When onboarding is done right, your client will feel validated, confident they’ve made the right choice, and taken care of.

And you, the business owner? You’ll feel organized, professional, and in control. You’ve just put yourself in a good spot until it’s time to officially begin the client’s project.

Not to mention, the whole project starts off on the right foot and the client is more likely to trust your process even before you’ve done an OUNCE of design work. 

WOOP WOOP.

But when onboarding is messy (which, based on my experience working with designers since 2017, it probably is!), everything feels harder than necessary, you haven’t built immediate confidence with the client, AND the entire process is impacted.

That’s why I love HoneyBook for creating a seamless, elevated onboarding process that keeps things moving and saves you hours of admin time while providing a luxe experience. HoneyBook is a CRM, Client Relationship Management software, that allows you to streamline all components of client communication in one place and leverage automations and workflows to save time and elevate your client experience. There are other programs that do this as well, but—after working with hundreds of interior design business owners—HoneyBook is my preferred CRM software (and the one we use for our company as well). 

Here’s how you we recommend interior designers use HoneyBook during the onboarding phase of their projects:

If every project feels like a custom job and your workflow is all over the place, you’re making business way harder than it needs to be and I have a GUESS as to what’s happening.

The secret to scaling isn’t doing more—it’s doing less, but in a smarter, more strategic way.

Ready to stop reinventing the wheel with every new project? This is EXACTLY where I would start if we worked together 1:1.

There’s marketing, and then there’s sales. 

Marketing is about bringing attention to your business—getting people onto your email, onto your website, or engaging with you on social media. It’s the inquiries and the conversations.

Sales, on the other hand, is what happens next: converting that attention into paying clients. It’s turning those inquiries into signed contracts and deposits … those window shoppers into buyers. 

If you have leads coming in but want to manage them better (and increase your chances of turning those leads into paying clients), streamlining your sales process is key.

For most interior designers (and service providers), the sales process typically looks like this:

Join The DTS Files to see exactly how to use HoneyBook during the sales process.

2025 will be a milestone year for me, God willing, because it is the year I will turn the same age my dad was when he lost his very short battle with cancer. 

He died when I was 17, and back then, 44 seemed SO old. My dad owned a popular restaurant and catering business and a beautiful home, had five kids, was happily married to my mom, and was a powerful, charismatic presence. 

Now, as I approach the same age, I realize just how young he was and how his life was really just beginning. 

Losing him at such a young age has given me a unique perspective on how precious my time is and has majorly impacted my priorities. It is also why I spend time every Friday reflecting on how I spend my time every single week. 

As I plan for 2025, I reviewed all my notes over the past year and noticed some consistent themes of things I didn’t enjoy or realizations I had that I ignored for MONTHS. 

And this is NOT the year for me to hold onto anything that does not serve me. 

So, in honor of my dad, one of my all-time favorite humans in the entire world and the person who has had the most significant impact on who I am today, here are the 11 things I’m saying BYEEEEE to in 2025. (in no particular order) …

In 2024, my team and I wrote 49 original blog posts for interior designers (this one makes it 50). That’s a big dip from 2023, when we wrote 90 original posts (based on our own experience!!). What can I say? We love nothing more than sharing insights to help interior designers improve their business operations and client experience.

While we didn’t write as many blog posts this year, we introduced plenty of new ways to help interior designers through our trainings in The Workroom. This year’s highlights included:

• Beyond Retail: Increase Revenue + Profits by Selling Wholesale Furnishings

• Elevate Your Design Presentation live training 

• Mastering Asana for Interior Designers

• Permits to Punchlists: Essential Construction Training, Management, & Pricing Tips for Interior Designers 

And I can’t forget to mention the three cohorts of our signature program, The Designed to Scale® Method. What an honor to help so many designers through my tried & true framework. 

If you haven’t had a chance to dive into those resources linked above, I highly recommend checking them out. In the meantime, don’t miss our 10 most popular blog posts of 2024. These are the posts that resonated most with our community of interior designers—each one thoughtfully crafted, 100% human-written, with no shortcuts or AI assistance here.

And, of course, a huge thank you for being here, reading my blog, The Weekly Install®, The Design Brief™, and my Instagram posts. 

YOU fuel everything we do.

Alright, let’s count down the top 10 posts of the year.

Dear Dakota,

Is it okay to stop growing my business?

Join The DTS Files for my advice and insights and to find out what stage your business is in.

For all of us, the end of the year marks the time when we either 1 ) scramble to get things done that we promised ourselves we would check off our list OR 2 ) we call it a loss and start planning for the year ahead.

If you fall into camp #1, this means you might be approaching deadlines that force YOU to finish things you MUST do before year’s end.

CEUs (continuing education units) are that way. YIKES! Along comes the end of the year, and you realize you haven’t completed the CEUs that are required.

Many interior designers DO NOT have a requirement to complete and document CEUs. But, we are team education over here and believe it is ALWAYS good to learn new things and keep your existing skills honed. 

Everyone can benefit from increasing their own competencies and knowledge!

So, if you’re scrambling to complete your CEU requirements for the current year, OR if you’re looking ahead to the upcoming year and want to plan your educational and/or upskilling goals, this post is for you. 

We’ll address: 

1. Who may need to complete CEUs

2. How CEUs should be tracked and reported

3. Where CEUs can be found (who offers them)

4. How to achieve your educational goals if you do not have a CEU requirement