Mood Board-to-Client Approval Portal
A done-for-you interior design and staging automation built for the Design Coordinator, connecting Mailchimp so the work below happens on its own.
What this automation does, step by step
Once a designer finalizes a mood board or design concept, this automation automatically sends it to the client through a branded approval portal and tracks whether the client has actually viewed it.
If it's sitting unreviewed after a few days, an automatic reminder goes out, replacing the designer's own manual follow-up emails chasing a client sign-off that's holding up the next phase of the project.
- Studio Designer or Houzz Pro
- Zapier or Make.com
- Mailchimp or email
- A client portal tool
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Handled by hand, a design coordinator spends time each day re-checking the same information across disconnected tools instead of doing higher-value work.
With this automation
- Low-stock and reorder alerts before you run out
- Vendor and subcontractor confirmations that chase themselves
- Preventive maintenance scheduled by usage or date
- Work orders and project milestones that update stakeholders
Often built alongside this one
Client Project Milestone & Approval Workflow System
When a new design project is onboarded, this automation generates a project timeline with milestones (concept presentation, design development…
Vendor Purchase Order & Lead Time Tracker
When a product is specified and approved by the client, this automation generates a purchase order to the vendor, logs the item in the project's…
Installation Day Coordination & Punch List System
The week before an installation, this automation sends a coordination email to every trade (furniture delivery crew, art installer, electrician…
Furniture & Materials Order Tracker
As items are ordered from various vendors for a project, this automation automatically tracks each item's expected delivery date against the project…
Staging Inventory Availability Tracker
For staging companies with a physical inventory of furniture and decor, this automation automatically tracks which pieces are currently deployed at…
Post-Install Walkthrough & Invoice Trigger
When a project's install is marked complete, this automation automatically schedules the final client walkthrough, and once that walkthrough is…