Business Blueprint: Financial Tools & Standard Operating Procedures for Interior Designers

The industry-standard system for running your design business with more profit, more consistency, and way less stress.

You’re Here Because

You want to grow your business, take on bigger and better projects, and hire a team — but right now, you’re stuck in the weeds managing every single detail.

Every minute you spend searching for files, recreating documents, or guessing at best practices is a minute you’re not doing the design work you love (and that actually makes you money). You know the way you’re working isn’t sustainable and it won’t get you where you want to go.

The Problem

When your systems live in your head, your business can’t scale.

• You’re the bottleneck for every task

• You can’t confidently hand work to your team (or hire help at all)

• Clients get inconsistent experiences depending on how busy you are

• You can’t grow without working more hours

The Solution

The Business Blueprint gives you everything you need to run your interior design business like a high-end, well-oiled machine without reinventing the wheel.

It’s a complete, ready-to-use SOP + financial tools library built specifically for interior designers, so you can:

• Deliver a consistent, on-brand client experience from inquiry to offboarding

• Train your team faster with documented, step-by-step processes

• See exactly what’s happening in your business at any moment

• Spend more time designing, less time managing chaos

What’s Inside

21 Comprehensive SOPs (Google Docs + optional Asana templates)

From your first client inquiry to closing out a project, you’ll know exactly what needs to happen and when.

• Inquiry & consultation processes

• Onboarding workflows

• Design phase management

• Trade day coordination

• Ordering, site visits, and install prep

• Offboarding and post-project follow-up

• Business management reviews

Financial Tools

Run the numbers like a CFO so you can make decisions like a CEO, with spreadsheets and templates made for design businesses:

• Design fee pricing calculator

• Sales forecast template

• Project capacity tracker

• Lead tracking template

• Budget and pricing trackers

Templates & Training

Ready-to-use client and vendor communication tools, plus bonus trainings to integrate them seamlessly:

• Discovery call scripts

• Design questionnaires

• Vendor request templates

• Packing lists and punch lists

• Video tutorials for setup and use in Asana

The Results You Can Expect

• More time for high-value work (and life outside the studio)

• Higher profit margins from tighter processes and better forecasting

• Happier clients thanks to a smooth, consistent experience

• A business you can scale without burning out

💡 The Business Blueprint is included in our Designed to Scale® Method program. If you purchase it now and later join the program, we’ll credit your purchase toward your enrollment fee.

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, create derivative works, 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 you can save 20% with code BUNDLE20.

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.