First impressions matter—and in the world of interior design, how you welcome a new client sets the tone for the entire experience ahead. A client welcome packet is a curated, intentional way to introduce your process, share helpful information, and showcase your professionalism from the very beginning. It’s not just a PDF or printed document—it’s a brand touchpoint that builds trust and communicates your value.

At Coastal Template Co, we believe your client experience should feel as thoughtful and elevated as your designs. A beautiful, well-organized welcome packet helps you do just that.

What to Include in Your Client Welcome Packet

While every designer’s process is unique, there are a few key components that every welcome packet should include:

1. A Warm Welcome Message
Start with a brief, heartfelt note thanking your client for choosing you. Set the tone with your personality and professionalism — it’s your chance to create an emotional connection right away.

2. What to Expect: The Project Timeline
Clearly outline what your client can expect over the course of the project. Break it into phases if needed, and share estimated dates or timeframes to keep things transparent and easy to follow.

3. Communication Guidelines
Let your client know how (and when) to reach you. Whether you prefer email, client portals, or weekly check-ins, setting boundaries and expectations early leads to smoother, more respectful communication.

4. Payment Details + Policies
Outline your payment schedule, accepted payment methods, and any relevant policies — like late fees or change requests. Transparency here fosters trust and prevents surprises.

5. Project Tools or Resources
If you use any specific tools — like mood board platforms, shared folders, or questionnaires — provide links or instructions so your client knows exactly how to get started.

6. A Few Thoughtful Extras
Consider including a short client questionnaire, a link to a Pinterest board for inspiration, or even a digital gift card to your favorite local coffee shop. These personal touches go a long way.

How a Beautiful Welcome Packet Reflects Your Brand

Just like your website or social media, your welcome packet is a reflection of your interior design brand. Using elevated fonts, brand colors, curated imagery, and intentional copywriting turns a basic document into a premium experience. If your packet feels cohesive with your online presence, your clients will feel a sense of alignment — and that consistency builds trust and loyalty.

Final Thoughts: Small Details, Big Impact

In the world of interior design, details matter — and that includes the way you welcome your clients. A thoughtfully-designed welcome packet is a small but powerful way to add polish, professionalism, and personality to your process. It shows that you care — not just about beautiful spaces, but about creating an experience your clients will rave about.