Interior Design Pre-Consultation Guide Template

Make a lasting impression and prepare for successful client consultations with The Lumea Collection Pre-Consultation Guide Template. Specifically designed for interior designers, this template allows you to gather essential client details, communicate your process, and set clear expectations—all in one professional, easy-to-use document.

Set the Tone for Success: Provide clients with a step-by-step guide to your process, showcasing your professionalism and ensuring transparency.

Fully Customizable: Easily edit fonts, colors, layouts, and images in Canva, PowerPoint, or Keynote to align with your brand’s unique identity.

Comprehensive Coverage: From client information to project goals and collaboration preferences, this guide ensures every detail is captured.

Build Client Confidence: Present your expertise and process clearly, fostering trust and creating a seamless onboarding experience.

Save Time: With pre-designed layouts and prompts, you can quickly prepare professional guides that keep your consultations organized and efficient.

—— 📨 What’s Included in the download?

You’ll receive:

✅ 7 Files Total

• PDF with Download Link + Instruction Manual

• 2 Keynote Files

• 2 PowerPoint Files

• 1 Canva Template

• 1 PDF File

✅ 6 Fully Editable Pages in Two Beautiful Themes:

1. Golden Elegance

2. Turquoise Modern

—— 🖌️ What’s inside the template?

This pre-consultation guide template includes all the essential sections to streamline your process and set clear expectations with clients:

✔️ Step by Step Guide

✔️ Introduction

✔️ About

✔️ Client Information

✔️ Project Information

✔️ Client Goals

✔️ Next Steps

✔️ Budget and Timeline

✔️ Collaboration Preferences

✔️ Additional Notes

—— 📂 File Format & Compatibility:

Available in A4 format, this template is compatible with:

✔️ Canva (requires a free Canva account)

✔️ PowerPoint

✔️ Keynote

All elements are fully customizable, including fonts, text, images, and branding.