Pioneering Client Experience FOR Interior DesignERS … Before It Was TrendY

Katie McFarlan Dakota Design Company Premium Client Process templates for Interior Designers

Client experience templates based on my experience working inside 100+ interior design firms. Our templates cover every touchpoint, from initial inquiry to final goodbye, and will help you build trust with ideal clients, establish your expertise, and present your business in a polished, professional way.

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Our templates are the complete operating systems I’ve implemented inside 100+ design firms and refined in the real world, with real clients, and real teams. Now thousands of designers use them to streamline their backend, impress clients, and run a more profitable business.

Your competitors are already using these systems. If you’re not, you could be missing out on the clients you want most.

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Shop Educational Resources & Trainings for Interior Designers

Residential Building Codes Handbook for Interior Designers
$150.00

Everything you need to confidently navigate residential building codes that affect interior design.

A clear, practical reference guide for interior designers who need a refresher in code-related requirements or who have not had any formal training in codes affecting the construction and design of single-family homes.

What’s included:

  • A 22-page Residential Building Codes Handbook for Interior Designers

  • A printable two-page Residential Code Cheat Sheet

  • Clear explanations of the most relevant code requirements

  • Visual diagrams to support real-world application

  • Ongoing updates when codes change

Use this handbook as a go-to reference during design development or as a training tool for team members who need a stronger foundation in residential codes.

Pricing & Proposals Workshop for Interior Designers
$250.00

Confident Pricing. Clear Minimums. Higher Profit Margins.

Tired of wondering if you’re charging enough or too much? Ready to set minimums that protect your time and establish pricing that reflects your expertise (and allows you to stand firm when a client pushes back)? Spending days or weeks writing custom proposals that never convert?

Enter: The Pricing & Proposals Workshop.

In this on-demand workshop, you’ll learn exactly how to price your interior design services with confidence, set project minimums that make sense, and stop feeling anxious every time you share pricing with a client.

★★★★★ Reviews

Size & Standards Guide | Essential Measurements for Residential Interior Designers
$150.00

Everything you need to confidently plan residential spaces using essential sizes and standards.

A comprehensive field guide for interior designers who want reliable, real-world measurements for furniture layouts, cabinetry, clearances, and circulation, without spending hours in Google every day.

This 60+ page guide brings together essential residential interior design sizes and standards so you can create functional, well-proportioned layouts that work in real homes, not just on paper.

What’s inside:

  • Room-by-room standards for furniture sizing, cabinetry dimensions, and space planning

  • Clearance requirements and layout guidelines for common residential spaces

  • Key building code considerations related to stairs, circulation, and usability

  • Human-centered design insights to support comfort, safety, and everyday living

  • Over 80 clear illustrations to make dimensions easy to understand and apply

This guide is ideal for designers who want a dependable reference they can use during design development, space planning, and layout reviews, and it also serves as an excellent training resource for team members who support space planning.

Note: This guide uses the Imperial measurement system (feet and inches). Metric equivalents are not included.

Design Day Workshop for Interior Designers
$250.00

Create a Design-Only Service That’s Profitable, Streamlined, and (Dare I Say?) Fun.

Ready for a way to fill slow times in your calendar with design only projects you can deliver quickly? No installs, no project management, no dragged-out timelines or revisions, no waiting on trades?

Enter: The Design Day Workshop.

In this 2-hour on-demand workshop (+ Q&A), you’ll learn exactly how to create, price, market, and deliver a design-only service that feels elevated for your clients and easy for you. DETAILS BELOW

★★★★★ Reviews

Foundations: Start Your Interior Design Business with 1:1 Support
$600.00

A six-week, step-by-step program for brand-new interior designers launching their business

Build your interior design business the right way from day one with expert support, a clear roadmap, and zero guesswork.

Get six weeks of guided support (starts when you join), a proven curriculum, pro tips, industry insights, a New Designer Toolkit, and bonus templates and resources to fast-track your setup.

  • Set up your legal, financial, and marketing foundations

  • Learn how to set up trade accounts, place orders, and work with a receiver

  • Learn best practices for working with trades, vendors, workrooms, and showrooms

  • Choose the right software for your business

  • Build a clear business plan and structure

  • Avoid costly beginner mistakes

Created by a business consultant for interior designers with experience inside 100+ firms.

Asana Workshop for Interior Designers
$200.00

Take Control of Your Interior Design Business with Asana!
Streamline, organize, and put your focus BACK on your design work.

In this 90-minute, power-packed workshop with step-by-step over-the-shoulder tutorials AND bonus project templates, you'll learn how to run your interior design projects seamlessly using Asana. Whether you're managing client projects, your growing team, or big picture business goals, or you’re trying to stay on top of your daily to-dos, this workshop will give you the tools and strategies to make Asana work for you.

SEE DETAILS & WORKSHOP BONUSES BELOW

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Tired of Recreating the Wheel with Every New Client?

If you’re constantly reinventing your process, juggling endless client emails,
and feeling like things should be easier by now, you’re in good company.

While you probably THINK you need more hours or more talent,
you actually need better systems. And that’s exactly what we help with.

Imagine This:

☑️ A new inquiry comes in.

☑️ You can tell right away if it’s a dream project or a red flag.

☑️ You send off a polished, professional response … in minutes, not days.

☑️ Your dream client knows exactly what to expect, what’s next, and how to work with you (without needing constant reminders).

☑️ Projects run smoothly. Clients respect your process. And you? You focus on the design work you love.

No more reinventing the process. No more scope creep. No more “Just following up…” emails sitting in your inbox.

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Logo reading 'The Design Library by Dakota Design Co.' with elegant typography. Katie McFarlan Dakota Design Company Premium Client Process templates for Interior Designers

Done-for-You Client Experience Templates for Interior Designers

In The Design Library, you’ll find everything you need to:

  • Streamline your client experience from first inquiry to final installation

  • Set clear boundaries your clients respect without feeling rigid or overly formal

  • Look and feel like a pro with polished, branded templates that build trust

  • Reduce the back-and-forth with clients (because 27 emails about “what’s your discount” will kill you every.single.time.)

  • Confidently charge premium prices because your process reflects the value you deliver

  • Scale your business in a sustainable way without burning out or hiring a huge team

Why Our Templates Work

📊 

Proven systems we’ve personally implemented in 100+ interior design businesses across the U.S., tailored to work seamlessly in firms of all sizes and structures.

🏆

Built on industry best practices based on my experience working 1:1 with 100+ firms, they are designed to save you time, position your value, & make every part of your process feel polished and professional.

🎯 

Strategically designed to build trust, streamline client communication, improve project outcomes, and help you confidently show up like the expert.

Logo for The Design Library by Dakota Design Co., featuring elegant, large serif font for 'The Design' and a script font for 'Library'. Katie McFarlan Dakota Design Company Premium Client Process templates for Interior Designers

FEEDBACK & TESTIMONIALS FROM INTERIOR DESIGNERS

Design Library Templates for Interior Designers five star review DAKOTA DESIGN COMPANY
Client Experience Resources for Interior Designers five star review DAKOTA DESIGN COMPANY
Design Library Resources for Interior Designers five star review DAKOTA DESIGN COMPANY
Interior Design Workshop for Interior Designers five star review DAKOTA DESIGN COMPANY
Business Process Templates for Interior Designers five star review DAKOTA DESIGN COMPANY
Client Experience Templates for Interior Designers five star review DAKOTA DESIGN COMPANY
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Need help choosing the best templates to streamline, elevate, and grow your interior design business?

A woman with blonde hair, wearing a black blazer and white pants, laughing and touching her hair against a plain white background. Katie McFarlan Dakota Design Company Premium Client Process templates for Interior Designers

Shop The Design Library for:

  • Email Templates that save you hours every week (and make clients think, “Wow, you are SO on top of it!”)

  • Canva Client Guides that set expectations, elevate your brand, and create a seamless client experience

  • Questionnaires that help you gather the info you need. Say byeeeee to endless follow-ups and back-and-forth emails

  • Pricing Calculators that take the guesswork out of setting profitable rates for every project

  • Contract Templates to protect your business and set clear boundaries with clients from day one

  • Standard Operating Procedures (SOPs) that streamline your workflows and keep your business running like a well-oiled machine

  • Financial Tools so you know.your.numbers and can plan, market, and schedule projects accordingly

  • Complete Bundles with everything in one place, so you can stop piecing together a process and just get to work.

Frequently Asked Questions

HAVE A QUESTION NOT ANSWERED ABOVE?

Let’s chat. Send us an email.

Interior Designers Love Our Templates!!

“I’m loving design again! With my processes not in place I was getting burn out and designing became a burden, rather than enjoyable. The help of Kate has reignited my passion of design!

My favorite part about the templates is that I don’t have to think about what to do next and reinvent the wheel.”

— Interior Designer, Client Experience Templates

Design Day Client Experience Templates Testimony

“I cannot believe resources like this exist. These templates are saving me weeks and weeks of busy work. They are complete with the copy. I hate doing any kind of copy writing. I purchased a few other templates but none of them were as thorough as yours. 

I am going to be able to start to market and hopefully book clients much sooner than if I were to create all of these documents on my own. Just reviewing everything included in the template packages is a great learning experience and has helped me fill in the gaps as a designer who is just getting started. I want to buy every package! Can't recommend enough so worth the investment.”

— Interior Designer, Design Day Client Experience Templates

“Oh my gosh,

Thank you so very much! I can’t thank you all enough for your templates they’re so perfect [and] have been a God send for this Midwesterner! Your contracts, guides and templates are worded beautifully and I basically change my name and GO! They have been a life changer! 

My business is running so much smoother (I just went through inquiry, proposal, welcome in the matter of days). I genuinely feel like I have my act together and I LOOK like I do to my clients now! Thank you!”

— Kalissa, Interior Designer, Full Service Client Experience System, Contract Template and Honeybook Proposal Template, Business Blueprint, and Lead Magnet

I love that I have everything (detailed to the max) all in one place, start to finish. I love that I now know what to do as soon as an inquiry comes in. I tell my potential clients exactly how my process works (fees included) up front and now I never have to stress about having the money talk later! I feel so much less stressed now that I know exactly how to run my process and so so confident now! 


 I truly feel like this was written just for me and the way I like to run things!”

— Interior Designer, Business Blueprint

"Discovering the templates (and other resources you offer) that both dovetail and expand upon my initial ideas has been very helpful. You've increased my confidence and have reinforced my belief that there has to be a better way. 


I really appreciate the emails and the information included in them - both those that support the resources I've purchased, as well as ones that deal with additional areas of interest (gift giving, etc.) You are so generous with your advice, and I've found it so valuable. Thank you."

— Interior Designer, Client Experience Templates

“The Design Day Workshop was very helpful. I wouldn't feel confident rolling this out without the additional support of the done-for-you templates you offer in tandem with this workshop. I love that not only do you provide strategy and direction, but also, done for you deliverables, so implementation is essentially automatic. I think this is the hurdle for many busy working entrepreneurs. [Launching a design-only service] is a great idea in theory, but it takes time to sit down and develop these deliverables/best practices, which many of us don't have. By providing ready to go templates means I could implement tomorrow. I love this aspect of your offerings.”

— Katie, Interior Designer, Design Day Workshop + Templates

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“I purchased the builder pitch deck. I used it yesterday and landed a HUGE builder!! Your template gave me everything I needed to consider, I then made it my own - and l it was done! Beyond thank you for providing these amazing templates. Everything I have bought from you has resulted in being a game-changer for my business!” 

— Amy, Interior Designer, Construction Design Templates

“I purchased the Design Day Experience Package on a Sunday and booked two design day clients using Katie's investment guide by Tuesday! The templates saved me sooo much time and they are really well-done and professional. They were easy to learn how to use and make them my own.  Well worth the investment! Thank you!”

— Molly, Interior Designer, Design Day Client Experience System

“The Client Experience templates helped us quickly define our own firm's processes and start to communicate confidently to our clients. Before purchasing the templates, every client email or question sent us into a tailspin trying to craft a new response and figure out our values on the fly. Having Katie's framework has now allowed us refine our non-negotiables and communicate in a professional and beautiful manner. Just recently, one of our client's raved about how professional and organized we were - yay! The templates were worth every penny - thank you for this amazing support!”

— Interior Designer, Full Service Client Experience Templates

“I've been immersed in Dakota Design Company's content for 3 whole days. There is so MUCH to take in and implement, but she doesn't just share the knowledge and move onto another topic...she shares the knowledge and then gives you the tools to either implement yourself or purchase an already completed kit of receivables. Soooo happy to have come across this invaluable content for creatives!!”

— Amber, Interior Designer, Design Day Workshop

“I have been going through the Hiring Blueprint with a fine tooth comb and editing it to be applicable for my Canadian business. It is soooooo good by the way!! Worth every penny.”

— Rebecca, Interior Designer, Hiring Blueprint

"I cannot say THANK YOU enough for your Full Canva templates. I absolutely LOVE them and they have allowed me to uplevel my business so quickly! They are a complete game changer in how I show up as a business while providing valuable information to my clients (in a professional, beautiful way!). I just could not be happier with this purchase!”

— Amy, Interior Designer, Client Experience Canva Templates

“I love the lead magnets Katie has created. They are exactly what my ideal client needs. I purchased immediately and made them my own. So easy to use.”

— Interior Designer, Lead Magnets

“Since hearing your first appearance on LuAnn’s podcast, I have purchased every single one of your templates for interior design and they have helped me better understand my own processes and all the things that were missed, they have elevated my overall client experience, allowed me to hire remote teams, built one of the best email nurture sequences and has given me the ability to confidently articulate my processes and values to my clients. And last but certainly not least I’m so freaking organized now. THANK YOU SO VERY MUCH!!!🙏🏽”

— Interior Designer, Design Library Customer

“I wanted to say that it's been two years since I bought your templates and I want to say that was one of the best investments I've ever made into my business! I always dreamed of putting something like that together [but alas] there was never time.”

— Dorothy, Interior Designer, Emerson Templates

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“I just purchased your complete client experience templates and I just wanted to say THANK YOU! I've been working on my own system for months and it never felt complete and cohesive. I've been sitting at my computer after putting my baby boy to bed; tired, frustrated, with red eyes and foggy brain trying to put words together for a welcome packet when I came across your website. I was debating if I should spend this much on templates that I technically can do myself, but OH MY GOD!!! You can easily charge twice the amount and it will be well worth it. 

I am now considering purchasing Design Day templates as well!

— Valerie, Interior Designer, Emerson Templates

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“I cannot thank you enough. Your templates are a literal godsend. My business would be a dumpster fire without you.”

— Whitney, Interior Designer, Avery Design Day Templates

“I love the lead magnets Katie has created. They are exactly what my ideal client needs. I purchased immediately and made them my own. So easy to use.”

— Interior Designer, Lead Magnet Customer

“Since hearing your first appearance on LuAnn’s podcast, I have purchased every single one of your templates for interior design and they have helped me better understand my own processes and all the things that were missed, they have elevated my overall client experience, allowed me to hire remote teams, built one of the best email nurture sequences and has given me the ability to confidently articulate my processes and values to my clients. And last but certainly not least I’m so freaking organized now. THANK YOU SO VERY MUCH!!!🙏🏽”

— Interior Designer, Design Library Customer

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“I can’t tell you enough how much your posts, products, info…everything has helped me!!”

—Tameca, Interior Designer, Design Library Customer

“Your tools have set me running this year, and I am overjoyed! I’ve got efficiency, joy, and the freedom of my headspace to focus on my creative side; good thing, too, because my next step is hiring an assistant by March/April ahead of Spring HPMKT.

THANK YOU. THANK YOU. THANK YOU.”

— Catherine, Interior Designer, Design Library Customer

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“[Just got back from a potential client meeting] and IT WAS PERFECT! Literally, she goes 'I was hoping for something like this. I met with another designer and she didn't have any of these questions or guides.'.

WORTH EVERY PENNY!!!!”

— Rita, Interior Designer, Design Library Customer

“Honestly, the templates have changed my life. I am so grateful. I feel like a “real” business and have something to offer… it has boosted my confidence.

Your templates and support have saved me. Seriously… I can’t say enough about your practical offerings to designers (esp new ones just starting out- so grateful).”

— Laura, Interior Designer

Emerson Client Experience Email Templates for Interior Designers Dakota Design Co

“Absolutely LOVE the client experience emails. It has truly helped me streamline my business and create a one-of-a-kind client experience. Thank YOU!!!”

— Katelynn, Emerson Client Experience Email Templates

“You are inspirational! Thank goodness for your fabulous templates, it's really helping me to reach level ground again with my business.

I'm purchasing the email templates next; I've decided I can't live without it and you save me sooooo much valuable time!”

— Nichola, Designed to Scale® Business Blueprint

“The client experience templates are amazing!! I just have to make a few tweaks here and there to fit my ‘brand’, but overall, very, very helpful! ;-) AND I’m so impressed with how much info you do include in the package.”

— Shelley, Interior Designer

Dakota design co designed to scale business blueprint for interior designers

“Before finding Dakota Design I was uncertain on my own design process. The business blueprint literally walks me through exactly how to run my projects. The best part is they are easy to document for when hiring in the future. Katie was amazing at answering my questions throughout!”

— Interior Designer, Designed to Scale® Business Blueprint

Client experience templates for Interior Designers Dakota Design Co

“I have been in business for five years and recently rebranded and niched. I used to get frustrated at the initial client inquiry stage with emails back and forth plus 20 mins on a call to try and find out what potential clients needed help with only to find out they weren't my idea client. Now my Investment Guide does all this for me as well as the automated email templates. Thank you so much! I'm looking forward to walking my clients through my new polished process thanks to your amazing email and document templates.”

— Interior Designer, The Emerson Complete Client Experience System

Designed to Scale Business Blueprint Dakota Design Company for Interior Designers.jpg

“So worthwhile, I have gone from feeling complete overwhelm to excited, happy and positive again, thank you so much! Really helpful and you have literally saved me so so many hours I just couldn't find! I love the clarity, the structure, how neat and well presented it all is. Thanks so much Katie!”

— Interior Designer, Designed to Scale® Business Blueprint

Interior Designer Client Experience Templates Dakota Design Co

“I have started using the templates and holy S*%T! they've already been a game changer for me. Eliminating the need to discuss every minute detail has already freed up some much needed brain space.”

— Mikell, Interior Designer

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“Questions are down. Bookings are up. These make me look so professional and completely elevate my brand.”

— Emily, Interior Designer

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“Finally, a part of my business that feels easy. I’ve made adjustments to my business to align with these templates and it’s been a game changer. This is definitely industry best practice.”

— Rebecca, Interior Designer

Client Experience Templates for Interior Designers Dakota Design Co

“LOVE the simplicity of using these! Buy them! So wonderful to use.”

— Heather, Interior Designer

Client Experience Templates for Interior Designers Dakota Design Co

“It's like you already know my business. 80% are key to milestones in my business. They will save me so much time.”


— Anonymous, Interior Designer

Customizable client experience email templates for interior designers dakota design co

“These templates will absolutely save you time and provide an easy to customize email for every step of your onboarding through offboarding process. My process feels so much easier and more seamless, and I have so much more time to focus on more important tasks.

I highly recommend this game changing investment in your business!”

—Boo, Interior Designer

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“Having a process makes our client experience so much better. We have confidence in sending things out and WAY less stress in explaining our process to future clients. Booking clients WAY faster has been incredible.”

—Rebekah & Tamara, Interior Designers

Interior Designer Templates Client Experience Dakota Design Co

“I purchased your templates for interior designers and am so thrilled that I made that investment. I'm new to business but have many years of experience on both the front and back end of design. I've seen how I don't want my business to act and have always thought of putting together templates of my own. Time was always an issue and I hadn't thoroughly defined my own process despite helping other designers do that for their business. I'm someone who really thrives with thorough structure and your templates have helped me thrive and freed up time for the thousands of other tasks that it takes to run a new business in a new town.”

— Dorothy, Interior Designer

Improve your client experience with templates

“Your templates helped us improve our client experience!!”

— Kathryn, Interior Designer

Client experience templates for interior designers Dakota Design Co

“I’m loving the client experience templates. I used one recently for a client enquiry - saved me so much time, especially as it filtered the client out of my process as the investment amount did not work for them.”

— Anonymous, Interior Designer

Customizable Client Experience Templates for Interior Designers Dakota Design Co

“The templates have been a huge help. It's almost like getting the answers to the test beforehand. The clients really appreciate how detailed my inquiry packet is and it's so nice I can customize the templates for each project.”

— Anonymous, Interior Designer

“As someone transitioning from landscape design to interior design, I appreciate how these templates guide me through the nuances of the process, which differs from my previous experience. They are educational, and they give me confidence and clarity, allowing me to focus on creativity while ensuring I meet professional standards.”

— Anonymous, Interior Designer

Dakota Design Company, The Design Library, Client Experience Templates, Customer Testimonial

“Every purchase I have made with the Dakota Design Company has been nothing less than exceptional. Katie and her team do such a great job of pulling together all the content needed to present clients with easy to read documents that help them understand every step of the process so they feel confident moving forward with you.

The templates are so well put together. Layout and the correct wording has always been a struggle for me. Now everything is streamlined, fast, and simple.”

— Interior Designer, Client Experience Templates