PROJECT INVESTMENT & BUDGET PLANNING QUESTIONNAIRE
Set clear financial expectations with the Project Investment & Budget Planning Questionnaire Smart File. This guided form helps clients outline their investment comfort level and prioritize project elements.
WHAT’S INSIDE THE TEMPLATE
Welcome Message – Explain the importance of budget clarity
Budget Range – Identify client comfort zone for investment
Priorities – Rank must-have items and nice-to-have upgrades
Cost Awareness – Break down expected expenses by category
Payment Preferences – Explore billing and payment plan options
Next Steps – Guide clients toward finalizing their budget
BONUS WITH PURCHASE
Canva asset pack for branding customization
Coordinating email delivery script
Suggested HoneyBook automation workflow
Smart File How-To Guide
PERFECT FOR
Interior designers who want to avoid budget surprises and ensure clients understand the cost implications of their vision.
Set clear financial expectations with the Project Investment & Budget Planning Questionnaire Smart File. This guided form helps clients outline their investment comfort level and prioritize project elements.
WHAT’S INSIDE THE TEMPLATE
Welcome Message – Explain the importance of budget clarity
Budget Range – Identify client comfort zone for investment
Priorities – Rank must-have items and nice-to-have upgrades
Cost Awareness – Break down expected expenses by category
Payment Preferences – Explore billing and payment plan options
Next Steps – Guide clients toward finalizing their budget
BONUS WITH PURCHASE
Canva asset pack for branding customization
Coordinating email delivery script
Suggested HoneyBook automation workflow
Smart File How-To Guide
PERFECT FOR
Interior designers who want to avoid budget surprises and ensure clients understand the cost implications of their vision.
Set clear financial expectations with the Project Investment & Budget Planning Questionnaire Smart File. This guided form helps clients outline their investment comfort level and prioritize project elements.
WHAT’S INSIDE THE TEMPLATE
Welcome Message – Explain the importance of budget clarity
Budget Range – Identify client comfort zone for investment
Priorities – Rank must-have items and nice-to-have upgrades
Cost Awareness – Break down expected expenses by category
Payment Preferences – Explore billing and payment plan options
Next Steps – Guide clients toward finalizing their budget
BONUS WITH PURCHASE
Canva asset pack for branding customization
Coordinating email delivery script
Suggested HoneyBook automation workflow
Smart File How-To Guide
PERFECT FOR
Interior designers who want to avoid budget surprises and ensure clients understand the cost implications of their vision.
