Interior Design Client Process Documentation
It is a well-known fact that a systematic approach should be on top of the priority list for any design firm to be successful and consistent. It is in the benefit of all shareholders involved to have orderly documentation from when the firm first contacts the client right up to the handover and post-handover stages.

This helps keep track of all the work involved, and the data acquired can also help the firm decide on funding and marketing strategies. This whole process is what is come to be known as client process documentation. The documentation process involves everybody connected to the firm, from employees to potential and existing clients. It also gives your firm the room and opportunity to build on their success and learn from their mistakes.

What is Client Process Documentation?
A client process documentation is an offshoot of basic business process management systems that details and documents every stage of your journey with the client. You can view the process in multiple ways. The most common type of visual representation is a flowchart where you can see the whole perspective from the manager to the employees and their respective workflows.

Why Do Interior Designers Need Client Process Documentation?
It may be difficult for the creative brain to comprehend the need for such extensive documentation and spend time on creating such process documents. But it’s important to know that the interior design business is no different from any business when running a commercial enterprise.

In the case of start-ups, when there are very few employees, their hands are full with not only the design aspect of the firm but other branches as well like marketing, financial management etc. All of this could cripple your effectiveness in providing design services.

10 Steps on How To Create a Client Process Document for an Interior Design Business:

The following is a 10 point checklist you need to follow while preparing an exhaustive client process documentation.

1. Scope and scale of the project
Before starting any process document, the priority is to understand the scope and scale of what the client requires. Comprehending this will answer more questions like the objectives the client wants to achieve, what existing changes are to be made and what exactly you need to offer as your services. After you understand the scope, you can create a brief about the client’s primary and secondary objectives.


2. Listing required resources
You can briefly list down what you require to see the project to fruition. The requirements can be anything from a contractor specializing in a specific job or a material vendor with some exclusive products. This can also help you draw up a more accurate budget for the project and move on to the design phase.

3. Know your client
A thorough KYC is needed to match your and the client’s expectations and craft a design proposal. You can ask the client to fill out a well-prepared questionnaire that would automatically describe the client

Read more here: https://foyr.com/learn/client-process-document-for-interior-designers/