Client Handover Template
Software | Canva or Adobe InDesign
Size | 16-9 full screen, 4-3 presentation
HOW TO USE | MINI WORKSHOP INCLUDED
Introduction
Completing your client projects with a beautiful handover guide doesn't just leave a lasting impression, it demonstrates your professionalism and attention to detail, making clients more likely to refer your studio to others.
It's fully customisable in Canva or Adobe InDesign, which makes it easy to add your own studio's branding and process in just a few clicks.
From a personalised message to product warranties, care instructions and paint and finish details, it features the same copy we use in our design studio, ready for you to customise with your client's details effortlessly.
We also include a mini-workshop to show you how we use this guide, as well as videos on how you can easily swap out copy, colors, fonts, pages, and images.
Plus you'll find bonus feedback and referral forms in Google Forms, that you can easily customise and send to your clients.
Inside the template
In total, we include 25 pages professionally designed by us.
You can fully customise and move pages around to suit your own process.
Pages include
1. Cover Page
2. Your New Space
3. Warranties
4. Care Details
5. Appliances
6. Paint and finish information
7. Trade Contacts
8. Photography of their new home
9. Thank you video (with example video from our co-founder Sharon, to guide you)
10. Future project considerations
11. Feedback intake form customisable in Google Forms
12. Referral intake form customisable in Google Forms
What's included?
Present beautifully
We're all about crafting unforgettable experiences through our designs. Impress your clients with our beautifully designed, professional templates, easily customisable in just a few clicks using Adobe InDesign and Canva (Powerpoint coming soon).
Mini-workshop included
We include a mini video workshop, taking you through this entire template, what we've included within it and how we use it in our own Interior Design studio with our clients.
We also include videos showing you how to customise this template in the platform of your choice.
Purchase once, keep forever
With a timeless design and free updates, we've built templates that are built to last.
Real copy
We've included the actual copy we use with our own clients. There's no need for you to spend hours trying to find the correct terms or piece sentences together, we've done it all for you. Just swap out keywords to match your studio.
Help guide
We include a help guide and video tutorials to show you how to customise your templates in the software of your choice in our own resource platform.
Photographs are not included
Please note, the photographs seen within the template are for illustrative purposes, and are not included in your template.
Instead your template will include simple placeholders designed to be replaced with your own images.
We do, however, supply a curated stock images guide where you can insert similar free imagery into your presentation that we've selected.
Details
Customise
Our templates are all fully flexible and customisable. Simply switch out fonts, colours, images, pages and text in just a few clicks in the platform of your choice – Canva (free or pro versions) or Adobe InDesign (Powerpoint coming soon).
There's no need to spend hours of your time creating your presentations - we've done all the hard work for you.
Software
Includes .INDD, .IDML and .PPT files. Compatible with Adobe InDesign CS4, CS5, CS5.5 & CS6 & CC and Canva template links.
Fonts
Free fonts are included with your purchase.
Images are not included
While images aren't included, we include a fully curated free stock image guide or simply swap out our simple image placeholders for your own imagery.
This template grants you unlimited personal use for one individual, the purchaser, or interior company with up to 15 users. You cannot, under any circumstances, distribute, share, lease, duplicate, resell, sub-license, claim it as your own or re-purpose or re-design the template or it's content to create a competing product to sell. For more information please read our license information.
© Casa Ren Studio
Due to the digital nature of this product, we do not offer any refunds or exchanges. For more information please read our returns policy.
What size does this template come in?
Two sizes are included:
- 16:9 for full-screen presenting (PDF)
- 4:3 for smaller screen presenting (PDF) and A4/US Letter printing
Does it work in the free version of Canva?
Yes, absolutely.
Are images included?
No, instead we include basic placeholders for you to replace with your own imagery. Several of our templates include generated imagery to guide you – but these are designed to be replaced.
We do, however, supply a curated Images Guide featuring a selection of free, similar stock images. You can download these images for free and seamlessly incorporate them into your template.
How customisable are they?
Our questionnaire templates are customisable in the free version of Canva and Adobe InDesign. Powerpoint is coming soon.
You can easily change colours, images, questions, pages, sections, text, logos and more.
We include help videos to guide you through how to edit in the platform of your choice.
Do I get free updates with this purchase?
Absolutely! We have lots of updates coming. Once you've purchased our template, you'll get access to our lifetime updates.
What language are the templates in?
Currently, the templates are only available in English. We will be adding more languages in the near future, so keep an eye out for our free updates.
Spend less time on designing graphics, and more time designing interiors.
As a Graphic and Interior Design duo, we've got you covered.
This Client Handover guide, based upon the very one we use in our own studio, has completely transformed how we close projects with our clients. Thanks to this beautifully-designed booklet, we've seen a huge boost in client referrals.
Plus, we've included something extra for you: interactive feedback and referral forms, ready to be personalised in Google Forms.