Prospective Client Pipeline Bundle
$580.00
A Complete System to Track Leads, Nurture Inquiries, and Build a Steady Stream of Referral Business
In exclusive collaboration with industry experts Brooke Stoll and Renee Bush of Tandem, the Prospective Client Pipeline Bundle is a comprehensive system designed to help interior designers bring structure, strategy, and simplicity to their sales process. Whether you're managing new inquiries, nurturing leads, or tapping into the power of referrals, this bundle equips you with the tools to keep your pipeline organized and consistently full.
At the heart of the bundle is a customizable Google Sheet is the Pipeline Planner, featuring a visual Gantt chart that maps your upcoming projects. With a clear view of your team’s capacity, downtime, and project statuses, you’ll be able to plan more strategically and avoid overbooking. Paired with this is a four-part Inquiry Email Templates that move cold inquiries toward action. From the first “thank you” to the final call-to-consultation, these pre-written emails guide prospective clients through your process while building value and eliminating hesitation. Editable subject lines and a timing strategy are included to help you automate and optimize your outreach.
To support long-term growth, the bundle also includes a referral and testimonial system that activates your happiest clients. With done-for-you Referral Request Emails, a pre-built Testimonial Collection Google Form, and a guide for turning client feedback into marketing content, you’ll finally have a polished way to ask for—and use—social proof. Plus, a thank-you email template and optional referral tracker ensure you can manage incentives professionally and ethically.
Finally, the Lead Tracking Dashboard helps you capture every inquiry and monitor conversion rates across marketing channels. With data on where your best clients are coming from and which touchpoints move them forward, you can make smarter decisions and refine your efforts with confidence.
Whether you’re a solo designer looking to stay on top of leads or a growing team aiming for systemized growth, the Prospective Client Pipeline Bundle offers the clarity and consistency you need to convert better, book faster, and grow with intention.
WHAT'S INCLUDED
Project Pipeline Tracker
A visual Gantt chart to map your upcoming projects, identify downtime, and keep your team aligned on capacity and project statuses.
4-Part Inquiry Email Funnel
Pre-written email sequence to guide new leads from “just looking” to “ready to book.” Includes:
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Thank You + Next Steps
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Portfolio + Results
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How Our Process Works
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Consultation Call Nudge
Editable subject lines and follow-up timing strategy included.
Referral & Testimonial Toolkit
Turn past clients into advocates using:
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Client referral request email templates
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Pre-built Google Form to collect testimonials
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Testimonial marketing guide
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Thank-you email templates
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Optional referral tracker for paying/receiving commissions
Lead Tracking Dashboard
Track where your leads come from, monitor conversions, and identify your highest-performing marketing channels—all in one easy-to-use spreadsheet.
TERMS OF USE
IDCO grants each purchaser of the Prospective Client Pipeline a single-user license. This means the template may be used internally by you and your team within your own design studio but may not be shared outside your business.
This license applies to the Prospective Client Pipeline purchased on www.idco.studio, as well as any supplemental materials or bonus content included with your download.
Your purchase includes:
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Unlimited internal use across projects within your studio
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Permission to duplicate the template for multiple client projects
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The ability to customize the content to suit your workflow
Your purchase does not include:
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Reselling, leasing, or licensing the template or any version of it to others
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Sharing or distributing the editable template with external contractors, clients, peers, or third parties
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Uploading the template to any public forum, educational resource, or marketplace
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Using the template for commercial gain outside your own studio operations
This license is non-exclusive, meaning the product is available for purchase and use by other interior designers and studios.
NON-REFUNDABLE PURCHASE
Due to the digital nature of this product and its immediate delivery upon purchase, all sales of the Prospective Client Pipeline Bundle are final and non-refundable. Once the file has been delivered, we are unable to offer refunds, exchanges, or cancellations.
Please review all product details before purchasing, and reach out to our team with any questions prior to checkout. By completing your purchase, you acknowledge and agree to these terms.
