PHASE 01
Discovery
The first conversation with a potential client. Filter enquiries early so you're only meeting people who are genuinely a fit.
PHASE 02
Proposal
This is where you take control. The Fee Proposal walks clients through your services, fees, and terms step by step so they understand the value before they see the total. It stops negotiation, sets boundaries, and protects the scope before it's ever tested.
PHASE 03
Onboarding
After they've signed. Set expectations upfront so you're not fielding questions that should have been answered from the start.
PHASE 04
Design
Where your thinking becomes visible. Present concepts so clients understand the reasoning behind your decisions, and structure approvals so feedback stays focused and revisions don't spiral.
PHASE 05
Documentation & Procurement
Turning approved selections into orders. Keep everything organised so nothing slips through and no one's chasing details.
note: this document is called slightly different around the world - you may know it as : Spec Book , Fixtures & Fittings (or Finishes) Schedule , Template Interior or Decoration (Furniture Schedule) Template
PHASE 06
Handover
The project close. End on a good note so clients aren't calling months later with questions you've already answered. No loose ends, no questions unanswered. It's a thoughtful finish that reinforces how you work and how you're remembered.
This process works across every project You're in, Right now.
But most designers can't afford months building every document from scratch, and you don't have to.
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"The Collective has been incredibly important in helping me create strong, clear templates that not only save time but are also impressive when sharing with clients.
Beyond that, they’ve been instrumental in bringing structure to my process and really helping me streamline my projects from start to finish."
Filippo Calvagno — Studio Calvagno
"Your templates have been a complete gamechanger for our business - to find something that fits our branding perfectly and be functional at the same time is so rare."
"The curated design and all the thoughtful information have saved me an incredible amount of time, allowing me to focus on other parts of the business while still having a beautiful, professional template to work with."
"I have been using the documents and it has 100% elevated my business and offering. Thank you so much for all the love, time and energy you have put into everything - it really shows."
