Interior Designers: Stop Messy Projects With This Onboarding Process скачать в хорошем качестве

Interior Designers: Stop Messy Projects With This Onboarding Process

Tired of messy client onboarding and wasting hours on admin? It’s time to fix that—today. In this video, I’m walking you through a full step-by-step client onboarding workflow designed for interior designers. This process will save you time, set the right expectations, and give your clients a confident, polished experience from the very beginning. 🎁 RESOURCES MENTIONED: → Dubsado CRM tool → Get 20% off your first month or year with code kvminteriordesign or follow this link: dubsado.com/?c=kvminteriordesign → ClickUp Project Management Template → https://www.kvminteriordesign.com/sho... → Client Welcome Packet Template → https://www.kvminteriordesign.com/sho... → Client Communication Pack → https://www.kvminteriordesign.com/sho... 🔔 Hit Subscribe for more actionable systems and strategies to grow your design business. 👇 Doing it all yourself isn’t sustainable — and hiring a full team doesn’t have to be your next step. Book a free Strategy Call and we’ll map out how our team can take real work off your plate — without the overhead of employees. If you want to grow and still have a life? This is how. Book a call: https://bit.ly/bookkvmcall Download the Roadmap Guide to delegating: https://dashboard.mailerlite.com/form... Timestamps: 0:00 – Why onboarding breaks without systems 1:02 – What strong onboarding fixes (and why it matters) 2:15 – Automating the inquiry phase 5:54 – Discovery call, qualification & next steps 6:56 – Proposals, contracts & onboarding setup 9:08 – Project management tools & workflows 11:45 – Key takeaways for a smooth, scalable onboarding