This is a client journey guide from SWFL Design House, a custom closet and home organization company. It walks potential and current clients through every step of working with the company, from the initial estimate to final installation. The document is designed for homeowners who have booked an appointment or are considering custom storage solutions. The guide opens with a welcome message and a…
This is a client journey guide from SWFL Design House, a custom closet and home organization company. It walks potential and current clients through every step of working with the company, from the initial estimate to final installation. The document is designed for homeowners who have booked an appointment or are considering custom storage solutions.
The guide opens with a welcome message and a table of contents listing 10 stages. The first section, 'Before We Meet,' gives clients a simple homework list of seven questions to think about, such as what isn't working in their space and any must-haves. It reassures clients they do not need to empty their space before the visit.
The next sections cover the design process: 'Let's Design It' explains that the first design is a starting point and fully customizable, while 'Review + Refine' describes how clients review layouts and send feedback before anything goes into production. 'Make It Official' details the project agreement and payment schedule of 50% at signing, 30% one week before installation, and 20% on completion day.
Later sections address scheduling and logistics. 'You're in the Queue' explains that the project enters the scheduling process after the deposit is received. 'Haven't Closed Yet?' acknowledges that new construction and closing dates can change, and encourages clients to communicate updates. 'Behind the Scenes' warns of a quiet period while the team prepares behind the scenes.
The final sections prepare for installation day. 'One Week to Go' reminds clients about the 30% payment and suggests decluttering and painting. 'Installation Day' describes arrival times for Cape Coral, Fort Myers, Tampa, and Marco Island, and notes that the final 20% balance is due upon completion.