Organizing Your Client

Filed under Clients, Organization

Organizing Your Client

Last week, I talked about organizing your digital files in this post: Digital File Organization. Hopefully, you either have a system in place or have adopted some of my tips. One of the greatest byproducts of being organized yourself, is organizing your design clients!

Really? Organize your clients?

Yep. Keeping your client organized helps them access any decisions you have made and allows them to quickly find answers to any questions they have about selections or processes.

Why Organize Your Client?

When you are doing a new build, or a huge remodel, there are so many decisions that it is overwhelming to the client. To help the client avoid overwhelm, I organize a client binder, as well as share an organized digital file folder with my clients via DropBox.

How to Organize Your Client

A binder may seem old-school, but hey, I do old-school because when someone is spending a ton of money to get the home of their dreams, they need something tangible to hold on to.

Clients can bring this binder to your meetings and refer to their documents when at home. It also is a way to alert your client to what is up next in the design process.

So, when do you create a binder for your client?

Setting up a Binder

Once you have a signed letter of agreement, this is go time! I set up a new binder, including a cover page, a spine label and an index with tabs.

What index labels are included?

  • Letter of agreement
  • Meeting notes
  • To do lists
  • Floor plans
  • Invoices
  • PowerPoint presentations
  • Client Care

When to Give Clients a Binder?

For our first meeting, I give them a binder with some documents already inserted such as:

  • Copy of the signed letter of agreement
  • Agenda for the first meeting
  • Blank sheets for meeting notes
  • Client Care instructions, depending on the project
    • Due Diligence
    • How to Hire Professionals
    • How to Prepare Your Kitchen for a Remodel
    • Design Project-Flow Chart
    • Design-Project Phases
    • Preparing Your Home for a Remodel
    • Typical Bathroom Remodel Schedule
    • Typical Kitchen Remodel Schedule
    • Collaboration Tips

Some clients covet these binders. I see them clutching them from the beginning, as if it was their life line. Others don’t look at the binder, until later in the design process. In either case, I refer back to the binder throughout the job and keep copies of everything in their organized DropBox folder.

Until install, all of the design process is pretty abstract and often your client feels they are spending money and not seeing any results. The binder gives them control. Everyone likes a little control, am I right?

Please, grab my Client Organization Tips here– and get prepared for happy clients:)

Click Here to Download my Guide to Organizing Clients



PS. I would love to hear if you have any client organization tips! It is a constant evolution and I am ALWAYS trying to improve!

PPS. Be sure to grab your Client Organization Tips here!


Get organized, communicate efficiently, and demonstrate your value to your clients.
Get ROI Sampler