Business Blueprint for Interior Designers | Standard Operating Procedures for Interior Designers
The industry standard for streamlining the behind-the-scenes of your interior design business. The Business Blueprint offers processes, resources, and templates for every part of the design process, including:
21 comprehensive step-by-step processes (also known as standard operating procedures or SOPs)
19 customizable resources and templates to use throughout each of your processes
Best practices for each customer-facing process to elevate your client experience and your brand
Bonus training videos for incorporating your new processes into your business
Design fee pricing calculator, project tracker, and sales forecast template
Asana templates for each process (if you prefer!)
…and more!
ALL THE DETAILS BELOW
You’re an interior designer who wants to grow your business, take on bigger and better projects, and hire a team. You dream of the day when business feels easy and you're not the one managing every single detail that goes into pulling off a full-service design project.
Every minute you spend searching for documents and recreating the wheel is time you aren’t doing the design work you love (that’s also the most profitable). And you know the way you’re working isn’t sustainable and won’t move your business forward.
With the Business Blueprint, you’ll have processes, resources, and tools in place so you can reclaim the parts of your business that inspire you, and hand off the parts that don’t. With clear processes to guide you from the first inquiry and welcoming a new client, to preparing for presentation day and placing orders, to setting up vendor accounts and handling claims, to closing out each project and collecting testimonials, you’ll know exactly what needs to be done at every step.
By implementing these processes, you’ll create a consistent on-brand experience for your clients, a comprehensive training program for you and your team, and a centralized and efficient hub for your most integral tools and resources. As a designer, you’ll feel more confident in delivering your service to your clients and you’ll be empowered to hire help for your business. You'll find yourself with MORE TIME to focus on doing the work that brings you the most joy (and the most profit). You'll breathe easy when you’re with your family and friends knowing your business is running smoothly. And most importantly, you'll have the clarity you need to bring your big business dreams to life.
Your clients and team will love how your projects run, and you’ll notice a difference immediately: more confidence, more efficiency, more consistency across your company, and a clear structure that allows you to elevate productivity and increase profit margins.
Last update: 8/2023
WHAT’S INCLUDED:
Twenty One Comprehensive Step-by-Step Processes, delivered in an easy-to-update Google Doc as well as Asana templates, if you prefer to use Asana
Inquiry Processes
How to handle incoming inquiries
How to set up and provide a consultation
How to prepare a proposal
Onboarding Processes
How to onboard a new client
How to perform a kickoff meeting
Design Phase Processes
How to coordinate & manage a trade day
How to prepare the design concept
How to source items
How to complete the final design phase
How to handle reselections/revisions
Management Phase Processes
How to place and track orders
How to handle site visits & project management
How to handle claims and issues
How to prepare for installation day
Offboarding Processes
How to prepare for a photoshoot
How to offboard a client
How to close out a project
How to create a project album
Business Management Processes
Weekly business review process
Month-end business review process
How to set up a vendor account
Templates & Trainings
Design fee pricing calculator
Sales forecast template
Monthly statistics tracker template
Project capacity tracker template
Project assessment tool
Discovery call template
Lead tracking template
Furnishings budget tracker
Design questionnaire for onboarding clients (in a Google form)
Request for quote service template
Request for quote product template
Custom order instruction template
Vendor list template with 100 to-the-trade vendors
Install bag packing list
Photoshoot packing list
Punch list template
Post project reflection survey
Project pricing tracker
Feedback form for offboarding clients (in a Google form)
Client pipeline Asana template (for a bird’s eye view of your entire pipeline)
Software Resources (for those interested in using a project management tool)
Files to import your processes into Asana (if you prefer Asana instead of Google Docs)
A video tutorial for how to manage your pipeline with Asana
A video tutorial for how to add your processes to Asana
A video tutorial for how to use Asana in your design business
My favorite software tools for a streamlined process
Additional Support
Email support from my team to answer your questions
WHAT YOU’LL NEED:
An email account
A free Google Drive account
TERMS OF USE:
The Business Blueprint is intended for unlimited use by one person (the Purchaser). The Purchaser cannot resell, duplicate, share, copy, distribute, or offer the documents or related materials to any third party or marketplace without express written consent from Dakota Design Company, LLC. Dakota Design Company, LLC retains title and ownership of all items included in this template. Dakota Design Company, LLC reserves the right to take action against you if you violate the terms of use.
If you are not an interior designer but offer services to interior designers and would like to use these with your clients, a commercial license is required. Please email katie@dakotadesigncompany.com to inquire about pricing and availability.
RETURN POLICY:
Due to the instant and digital nature of this product, there are no refunds. Please note: The Client Experience Emails and Guides are not included with the SOPS. If you’d like to bundle the Client Experience templates and the Business Blueprint SOPs, please email hello@dakotadesigncompany.com for bundle pricing.
QUESTIONS:
Check out our FAQ page here.
TESTIMONIALS
“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
NEED HELP?
Want to make sure this system is right for you? Email hello@dakotadesigncompany.com.