Streamlining sales and projects for a luxury kitchen design studio
A custom Monday.com system connected the entire client journey — from first contact to final reveal — lifting sales conversion and ending missed deadlines.
Client
High-end kitchen & interior design studio
Services
Fractional COO · CRM & Project Systems
Systems
Monday.com · Automations · Client boards
Focus
Sales pipeline · Delivery · Client communication
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.