CRM playbook: interior design studio

Example approach. This page shows how we typically plan this kind of project. It is not a specific client’s story, and the figures we track depend on your business.

How we plan a CRM for an interior design studio that loses leads between the first enquiry and the site visit.

The situation

An interior design studio gets enquiries from Instagram, Google ads, its website and referrals. Leads sit in WhatsApp chats and a spreadsheet, and follow-ups depend on who remembers.

Common challenges

• Leads are spread across WhatsApp, email and a spreadsheet.
• No one knows how many leads reached the site visit stage.
• Follow-ups after the quote are often missed.
• The owner cannot see which channel brings the best projects.

Our approach, step by step

1. Map the sales steps. Enquiry, call, site visit, design proposal, quote, booking
2. Choose the CRM. A simple CRM with a mobile app for designers who are often on site
3. Capture every lead. Website forms, Google and Meta leads and WhatsApp chats flow in automatically
4. Assign and remind. Leads go to the right designer, with reminders after each stage
5. Add templates. WhatsApp messages for visit confirmation, quote follow-up and reviews
6. Build the dashboard. Leads, site visits and bookings by source and designer
7. Train the team. A short session and a one-page guide

What we track

• Leads by source and stage
• Time to first reply
• Site visit and booking rates
• Revenue by lead source

What you get every month

• On the support plan: changes and new automations
• Monthly data clean-up
• Quarterly review of the sales pipeline

What to expect, and when

A Growth setup usually takes two to three weeks. The team typically settles into the CRM within the first month once reminders replace manual tracking.

Want this for your business? See our CRM Setup service or the CRM Setup presentation, and book a free consultation.