Investment Guide Template

Save when you purchase the Client Journey Collection bundle, here.

Since we launched our first Investment Guide template in early 2023, we’ve had countless designers tell us how invaluable it’s been for their studio.

We’ve designed this guide to be the first touchpoint between you and your potential client. When somebody makes an enquiry—whether through your website, social media, or a referral—you can send them this professional document (or even set it up to be automated!).

Not only does it make an incredible first impression by showcasing details about your team, portfolio, and services, it also serves as a filter.

By including information about your services, communication methods, estimated timeline, and pricing structure, you can screen out those that don’t align with your offerings. This ensures you won’t spend valuable time on a discovery call or consultation with somebody who wouldn’t be a good fit for you.

More than just a template, we’ve included our mini-workshop and the actual copy we use in our design studio, to show you how to use this template effectively.

It’s fully-customisable in either Canva or Adobe InDesign, so that you can customise it to suit your brand in just a few clicks.

In total, we include 23 pages professionally designed by us.

You can fully customise and move pages around to suit your own process.

Pages include

1. Cover Page

2. Studio

3. Vision

4. Team

5. Offerings

6. Consultation

7. Budget

8. Process

9. Services and Fee Guidance

10. Payments and Communication

11. Portfolio

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. We also explain how to adapt it to your own unique processes and client experiences.

To make it your own, we 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.

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.