01 · Discovery
Client Discovery Brief
Goals, style, budget, timeline, pain points, decision makers. The project's opening DNA.
Portrait · 3 pages·Landscape · 1 page
Document library
Templates
Ten branded document templates that span the full project lifecycle — from discovery to operations.
11 templates
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02 · Measurement
Space Measurement Report
Plans, dimensions, ceiling heights, existing conditions, site photographs.
Portrait · 2 pages·Landscape · 1 page
03 · Concept
Moodboard / Concept
Palette, materials, atmosphere, narrative. The creative direction.
Portrait · 1 page·Landscape · 1 page
04 · Layout
Floor Plan & Layout
Furniture layout, circulation, zoning, ergonomics, dimensions.
Portrait · 1 page·Landscape · 1 page
05 · Visualization
3D Render Package
Hero render, interior perspectives, lighting + material studies.
Portrait · 1 page·Landscape · 1 page
06 · Procurement
FF&E Specification
Furniture, fixtures, equipment — vendor, SKU, finish, cost. The procurement engine.
Portrait · 2 pages·Landscape · 1 page
07 · Finance
Budget & Procurement Tracker
Budget vs actual, vendor status, payments, shipping, margins.
Portrait · 2 pages·Landscape · 2 pages
08 · Proposal
Client Proposal
Concept, scope, methodology, pricing, deliverables. The highest-impact document.
Portrait · 6 pages·Landscape · 4 pages
09 · Execution
Construction / Installation
Elevations, electrical, millwork, lighting, contractor coordination.
Portrait · 1 page·Landscape · 1 page
10 · Operations
PM Dashboard & Notes
Tasks, owners, decisions, blockers, approvals, meeting log.
Portrait · 2 pages·Landscape · 1 page11 · Invoices
Deposit & Final Invoice
Branded deposit and final invoices with line items, deposit %, totals and client details.
Portrait · 1 page·Landscape · 0 pages