Personalized Consultation

    1.    Prompt Client Response & Scheduling

Respond quickly to inquiries and offer flexible scheduling options for consultations, including evenings or weekends, to accommodate clients’ busy lives.

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    2.    Pre-Consultation Questionnaire

Send a brief questionnaire to gather initial information about the client’s goals, style preferences, budget range, timeline, and any specific requirements before the meeting.

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    3.    In-Depth Needs Assessment

Meet with the client in person or virtually to discuss their vision, lifestyle needs, must-haves, and wish list. Listen actively and ask clarifying questions to fully understand their priorities.

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    4.    On-Site Walkthrough & Evaluation

Visit the property to assess current conditions, take measurements, and identify potential opportunities or challenges unique to the space.

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    5.    Visual Inspiration Review

Encourage clients to share inspiration photos, Pinterest boards, or magazine clippings. Review these together to clarify design preferences and desired features.

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    6.    Discuss Budget and Feasibility

Have an open, honest conversation about budget expectations. Provide initial feedback on what’s achievable within their range and suggest alternatives if needed.

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    7.    Explain the Process & Set Expectations

Walk the client through your entire process, from design to completion. Outline timelines, communication methods, and what they can expect at each stage.

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    8.    Showcase Relevant Projects

Present a portfolio of similar completed projects, highlighting your expertise, craftsmanship, and ability to deliver on client visions.

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    9.    Address Questions & Concerns

Create a welcoming environment for clients to ask questions and express concerns. Offer clear, knowledgeable answers to build confidence and trust.

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    10.    Provide a Written Consultation Summary

After the meeting, send a follow-up email summarizing key discussion points, next steps, and any requested information or resources. This reinforces professionalism and keeps everyone aligned.