Streamlining sales and projects for a luxury kitchen design studio

About the client

A studio creating custom kitchen and breakfast-room designs for upscale residential clients. Strong referrals and consistent demand — but sales were being lost, follow-ups missed, and project milestones slipping.

The challenge

• Sales leads falling through the cracks without proper follow-up
• No visibility into project timelines, approvals or task status
• Missed deadlines for design revisions and installations
• Before/after photography and documentation never captured for marketing

The solution

Custom CRM + sales pipeline

A dedicated sales board with automations for follow-up, lead status and reminders — showing management where deals stalled.

Automated project & client boards

Project boards triggered on close, with preset task templates for design, materials, contractors and approvals — due dates, owners, alerts.

Marketing task integration

Automated reminders to capture before/after photos, testimonials and project documentation.

Client communication hub

Centralised boards tracking every client touchpoint — calls, meetings, emails, design updates — with notification triggers.

The results

• Higher sales conversion — leads followed up consistently, deals moving faster
• Fewer missed deadlines with clear phases and owner responsibilities
• Better client experience: no missed messages or chaotic last-minute updates
• A steady stream of before/after content feeding the portfolio and socials

The takeaway

Structure doesn’t kill creativity — it protects it. Operational systems reduce chaos so creative teams can do their best work at scale.