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Business Blueprint: Financial Toolkit & Standard Operating Procedures for Interior Designers
The industry-standard system for running your design business with more profit, more ease, and way less stress.
You want to grow your business, take on better projects, and hire a team, but right now, you’re stuck in the weeds managing every single detail in your head.
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. You know the way you’re working isn’t sustainable, and it won’t get you where you want to go.
When your processes live in your head, your business can’t scale.
You become the bottleneck for every task
You can’t confidently hand work to your team (or hire help at all)
Clients receive an inconsistent experience depending on how busy you are (which is completely unfair to them AND makes them question your fee and your experience)
You can’t grow without working more hours
The Business Blueprint gives you all the behind-the-scenes tools you need to run your interior design business like a well-oiled machine, without reinventing the wheel.
It’s a complete SOP + financial tools library built specifically for interior designers so you can:
Deliver a consistent, on-brand client experience through internal systems
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 and less time managing chaos
This is an internal operations system designed for behind-the-scenes use and is not a collection of client-facing templates.
→ If you’re looking for tools to send directly to clients, explore The Design Library. Many designers choose to bundle the Business Blueprint with the Emerson Complete Full Service System. Save 25% on your purchase of $1800 or more with code BUNDLE25.
WHAT’S INCLUDED
A complete internal operations system for interior designers, including:
21 comprehensive SOPs covering every stage of your design process
Financial tools that give you a CFO-style view of capacity, growth, and cash flow, plus pricing, budgeting, and lead-tracking tools to run the day-to-day
Internal templates and scripts to support your client experience
Best practices for managing each client phase internally so your client experience stays elevated and consistent
Video tutorials to make setup and implementation simple
The entire SOP system, pre-built and ready to import into Asana
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21 Comprehensive Detailed Standard Operating Procedures (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
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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
Project budget tracker
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Internal communication tools and frameworks, plus bonus trainings to integrate them seamlessly:
Discovery call question list
Design questionnaires
Vendor request templates
Packing lists and punch lists
Video tutorials for setup and use in Asana (optional)
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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
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The Business Blueprint is delivered in a Google Doc with links to all included tools and templates.
Included with your purchase is:
Email support from my team to answer your questions as you implement the processes into your business.
Updates for the life of the product. Anytime we add more processes or tools, you’ll receive an email with the new addition at no extra cost.
💡 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.
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An email account
A free Google Drive account
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The Business Blueprint is intended for unlimited use by one person (the Purchaser). The Purchaser cannot resell, duplicate, share, copy, distribute, create derivative works, create similar works, or offer the documents, any of the individual templates, or any 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 legal 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. -
Due to the instant and digital nature of this product, there are no refunds or returns.
FAQs
Check out our FAQ page or email us at support@dakotadesigncompany.com.
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!”
YOU MIGHT ALSO LIKE
A professionally written, customizable residential contract agreement built specifically for interior designers who offer full-service, in-person design.
This contract agreement covers your full process from scope and fees to ordering, project management, and installation so expectations are clear, your boundaries are protected, and your business looks professional and buttoned up.
Includes:
A fully written full-service design contract
Two detailed scope of work templates to quickly prepare new proposals and never miss a detail
A contract addendum template for scope changes
Video walkthroughs and tutorials for easy customization
Simply personalize the highlighted sections, review with your attorney, and start using it with clients right away.
Note: Images may include blurred or placeholder text for demonstration purposes. All templates are fully written and ready to use.
BUNDLE & SAVE
Bundle $1800+ and save 25% with code BUNDLE25.
A complete, ready-to-use client communication system for every phase of your Full Service Interior Design process.
The Emerson Complete Full Service System gives interior designers the client-facing guides, emails, questionnaires, and communication tools to manage a Full Service project from the first inquiry through onboarding, design, project management, installation, and offboarding.
WHAT'S INCLUDED
• 11 professionally written Canva templates covering inquiry, consultation, proposals, onboarding, revisions, installations, client expectations, and project closeout
• 63 professionally written email templates covering every phase of a Full Service project, plus difficult client situations like scope creep, late payments, revisions, client purchasing, pricing objections, refunds, project pauses, firing a client, and more
• 2 fillable client questionnaires for project onboarding and post-project feedback
• Tutorials and implementation resources so you can customize the system for your firm and start using it immediately
Everything is already written. Simply add your branding, pricing, timelines, and firm-specific details, then use the pieces to streamline your entire process.
Note: The images feature placeholder text (Lorem Ipsum) for demonstration purposes. All templates are fully written.
