Phase | Task | |
|---|
I. Pre-Consultation Preparation | | |
A. Schedule Appointment | Coordinate with the client to set a convenient date and time for the consultation. | |
| Confirm the appointment via email or phone call. | |
B. Gather Necessary Materials | Collect relevant documents such as previous designs, floor plans, and inspiration images provided by the client. | |
| Prepare a notebook or digital device for taking notes during the consultation. | |
C. Familiarize Yourself with Client Background | Review any previous correspondence, including emails and questionnaires, to understand the client's preferences, requirements, and project scope. | |
| Research the client's design style and any specific design challenges they may have mentioned. | |
II. During Consultation | | |
A. Greeting and Introduction | Welcome the client warmly and introduce yourself and your team (if applicable). | |
| Establish a comfortable environment for open communication. | |
B. Understand Client's Goals and Preferences | Ask open-ended questions to understand the client's vision for the project. | |
| Discuss their lifestyle, preferences, budget, and timeline. | |
C. Assess Space and Requirements | Conduct a walkthrough of the space to assess its current condition and potential challenges. | |
| Take measurements and photographs as needed. | |
D. Discuss Design Concepts and Ideas | Present design concepts and ideas based on the client's preferences and project scope. | |
| Show samples of materials, fabrics, colors, and finishes to illustrate design possibilities. | |
E. Address Client Concerns and Questions | Listen actively to the client's feedback and address any concerns or questions they may have. | |
| Provide clarification on design elements, processes, and timelines. | |
F. Establish Expectations | Clearly outline the next steps, including the design development process, project timeline, and communication channels. | |
| Confirm any follow-up appointments or actions required from the client. | |
III. Post-Consultation Follow-Up | | |
A. Recap and Documentation | Summarize the key points discussed during the consultation. | |
| Document client preferences, requirements, and any decisions made. | |
B. Send Thank-You Note | Express gratitude to the client for their time and trust in our services. | |
| Attach a summary of the consultation for their reference. | |
C. Schedule Next Steps | Coordinate with the client to schedule follow-up meetings or presentations. | |
| Set deadlines for design proposals, revisions, and project milestones. | |
