Scope, specify, procure and install with a specification sheet that clients sign off.
For residential and commercial interior designers.
What this fixes
- Specifications live in emails and get versioned wrongly → A specification sheet per project that is the single source of truth
- Procurement delays are discovered on site, not on paper → A procurement tracker with lead times and deadlines
- Change requests mid-install blow the budget → A variation process that protects margin
- Client sign-off on each finish is slow and informal → Client approval records for every finish and fixture
The flow it implements
- Enquiry — SOP, checklist and templates included
- Concept — SOP, checklist and templates included
- Budget — SOP, checklist and templates included
- Specification — SOP, checklist and templates included
- Procurement — SOP, checklist and templates included
- Installation — SOP, checklist and templates included
- Snagging — SOP, checklist and templates included
- Handover — SOP, checklist and templates included
The numbers you track
| Metric | Definition | Formula |
|---|---|---|
| Budget variance % | Final spend vs approved budget | (actual - budget) / budget |
| On-time procurement % | Items arriving before install date | items_on_time / total_items |
| Variation count | Number of formal variations per project | count of variations per project |
| Gross margin % | Margin after procurement and subcontractor costs | (fees - costs) / fees |
What's in the download
Notion workspace
Importable databases (clients, pipeline, tasks, playbooks, notes) plus the schema to set up the rest in 25 minutes.
Sheets trackers
Pipeline, client scorecard and capacity trackers with live formulas. Open in Sheets or Excel.
Every document
Proposal, agreement, onboarding checklist, weekly report, monthly report, offboarding — plus one SOP per stage (8 in total).
AI prompt pack
4 prompts tuned for interior design work, with the variables and the rules that keep output specific.
Automations
Five automations described trigger-by-trigger, a setup guide for Make, Zapier and GitHub Actions, and a working script.
Reference
Metrics dictionary, glossary, troubleshooting guide for when the system is not being used.
Setup takes 15 minutes
- Import
pipeline-tracker.csvinto Google Sheets and delete the example rows. - Copy the three documents you send most often and replace the
{{placeholders}}. - Import
tasks.csvas your checklist, then add your first real client.
Questions
Is this legal or professional advice?
No. These are operational templates. The documents in the pack are drafting aids and must be reviewed for your jurisdiction before you rely on them.
Do I need Notion or Google Sheets?
No. Every file opens in any spreadsheet app, and the docs are plain Markdown and CSV. Notion and Sheets are conveniences.
What if it does not fit my business?
Edit it. That is the point. If you need a different vertical, ask for it — requests drive what gets built next.
Can I use it for unlimited clients?
Yes. One purchase, unlimited client use, permanently.
What if I want a refund?
Email campbelltrdbaja@gmail.com within 14 days. We do not ask why.
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