Onboarding Your Clients

Elevate your client experience from the first intake form to project kickoff. Discover why a seamless onboarding process is crucial to a successful design project. You'll learn step-by-step strategies to streamline your workflow.

    • Map out your Client Onboarding Workflow

    • Craft the perfect Intake Form

    • Learn how to run an effective Discovery Call

    • Learn how to deliver a Design Consultation that provides value

    • Discover how to book your clients with a perfectly crafted proposal

  • Lessons

    1. The Onboarding Workflow | Description 

    2. The Intake Form and Discovery Call 

    3. The Design Consultation 

    4. Booking Your Clients

    5. Bonus Q&A

    Resources

    • Discovery Call Worksheet

    • Client Questionnaire Templates

    • Client Consultation Worksheet

    • Design Fee Cheat Sheet

Selling with Confidence

Transform the way you think about selling so you can start to articulate the value of your services, help clients visualize the transformation, and charge what you’re worth.

    • Uncover the mindset myths that may be holding you back

    • Learn how to communicate your value to prospective clients

    • Learn the importance of selling throughout the client journey 

    • Discover 5 sales strategies that don’t feel “icky” 

    • Identify 3 ways to handle objections

  • Lessons

    1. Mindset Matters 

    2. Communicating Value 

    3. Selling through the Client Journey 

    4. 5 Sales Strategies that Don’t Feel Icky

    5. Overcoming Objections

    6. Bonus Q&A

    Resources

    • Design Fee Calculator

Project Management

Say goodbye to half-baked projects that fizzle out with DIY-minded clients and say hello to fully-finished, portfolio-worthy projects you are proud of.

    • Learn how to confidently vet prospective clients that are right for full-service projects

    • Map out the systems that will help keep projects organized and help you communicate with your clients and team members 

    • Learn how to map out your project plan with the 3 phases of implementation 

    • Understand the art & science of project management

    • Learn how to run an installation with ease 

    • Discover how to close out a project on a high-note with clients and obtain blush-worthy testimonials

  • Lessons

    1. Who is Full Service Interior Design For?

    2. Get Your Systems in Place 

    3. Mapping Out Your Plan

    4. The Art & Science of Project Management

    5. Install Day(s): Before, During & After

    6. Bonus Q&A

    Resources

    • SOP Library List & Template

    • Site Visit Template

    • Install Planning Toolkit

    • Finished Project Client Binder Toolkit

CEO Masterplanning

In this powerful Masterclass, you are going to learn how to map out an actionable and flexible revenue plan to help stay focused on the right things throughout the year. 

    • Learn to quiet the voice of the imposter and get in the right mindset to help you achieve the results you want in your design business

    • Get clear on your financial goals by uncovering what it costs to run your business, what you need to charge, and how to raise your rates. 

    • Gain control of your project calendar so you can plan ahead and make progress without losing your focus. 

    • Learn how to narrow in on the key marketing strategies that make sense for YOU and your business

  • Lessons

    1. Measuring In

    2. Getting Clear on Your Intentions

    3. Mission, Vision, and Values

    4. Designer’s Phases of Business

    5. Design Your Ideal Year

    6. Reverse Engineer Your Revenue

    7. Magnetic Marketing Plan 

    Resources

    • CEO Planning Workbook

    • CEO Planning Toolkit

    • Annual Planning Calendar

The Design Process

In this comprehensive Masterclass, you’ll get a step-by-step walkthrough of a tried and true design process that is easy to implement yet flexible enough for real-world projects.

    • How to conduct pre-design research and set your projects up for success

    • Learn how to develop a Concept Design package that excites your client (and creates a roadmap for the rest of the design process). 

    • Understand how to dial in the details in Design Development so you can present with confidence 

    • Learn how to present your ideas with clarity and confidence so your clients sign-off and you can move to the next phase.

  • Lessons

    1. The Value of a Solid Pre-Design Process

    2. How to Create a Concept Design that Ignites your Clients

    3. How to Dial-in the Details in Design Development

    4. How to Deliver a Design Presentation That Gets Your Clients to Say “Yes”

    5. Bonus Q&A

    Resources

    • How to Measure & Draw a Space

    • Site Survey Toolkit

    • Space Planning Quick Reference Guide

    • Request for Quote (RFQ) Template

    • Template Spec Sheet

    • Project Specification Schedule Templates (Finishes, Lighting, Plumbing, Hardware, Appliances)

    • Design Presentation Template

Pricing with Confidence

In this masterclass, you will learn essential skills to enhance your value proposition, establish a healthy billing rate, and strategically choose pricing strategies tailored to your business and projects.

    • How to get clear on the value you bring to your clients 

    • 6 Factors to consider for all projects

    • How to choose the right pricing strategy for the project

  • Lessons

    1. Introduction: The Assumption Myth

    2. How to Uncover your Client’s Desired Future State

    3. 6 Factors to Determine Your Design Rates

    4. 4 Factors for estimating your time on a project

    5. How to choose the right pricing strategy for the project

    6. Pros and Cons: Flat Fee, Hourly & Hybrid Billing

    7. How to Implement Tiered Pricing to Incentivize Clients

    8. How to Use your Proposal as a Sales Tool

    9. Q&A

    10. Course Feedback

    Resources

    • Define Your Services Workbook

    • Discovery Call Worksheet

    • Design Fee Calculator

    • Design Fee Cheatsheet

    • Proposal Template

Hiring for Success

Hiring can be a powerful next step to take your business to the next level. Learn the 3 key phases to successful hiring so you can free up more time to work in your zone of genius and delegate the rest.

    • Pre-hiring | Deciding to hire: When...who...how

    • Hiring | Attracting & interviewing candidates

    • Post-Hiring | Onboarding & the first 90 days

  • Video Training

    Resources

    • New Staff Onboarding Checklist

    • EXAMPLE - Job Description - Entry Level Designer

    • 48 Interview Questions

    • Hiring Roles - Comparison Chart

    • Time Tracking Toolkit

Designer for a Day

In this training, we work through how to structure, sell, and run Designer for a Day, a single-day intensive consultation service for clients who want your in-person expertise but are inclined to execute the ideas on their own.

    • Understand the benefits of Designer for a Day (for you and your client)

    • Learn what clients and projects are a good fit (and when you should steer them in a different direction)

    • Learn how to price your service for profitability

    • Learn the overview of the whole process from Discovery Call to Service Date to providing deliverables.

  • Video Training

    Resources

    • DFAD Workbook

    • DFAD Phone Script

    • DFAD Client Agreement

    • DFAD Client Questionnaire

    • DFAD Session Notes Template

    • DFAD Email Templates

    • DFAD Survey Template

Uncover Your Impact

When it comes to selling your services, its critical that you have clarity in your unique value as a designer and can confidently communicate this to clients. Explore the profound influence interior design has on your clients.

    • Uncover the impact of your work on clients

    • Develop an authentic cocktail party pitch

    • Hone in on your unique X-Factor that allows you to stand apart in the marketplace

  • Video Training

Get the Word Out

In this training, you will learn how to build authentic connections within your local network that earns people's trust and leads to word-of-mouth referrals.

    • How to build that "know, like, and trust" factor for strong, lasting connections within your community.

    • Where to search for and find the right people to connect with

    • How to stay top of mind with people in a busy world

  • Video Training

The IDBB Foundations

In this 3-part Masterclass, you will learn how to lay a rock-solid foundation for your interior design business. You will make key decisions that will become the backbone of everything else you do. 

    • DEFINE Your Interior Design Business Blueprint with 4 Key Decisions

    • CREATE an Irresistible Brand that Attracts Your Dream Client

    • ATTRACT Your Dream Clients without Feeling Overwhelmed

  • 3 Modules

    • Module #1 - DEFINE Your Interior Design Business Blueprint with 4 Key Decisions

      • Lesson 1 - DEFINE: Your Ideal Client (And Their Pain Points)

      • Lesson 2 - DEFINE: How You Add Value

      • Lesson 3 - DEFINE: Your Services Offerings

      • Lesson 4 - DEFINE: How You Will Charge

    • Module #2 - CREATE an Irresistible Brand that Attracts Your Dream Client

      • Lesson 1 - CREATE: Your Brand In Words

      • Lesson 2 - CREATE: A Visual Brand Guide

      • Lesson 3 - CREATE: A Website That Converts

      • Lesson 4 - CREATE: Your Marketing Collateral

    • Module #3 - ATTRACT Your Dream Clients without Feeling Overwhelmed

      • Lesson 1 - ATTRACT: Through Relationship Networking

      • Lesson 2 - ATTRACT: Through Social Media

      • Lesson 3 - ATTRACT: Through Your Friends & Family Network

      • Lesson 4 - ATTRACT: Through Paid Ads

    Resources

    • Module #1 - DEFINE

      • Ideal Client Exercise with Example

      • Define Your Services Workbook

      • Design Fee Calculator (Optional - You can use these later)

      • Interior Designer's Proposal Template

    • Module #2 - CREATE

      • Brand Visual Guide Template

      • Canva Webpage Wireframe Templates

      • Client Questionnaire Templates (Questions for your Intake form & Pre-consult questions)

      • Client Welcome Packet

      • Design Services & Investment Guide

      • About Page Copy Editor

      • Brand Photoshoot Planner

    • Module #3 - ATTRACT

      • Asana Tutorial for Relationship Networking

      • Printable Social Media Planning Toolkit

      • Letter to Friends and Family Template

      • New Client Leads Tracking Template

    PLUS, the CEO Planning Toolkit!