✅ Wren Designer Checklist – Step-by-Step from Lead to Final Contract Simple. Clear. No steps missed.

Identify potential leads through referrals, social media, and networking events.

Create a list of leads with contact information and details.

Prepare initial outreach materials (emails, brochures).

Reach out to leads via email or phone call.

Schedule an introductory meeting to discuss their needs.

Prepare for the meeting by reviewing their project requirements.

Conduct the introductory meeting and ask probing questions.

Take detailed notes on client preferences and requirements.

Confirm the project scope and budget.

Develop a tailored design proposal based on the client’s needs.

Include timelines, costs, and design concepts.

Review the proposal for clarity and completeness.

Schedule a meeting to present the proposal to the client.

Walk the client through the proposal, addressing any concerns.

Gather feedback and make necessary adjustments.

Draft the final contract based on the approved proposal.

Ensure all terms and conditions are clearly outlined.

Include payment schedules and project milestones.

Send the contract to the client for review.

Be available to answer any questions or clarify details.

Make any agreed-upon revisions to the contract.

Obtain the client’s signature on the final contract.

Send a copy of the signed contract to the client for their records.

Confirm the project start date and next steps.

Schedule a project kick-off meeting with the client.

Introduce team members involved in the project.

Outline the project timeline and communication plan.

Maintain regular communication with the client throughout the project.

Provide updates on progress and address any issues promptly.

Schedule check-in meetings as necessary to ensure client satisfaction.

This checklist ensures a structured approach from lead generation to final contract, helping you keep everything organized and clear.