INVESTMENT GUIDE 🌟 Client Onboarding Template 🌟 Canva Template

Your go-to template for a seamless, professional client onboarding experience — created by designers, for designers.

At BALIKA HOMES, we believe every great design journey begins with a strong first impression. This fully customizable Investment Guide Template helps you set expectations, share your process, and welcome clients with clarity and confidence.

Interior design inquiries often begin with a discovery call — yet much of that conversation is spent explaining your services, process, and pricing to clients who have little understanding of what professional interior design typically costs. An Investment Guide helps solve this by providing clear information before the conversation even begins.

By sharing this guide with prospective clients ahead of time, they arrive to your consultation already understanding your services, your process, and the level of investment required. This allows your calls to focus on the project itself rather than basic explanations. It also helps ensure that inquiries come from clients who are aligned with your services and investment level.

Thoughtfully designed for interior designers and design studios, this template helps you communicate professionally, set clear expectations, and create a polished first impression with every inquiry.

🌟 WHAT’S INCLUDED?
21-Page CANVA Template
(Available in A4 & US Letter)

✓ Cover Pages
✓ Our Mission
✓ About the Studio
✓ Design Services
✓ Featured Project Example
✓ Project Stages
✓ Consultation Investment
✓ Design Investment
✓ Furnishing Budget Guide
✓ Procurement Investment
✓ Construction Investment
✓ Installation Investment
✓ Payment Schedule
✓ Communication Guidelines
✓ Contact Page

This template comes pre-filled with professionally written text and curated images that you can easily customize to match your studio.

🌟 WHY DESIGNERS USE AN INVESTMENT GUIDE
✓ Communicate pricing and services clearly
✓ Set professional client expectations
✓ Save time on discovery calls
✓ Attract clients aligned with your process
✓ Present your studio professionally from the first interaction

🌟 WHY CHOOSE OUR TEMPLATE
✓ Pre-written text to save hours of writing
✓ Fully customizable in Canva
✓ Elegant and modern presentation
✓ Designed specifically for interior designers
✓ Helps position your studio professionally

🌟 WHAT IS THE SIZE?
• A4
• US Letter

Both versions are included.

🌟 WHAT CAN YOU EDIT?
You can fully customize the template:

✓ Text (content, font, size, color)
✓ Photos
✓ Background colors
✓ Layout and element placement
✓ Branding (logo, colors, images)

IMPORTANT CANVA UPDATE:
To use this template, you’ll need a Canva account. While Canva offers a free version, some elements or shared templates may require a Canva Pro account depending on Canva’s current policies. As of June 2, 2025, Canva may require a Pro account to open certain shared links.

TERMS OF USE:
Digital Product — No Physical Products Will Be Delivered.
File sharing, distribution, and commercial use of this file or of the printed work from this file are prohibited. There is no refund on digital products & downloads.

© Balika Homes