready to go with your own logo, process and images. All you'll have to do is send us your content.
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