Set the stage for every project and learn how to gather the right information, set client expectations, and establish a process that keeps your project running smoothly from day one.

Find out how to take your client’s vision and transform it into a creative concept that sparks excitement.

This is where the magic happens. I’ll show you how to organize every detail, from selecting finishes to managing budgets, so you can eliminate surprises and keep the project on track.

Learn how to craft and deliver presentations that not only showcase your ideas but also make it easy for clients to say, “Yes, let’s do this!” We’ll cover everything from presentation structure to confidently handling questions.

Get answers to your most pressing questions about refining and implementing your design process.

• How to Measure & Draw a Space - Get a list of tools and step-by-step instructions so your drawings are accurate and consistent.

• Site Survey Toolkit - Know exactly what you need on-hand as you visit a site.

• Space Planning Quick Reference Guide - Quickly and confidently put together floorplans for your clients with this tool.

• Request for Quote (RFQ) Template - Prepare consistent, branded RFQ for any kind of trade needed for your projects.

• Template Spec Sheet - Reference each element/product used in your design projects with this Google Sheets template and let it do the calculating for you.

• Project Specification Schedule Templates - Organize all the project specifications from paint to appliances with this Google Sheets template.

• Design Presentation Templates - Present your design plan with clarity and confidence with this Canva template.

• Project Binder Toolkit - Create the tabs necessary to keep your project binders organized and consistent.

• Project Timeline Planner - Visually map out your year alongside your project timelines with this Google Sheets template.

• Project Budget Worksheet - Track expenses room by room and let this Google Sheets template do the work for you.