Interior Design Business 
Process & Coaching Program

What is included?

+ Includes 50+ self-contained videos and ability to ask questions of Cheryl and Liz with 3 month access to our content host. Ask anything! 

+ 4 LIVE 2 hour workshops starting June 2024 with Cheryl and Liz going over questions, learning about the ins and outs client management and having fun with processes (yes, really!)

+ We are covering everything from the discovery call to the final installation, managing expectations, consumer behavior and our custom client archetypes.

 + Includes custom canva templates, checklists, ClickUp templates and client facing verbiage

+ Cheryl's OWN custom and unique client questionnaire to ensure your intake process gets to know your clients

VIEW A LIST OF ALL OUR DELIVERABLES BELOW!
THESE ARE CUSTOM MADE
AND USED BY CHERYL TO MAXIMIZE
YOUR PROFITABILITY! 

Processes 

We all need a reminder sometimes. A guidepost to help navigate what’s next. A refresher on ways to catch our mistakes and how to prepare well for our team’s or client’s expectations.

But most of all – we need systems to be able to define what we do, how we do it, and to create the foundation for training an amazing team to collaborate with us! Where do you start with defining these systems, outlining them, and making the checklists that capture all the ins and outs??? 

From the ground up, just like any good design! Work with us in determining the best way to structure your processes into an organized outline that brings a project from A to Z. And as a bonus we’ll work in the details of tracking time, budgeting a job, organizing project details and specs, capturing your project management.

• From the first time we speak with a new lead, we know that we are starting to build a foundation with them for what they’ll expect of us – how we speak, what our values are, and why we do what we do.

•  What questions must you ask? And to what end result are you aiming for as you wrap up the initial discovery call with a prospect in relation to the conversion of the call to a booked consult appointment?

• We’ll cover this and more as we explore why these first steps set the stage for your entire relationship and involvement in a project, and how this is your opportunity to really carve out a special place in your clients heart for your team and their trust in your abilities! 

• Consider whether your questionnaire gets to the heart of the psychology of your clients needs, or is it just a wishlist for their perusal?

•  Focus on the show stopping presentation and not the myriad of details so important to us but less to the client. Wow them with solving their problems and bringing a vision to life and you will never have a single issue with a client again. 

• We will explore what this means in your company, why we present what we do when we do (and how to evaluate what’s best when both for your needs and the client’s based on the scope they’re committed to!), and how to illicit good conversation, feedback and questions during the presentation so that the client feels heard and understands that your rationale while perhaps something they have not considered, is a valuable perspective because of X Y and Z

•  Pushing through the final 10% of a project can be the most difficult - but ensuring that you cross every T and dot every last I on the wrap up deliverables ensures you will get the best opportunity for great pictures and demonstrate to the client that even in the 11th hour their project means MUCH to you. 

  
  
  • How to handle and organize leads
  • Our Click Up outline for the Design Process and Workflow -easily can adapt to Asana, Monday or other similar programs- this is entirely able to be copied!
  • Checklists for all tasks 
  • The 100 steps up the mountain- Our ENTIRE workflow one by one and can assure you it is not "15 steps" ! 
  • The discovery call - everything you need to be mindful of from start to finish 
  • The questionnaire and why ours is something special! 
  • Why the intake process is critical to success in schematic design 
  • Client onboarding and intake and the critical importance of this process
  • Defining the project framework
  • Design Direction- Why this is so important even if you are a solo designer 
  • Architectural Ideation Process and how this can be the winning ticket to client success
  • The 10 first things we look for on a set of proposed plans 
  • The investment, and all the little bits and bobs in between! 
  • The Presentation- How we do it and why we do not talk money! *( yet)  
  • How to break down what you do in order to track it easier 
  • Our development process and samples in a case study
  • Concrete framework with agenda items for internal design process meetings before client presentation  
  • The investment, and all the little bits and bobs in between! 
  • The Presentation- How we do it and why we do not talk money! *( yet) 

Client Management 

We all have expectations. Sometimes they're set in reality. Sometimes they're based on assumptions.

In this industry, we can't leave a lot for interpretation and part of the reason for that is because the trust a client has in your ability to guide them is so important to a fruitful working relationship.

You have to know how to set the tone so that anyone who shows up to your door can feel comfortable that you will be a good steward of their funds and guide them professionally through the process to get them to a productive end result.

Who is your ideal client? What personalities resonate with you and your process? How can you reach these gemstone magical unicorn people and ensure they want to be a part of what you're about, too?  

While it takes a bit of reverse engineering, delving into this analysis helps you understand who you are up against and what sort of trends come along with these archetypes. Even the seemingly defiant clients are just looking to be heard - and here we'll set the tone for how to cultivate this dialogue in your business so you can continue that exploration of seeking to understand.

• Develop the knowledge and muscle memory about how to collaborate with your ideal clients, the more likely the content you put out there on social media, your website, and in your portfolio will reflect the exact type of client you want. Let them find you... and be sure you are prepared once they do to make every dream they have come true! 

• Challenge the client to think bigger and dig deeper so that as you onboard their project you start to learn how to best communicate with them, what excites them or stresses them about this process, and lay the groundwork for the type of experience you want them to have with your firm. 

• We'll cover everything  from crafting a killer client introduction that speaks to your brand to how to best communicate with clients via email.

• How to develop the confident voice that you need to carry a project to the finish line with grace and continued composure (even amongst all the bullshittakes we know are lying out there waiting for us!) 

• Learn how to craft a warranty & care guide (and present it all decked out and gorgeous like you would the story boards in your first preso!), communicate with your clients on how photos will work, and initiate the wrap up that will get you a killer review (and maybe even some repeat business!) 

  • The budget tug of war - from start to finish
  • Educating the client on why you are indispensable to the project
  • Evaluating the client archetypes
  • How to find  your ideal client
  • Making the first impression stick and identifying wants and needs
  • Eliminating and reframing the "Red-flag" client 
  • Client Confidence and how to become the expert in the room
  • Quick course on the Psychology that can save your sanity  
  • Strategizing for best project timelines, keeping your client informed & excited 
  • How to get the client to write the perfect review with specifics that make you shine
  • Heuristics and what it means for your relationships
  • Building trust the right way
  • Setting the stage for your entire professional relationship
  • How to prepare and think on your feet
  • Projecting confidence- because you are the expert in the room
  • Controlling the meeting direction & keynotes to hit (scope, budget, expectations!) 
  • Active listening & perfecting your probing questions list
  • "Reading the room" for engagement & understanding
  • Focus attention on how and when disclaimers need to be made 
    
  • Prepping for final install and photoshoots
  • Strategizing for best project timelines, keeping your client informed & excited 
  • How to get the client to write the perfect review with specifics that make you shine 
  • The wrap up documentation - keeping clients informed even after the project is finished
  • Delivering the experience to the final detail - punch lists and that last 10% push  

ADDITIONAL DELIVERABLES FOR CLIENT MANAGEMENT & PROCESSES

+ A business playbook/manual with all the things you need to outline employee guides and the basics of running your business 

+ 12 Step Client Management Protocol that ensures a win/win for both you and the client 

+ Client facing performance fabric giveaway

+ New lead form & post consult form

+ Custom client questionnaire that is quite a bit different than others

+ Cheryl's own custom processes checklists that she uses in her firm!

+ Custom client introduction canva templates

+ ClickUp templates to improve your internal processes

+ Client facing verbiage for questions in the discovery call, initial consultation, presentation process and email templates!

 MAKE NO MISTAKE THESE ARE NOT RUN OF THE MILL THAT YOU WILL FIND ANYWHERE!