OLD Sample Client Consult & Project Workbook
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Service Level Tiers comparison
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Luxury Full ServiceCustom Room DesignOnline design
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Full project management using 10 step process will bring you the home you want and work within your budget. Includes every phase of project from drafting design plans, creating estimate of investment and liaison to the trades all the way to styling and reveal. This level of service spares you the headaches and gives you back your nights and weekends.Get the home you want and work within your budget whether your looking for a complete Inviting Interiors Design or just want to make the most of what you've got with an Inviting Interiors Styling. Includes the critical steps for your project from drafting design plans, sourcing, estimate of investment and a digital presentation all the way to styling and reveal.Get all the solutions you need to fix your room. Includes all specifications and online sources to get the Inviting Interiors Style that you can incorporate at your own pace. Includes Floor Plan, Elevations, Color Story, Furniture, and Art/Accessory Proposal
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Step 2 - Signing of Letter of Agreement, Receipt of retainer and Project Commencement (1/3 flat fee collected as retainer)Step 2 - Receipt of fees and Project Commencement
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Roughly Outline Scope of WorkRoughly Outline Scope of WorkRoughly Outline Scope of Work
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Receive signed LOA and first payment/retainerReceive signed LOA and first payment/retainerRecieve payment
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Step 3 - On-Site Assesment and final criterion meetingStep 3 - On-Site Assesment and final criterion meetingStep 3 - On-Site Assesment
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A complete site survey, review of existing architectural plans and take detailed measurementsA complete site survey, review of existing architectural plans and take detailed measurementsA complete site survey, review of existing architectural plans and you take and provide detailed measurements
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I contact necessary trades and coordinate all calendars and schedule one day to discuss options.You'll schedule one day for us to meet with the trades to discuss options
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I communicate with and get quotes from tradesYou communicate with and get quotes from trades
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We settle on final criteria and complete project scope detail and determine Investment EstimateWe settle on final criteria and complete project scope detail and determine Investment EstimateWe settle on final criteria and complete project scope detail and determine Investment Estimate
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Step 4 - Execution of Floor Plans and elevations, sourcing furnishings and fabrics (second payment, 1/3 flat fee collected before design work starts)Step 4 - Execution of Floor Plans and elevations, sourcing furnishings and fabrics (second payment, 1/3 flat fee collected before design work starts)Step 4 - Execution of Floor Plans and elevations, sourcing furnishings and fabrics
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Planning and Design Update emailed weeklyPlanning and Design Update emailed weeklyPlanning and Design Update emailed weekly
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Build Furnishings Schedule from Final Scope and determine workflow and create project timelineBuild Furnishings Schedule from Final ScopeBuild Furnishings Schedule from Final Scope
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Schedule project presentationSchedule project presentationSchedule project presentation
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Create rough drafts of Floor and Lighting plans, Elevations and Perspective renderingsCreate rough drafts of Floor and Lighting plans, Elevations and Perspective renderingsCreate rough drafts of Floor and Lighting plans, Elevations and Perspective renderings
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Determine qualifications for, select and source building finishes, appliances and fixtures, furnishings and textiles.Determine qualifications for, select and source building finishes, appliances and fixtures, furnishings and textiles.Determine qualifications for, select and source building finishes, appliances and fixtures, furnishings and textiles.
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Order and verify receipt of samples from vendors/manufacturers.Order and verify receipt of samples from vendors/manufacturers.Order and verify receipt of samples from vendors/manufacturers.
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Confirm appropriateness of selections and commit them to plans and renderings, ensure selections will fit through access pointsConfirm appropriateness of selections and commit them to plans and renderings, ensure selections will fit through access pointsConfirm appropriateness of selections and commit them to plans and renderings, ensure selections will fit through access points
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Create an online interactive format for the client with item detailsCreate an online interactive format for the client with item detailsCreate an online interactive format for the client with item details
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Final review of the furnishings schedule to ensure all items have been addressedFinal review of the furnishings schedule to ensure all items have been addressedFinal review of the furnishings schedule to ensure all items have been addressed
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Prepare, deliver and receive RFQ's for trades
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Fact check proposal for accuracy, verify availability, triple check selections will fit through access pointsFact check proposal for accuracy, verify availability, triple check selections will fit through access points
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Final review of Floor, Lighting, Elevations, and Reflected Ceiling plans and Perspective renderings.Final review of Floor, Lighting, Elevations, and Reflected Ceiling plans and Perspective renderings.
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Final editing and revisions are made to the Client Catalog.
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Print and assemble Client Catalog with plans and renderings, investment proposal and detail sheet for each item.
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Step 5 - Presentation of Design Concepts, Cost Estimates and Furnishings/Materials (final payment, 1/3 flat fee collected before presentation)Step 5 - Presentation of Design Concepts, Cost Estimates and Furnishings/Materials (final payment,1/3 flat fee collected before presentation)Step 5 - Presentation of Design Concepts, Cost Estimates and Furnishings/Materials
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Computer drafted images of the completed spaces communicate the location of furniture, lighting and built-in pieces. Elevations, floor plans and storyboards communicate fabrics, colors, furniture, and lighting. These tools are essential to confirm each piece fits in the space appropriately and to give you an invaluable visual picture of the completed room. There is no guessing that you’ll like the end result when you see it this clearly before purchasing.Computer drafted images of the completed spaces communicate the location of furniture, lighting and built-in pieces. Elevations, floor plans and storyboards communicate fabrics, colors, furniture, and lighting. These tools are essential to confirm each piece fits in the space appropriately and to give you an invaluable visual picture of the completed room. There is no guessing that you’ll like the end result when you see it this clearly before purchasing.Computer drafted images of the completed spaces communicate the location of furniture, lighting and built-in pieces. Elevations, floor plans and storyboards communicate fabrics, colors, furniture, and lighting. These tools are essential to confirm each piece fits in the space appropriately and to give you an invaluable visual picture of the completed room. There is no guessing that you’ll like the end result when you see it this clearly before purchasing.
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Onsite meeting to present Design Concept with printed Client Catalog and finish samples/fabric swatches. We ensure you love the design by sourcing alternates if original recommendation does not.Onsite meeting to present Design Concept with finish samples/fabric swatches. We ensure you love the design by sourcing a couple alternates if original recommendation does not suit.Virtual meeting to present Digital Concept
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Swatches and samples for recommended finishes and textilesSwatches and samples for recommended finishes and textiles
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Printed Client Catalog
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Step 6 - Concierge Puchasing ManagementStep 6 - Client Manages PurchasingStep 6 - Client Manages Purchasing and Project Closure
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The entire ordering process is managed for you from specification of every item, delivery arrangements and tracking, quality inspection, and final installation in your home.You receive an email with a link to an interactive proposal with all necessary item details for you to place orders. * Custom item orders managed by designer.You receive an email with a link to an interactive proposal with all necessary item details
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Step 7 - Construction/Renovation Observation and Trade LiaisonStep 7 - Client is Point of Contact for Trades
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Meet with trades on their start dayMeet with trades on their start day
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Communicate with and observe trades/suppliers, answer questions and resolve issues on clients behalfWill be on-call at hourly rate for consulting
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Weekly Renovation update email to client
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Contribute to trades punch lists
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Step 8 - Furniture installation, Styling and Client RevealStep 8 - Furniture installation, Styling and Client Reveal
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Schedule installation dates with any help needed i.e. movers, window treatment hangers, handyman etc. for 1-3 days after construction is finishedSchedule installation dates with any help needed i.e. movers, window treatment hangers, handyman etc.
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Schedule Reveal Day on a Friday that homeowners will be around over the weekend. Schedule deficiencies walkthrough for following MondaySchedule Reveal Day on a Friday that homeowners will be around over the weekend. Schedule final meeting for following Monday
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Shop for styling items, small art and accessoriesShop for styling items, small art and accessories
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Pack Install Day bags, Décor and Styling Items and schedule Photographer for Install/Reveal DayPack Install Day bags, Décor and Styling Items and schedule Photographer for Install/Reveal Day
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Orchestrate Install Day. Movers bring in and arrange furnishings/area rugs. Handymen hang window treatments/artwork/etc. Bring client possessions back in, organize and put away. Arrange, photo and inventory styling items for proposal.Orchestrate Install Day. Movers bring in and arrange furnishings/area rugs. Handymen hang window treatments/artwork/etc. Bring client possessions back in, organize and put away. Arrange, photo and inventory styling items for proposal.
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Revel of finished spaceRevel of finished space
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Post all receipts, create proposal in Quickbooks of styling items and email to clientPost all receipts, create proposal in Quickbooks of styling items and email to client
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Step 9 -Deficiencies Walk through and ResolutionStep 9 - Final Meeting and Project Closure
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Meeting to see if anything fails to meet client’s expectations and collect any vetoed styling items. Create list of deficiencies and determine next stepsCollect any vetoed styling items and payment
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Return surplus items to vendorsReturn surplus items to vendors
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Perform next steps for any defects
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Phone/email clients with solutions
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Execute solutions to resolve deficiencies
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Step 10 - Project Closure
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Prepare final invoices, apply to retainer, and cut refund check for balance
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Schedule client closure meeting
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Prepare Client Binder (final invoices, S&H/moving fees, inspiration pictures, blueprints, warranties, etc.)
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Final Meeting to present Client Binder, balance on retainer and a Thank You gift
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14 to 24 weeks (with custom items) plus trade schedule10 weeks plus purchasing/ trade schedule3 weeks
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$6,595.00$3,175.00$1,145.00
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Executive-level personal assistant service handles every aspect of the project.The difference is the design execution - guaranteed look and feel of luxury for about half the price of Full Service.A complete plan for the designer look for your home with an investment of your time.
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Comission - Pricing based on cost of items creates a conflict of interest - Designers could encourage you to buy the more expensive sofa.
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Hourly - Pricing based on time creates a conflict of interest - Designers could be slow to make decisions and not impelled to improve efficiency.
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Think of the investment as an "Insurance Policy"
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* avoid mistakes and costly rework
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* can keep you on budget and save you time and effort
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* can increase the value of your home
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* get more for your money - designers are trained to see and notice things that you may not
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* liason between you and your architect/contractor early on and can head off design misses in your overall plan
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* will give you that “Wow!” factor
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Assume you'll keep it for 7 years -
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Price per day for significant improvements to quality of life:
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$2.58$1.24$0.45
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One Week Family Vacation average cost $4580
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Price per day for temporary pampering - $654
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A custom-designed home caters to your needs and pampers you everyday!
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