New Client Onboarding
- 1Inquiry form submitted via website
- 2Automated brand introduction email sent
- 3Paid consultation link delivered upon budget qualification
- 4Agreement and retainer request generated after booking
Systems for Interior Designers
Elevated Systems for High End Interior Design Firms
Design firms generate revenue through design fees, project management hours, and product procurement markups. Profit often leaks through unbilled revisions, manual tracking of long lead times, and fragmented communication between trades and clients.
Professional Services
- Design Inquiry Filtering
- Procurement Status Portal
- Automated Retainer Reminders
- Revision Request Workflows
- Trade Coordination Hub
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
Capture project details through a high end inquiry form that filters by budget and scope.
- 02
Consultation
Automate the booking and payment for initial site visits and discovery sessions.
- 03
Letter of Agreement
Deploy engagement letters and collect retainers through a secure client portal.
- 04
Design Development
Manage the feedback loop for mood boards and floor plans while tracking billable hours.
- 05
Procurement
Monitor orders and lead times with automated updates for custom furniture and fixtures.
- 06
Installation
Coordinate white glove delivery and onsite trade scheduling for the final reveal.
- 07
Punch List
Capture final tiny adjustments and sign offs to formally close the project.
- 08
Photography
Request reviews and coordinate portfolio shoots once the space is styled.
Where it leaks
Common problems for interior designers.
01
Procurement Bottlenecks
Tracking backorders and shipping delays across dozens of vendors manually leads to project stagnation. Without a central dashboard, communication regarding long lead times often falls through the cracks.
02
Scope Creep
Unstructured revision requests and casual texts from clients result in unbilled hours. Firms lose significant margin when changes are not formally documented and billed against the retainer.
03
Fragmented Communications
Messaging spread across email, text, and social media makes it impossible to find specific finish selections or fabric approvals. This lack of a single source of truth causes costly ordering errors.
04
Inconsistent Lead Quality
Spending time on discovery calls for projects that do not meet minimum budget requirements drains studio resources. A lack of automated qualification means senior designers are distracted by low margin inquiries.
05
Installation Chaos
Coordinating multiple trades, from wallpaper installers to furniture movers, requires precise timing. Manual scheduling errors lead to rescheduling fees and frustrated clients during the most critical phase.
What LATTICE can build
Systems built around how you work.
Design Inquiry Filtering
Smart forms that qualify prospects based on project type, budget, and timeline before a consultation is ever booked.
Procurement Status Portal
A client facing area where homeowners can see the status of their custom orders and expected delivery windows.
Automated Retainer Reminders
Systematic follow ups for replenishing retainers as design hours are applied, ensuring the firm never works for free.
Revision Request Workflows
Standardized digital forms for design changes that automatically prompt for client sign off and additional fee acknowledgment.
Trade Coordination Hub
Centralized messaging and scheduling for subcontractors to ensure everyone is working from the latest set of elevations.
Project Milestone Surveys
Automated check ins at key phases to gauge client satisfaction and address concerns before the final install.
Digital Finish Schedules
A centralized database of selections accessible by the project team to prevent errors in SKU or color way ordering.
Example systems
What it looks like in practice.
Procurement Update Loop
- 1Purchase order status updated in CRM
- 2Automated SMS sent to client with new delivery window
- 3Task created for intern to confirm warehouse receipt
- 4Installation date tentative booking triggered
Final Reveal and Close
- 1Final walkthrough checklist sent to client mobile
- 2Punch list items logged and assigned to trades
- 3Completion certificate signed via client portal
- 4Automated request for photography access and review
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from interior designers
How can this help manage my trade vendors?
The system centralizes communication and scheduling for all subcontractors involved in a project. You can send automated reminders for site visits and provide them with secure access to necessary documents and floor plans.
Will this help me stop losing money on small revisions?
Yes. By utilizing standardized revision workflows, every change request is documented and can be tied to a fee. This creates a professional boundary and ensures you are compensated for all design time.
Can it track our custom furniture orders?
We build custom dashboards that track the lifecycle of every item from the initial quote to final installation. This gives you and your clients real time visibility into lead times and shipping status.
Is the client portal professional enough for high net worth clients?
The interface is designed to be clean, minimal, and premium. It provides a sophisticated experience where clients can view their project progress, approve selections, and pay invoices without friction.
Can we automate the initial inquiry vetting process?
We can build intelligent forms that ask the right questions about budget and scope. If a lead doesn't meet your criteria, the system can politely decline or refer them to other resources automatically.