Sales Automation for Interior Design That Chases Every Quotation Without a Designer Doing It

A designer spends three hours measuring a three-bedroom flat, two evenings on the layout, and most of a Saturday on a BOQ that runs to eleven pages. It goes out on Tuesday. The client says thank you. Then the designer is on site across the city all week, and the quotation is never mentioned again.

Six weeks later the client signs with a studio whose only advantage was calling on the ninth day. In this business the follow-up is most of the sale.

Start with the two that pay for themselves. Site visit reminders go out on booking, the evening before and two hours ahead, because a client who is not at the flat costs you the day. The quotation chase counts from the BOQ date: a scope restatement on day three, a call task on day seven, and a direct question on day twelve about whether budget or scope needs revisiting.

After those, add concept follow-up three days after a mood board is shared, milestone updates at carpentry and false ceiling, advance payment prompts on the booking milestone, and a ninety-day revival that reopens paused projects.

Every sequence needs an entry condition, wait steps and a stop condition. Quotation sent is a stage, so entering it starts the chase. Site visit booked is a date, so reminders count backwards from it. Ninety days with no logged activity is an absence, and that is the trigger which catches paused projects.

Entry filters keep the wrong projects out: a turnkey enquiry runs a slower designer- led sequence while a modular kitchen enquiry runs a tighter one. Stop conditions do the rest. Working-day logic holds a day-seven step that lands on a festival, and quiet hours stop anything sending at ten at night.

Build the site visit reminder and the quotation chase in week one. Add milestone updates in month two, because they cut inbound status calls more than anything else here. Add revival once you have ninety days of clean activity data, or it will contact people who signed with you last month.

Leave the design conversation manual. A render the client dislikes, a material gone out of stock, a request to cut two lakh from the number, a delay caused by the society lift schedule: all need a person. So does any project where the client expects the principal designer. Automation makes the boring parts reliable, not the important parts cheaper.

Watch enquiry to site visit, site visit to quotation, quotation to advance, and average days in each gap. Then two more: revival conversions, and the share of projects from a past client or a builder referral, the only lead source that improves as a studio ages.

None of this fixes a studio that over-promises timelines or sends a designer who does not listen. It fixes the visit nobody confirmed, the BOQ nobody chased, the paused client nobody logged. It is not project management, accounting or a drawing tool, and without honest dates the sequences have nothing to count from.

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