DesignFlow Concierge

Stop Losing Design Leads in the Chaos

You're talented at creating beautiful spaces.

But between client meetings, site visits, and vendor coordination, inquiries slip through the cracks, especially the high-value ones who expect immediate responses.

DesignFlow Concierge automatically captures, qualifies, and nurtures every lead so you can focus on designing while your system works 24/7.

What You Get

This complete DIY automation system includes everything you need to set up professional lead management in about 2-3 hours:

• Complete Implementation Guide (40+ pages) Step-by-step instructions for setup, testing, and launch
• Pre-Built Tally Form Template Ready-to-duplicate intake form with all 8 qualification questions configured
• 2 Ready-to-Import Make.com Scenario Blueprints
  • Lead Capture & Qualification (routes Hot/Warm/Cold leads)
  • Automated Follow-Up Sequences (Day 3 and Day 7)
• Google Sheet Template Pre-built tracker with conditional formatting and smart organization
• Professional Email Templates (5 templates)
  • Hot Lead: Immediate response with calendar link
  • Warm Lead: Thoughtful acknowledgment
  • Cold Lead: Helpful resources
  • 3-Day Follow-Up: Gentle check-in
  • 7-Day Follow-Up: Final touchpoint

All templates are fully customizable to match your brand voice and studio personality.

How It Works

1. Lead fills out your intake form (embedded on your website)
2. System automatically scores and qualifies them based on:
   • Project budget
   • Timeline urgency
   • Project scope
   • Decision-making authority
3. Appropriate email sequence triggers instantly
4. Hot leads get priority attention (you get immediate alerts)
5. Warm leads receive thoughtful follow-ups on Day 3 and Day 7
6. Cold leads get resources without overwhelming your inbox

Smart Lead Qualification

HOT LEADS (High Priority):

• Full-service projects
• Budget: $250,000+
• Timeline: Within 3 months
• Ready to make decisions You receive: Instant email alert + optional SMS + calendar reminder

WARM LEADS (Medium Priority):

• Partial design or consultations
• Budget: $100,000-$250,000
• Timeline: 3-6+ months
• Thoughtful consideration phase They receive: Professional acknowledgment + follow-ups Day 3 & 7

COLD LEADS (Nurture):

• Early exploration phase
• Budget: Under $100,000
• Timeline: Just browsing
• Gathering information They receive: Helpful resources + invitation to reconnect when ready

What You Need

• Google account (free)
• Tally account for forms (free plan works)
• Make.com account (free plan includes 1,000 credits/month - plenty for 30-50 leads monthly)
• Gmail or other email service
• 2-3 hours for initial setup

Optional:

• Twilio account for SMS alerts (hot leads)
• Google Calendar for follow-up reminders

Perfect For Solo interior designers and small studios (1-3 people) who:

• Get 10-50+ inquiries per month
• Want to stop manually sorting through leads
• Need to respond faster to high-value prospects
• Are tired of forgetting to follow up
• Want professional systems without hiring a VA
• Value thoughtful automation over corporate "productivity hacks"

What Makes This Different

Unlike generic CRM systems or complicated automation platforms, DesignFlow Concierge is:

✓ Built specifically for residential interior designers ✓ Designed to feel boutique and personal (never robotic) ✓ Simple enough to set up yourself in an afternoon ✓ Customizable to your exact process and brand voice ✓ Affordable (one-time purchase, no monthly subscriptions) ✓ Based on proven workflows from working design studios

Real Results Interior designers using this system report:

• 90% faster initial response times
• Zero leads falling through the cracks
• 15+ hours saved per month on admin work
• More time for actual design work
• Confidence that hot leads get immediate attention

Technical Details The system uses:

• Tally (form builder)
• Google Sheets (lead tracking)
• Make.com (automation engine)
• Gmail (email delivery)

Everything runs automatically 24/7. No coding required.

What's NOT Included

This is a DIY implementation package. You'll set it up yourself using the detailed guide provided.

If you prefer white-glove setup, check out our Done-For-You services at virtualworkflows.com