ROCK THE CONSULTATION 2.0. From Discovery Call To Initial Client Meeting: My Simplified, Step-by-Step Process

For years, designers have been raving about my ROCK The Consultation Process Package. I’m confident by the end of this workshop, you will too!

During this 2-hour + Q&A live webinar, I will show you:

• The biggest mistake to avoid when presenting consultation services & fees 
• Suggested pricing for the consult (& why it’s more than your hourly)
• 4 ways designers continue to sabotage their potential for growth
• 5 key factors to consider when establishing your design service rates
• Then & Now - Real client experiences of lessons learned the hard way
• My exact step-by-step structure with easy-to-follow process checklists

Following this live workshop, you will walk away knowing exactly how to structure your entire onboarding process and ROCK your consultation.

With all my done-for-you templates, email drafts, and checklists, you’ll have everything you need to deliver a structured and seamless experience to clients from the Discovery Call, all the way through to the end of the Consultation meeting. 

Increase your conversions of inquiries to paid consultations, and consultations to design projects. In just one afternoon, you’ll learn the proven strategies that took me years to perfect.

When I first started my business, I was making things up as I went along, reinventing the wheel with every new inquiry. 

The free ‘Meet & Greets’ weren’t working. I was spending additional time (unpaid) after a consultation to send follow-up documentation.  Chasing payment for invoices was making me feel resentful and unappreciated. 

But with a determination to lead a thriving design business, combined with 4 years of experience in an HR role where I was responsible for developing and maintaining standard operating procedures, I persevered. 

ROCK The Consultation was created and became the first part of a bigger transformation I saw in myself back then.  The streamlined system that I created empowered me and gave me a whole new level of confidence.  

All these years later, the proven system remains the same and I still use it today with great success. 

What’s Included:

• 2-hour live workshop presentation on Zoom (recording available the following day)
• Walkthrough from the first point of contact to the end of the consultation
• Step-by-step inquiry process for handling the Discovery Call 
• How to prepare your client consultation folder
• Video - 'What’s in My Bag' updated, showing you exactly what I take to the consult
• Tips for recognizing ‘Red Flags’ & handling awkward situations  
• Live Q&A for extra Claire-ity

Downloads & Templates:

• Inquiry Tracking Form
• Discovery Call Form
• Discovery Call Script 
• New Client Checklist
• Client Questionnaire
• 6 Email Drafts
• 5 Templates For The Consultation Binder
• Initial Consultation Process Guide
• Consultation Process Checklists - editable
• Welcome Pack Canva Template
• Our Must-Have Consultation Tools 

After attending my live workshop and implementing my proven systems, you’ll be ready to ROCK your consultations, showing up prepared and as a reputable BOSS. Force others to take notice, and become unstoppable!

Are you ready?

All sales for the "ROCK THE CONSULTATION 2.0. From Discovery Call To Initial Client Meeting: My Simplified, Step-by-Step Process" workshop are final. We look forward to seeing you there!

Frequently Asked Questions

Will there be a recording available after the live event?

Yes! On the day following the live workshop, a recording of the presentation will be sent to the email address you used to register for the event and be available for 2 weeks. We suggest you download it to have it in your own files.

What is the format and structure of the workshop?

The workshop will be live on Zoom for 2 hours with a 10-minute break after approximately an hour. There will also be a Q&A at the end of the presentation for you to have an opportunity to ask questions.

When you sign up to save your seat, you will receive an email confirming your registration. On the day of the live workshop, you will receive instructions to access the downloads, as well as a link to the Zoom call.

Will there be an opportunity to ask questions?

Yes, there will be a Q&A session at the end of the presentation where you can ask me anything relating to the workshop topic. I’m here to give you complete Claire-ity. 

How will this workshop help me overcome current challenges in the design industry?

One of the biggest struggles in the interior design industry today is effectively communicating your value to potential clients and gaining their trust. Often I hear designers complain about clients ‘shopping’ them, and expecting the cheapest price for quality furnishings we select for them. 

In 13 years, we’ve never had a Full-Service client ‘shop’ us.

I believe that this is due to how we strategically conduct our onboarding process, carefully vet leads, and effectively manage client's expectations.  

In this workshop, you’ll learn how we thoughtfully establish trust from the very first touch point. Designers who previously enrolled in my first ROCK The Consult course, were blown away at how thorough my process was compared to what they had been doing before.

When you implement my step-by-step formula from the Discovery Call to the end of the Consultation, you too should start converting more inquiries into paid consultations, and consultation clients to further design projects. 

What are the key takeaways or skills I will gain from attending this workshop?

The expression, ‘You only get one chance to make a first impression’ is 100% true. When a potential client reaches out to inquire about your services, how are you showing up and standing out from the crowd?  

With my proven processes, your onboarding process will be flawless and easy to follow making it an enjoyable experience for you, your team, and new clients. 

You don’t need to second-guess what part of your process could be better, because you will come away from this workshop with the same framework for success that I’ve been using to command higher rates and land better clients for more than 10 years. Soon, you’ll be doing this too. 

Should I attend this workshop if I’ve been in business for a while, isn’t learning about the Consultation for new designers only?

When I initially created ROCK The Consultation, my target audience was newer designers. I didn’t want anyone to go through what I went through in the beginning - flying by the seat of my pants with every new client, and stumbling every step of the way. The ‘Fake it until you make it’ philosophy may sound exciting, but it’s actually no fun at all. 

More established designers were buying the course and sending me feedback to say they were blown away with how thorough my processes were - even reputable, long-standing designers who had been in business for years! 

Here’s what Interior Designer Adam Scougall said: “I thought I was pretty good, but clearly I need to up my game with a tight mix of new tools shown in the package! This is the way to command a $$$ higher consult. Bravo."

Anne DeCocoa gave me a 5-star review saying, “I bought Claire's Consult package and it's jam-packed with value. I'm a very experienced designer, but we never stop learning in this job. I've already implemented some of Claire's wisdom and forms with great results! I would recommend ROCK The Consultation to every designer who needs to refresh (or start) their processes.”

As always, I never hold back.  I personally guide you with my years of expertise, along with examples of my own real client experiences. When we all level up the professionalism of the way we conduct business and can charge higher rates for our luxury design services, the industry as a whole becomes stronger. 

If I don’t sign up for this workshop, will there be another live workshop on the same topic in the future that I can purchase?

At this time, the live workshop on this specific topic is expected to be a one-time offer.  This is a rare and exciting opportunity to attend ROCK The Consultation in a live workshop setting! There will be a limited number of attendees and we are thrilled to have always sold out these types of live webinars.

ROCK The Consultation 2.0 will be available for purchase as a digital product in early November. However, there will not be any live component like what you get inside the workshop, such as a personal walkthrough and Q&A with the opportunity for me to answer questions then and there in real-time.

It’s also important to note that the recording of the live presentation will not be provided in the online digital version of ROCK The Consultation 2.0.  

What if I previously purchased your ROCK the Consultation process package? 

Great question! If you previously invested in my first version of ROCK The Consultation, you will be contacted in early November by my team via the email address you used to place your original order. You will receive instructions on how to access the updated version, ROCK The Consultation 2.0, at no additional cost.

You will get access to all the updated templates, email drafts, process checklists, and video walkthroughs that are included in the workshop assets. The only part that is not included, is the live component. You are more than welcome to attend the live event and can purchase a ticket to save your seat by clicking the button 'Add to Cart' below.

What makes you qualified to teach designers on this topic?

I have been running a successful interior design firm since 2011. I have done hundreds of consultations, built up an extensive portfolio of design projects, and created a reputable business in my local area. Everything I teach is based exclusively on my own experiences.

We are proud to have over 125 five-star reviews from both clients and trades, as well as having received countless awards since our opening more than 13 years ago. (In fact, just this year we received another award recognizing Claire Jefford Inc. as the 'Best Interior Designer' in my town!)

I am one of the most well-known, reputable interior design business coaches in the industry and have spoken at various events all over North America. Since 2017 I have been teaching designers and decorators how to run profitable businesses and also lead a private Facebook group of more than 7400 design professionals worldwide.

I walk the walk and, if you know me, you know I don’t hold back in what I share. I am passionate about giving you the ‘how’ and not just telling you the ‘what’. If you are ready, I’m all in too!

Can I receive support or resources after the workshop ends?

If you wish for further support in any way to help you in your business, I offer 1-on-1, 90-minute coaching sessions. 

What is the refund policy?

Once you have registered for the workshop, you will have confirmed your seat for the event. If you are unable to attend, you will still be sent a recording after the live workshop, as well as all the downloads. Therefore, there are no refunds. 

I’m a big believer that there is more than one path to the top of the mountain. But the only way to enjoy the journey to the top without becoming burnt out or resentful in this business is by working with clients who see the value in your service and have unwavering trust in your abilities. 

Your ability to earn and establish trust starts at the very beginning of any relationship. In real life, there are no ‘do-overs’. You only get one chance to ROCK the Consultation.  

Join me October 24th and I’ll guide you through my proven process and provide you with complete Claire-ity.

All sales for the "ROCK THE CONSULTATION 2.0. From Discovery Call To Initial Client Meeting: My Simplified, Step-by-Step Process" workshop are final. We look forward to seeing you there!