Resources for Designers
Ideal Client Profile Worksheet
This worksheet will help you create a visual image of your potential clients and identify their characteristics, needs, wants and desires that will guide you in reaching out to them with relevant messages, and gently push you in the direction of creating services that will fill their needs.
Define your Services Worksheet
It's important to know what services your business offers in order to define your brand and to attract the right clients, so if you are starting an interior design business or want to revisit your current services this worksheet will help you decide which interior design services and add ons you want to offer.
Process Mapping Worksheet
The process mapping worksheet is designed to help you write down and map your business processes and workflow, making it easier to create better processes for your organization. It will help you get a solid understanding of how your business operates and you deliver your services to your clients.
Brand Board Template
Get this beautiful easy to customize brand board template created in Canva to keep you brand to use as your reference guide and define your brand’s visual elements.
MY FAVORITE BUSINESS TOOLS
for Interior Design Businesses
Some links are affiliates which means I receive a small commission at no cost to you if you sign up through my links.
I only recommend software and tools I currently use or have used before in my business or my clients’ businesses.
Dubsado
Dubsado is my #1 favorite tool of all and what I use to run both of my businesses. It is a powerful Client Relationship Management tool (CRM) with strong automation capabilities. It can adapt to pretty much any industry. Use my code: keysihodge to get a 20% off of your first month/year.
HoneyBook
HoneyBook is a Client Management software. It allows you to manage projects, book clients, sign contracts online, send invoices, accept payments, view and track various stages of a project, as well as keep invoices, contracts, and other documents in one place. Get 20% off for one year.
Canva
Canva is a free online easy-to-use graphic design tool where you can create social media posts, presentation materials, videos, logos, and more.
DesignFiles
DesignFiles is a project management software for interior designers. Some of its features are: sending contracts and quotes, creating client presentation materials, client collaboration, client portal, etc.
Convertkit
Convertkit is a lead generation and email service provider (ESP) that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages, deliver freebies, and more!
Asana
Asana is a project management tool that allows you to manage, collaborate, communicate, and organize your business tasks and projects.
Dub-ins
Dub-ins is a plugin generator that integrates with Dubsado to create beautiful branded forms using HTML & CSS. The best part is that you don’t need to know or have any experience with coding.
Ubersuggest
Ubersuggest is a keyword tool that will help start, monitor, level up your SEO game, and find profitable keywords to increase ranking and drive more traffic to your website.
Zapier
Zapier is a software integrator tool that allows you to connect two or more software to automate tasks and workflows. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.
Squarespace
Squarespace is my top recommendation and preferred website builder for interior designers. It is easy to use and allows you to create beautiful professional websites to attract your ideal clients.

