The Whalen Investment Guide is designed to coordinate with The Whalen Website Template. Designed with a less-is-more approach, The Whalen collection is at once modern and timeless.

This fully-editable Canva template includes 22 pages, walking prospective clients through the details of your design process, from introducing them to your team to addressing frequently asked questions and outlining payment information. Through expertly crafted narration, The Whalen Design Proposal outlines scope of work, room for growth, project estimates and the design process. In addition, you can both define each stage of the design process and efficiently communicate what to expect.

When integrated with your brand colors, fonts, logo, and portfolio imagery, this proposal becomes a beautiful and appealing, strategic resource, creating a foundation of transparency, trust, and open communication between you and your prospective client.

The Whalen Design Proposal includes:

• Cover

• Table of Contents

• Project Inspiration

• Project Feel

• Project Goals

• Requisites

• Project Estimate

• Opportunities

• Process Breakdown

• Next Steps

• Payments + Communication

• Portfolio Projects

• Thank You

• Team

• Contact
   

Upon purchase, you will receive immediate access to a PDF download, linking you to the template in Canva, a free and easy-to-use online editor. For a seamless, cohesively branded client experience, purchase the full suite of products via the Whalen Bundle here.