A start to finish system for running every part of your design business, from the first client inquiry to the last vendor invoice.
 
What's inside
 
44 fully built standard operating procedures across 6 sections, each with a clear purpose, scope, recommended tools, step by step actions, and a quality check, plus 8 bonus templates ready to personalize and send.
 
Section 1: The Client Experience (14 SOPs)
Discovery calls, onboarding, project scoping, weekly updates, scope creep conversations, presentations, reveals, and final handoff.
Section 2: Hiring & Team Management (6 SOPs)
Job postings, interviews, onboarding, role documentation, performance check ins, and offboarding.
Section 3: Finances & Invoicing (6 SOPs)
Invoicing, late payment follow up, expense tracking, budget tracking, monthly financial reviews, and tax prep handoff.
Section 4: Marketing & Content (6 SOPs)
Content calendars, social media, blog publishing, email newsletters, lead capture, and testimonial collection.
Section 5: Vendor & Procurement (6 SOPs)
Vendor vetting, purchase orders, order confirmation, receiving deliveries, damage claims, and vendor payment.
Section 6: Design and Project Workflow (6 SOPs)
Site surveys, mood boards, sourcing, FF&E scheduling, installation day, and final walkthroughs.
 
Bonus templates
 
Client welcome email, delay and setback communication, referral request, team welcome email, late payment reminder, testimonial request, vendor inquiry email, and an installation day checklist.
 
Perfect for
 
Interior designers ready to run their entire business, not just client projects, on documented systems
Designers scaling up with a team who need every process handed off cleanly, from hiring through vendor management
Anyone tired of rebuilding the same processes from scratch every time something in the business grows or changes
 
Includes
Fully editable Canva template, delivered as a template link so you get your own copy to customize with your branding
Example language throughout for client emails and tricky conversations
Checklists for final project review and installation day to keep every handoff consistent