Agents help interior design studios turn client inspiration into plans and keep projects moving.
Send project welcomes once the client brief and folder link are ready.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Send new project clients their first steps and shared folder link.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Keep the designated project copy and log any duplicates cleared.
Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.
Send the client kickoff email and report any missing project details.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
Keep project folders current and receive a list of unclear files.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Prepare a shared project workspace with sections and access checks.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
Track moved or canceled project dates across the project list and calendar.
Your project list and calendar agree when dates move or plans get canceled. Owners see what changed in a project comment.