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Sourcing Checklist

Price

$150.00

The Interior Design Sourcing Checklist was built to simplify and streamline one of the most complex parts of any design project: managing what’s been selected, what’s been ordered, and what still needs client approval. Delivered as a fully editable Google Sheet, this organized, client-facing template keeps everyone aligned—from your team to your vendors to your clients.

 

Why This Checklist Matters

Sourcing is one of the most detail-heavy phases of the design process. With countless pieces, price points, and lead times in play, it’s easy for something to slip through the cracks. Our Sourcing Checklist ensures total visibility and accountability—outlining every purchase in a clean, professional format that tracks approvals, order statuses, and vendor information in one place.

Built for Collaboration

Designed to be shared with your team or clients, this spreadsheet includes a cover sheet to brand each project with imagery or design direction. The clickable table of contents makes it easy to jump between product categories, while pre-built fields help you standardize entries for consistency across projects.

 

Customize It for Every Project

Whether you're outfitting a single room or an entire estate, this checklist scales with your workflow. Edit and adapt it to match your studio’s preferences, knowing the foundational structure is already done for you.

Perfect for studios ready to professionalize their backend systems and elevate their client experience, the Sourcing Checklist keeps your projects on track—and your team on the same page.

TERMS OF USE

This Sourcing Checklist is intended for unlimited use by one person (the purchaser). This license is non-exclusive, meaning that other people will be able to purchase our template packages. You also cannot resell, lease, duplicate, license, sub-license, redistribute, or offer the template for free to any third party or marketplace.

 

To read our full Terms of Use and User Agreement, please click here.

NON-REFUNDABLE PURCHASE

Once a purchase has been made, and the template package has been delivered to you, you will not be able to cancel your purchase, and no refunds will be issued by IDCO.

 

To read our User Agreement and Terms of Use in entirety, please click here.

PICK YOUR JOURNEY

Unsure which business templates to invest in first? Not sure where to begin? We're here to help interior designers, architects, and builders at any stage in their business.

QUESTIONS? NEED HELP?

Your business success as an interior designer is our #1 goal. Have a question? Looking for some tech support? Need a sounding board? Let's chat.

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