Shop the done-for-you business resources, contract templates, lead magnet templates, and client experience templates for interior designers who want to run streamlined, elevated, and profitable businesses.
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LEAD MAGNETS
QUESTIONS? CHECK OUT THE FAQS OR TAKE THE QUIZ FOR MY PERSONALIZED SUGGESTIONS. | EDUCATION? CHECK OUT THE WORKROOM.
Need help choosing the best products to streamline and grow your interior design business?
Are you tired of recreating the wheel with every new project and inquiry?
Do you feel like you can’t take any more clients because everything just takes so long?
Are you working all the time, yet not seeing any real growth in your company?
Running a streamlined interior design or event planning business is possible with our done-for-you business resources and client experience templates. You’ll have everything you need to set your business up in a profitable and sustainable way. Establish expectations for your clients and your team, keeping them in the loop every step of the way, while reducing questions and demands for your valuable time. When your clients know what’s next, they’ll be able to relax and enjoy their experience with you. They’ll associate your business with ease, luxury, and genuine care and support.
You’ll become a trusted partner and an obvious referral, all while managing a successful streamlined business that’s been designed to scale.
When you run your business on clearly defined processes, you’ll:
☑ Be set up to over-deliver — from the first inquiry to the five-star review.
☑ Look and feel like a total pro because you’re on top of everything. Your clients will know they can trust you to take care of anything that comes up (and there are ALWAYS hiccups in your line of work!).
☑ Set yourself apart from your competitors.
☑ Have clarity around what tasks to outsource so you can stay focused on the design work you love.
☑ Never have to deal with a client trying to take control of the project because you set the boundaries from the start.
☑ Feel 100% confident in charging prices that reflect the value you deliver.
These tried and true systems are rooted in industry best practices and have helped businesses with six-figure design and planning fees and seven-figure client budgets. Whether you are in your first year of business or making multiple millions/year, these resources will set you apart and set up your clients and team for a streamlined design process.
QUESTIONS? CHECK OUT THE FAQS OR TAKE THE QUIZ FOR MY PERSONALIZED SUGGESTIONS. | EDUCATION? CHECK OUT THE WORKROOM.
FEEDBACK & TESTIMONIALS FROM INTERIOR DESIGNERS
“I’m loving design again! With my processes not in place I was getting burn out and designing became a burden, rather than enjoyable. The help of Kate has reignited my passion of design!
My favorite part about the templates is that I don’t have to think about what to do next and reinvent the wheel.”
— Interior Designer, Client Experience Templates
“I cannot believe resources like this exist. These templates are saving me weeks and weeks of busy work. They are complete with the copy. I hate doing any kind of copy writing. I purchased a few other templates but none of them were as thorough as yours.
I am going to be able to start to market and hopefully book clients much sooner than if I were to create all of these documents on my own. Just reviewing everything included in the template packages is a great learning experience and has helped me fill in the gaps as a designer who is just getting started. I want to buy every package! Can't recommend enough so worth the investment.”
— Interior Designer, Design Day Client Experience Templates
“Oh my gosh,
Thank you so very much! I can’t thank you all enough for your templates they’re so perfect [and] have been a God send for this Midwesterner! Your contracts, guides and templates are worded beautifully and I basically change my name and GO! They have been a life changer!
My business is running so much smoother (I just went through inquiry, proposal, welcome in the matter of days). I genuinely feel like I have my act together and I LOOK like I do to my clients now! Thank you!”
— Kalissa, Interior Designer, Full Service Client Experience System, Contract Template and Honeybook Proposal Template, Business Blueprint, and Lead Magnet
“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, Business Blueprint
"Discovering the templates (and other resources you offer) that both dovetail and expand upon my initial ideas has been very helpful. You've increased my confidence and have reinforced my belief that there has to be a better way.
I really appreciate the emails and the information included in them - both those that support the resources I've purchased, as well as ones that deal with additional areas of interest (gift giving, etc.) You are so generous with your advice, and I've found it so valuable. Thank you."
— Interior Designer, Client Experience Templates
“The Design Day Workshop was very helpful. I wouldn't feel confident rolling this out without the additional support of the done-for-you templates you offer in tandem with this workshop. I love that not only do you provide strategy and direction, but also, done for you deliverables, so implementation is essentially automatic. I think this is the hurdle for many busy working entrepreneurs. [Launching a design-only service] is a great idea in theory, but it takes time to sit down and develop these deliverables/best practices, which many of us don't have. By providing ready to go templates means I could implement tomorrow. I love this aspect of your offerings.”
— Katie, Interior Designer, Design Day Workshop + Templates
“I purchased the builder pitch deck. I used it yesterday and landed a HUGE builder!! Your template gave me everything I needed to consider, I then made it my own - and l it was done! Beyond thank you for providing these amazing templates. Everything I have bought from you has resulted in being a game-changer for my business!”
— Amy, Interior Designer, Construction Design Templates
“I purchased the Design Day Experience Package on a Sunday and booked two design day clients using Katie's investment guide by Tuesday! The templates saved me sooo much time and they are really well-done and professional. They were easy to learn how to use and make them my own. Well worth the investment! Thank you!”
— Molly, Interior Designer, Design Day Client Experience System
“The Client Experience templates helped us quickly define our own firm's processes and start to communicate confidently to our clients. Before purchasing the templates, every client email or question sent us into a tailspin trying to craft a new response and figure out our values on the fly. Having Katie's framework has now allowed us refine our non-negotiables and communicate in a professional and beautiful manner. Just recently, one of our client's raved about how professional and organized we were - yay! The templates were worth every penny - thank you for this amazing support!”
— Interior Designer, Full Service Client Experience Templates
“I've been immersed in Dakota Design Company's content for 3 whole days. There is so MUCH to take in and implement, but she doesn't just share the knowledge and move onto another topic...she shares the knowledge and then gives you the tools to either implement yourself or purchase an already completed kit of receivables. Soooo happy to have come across this invaluable content for creatives!!”
— Amber, Interior Designer, Design Day Workshop
“I have been going through the Hiring Blueprint with a fine tooth comb and editing it to be applicable for my Canadian business. It is soooooo good by the way!! Worth every penny.”
— Rebecca, Interior Designer, Hiring Blueprint
"I can not say THANK YOU enough for your Full Canva templates. I absolutely LOVE them and they have allowed me to uplevel my business so quickly! They are a complete game changer in how I show up as a business while providing valuable information to my clients (in a professional, beautiful way!). I just could not be happier with this purchase!”
— Amy, Interior Designer, Client Experience Canva Templates
“I love the lead magnets Katie has created. They are exactly what my ideal client needs. I purchased immediately and made them my own. So easy to use.”
— Interior Designer, Lead Magnets
“Since hearing your first appearance on LuAnn’s podcast, I have purchased every single one of your templates for interior design and they have helped me better understand my own processes and all the things that were missed, they have elevated my overall client experience, allowed me to hire remote teams, built one of the best email nurture sequences and has given me the ability to confidently articulate my processes and values to my clients. And last but certainly not least I’m so freaking organized now. THANK YOU SO VERY MUCH!!!🙏🏽”
— Interior Designer, Design Library Customer
“I wanted to say that it's been two years since I bought your templates and I want to say that was one of the best investments I've ever made into my business! I always dreamed of putting something like that together [but alas] there was never time.”
— Dorothy, Interior Designer, Emerson Templates
“I just purchased your complete client experience templates and I just wanted to say THANK YOU! I've been working on my own system for months and it never felt complete and cohesive. I've been sitting at my computer after putting my baby boy to bed; tired, frustrated, with red eyes and foggy brain trying to put words together for a welcome packet when I came across your website. I was debating if I should spend this much on templates that I technically can do myself, but OH MY GOD!!! You can easily charge twice the amount and it will be well worth it.
I am now considering purchasing Design Day templates as well!
“
— Valerie, Interior Designer, Emerson Templates
“I cannot thank you enough. Your templates are a literal godsend. My business would be a dumpster fire without you.”
— Whitney, Interior Designer, Avery Design Day Templates
“I love the lead magnets Katie has created. They are exactly what my ideal client needs. I purchased immediately and made them my own. So easy to use.”
— Interior Designer, Lead Magnet Customer
“Since hearing your first appearance on LuAnn’s podcast, I have purchased every single one of your templates for interior design and they have helped me better understand my own processes and all the things that were missed, they have elevated my overall client experience, allowed me to hire remote teams, built one of the best email nurture sequences and has given me the ability to confidently articulate my processes and values to my clients. And last but certainly not least I’m so freaking organized now. THANK YOU SO VERY MUCH!!!🙏🏽”
— Interior Designer, Design Library Customer
“I can’t tell you enough how much your posts, products, info…everything has helped me!!”
—Tameca, Interior Designer, Design Library Customer
“Your tools have set me running this year, and I am overjoyed! I’ve got efficiency, joy, and the freedom of my headspace to focus on my creative side; good thing, too, because my next step is hiring an assistant by March/April ahead of Spring HPMKT.
THANK YOU. THANK YOU. THANK YOU.”
— Catherine, Interior Designer, Design Library Customer
“[Just got back from a potential client meeting] and IT WAS PERFECT! Literally, she goes 'I was hoping for something like this. I met with another designer and she didn't have any of these questions or guides.'.
WORTH EVERY PENNY!!!!”
— Rita, Interior Designer, Design Library Customer
“Honestly, the templates have changed my life. I am so grateful. I feel like a “real” business and have something to offer… it has boosted my confidence.
Your templates and support have saved me. Seriously… I can’t say enough about your practical offerings to designers (esp new ones just starting out- so grateful).”
— Laura, Interior Designer
“Absolutely LOVE the client experience emails. It has truly helped me streamline my business and create a one-of-a-kind client experience. Thank YOU!!!”
— Katelynn, Emerson Client Experience Email Templates
“You are inspirational! Thank goodness for your fabulous templates, it's really helping me to reach level ground again with my business.
I'm purchasing the email templates next; I've decided I can't live without it and you save me sooooo much valuable time!”
— Nichola, Designed to Scale® Business Blueprint
“The client experience templates are amazing!! I just have to make a few tweaks here and there to fit my ‘brand’, but overall, very, very helpful! ;-) AND I’m so impressed with how much info you do include in the package.”
— Shelley, Interior Designer
“Before finding Dakota Design I was uncertain on my own design process. The business blueprint literally walks me through exactly how to run my projects. The best part is they are easy to document for when hiring in the future. Katie was amazing at answering my questions throughout!”
— Interior Designer, Designed to Scale® Business Blueprint
“I have been in business for five years and recently rebranded and niched. I used to get frustrated at the initial client inquiry stage with emails back and forth plus 20 mins on a call to try and find out what potential clients needed help with only to find out they weren't my idea client. Now my Investment Guide does all this for me as well as the automated email templates. Thank you so much! I'm looking forward to walking my clients through my new polished process thanks to your amazing email and document templates.”
— Interior Designer, The Emerson Complete Client Experience System
“So worthwhile, I have gone from feeling complete overwhelm to excited, happy and positive again, thank you so much! Really helpful and you have literally saved me so so many hours I just couldn't find! I love the clarity, the structure, how neat and well presented it all is. Thanks so much Katie!”
— Interior Designer, Designed to Scale® Business Blueprint
“I have started using the templates and holy S*%T! they've already been a game changer for me. Eliminating the need to discuss every minute detail has already freed up some much needed brain space.”
— Mikell, Interior Designer
“Questions are down. Bookings are up. These make me look so professional and completely elevate my brand.”
— Emily, Interior Designer
“Finally, a part of my business that feels easy. I’ve made adjustments to my business to align with these templates and it’s been a game changer. This is definitely industry best practice.”
— Rebecca, Interior Designer
“LOVE the simplicity of using these! Buy them! So wonderful to use.”
— Heather, Interior Designer
“It's like you already know my business. 80% are key to milestones in my business. They will save me so much time.”
— Anonymous, Interior Designer
“These templates will absolutely save you time and provide an easy to customize email for every step of your onboarding through offboarding process. My process feels so much easier and more seamless, and I have so much more time to focus on more important tasks.
I highly recommend this game changing investment in your business!”
—Boo, Interior Designer
“Having a process makes our client experience so much better. We have confidence in sending things out and WAY less stress in explaining our process to future clients. Booking clients WAY faster has been incredible.”
—Rebekah & Tamara, Interior Designers
“I purchased your templates for interior designers and am so thrilled that I made that investment. I'm new to business but have many years of experience on both the front and back end of design. I've seen how I don't want my business to act and have always thought of putting together templates of my own. Time was always an issue and I hadn't thoroughly defined my own process despite helping other designers do that for their business. I'm someone who really thrives with thorough structure and your templates have helped me thrive and freed up time for the thousands of other tasks that it takes to run a new business in a new town.”
Dorothy, Interior Designer
“Your templates helped us improve our client experience!!”
— Kathryn, Interior Designer
“I’m loving the client experience templates. I used one recently for a client enquiry - saved me so much time, especially as it filtered the client out of my process as the investment amount did not work for them.”
— Anonymous, Interior Designer
“The templates have been a huge help. It's almost like getting the answers to the test beforehand. The clients really appreciate how detailed my inquiry packet is and it's so nice I can customize the templates for each project.”
— Anonymous, Interior Designer
Frequently Asked Questions
HOW WILL THE CLIENT EXPERIENCE TEMPLATES HELP ME?
After managing the behind-the-scenes business operations for interior designers and wedding planners big and small, I saw that with every single client we always started with the client-facing processes. This is where designers and planners usually feel the most boundary-less and overwhelmed.
Having a formal system in place forces you to tighten up your process and sets firm boundaries for how you work with your clients. From there, client management becomes easier because you’re not constantly recreating the wheel with email communication. Your clients ask you fewer questions because you’ve given them so much information about what they can expect.
It’s also easier to manage incoming leads because you have a refined process and know exactly what to send out every step of the way. AND this system screens out prospects who aren’t a good fit for you. This means less time on the phone with people who are just looking for free design advice and less time creating proposals for clients who can’t afford you.
CAN I USE THIS COPY IN OTHER PLACES?
One thing I always tell my 1:1 clients is that they’ll be able to use the copy I write for the client experience system in all the places they need copy for their business. I’ve had clients wait to write their websites because they wanted to use the language from their client experience system. I’ve had clients repurpose the language in their marketing and in email newsletters. You can also make variations of this system for your additional services, using the full service templates as your guide, and then removing any details that don’t apply to your smaller services.
WHO WILL THE CLIENT EXPERIENCE TEMPLATES WORK FOR?
These were created for interior designers and wedding planners who do full service design work in either a flat rate, hourly, or price/square footage business model. This will also work for interior designers who offer design days, design consultation services, and renovation/new build assistance. While you may not consider yourself a “luxury” business, the service you provide your clients is a luxury for them.
WHAT SOFTWARE DO I NEED TO SET UP THE CLIENT EXPERIENCE TEMPLATES?
You shouldn’t need any new software as this is created to run straight from your inbox. You’ll need a free Canva account, a free Google Drive account, and the emails will be delivered in a google doc. You can read here about my favorite software for a luxury client experience.
DO THE CANVA TEMPLATES COME WITH PHOTOS?
The Canva guides do not come with photos and this is because you should add your own portfolio photos. If you don’t have a strong portfolio, you can use stock photos that represent your design style, OR, you can use photos of flat lays and design materials from your office.
WHAT IS THE RETURN POLICY?
Due to the instant and digital nature of this product, there are no refunds.
HAVE A QUESTION NOT ANSWERED ABOVE?
Let’s chat. Send us an email.
WHEN WILL I RECEIVE MY DOWNLOAD?
You’ll receive the link to your digital download twice. Once on your order confirmation page, and then again by email at the address you used when you purchased. Once you click on the link in the PDF it will take you to your google doc that has all the links and files. Simply make a copy of that to your google drive and off you go.
The link will expire in 24 hours; please download the link and save the file so you can access your templates. If you haven’t accessed it in the first 24 hours, simply click the link in the original email and a new one will be emailed to you.
HOW LONG WILL THE CLIENT EXPERIENCE TEMPLATES TAKE TO SET UP?
The Canva templates and emails are written based on what I've seen as the most profitable process and industry best practices. I would set aside an hour to review the Canva templates and add your images, links, and fonts. You’ll also want to confirm the language is correct (for example: do you call it your office or your studio, do you call it a welcome meeting or a kickoff meeting, etc). You’ll also receive a Canva Training Tutorial with your purchase of any of the Canva files.
For the email templates, I recommend doing a one-time read-through to plug in your business specific language in the highlighted areas. Then plug them into your email system or CRM as templates so you can personalize them when you use them.
WHAT IF MY PROCESS IS DIFFERENT?
You can use the parts of the system that apply to your process, and then revise the ones that don’t so it is specific to your process. These were created for a Full Service Design process and a lot of clients will take these and make variations for their smaller services because so many parts of it still apply.
I follow what I believe to be industry best practices for the process: 1) Discovery call with a potential client 2) Client books and receives onboarding materials 3) Client and business owner have a welcome meeting 4) Business owner starts the design/research process 5) Business owner presents design and plan 6) Client approves and business owner begins managing the project 7) Fulfillment of services 8) Project wraps and offboarding begins.
I’M NOT AN INTERIOR DESIGNER OR WEDDING PLANNER. CAN I PURCHASE THESE?
No, these are intended for use by interior designers and wedding planners and are not meant to be resold, duplicated, copied, distributed, shared, or offered to any third party or marketplace. If you work with interior designers and wedding planners and they need help with their client experience process, please direct them to purchase through my small business. By purchasing from me, they will benefit from the additional resources we provide to our template clients.
ARE PRICES IN USD?
Yes, all prices listed on the site are in US Dollars.
ARE THE TEMPLATES WRITTEN OUT OR DO I HAVE TO WRITE THEM?
The templates are completely written out. You’ll find highlighted text throughout where you will need to plug in your specific policy, language, or business details.