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WELCOME EMAIL: DIRECT CALL/EMAIL/SOCIAL MEDIA FROM POTENTIAL CLIENT(S)
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FOLLOW-UP TO WELCOME EMAIL TO BOOK DISCOVERY CALL
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INVITING RETURNING CLIENT TO BOOK DISCOVERY CALL
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DECLINE PROJECT - REPEAT CLIENT - NOT IDEAL CLIENT/PROJECT
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INTRODUCTORY EMAIL REPLY FROM REFERRAL FROM A CLIENT/CONTRACTOR/TRADE
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INVITE TO BOOK INITIAL CONSULTATION
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FOLLOW UP AFTER SENDING INITIAL CONSULT LINK
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THANK YOU FOR SIGNING INITIAL AGREEMENT
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POST INITIAL CONSULT - YOU DO NOT WANT TO MOVE FORWARD WITH THE PROJECT
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POST CONSULT - CLIENT UNDECIDED - FOLLOW UP
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POST IC - CLIENT NOT MOVING FORWARD BASIC FINAL EMAIL TEMPLATE
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IF ANOTHER DESIGN FIRM SELECTED
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INTRODUCTION EMAIL: PREFERED CONTRACTOR
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CLIENT FACING CONCEPTUAL SCOPE EMAIL TEMPLATE
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CLIENT WEEKLY UPDATE
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BOOKING CONCEPTUAL DESIGN MEETING WITH CLIENT
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SELECTIONS MEETING AGENDA
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BOOKING DETAILED/DEVELOPMENT DESIGN MEETING
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RESELECTIONS
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CLIENT CONSTRUCTION WALKTHROUGHS
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FINAL INSTALLATION
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STYLING
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PROFESSIONAL PHOTOS
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PROJECT WRAP UP/RETURN RETAINER
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REVIEW AND REFERRAL REQUEST
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PROFESSIONAL PHOTOS PROVIDED TO CLIENT
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