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ACTIONABLE BUSINESS STRATEGIES

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MEMBERS-ONLY ARTICLES PUBLISHED WEEKLY

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PRIVATE LIBRARY OF EXPERT INSIGHTS & ADVICE FOR INTERIOR DESIGNERS

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CLIENT EXPERIENCE, SYSTEMS & OPS Katie McFarlan CLIENT EXPERIENCE, SYSTEMS & OPS Katie McFarlan

The Interior Designer’s Role in Construction Project Management

If you’re newer to the field, you may have NO clue how to manage a new build or renovation project. Or maybe you’ve been collaborating with contractors for a while, and things are feeling more out of control than ever. And if you have a difficult GC, lots of delays, and subs moving on to other jobs because they couldn’t wait for all your plumbing finishes to arrive, your profitability tanks, your overwhelm skyrockets, and your client is now somehow mad at YOU. The nerve!

If this sounds all too familiar, keep reading for seven ways to create boundaries around project management (there are certainly a million more). Throughout this post, I will refer to construction and renovation management as project management, and I’m making the assumption you are NOT a licensed general contractor.

01 | Clearly define the services you offer during the construction phase

If you are comfortable collaborating with contractors, doing site visits, processing change orders, and being the point person during the construction phase, this should be spelled out clearly in the contract and scope and should be reflected in your pricing. Or, if you will only collaborate and coordinate with your own painter/wallpaper hanger/carpenter/carpet guy/etc. that should be detailed as well.

📌 IMPORTANT: Be sure to check with your attorney on what is allowed in your state related to managing your own subcontractors and billing for their services. This often falls into the General Contractor category, and if you’re not a licensed GC, you could be opening yourself up to a lot of liability. So again → check with a licensed attorney in your state on the legal way to handle this and then define it in your contract.

But, even without taking on the role of GC, there is ample opportunity for you to be an asset to your client during the construction and installation phase.

For instance:

  • Being present for deliveries of items ordered through your company

  • Providing on-site design-specific instructions and specification books to installers and fabricators

  • Confirming that installation meets your design intent

  • Troubleshooting and answering questions from any of the tradespeople on site

  • and much more.  

An interior designer being on-site at critical points during construction can ensure the design is being implemented properly. If the project warrants and you are making regular site visits during the process, make sure both your client and the GC understand your role.

02 | Know who you will and won’t work with.

If you’ve been in the industry for a while, you’ve likely worked with a builder or two you’d prefer to avoid in the future. During the inquiry phase, find out if the client has already contracted with a builder or GC. Based on past experience, there may be times when it’s best to decline a project early or steer a client away from a problematic contractor.

Ensure your prospects are working with LICENSED professionals, not their brother and his college buddies who are “really good at carpentry.” (Yes, this has happened to one of my clients.)

If they aren’t using licensed contractors and are planning to DIY any construction, you’re likely better off moving them to a Design Only service. More on that here

Clients will likely ask for your recommendation when they haven’t hired a builder or GC yet, so develop a list of contractors you trust. Some states may require you to provide multiple recommendations to avoid liability, so consult with an attorney to determine what’s allowable and how to protect yourself.

📌 In any event, SAVE your “little black book of vetted contractors and vendors” for once a prospect becomes a client. Don’t give that premium info away to anyone who asks.

03 | Be upfront with prospects about who hires contractors. You or them.

This ties back to point #1—knowing what’s allowable in your state.

A general contractor is responsible for applying for building permits, ordering build materials, managing the project timeline, carrying GC insurance, and hiring, scheduling, overseeing, and paying all subcontractors.

Depending on your state’s laws, you may take on certain parts of the process but always check with a licensed attorney.

For instance, if your state allows you to hire subcontractors without a GC license or without special insurance, you may hire, schedule, and pay the installers whose work involves products or decorative finishes while the GC manages all the construction-related elements, such as the sheetrock install, carpentry, plumbing, and cabinet subcontractors. There may be instances where the installation of decorative finishes (wallcovering, drapery install, mirror, and art installation) happens after the completion of the GC’s management of the project, so these may be areas that you oversee. 

Ensure the client understands who is responsible for what and that they will have a separate contract (separate from the contract with you) with the GC and any other third party hired by them (architect, structural engineer, landscape designer, etc.). 

When we work with interior designers, we define multiple touchpoints throughout their process to explain who will be responsible for what, how services will be paid for, and who will be overseeing various aspects of construction.

If construction projects have been a source of stress, it’s time to take back control. The DTS Files gives you access to this full post, plus expert insights to help you structure your CA services, set better boundaries, and confidently stay in your lane during construction.

🔑 Read the rest inside The DTS Files — my members-only collection of advanced strategies, industry insights, and behind-the-scenes advice for running a profitable, elevated design firm.

💌 Not quite ready to become a member? Join The Weekly Install® and get my best insights and strategies for free delivered straight to your inbox every Friday. Sign up here.

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CLIENT EXPERIENCE, SYSTEMS & OPS, PERSONAL Katie McFarlan CLIENT EXPERIENCE, SYSTEMS & OPS, PERSONAL Katie McFarlan
Preview

12 Things I Don’t Do in My Business

As business owners, we spend so much time figuring out what to do that we rarely stop to think about what we should stop doing. Over the years, I’ve refined my process, grown my team, and built a successful business that serves both my clients and my life. And a huge part of that? Letting go of things that don’t serve me, my business, or my time.

In this post, I’m sharing the 12 things I don’t do in my business—things that have helped me scale efficiently, maintain strong boundaries, and create a client experience that’s both profitable and sustainable.

  • Why I never let a prospect book a call before screening them (and why you shouldn’t either).

  • The one thing I do not subscribe to, follow, or consume—and how it’s helped me grow faster.

  • How I structure my availability to avoid burnout and keep my brain fresh for deep, strategic work.

If you’re feeling stretched too thin, overcommitted, or like your business is running you instead of the other way around, this post will show you the small (but powerful) shifts you can make to take back control.

Join The DTS Files to read the full article now.

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Seven Tips to Recession-Proof Your Design Business

The market is shifting, and client budgets are tightening. What worked last year—rolling with unexpected costs, clients saying "yes" to everything—isn’t working now. If you’re seeing more hesitation, scope changes, or pricing pushback, it’s time to recession-proof your business before the slowdown hits hard.

In this members-only post, I’m sharing the seven essential strategies interior designers need to implement now to stay profitable, keep projects moving forward, and protect their bottom line—regardless of what the economy does next.

Inside, we’ll cover:

  • Why relying on product markups alone is risky—and how to structure your fees for financial stability.

  • The biggest mistake designers make when discussing budgets (and how to set clear financial expectations from day one).

  • How to audit your expenses, assess your marketing, and refine your processes to build a lean, resilient business.

  • What to do if a client suddenly changes their budget—and how to handle the conversation with confidence.

If you want to ensure your interior design business thrives no matter the economy, this post is a must-read.

Upgrade to The DTS Files membership now to access the full post.

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SYSTEMS & OPS, HIRING Katie McFarlan SYSTEMS & OPS, HIRING Katie McFarlan

Mistakes to Avoid When Hiring for your Interior Design Business

If you’re thinking about hiring but don’t know where to start (or you’ve made a bad hire before and want to avoid repeating the mistake), this post is for you. Growing a team is one of the fastest ways to scale your business—when done right. But hiring the wrong person? That’s expensive, stressful, and a total drain on your time.

Inside The DTS Files, I’m breaking down:

  • The #1 hiring mistake that slows down your business growth

  • Why searching for “another you” is hurting your hiring process

  • The biggest red flags to watch out for when interviewing candidates

  • The simple method to determine exactly who you should hire first

If you want to grow your team without the overwhelm, upgrade to The DTS Files for full access!

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CLIENT EXPERIENCE, SYSTEMS & OPS Katie McFarlan CLIENT EXPERIENCE, SYSTEMS & OPS Katie McFarlan

How to Use Loom Videos in your Interior Design Process to Enhance Client Experience

If you’re an interior designer looking for a simple way to cut down on endless back-and-forth emails, impress your clients, and streamline your entire design process, you need to incorporate video messaging into your workflow.

I use this one tool to personalize my own inquiry process, present deliverables, and provide high-touch client communication—without adding more to my plate. Inside The DTS Files, I share exactly how you can use video messaging to:

  • Deliver polished and professional proposals that help you book clients faster

  • Reduce client confusion and eliminate extra revisions

  • Train your team and document key processes for seamless operations

  • Onboard clients

  • Present your work

Want to see how top designers are using video to create a luxury experience (and how you can, too)? Upgrade to The DTS Files to unlock the full post.

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CLIENT EXPERIENCE, SYSTEMS & OPS Katie McFarlan CLIENT EXPERIENCE, SYSTEMS & OPS Katie McFarlan

The Top Client Facing Processes You Need in Your Interior Design Business

In order to successfully run a streamlined interior design business, it’s essential to have your client-facing processes nailed down. The corporate world often refers to processes as SOPS (Standard Operating Procedures), but most of my interior designers don’t–so I'll call them processes to keep it simple. 

In this article, I share the top client facing processes you need to map out in your business, how to create standard operating procedures, and where I would start with your business if you hired me 1:1.

Join The DTS Files for my advice and insights.

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PERSONAL, SYSTEMS & OPS Katie McFarlan PERSONAL, SYSTEMS & OPS Katie McFarlan

How to Give Your Interior Design Business (and Yourself) the Gift of Time

The Best Gift You Can Give Yourself as a Business Owner This Holiday Season

As an interior designer, come holiday season time, you’re probably deep in client gifting—but what about you? What if, instead of just focusing on giving to others, you gave yourself the gift of time, clarity, and efficiency?

High-performing business owners know that success isn’t just about working harder—it’s about working smarter. In this article, I’m sharing the strategic ways I (and my most successful clients) use this time of year to reset, refine, and invest in our businesses so that next year runs smootherfaster, and more profitably—without burnout.

  • Discover the simple but powerful CEO ritual that keeps my business on track year-round.

  • Learn how to structure your slow season so you come back refreshed instead of buried in catch-up work.

  • Get an inside look at the exact systems and tools I rely on to save hours every week—so I can spend more time with my family (without things falling apart behind the scenes).

Ready to take control of your business before the new year? Join The DTS Files and access the full post.

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My strategies have shaped the way thousands of interior designers and luxury service providers do business.

Inside The DTS Files, you’re getting the original insights straight from the source. Tested, refined, and backed by my experience working with 100+ design firms.

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PRICING PLAYBOOK for INTERIOR DESIGNERS

The Complete Guide to Pricing Your Design Services

Grab my pricing playbook, The Complete Guide to Pricing your Interior Design Services, to learn:

  • the six most common pricing models for designers

  • who each one is best for, and

  • how to know if your pricing model is broken

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SHOP TEMPLATES

Plug-and-play templates, questionnaires, processes, and guides for interior designers who want to stop reinventing the wheel with every new project.

The Design Library helps you streamline client communication, set clear expectations, and protect your time—so you can spend less time in your inbox and more time designing. Inside, you’ll find:

✔ Professionally written client emails and marketing guides for every step of the process.
✔ SOPs to standardize service delivery and create a seamless, high-end experience.
✔ Contract templates with sample scopes to protect you, your team, and your clients.

What took me years to refine can be in your inbox in minutes.

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*for interior designers only, not interior design business coaches, consultants, mentors, strategists.

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SHOP WORKSHOPS & TRAININGS

Learn from me and my team (comprised of industry experts and educators) all the things they don’t teach in design school. And we know because two of the women on my team went to interior design school and are professors!

After consulting with and doing hands-on implementation for over 100 interior design business owners, I’ve seen what works (and doesn’t) across every business model imaginable. We are familiar with various software types, team structures of 1 to 20, and the challenges that are coming, whether you’re on your way to your first $100,000 or already making multiple millions.

On-demand and live step-by-step trainings for your busy schedule.

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*for interior designers only, not interior design business coaches, consultants, mentors, or strategists.

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COMPLIMENTARY QUIZ FOR INTERIOR DESIGNERS

You don’t need to overhaul everything. You just need to fix the right thing.

This 2-minute quiz will help you identify what’s holding you back and how to fix it.

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Proven strategies and tools to streamline and elevate your interior design business.