195: Watch Us Turn a Spreadsheet Into an Interactive Website

What if your interior design project tracker could tell you when you actually have capacity for your next client—and forecast the revenue coming with it? This week, Shaun and Rebecca are talking about owning your accomplishments, getting more intentional about the projects you want to attract, and using technology to make running an interior design business a whole lot easier.

Then Shaun shares an interactive project management and capacity dashboard he built with ChatGPT, starting with the idea of a simple spreadsheet and turning it into a custom tool for tracking project phases, scheduling, payments, cash flow, and future studio capacity. They walk through what it can already do, what they’d add next, and why tools like this could completely change how interior designers plan proposals, manage their pipeline, and make business decisions.

In this episode they discuss:

• Why interior designers need to stop downplaying their accomplishments when talking about their businesses
• How confidently explaining the type of design work you want can help attract better-fit interior design clients
• Reframing lead qualification around the projects your studio actually has capacity for instead of simply telling prospects they don’t meet your minimums
• Creating a referral network of other interior designers for leads that aren’t the right fit for your firm
• Why understanding your project pipeline and studio capacity makes it easier to know when you can take on new interior design projects
• How Shaun used ChatGPT to turn a basic spreadsheet concept into an interactive project management and capacity dashboard
• Tracking project phases, payment milestones, design fees, procurement revenue, project coordination, installation fees, and cash flow projections in one place
• How AI-powered tools could help interior designers build custom business systems without knowing how to code

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