THE INTERIOR DESIGN CLIENT ONBOARDING KIT

Everything your new client needs.
Done for you.

A premium, done-for-you system to welcome new design clients, streamline your process, set clear expectations, and deliver a high-end experience from day one.

19 professionally designed templates across 6 complete sections — built to run your entire client journey from first enquiry to final sign-off.

Casanvo Interior
Welcome Packets· Scope of Services· Pricing & Financials· Client Communication· Project Management· Commercial Projects· Welcome Packets· Scope of Services· Pricing & Financials· Client Communication· Project Management· Commercial Projects·
Casanvo Design Materials
19 Professional Templates

A Complete Kit. Not Just a Template.

Casanvo is the interior design client onboarding kit — a premium, done-for-you system built so that every new project starts with structure, professionalism, and a client experience that matches the quality of your work.

It isn't a single document. It's an entire system designed around the real moments of a client relationship — from first inquiry to final sign-off — so nothing falls through the cracks and nothing feels cobbled together.

01 Welcome clients. Send a first impression that immediately builds trust and sets your studio's tone — before the first call is even booked.
02 Streamline your process. Every template, document, and client touchpoint — structured, branded, and ready to send.
03 Set clear expectations. Scope, pricing, and timelines communicated with total confidence and zero ambiguity.
04 High-end experience. A consistently premium client journey — from the moment they say yes to the moment the project closes.
Explore the Kit

Great Designers. Messy Onboarding.

You got into interior design to create beautiful spaces — not to spend hours writing welcome emails, chasing signatures, and explaining your process from scratch every single time. Casanvo fixes that.

Before Casanvo

Piecing It Together Every Time.

  • No consistent onboarding process
  • Agreements that leave gaps
  • Hours lost to admin every project
  • Misaligned client expectations
  • Scope creep with no protection
  • First impressions that feel unpolished
After Casanvo

Every Project Starts With Confidence.

  • Structured, professional onboarding
  • Airtight agreements and clear scope
  • Done-for-you templates — use and send
  • Clear expectations from day one
  • Protected boundaries, zero ambiguity
  • A premium client experience every time

Six Sections. One Complete System.

19 professionally built templates covering every stage of the client journey. Start with documents 01, 02, and 04 — these three alone will transform how your next enquiry is handled.

01

First Impressions

Welcome Packet, Client Discovery Form, WhatsApp Business Setup. The documents that set your studio's tone before the first call is booked.

Client-facing
02

Agreement & Scope

Scope of Services Agreement and Design Intent Document. Defines exactly what's included — and what isn't — before any work begins.

Client-facing
03

Pricing & Financials

Cost estimates, investment breakdowns, quotation templates and milestone invoices. Present your fees with confidence and total clarity.

Financial
04

Client Communication

Quote delivery emails, follow-up sequences and a full communication library. Every message your studio will ever need — written and ready.

Client-facing
05

Project Management

Project timeline, meeting templates, minutes of meeting and client onboarding checklist. Run every project like a studio of ten.

Internal
06

Commercial Projects

Commercial portfolio template and advanced cost estimate. Pro Kit exclusive — built for hospitality, retail, corporate and mixed-use scopes.

Pro Exclusive
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From Signed to Started — In Hours, Not Days.

Most designers spend days putting together onboarding materials for a new client. Casanvo cuts that down to hours. Get the kit, make it yours, and use it again — for every client, every project, every time.

1

Get the kit

Instant access to all 19 templates — no setup, no waiting. Every document is editable in Canva and ready to use.

2

Customise for your brand

Add your logo, colours, fees, and tone. Every document is built to be made your own in minutes.

3

Welcome your new client

Send a Welcome Packet that immediately positions you as a premium, organised studio — not a freelancer.

4

Run the project with confidence

Use the full kit across every stage — scope, pricing, communication, management — from kickoff to final delivery.

5

Use it again. And again.

A repeatable system that works for your first client and your fiftieth. That's the system. That's Casanvo.

Start Now
"Your process is part of your portfolio."

Every email you send, every document your client receives — it either reinforces your credibility or quietly undermines it. Casanvo makes sure it reinforces it, every time.

Get the Kit

Built Around What Actually Wins Clients

First impressions are permanent

Clients decide within the first interaction whether they trust you. The Casanvo Welcome Packet makes that decision an easy one.

Protect your time and your work

The Scope of Services Agreement is the single document that prevents scope creep, protects your time, and sets professional boundaries from day one.

Present your fees with confidence

Fully itemised cost estimates with clear line items clients can understand without a follow-up call. Reduces price negotiation because nothing is ambiguous.

Scale without starting over

A repeatable system that adapts to your first client or your fiftieth — consistent, professional, always on brand.

This Is for the Serious Designer.

Inside the Casanvo Kit — templates, mood boards and cost strategy documents

Answered Honestly.

Casanvo is built to be flexible, fast, and genuinely useful from day one. Whether you're onboarding your first client or your fiftieth, the kit adapts to where you are.

"Is it customisable?"

Yes. Every document is fully editable in Canva and built to be adapted to your brand, pricing, and studio style in minutes.

"How long does setup take?"

Most designers are ready to use it the same day they receive it. It's designed to be fast — not another project to manage.

"Is it for new designers or established studios?"

Both. The kit adapts whether you're onboarding your very first client or scaling an established practice.

"What's the difference between the standard and Pro Kit?"

The Pro Kit includes the Commercial Cost Estimate (Advanced) and Commercial Portfolio Template — built for hospitality, retail, and corporate projects.

"Do I need all 19 templates?"

Not necessarily. Start with documents 01, 02, and 04 — these three alone will transform how your next client enquiry is handled.

Explore the Kit

What Our Clients Say

"Working with Casanvo completely changed how I think about my home. The onboarding process was seamless, the communication was exceptional, and the final result felt like it had been pulled from the pages of an editorial. Worth every penny."

S
Sophia M. Full Home Consultation

"I used the Casanvo onboarding package for my interior design business and it transformed how I work with clients. The process is so clear, so professional—my clients have commented on the difference immediately. Genuinely game-changing."

J
James R. Business Onboarding Package

"The material curation board Casanvo put together for our living room renovation was stunning. I had no idea how to pull together textures and finishes—now I have a palette I absolutely love. The digital guide alone saved me months of indecision."

A
Amara K. Materials & Texture Curation
Casanvo Interior

It's Time To
Begin.

The interior design client onboarding kit that makes every new project feel like the beginning of something exceptional — confident, professional, and built to the same standard as your work.

Start the Conversation.

Ready to transform your studio's client experience? Have a question about what's included? We'd love to hear from you.

info@casanvo.com
+971 58 523 2048
🌐
www.casanvo.com