Client Success Academy

For solo and small team residential designers ready to finally be in control.

Sound familiar?

✔️ You spend hours stressing over how to say no to your sister-in-law (because you know that working with her would be a disaster.)

✔️ You rework your client process every time a new inquiry comes in… and then second-guessing everything you said on the call.

✔️ You try (again) to set client boundaries—only to find yourself playing the role of their glorified assistant.

✔️ You feel defeated by yet another client who’s shocked at how much interior design actually costs… after you’ve already designed their space.

✔️ And in a desperate attempt to fix it all, you endlessly tweak your contract, hoping this version will finally make things go smoother.

Here’s the truth.

For you to maintain control of your clients and your design process, you have to position yourself for success from the very beginning.

The reason why your clients are still shopping you, texting you incessantly, and bombarding you with unnecessary asks has almost nothing to do with your contract…

…but it has everything to do with your client process.

Enter…

Client Success Academy

A curriculum-based program for designers who want to achieve client success and project control in 60 days.

“CSA was exactly what I needed to build a structured process for my business.”

“Before Client Success Academy, I was taking on projects I knew weren’t the right fit because I didn’t have the tools to identify my ideal client. Now, I have an intake process that qualifies clients upfront, and the perfect phrasing for tricky budget and design conversations. The templates and weekly calls were game-changers, making everything easy to implement. The value of this program goes way beyond the investment—it’s set me up to acquire ideal clients, secure larger budgets, and grow my business. If you’re on the fence, just do it!”

Joanna S. ⭐️⭐️⭐️⭐️⭐️

“Total game changer for my design business!”

“Before CSA, every project felt like I was reinventing the wheel, which led to stress and major imposter syndrome. Now, I have a clear, repeatable process that makes me feel confident and professional. The scripts, proposal, and New Client Survey alone have saved me so much time and mental energy. But the biggest shift? I can finally talk about budgets with confidence—no more awkwardness or surprise costs! If you're on the fence, trust me—this is your next move. The value far outweighs the investment, and Jeannie's intuition for solving design business pain points is priceless.”

Carly B. ⭐️⭐️⭐️⭐️⭐️

Client Success Academy Is Designed For You To:

✔️ Maintain control of your clients and projects

✔️ Position you as a leader to your clients

✔️ Manage your client’s expectations before and during the project duration

✔️ Sus out red flag clients quickly and decline them before you’re in too deep

✔️ Sell your ideal clients on working with you

…so you can spend more time designing, and less time resolving client confusion.

Prior to working with Jeannie I was winging my entire client process, and it was NOT working out for me. I really struggled to set expectations with my clients regarding timeline and budget and never quite new how to get my clients to follow MY process rather than letting them run the show. This program has been the best investment for me. I feel so organized now and know I can properly set up every project for success. Her email templates are pure gold. Gold nuggets I’ll be hanging onto forever.

Liz T., Liz Tew Interiors ⭐️⭐️⭐️⭐️⭐️

This program was SO VALUABLE. We lacked a defined client process which was beginning to cause major inefficiencies in our design process. Jeannie provided scripts for how to professionally articulate our processes, our policies, you name it, in a way that secures our client’s agreement from the beginning (including some opportunities to upsell our services.) This really is a roadmap for your whole client process. If you struggle with client confusion and managing client expectations, this is the program for you.

⭐️⭐️⭐️⭐️⭐️ Carly M., Unpatterned

I’ve been in the industry for 10 years (!!!) but when I branched off on my own, I was so not anticipating how challenging it would be to set boundaries with my clients and maintain control of my own projects. Well let me tell you, I now know how to be both friendly and businessy with my prospects from the very beginning so I can both engage AND lead them. I gained so much value from this program including scripts and email templates which were all missing from my process before. I feel so protected now against the problems I had before, and future problems that would have come up. You honestly can’t afford not to invest in this program, that’s how valuable it is.

Andrea H., Terracotta Interiors ⭐️⭐️⭐️⭐️⭐️

In two months together, I’ll help you…

✔️ Build a relationship with your prospects that commands trust, respect, and authority

✔️ Communicate boundaries, policies, and processes lovingly and firmly

✔️ Learn simple and effective strategies to get clients agreement on boundaries, timelines, and other expectations

✔️ Seamlessly decline business that doesn’t align with your goals (and without guilt)

✔️ Sell yourself to the clients you do want + lovingly decline the ones you don’t

As much as I had a client process, it failed to weed out undesirable clients from desirable ones, didn’t prevent my clients from over-communicating, and I never really knew how to communicate client expectations without totally overwhelming them. Jeannie helped me break down each part of the process to create intentionality behind every meeting, every phone conversation, and every email that I send. I now feel I have a clear, intentional client process that will attract ideal clients, get them excited to work with me, and position myself as a leader from the beginning.

Kathleen R. ⭐️⭐️⭐️⭐️⭐️

⭐️⭐️⭐️⭐️⭐️ Becca J.

This is a no-brainer for any designer looking to increase their organization and confidence. Without a process I was wasting time on undesirable prospects, accepting clients without clear budgets, and failing to manage client expectations to the fullest. Jeannie provides every resource possible when it comes to the client process: meeting outlines, scripts, to-do lists, email templates… She has honestly made it so easy to follow one strategic process, and the only thing left is for my team and I to execute on it.

What To Expect In The Program

  • Easy To Digest Content

    • Each week you’ll receive access to a new module of Client Success Academy. Each module has bite-sized videos walking through a piece of the client process, along with links to an e-workbook that contains scripts and templates for the corresponding module. All content will be accessed through the VIP Member Vault portal.

  • Personalized Small Group Coaching

    • We’ll meet as a group weekly to cover any questions you have about the material, make decisions, and talk through all of the “but what if…” scenarios that I know will come up as you implement a new process. In addition, we’ll coach through any client dilemma’s you’re currently running into regarding clients derailing your process and how to regain control.

  • Tight Knit & Like-Minded Community

    • You’ll be surrounded by other interior designers who are just like you, with similar goals to yours. You’ll also have me as a coach and guide, helping you stay positive along the way.

What To Expect Coming Out Of The Program

  • Higher Profits Per Project

    • Decline bad business, avoid clients shopping you, position yourself for better prospects, learn sales techniques, you name it. More money will be in your pocket, not only because you’ll be attracting it, but you won’t any longer be losing it.

  • More Time

    • You’ll operate WAY more efficiently and begin to see how following one clear process will save you so much time and brain space.

  • Significantly Less Stress

    • Imagine going to sleep at night knowing your clients fully understand your process, your role, and their role. No more 9pm client texts, no more threats of them shopping you, no more last-minute changes. They’ll know exactly how to behave and will be looking to you for their next steps.

“If you’re on the fence - don’t hesitate!”

“Client Success Academy took my client process from a high-level overview to a fully refined, detailed process that actually works. Before CSA, I was constantly rewriting emails and sending them inconsistently—now, I have tailored templates that save me time and keep my client communication seamless. One of the biggest game-changers was setting boundaries around my meeting schedule, which has freed up dedicated creative time (my brain thanks me!). The structure, templates, and weekly calls made this program worth far more than the investment. If you’re on the fence, don’t hesitate—CSA will give you the systems, confidence, and clarity you need to run your business like a pro!”

Melissa L. ⭐️⭐️⭐️⭐️⭐️

What’s Inside

Module 1: Policies That Protect

  • In this module you’ll be making decisions on the policies you’ve been wavering on for far too long. These policies will eventually protect your time, sanity, and profits and will make communicating with your clients so much clearer.

Module 2: Set Up Your Systems

  • Next we’ll set up the systems you’ll need to succeed in this program. I’ll teach you how to set up a proper intake form (and walk you through how strategic this form can be), how to leverage your calendar for organization, and how to organize your Google Drive folders.

Module 3: Nail Your Discovery Call

  • Know EXACTLY what to say on a discovery call to engage your prospect, how to get your client to commit to a budget, how to coach your clients through any confusion, and how to set expectations for both timeline and scope of work. Plus, learn how to qualify and decline prospects on the spot who aren’t the right fit.

Module 4: Run An Effective Design Consult

  • We’ll discuss exactly what boundaries to communicate in your design consult, how to confirm the budget and timeline discussed in the discovery call, and how to tee up your closing process.

Module 5: Close Your Client

  • Stand out from your competition with my two part closing process that my clients have called “genius.” l’ll also teach you how to get your client to actually read and agree to the important parts of your contract — the parts they currently overlook that cause so much confusion later on.

Module 6: Finalize The Framework

  • Once your client is closed, I’ll teach you how to reset boundaries and re-manage their expectations, to ensure you’re all on the same page for an amazing project and set up for a fulfilling client/designer relationship.

Module 7: Obtain ⭐️⭐️⭐️⭐️⭐️ Client Reviews

  • Our last week together I’ll teach you the process of gathering client reviews after the client project wraps up. We’ll talk through getting feedback and how turn any and all client praise into a review you can use on Google, your website, and in your social media.

 

Client Success Academy

$2,000

Spring program begins March 31

 

The Deetz 👇

  • 7 step-by-step modules

    • Each contains bite-sized videos that you can rewatch a zillion times to help you understand the material.

  • 8 Small Group Coaching Sessions

    • We’ll cover any questions you have about the material, “what if?” scenarios and any current client challenges you have

  • Voxer Access

    • Daily support for any mini-challenges and questions you have outside of our coaching sessions

  • Scripts, outlines, and email templates

    • Scripts for all challenging meeting conversations that happen during the client process (think budgets and boundaries!), outlines for your discovery call and client consultation, and professional follow up email templates for each meeting

  • Sales strategies

    • Learn key phrases to incorporate that build trust with your clients, get them to buy into you and your policies, and even upsell them on project styling and increasing their budget

  • Best practices

    • For managing your clients during your projects, upholding your boundaries, and making sure you are never underselling yourself

  • Client offboarding process

    • Including a process checklist, client feedback survey, and how to turn the positive feedback into a five star Google Review

When I first enrolled in working with Jeannie, I hardly had any client process, and definitely not one that communicated boundaries or client expectations the way I needed to. This program helped me make decisions on boundaries and processes I’ve been wavering on, identify my client minimums, and provided tools to communicate tough conversations and decline undesirable business, which is all huge in attracting more ideal clients and weeding out projects I don’t have time for. By the end of the program I had a fully organized and professional step-by-step client process that elevated my current process significantly. I highly recommend this investment for all interior design business owners who are struggling with their client process.

Erin H. ⭐️⭐️⭐️⭐️⭐️

What You Get

Email and Form Templates

✔️ New client intake form + questions

✔️ New client Discovery call agenda, script, and questions

✔️ Meeting follow up emails and confirmations for the next meeting

✔️ Client Consultation - agenda, script, and questions

✔️ Example Client Proposal 

✔️ Welcome email

✔️ Offboarding process checklist

✔️ Client Feedback Survey

Tech demo’s

✔️ How to set up your intake form and scheduler

✔️ How to utilize your Google Calendar and send calendar invites

✔️ How to organize your drive folders

✔️ Using Chat GPT to help generate testimonials

Bonuses

✔️ How and where to involve your assistant in your client process 

✔️ What to do if your client ghosts you after sending a proposal

✔️ FAQ sheet for welcome email

✔️ Client gifting best practices and ideas 

✔️ “Get lost” email template to send your clients away for a full install day

✔️ Project finalization email

Scripts

✔️ How to decline an undesirable prospect on a discovery call 

✔️ How to get off an undesirable discovery call 

✔️ How to explain the design process and phases

✔️ How to obtain, confirm, and manage expectations around the project timeline

✔️ How to obtain, confirm, and manage budget/investment expectations

✔️ How to upsell your clients on project styling 

✔️ How to explain the ghost costs associated with interior design

✔️ How to live walk through a proposal

All this ⬆️ + 8 weeks of coaching and VIP access to me for just $2,000.

…that’s why my clients call this program a steal.

“If you want the foundation for a successful project and great client experience, this program is it.”

— Andrea H. ⭐️⭐️⭐️⭐️⭐️

“My team and I feel so empowered after working with Jeannie and having her scripts and coaching.”

— Anna B. ⭐️⭐️⭐️⭐️⭐️

Client Success Academy exceeded my expectations. After 25 years in the industry, I initially saw it as more of a best practices course or refresher of things I already knew, but I was pleasantly surprised by the practical tools and sales strategies I gained—particularly around client proposals, design presentations, and refining my offboarding process. The questionnaire has been a game-changer, helping me filter out non-ideal clients and save valuable time. I’ve also noticed I’ve sharpened my communication skills and feel more confident guiding clients with clarity. Overall, CSA has given me actionable insights that have elevated both my efficiency and the full client experience.

— Michele F. ⭐️⭐️⭐️⭐️⭐️

FAQ’s

  • In short, I ran a very complicated business in my corporate role where maintaining control was essential. I learned the hard way that for my business to be successful, I had to properly manage client expectations, communicate effectively, decline the wrong people and attract the right ones. I really learned the art of having an effective client process and leveraging it to my advantage. Since then I’ve worked 1:1 with designers to fully understand THEIR process, and have taken all of my expertise and poured it into creating the best client process for you.

  • I tell my Client Success Academy students to allocate about 2-3 hours per week for this program.

    • ~45 minutes for material/weekly modules

    • 30-45 minutes for implementation

    • 60 minutes for our weekly coaching session

  • Yes! This is a group program and you’ll be connecting with like-minded others throughout it.

  • This program currently does not include private 1:1 coaching sessions, but you can choose to include 1:1 sessions throughout the program if it will help you better personalize the material to your design business.

  • This isn’t a Q, but I wanted to call it out. No, I am not a designer. But, I do know how complicated your business is. I only work with designers and know your business pretty intimately at this point. I also know that you are just a few missing pieces away from running your business efficiently and effectively, and how crucial it is to set boundaries, communicate your process, and manage client expectations in the beginning so you aren’t bogged down during the rest of the project. Time is money, and you deserve to have more of both.

Ready to get started?