Process Mapping Template for Interior Design Firms

$197.00

Process mapping is an essential tool for an interior design firm to ensure smooth operations and effective project management. It involves visually representing the steps involved in various processes, identifying potential bottlenecks, and optimizing workflow.

Created as a CSV file for easy import into Asana, Clickup, or other project management software (Or even just Google sheet!), this template is customized to build out your process covering all bases internal and external - the Who, What, Where, When and Why

I have also included specific instructions on how to upload into ASANA as you can create a free account if you’re not yet using a project management software.

All for only $197!

*non-refundable

Process mapping is an essential tool for an interior design firm to ensure smooth operations and effective project management. It involves visually representing the steps involved in various processes, identifying potential bottlenecks, and optimizing workflow.

Created as a CSV file for easy import into Asana, Clickup, or other project management software (Or even just Google sheet!), this template is customized to build out your process covering all bases internal and external - the Who, What, Where, When and Why

I have also included specific instructions on how to upload into ASANA as you can create a free account if you’re not yet using a project management software.

All for only $197!

*non-refundable

Below, I will outline what I’ve included in this process map template for interior design firms, highlighting key stages and activities involved.

Planning:

  • How to use this template

  • The things to consider when you’re out lining your “why’s”

  • A place to drop your quick references (software used, etc…)

Lead Inquiries:

  • Marketing Sources

  • Intake Forms

  • Email Templates/Automations

  • Follow Ups

  • Tips to close

Onboarding/Research Phase:

  • Client Care Package

  • Standards

  • Consultation

Design Phase:

  • Moodboards

  • Specifying

  • Proposals

  • Presentations

  • Finances

Procurement/Project Management Phase:

  • Procurement Implementation

  • Procurement Tracking

  • Vendor/Contractor Management

  • Budget Tracking

  • Client Communication

Install Phase:

  • Pre-Install

  • Install Days

  • Post Install

  • Reveal Day

Offboarding:

  • Client Communication

  • Internal

Extra:

  • You’ll have to purchase to find out!

Through effective process mapping, an interior design firm can streamline its operations and enhance client collaboration. This visual representation of key processes ensures efficiency, accuracy, and successful project delivery.

Get all of this for only $247