Design Beautiful Spaces While WhatsApp Manages Your Clients

Stop drowning in client status calls. Automate consultation bookings, project milestone updates, design approvals, and payment reminders—so you can focus on creating stunning designs.

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45%
Faster client response
Automated replies keep prospects engaged
30%
More consultations booked
Automated scheduling makes it effortless
6+ hrs
Saved per week
No more manual follow-ups and reminders
4x
More client testimonials
Automated requests capture feedback consistently
The Problem

Challenges Architects & Interior Designers Face

Tire-Kickers Waste Your Time — Hours spent on site visits and initial consultations for prospects who were just "exploring options" or had unrealistic budgets from the start

"What's Happening?" Anxiety Calls — Projects run 3-6 months. Between milestones, anxious clients bombard you with "what's the status?" calls instead of letting you actually design

Endless Design Revision Cycles — Small changes cascade into major redesigns. Each family member has different opinions. What was "approved" gets reopened weeks later

Site Visit Scheduling Chaos — Coordinating site visits with clients, contractors, and your schedule becomes a full-time admin job. Dates are proposed, forgotten, and rescheduled

Payment Milestone Delays — Design fees tied to milestones. Clients delay approvals, which delays payments. You're financing their indecision with your time and cash flow

Portfolio Doesn't Convert Leads — Beautiful Instagram portfolio attracts visitors who browse, appreciate, but never inquire. Your design skill exceeds your sales process

Solutions

10 Ways WhatsApp Automation Grows Your Design Practice

Professional client communication from first inquiry through handover and referrals

1

Instant Consultation Booking

Journey Starter+ $29

When someone messages about your services, instantly qualify their budget and project scope before booking a consultation.

JOURNEY: Initial Inquiry Qualification
TRIGGER: New contact messages
STEP 1: Send welcome + qualification questions
STEP 2: Capture project details
STEP 3: If budget matches, offer consultation booking
STEP 4: If budget too low, share DIY resources
STEP 5: Schedule follow-up for 3 months if "just exploring"
How it works: Qualification happens before you invest time in site visits. Budget, timeline, and scope filters out tire-kickers. Qualified leads get immediate consultation slots. Low-budget inquiries get helpful resources (building goodwill for future referrals). This saves 5-10 hours weekly on unqualified meetings.

Workflow tip: Set different response paths based on budget ranges. Turnkey projects Rs.40L+ get premium attention, smaller projects get consultation-only offers.
2

Project Inquiry Auto-Replies

Rule Starter+ $29

Automatically answer common questions about your services, timeline, pricing structure, and portfolio before prospects call.

TRIGGER: Message contains "charges" or "price" or "cost" or "fee"
ACTION: Send service package breakdown
---
TRIGGER: Message contains "timeline" or "how long" or "duration"
ACTION: Send project timeline info
---
TRIGGER: Message contains "portfolio" or "projects" or "work"
ACTION: Send Instagram/website link + recent project photos
How it works: Create keyword-triggered rules for common questions: pricing, services, timeline, portfolio, process. Prospects get instant, detailed answers even at midnight. You avoid repeating the same info 20 times weekly. This professionalism builds trust before the first meeting.

Workflow tip: Track which FAQs trigger most. If "charges" is asked constantly, make pricing more prominent in your Instagram bio or initial message.
3

Pre-Consultation Preparation

Sequence Starter+ $29

Before the consultation meeting, send a preparation checklist so clients come ready with inspiration images and decisions.

SEQUENCE: Consultation Preparation
TRIGGER: Tag "consultation-scheduled" added
DAY -2: Send confirmation with date, time, address
DAY -1: Send preparation checklist (this message)
DAY 0 (morning): Send reminder "Meeting in 3 hours!"
POST-MEETING: Send thank you + next steps
How it works: Clients come prepared = meetings are productive. You get inspiration references, room priorities, and budget clarity upfront. This cuts discovery time by 50%. Meetings focus on solutions, not information gathering. Clients appreciate the professionalism and structure.

Workflow tip: Include your Instagram handle in the message so they can review your portfolio before meeting, making style alignment easier.
4

Design Presentation Reminders

Sequence Pro $99

When 3D designs are ready, send preview images with approval reminders to keep the project moving without endless follow-ups.

SEQUENCE: Design Approval Flow
TRIGGER: Tag "design-ready-living-room" added
DAY 0: Send design images + approval request
DAY +3: If no response, send gentle reminder
DAY +7: If still no response, send urgent follow-up (project timeline affected)
ON APPROVAL: Move to next room design
ON CHANGES: Schedule revision discussion call
How it works: Sending designs via WhatsApp with clear approval checkpoints reduces decision paralysis. Visual previews let family members review together. The reminder sequence prevents approvals from stalling. You track which room is awaiting approval vs in-progress. This eliminates the "did you see the design?" follow-up calls.

Workflow tip: Send designs on weekends when families are together. Better to get collective feedback once than individual opinions spread over days.
5

Project Milestone Updates

Campaign Pro $99

During execution, send weekly progress updates with site photos to reduce client anxiety and unnecessary site visit requests.

CAMPAIGN: Weekly Progress Update
TARGET: Contacts tagged "execution-in-progress"
SCHEDULE: Every Friday at 5 PM
CONTENT: Progress summary + photos + next week plan + pending decisions
STOP: When project moves to "completed" stage
How it works: Regular updates dramatically reduce "what's happening?" calls and surprise site visits. Clients feel involved without micromanaging. Photos build trust that work is progressing. Pending decision prompts keep the project timeline on track. Site supervisors can send updates without drafting messages from scratch.

Workflow tip: Take standardized progress photos from same angles weekly so clients can see week-over-week transformation clearly.
6

Site Visit Scheduling

Rule Starter+ $29

Streamline site visit coordination by offering available slots and confirming attendees before the visit.

TRIGGER: Message contains "site visit" or "visit site" or "see progress"
ACTION: Send available time slots for current week
THEN: Wait for slot confirmation
THEN: Send site address + parking info + contact number
DAY BEFORE: Send visit reminder with time
How it works: Instead of back-and-forth scheduling, you offer fixed slots. Clients pick what works, reducing coordination time by 80%. Site supervisor gets advance notice to prepare. Focused inspections (rather than surprise visits) are more productive. This structure respects everyone's time while maintaining transparency.

Workflow tip: Schedule site visits after major milestones (false ceiling done, painting done) rather than mid-work chaos. Better visual impact.
7

Material Selection Follow-ups

Sequence Pro $99

Help clients navigate material selection with curated options, market visit coordination, and decision reminders.

SEQUENCE: Material Selection
TRIGGER: Project stage = "Material Selection"
STEP 1: Send curated material options for each category (flooring, tiles, etc.)
STEP 2: Schedule market visit for samples
STEP 3: Send reminder 2 days before market visit
STEP 4: After visit, send decision deadline (procurement timing)
STEP 5: If no decision, send gentle reminder (project timeline impact)
How it works: Curated options (vs overwhelming choices) help clients decide faster. Price transparency builds trust. Market visits are scheduled efficiently. Decision reminders keep procurement on track. This reduces the "analysis paralysis" that delays projects by weeks. Your expertise shines through in the recommendations.

Workflow tip: For each material category, create pre-written option templates. Update prices quarterly. Saves 30+ minutes per client on repetitive explanations.
8

Invoice & Payment Reminders

Sequence Business $470

Automatically remind clients about milestone payments with deliverable tracking and professional payment confirmations.

SEQUENCE: Payment Reminders
TRIGGER: Tag "milestone-2-completed" added
DAY 0: Send payment due notice with deliverables summary
DAY +3: If no payment, send gentle reminder
DAY +7: If still pending, send firm reminder (project paused)
ON PAYMENT: Send thank you + next milestone timeline
THEN: Move project to next stage
How it works: Linking payments to completed deliverables makes requests non-negotiable. Clients see value received before payment ask. Automated reminders are consistent and professional—no awkward personal conversations. PayPal/bank details ready means instant payment possible. This improves cash flow by 40% and reduces payment delays from weeks to days.

Workflow tip: Never start the next milestone until previous payment is received. Clear boundaries prevent scope creep and payment delays from compounding.
9

Completion Handover Checklist

Journey Business $470

Professional project handover with documentation, warranty info, maintenance guides, and post-handover support details.

JOURNEY: Project Handover
TRIGGER: Tag "project-completed" added
STEP 1: Send handover completion message with all documents
STEP 2: Request Google review + portfolio permission
STEP 3: Schedule 30-day follow-up (any issues?)
STEP 4: Schedule 90-day follow-up (everything working well?)
STEP 5: Add to annual maintenance offer list
How it works: Professional handover builds lasting impressions. Complete documentation prevents future confusion ("where's that warranty?"). Clear support terms manage expectations. Review requests come when satisfaction is highest. Portfolio permission opens future marketing opportunities. This attention to detail drives referrals—happy clients become your best sales force.

Workflow tip: Include high-resolution photos of completed spaces in handover. Clients love sharing on social media, giving you free organic reach.
10

Portfolio Showcase Campaigns

Campaign Pro $99

Share completed projects with past clients and warm leads to stay top-of-mind for referrals and future projects.

CAMPAIGN: Portfolio Showcase
TARGET: Contacts tagged "past-client" OR "warm-lead" OR "consultation-completed"
SCHEDULE: After each major project completion
CONTENT: Project reveal + transformation photos + testimonial + inquiry CTA
GOAL: Stay top-of-mind for referrals and repeat business
How it works: Regular portfolio updates keep you top-of-mind when friends/family mention needing a designer. Transformation photos are highly shareable—past clients forward to their networks. Specific details (budget, timeline, area) help prospects self-qualify. This generates 30-40% of new leads from referrals vs paid ads. Your work markets itself when showcased strategically.

Workflow tip: Send portfolio campaigns quarterly, not too frequently. Focus on diverse project types (apartment vs villa, modern vs traditional) so different prospects see relevant work.
CRM

Track Every Design Project Journey

From first inquiry through handover to happy referrals

Inquiry
Initial contact
Consultation
Site visit done
Proposal
Quote sent
Design
Concepts in progress
Execution
Work in progress
Completed
Handover done
Capabilities

What You Can Achieve

Capability Starter
$29/mo		 Pro
$99/mo		 Business
$470/mo
Instant consultation booking ✓ ✓ ✓
Project inquiry auto-replies ✓ ✓ ✓
Pre-consultation preparation ✓ ✓ ✓
Site visit scheduling ✓ ✓ ✓
Design presentation reminders ✓ ✓ ✓
Project milestone updates ✓ ✓ ✓
Material selection follow-ups — ✓ ✓
Invoice & payment reminders — — ✓
Completion handover checklist — — ✓
Portfolio showcase campaigns — ✓ ✓
Client contacts Up to 500 Up to 5,000 Up to 25,000
Team members 2 5 15

Prices in USD. View pricing in your local currency →

RECOMMENDED FOR ARCHITECTS & DESIGNERS

Pro Plan - $99/month

Prices in USD. View pricing in your local currency →

Ideal for design practices handling 3-5 concurrent projects with junior designers or site supervisors. Automated milestone updates keep clients informed without manual follow-ups.

Up to 5,000 contacts
5 team members
Weekly project updates
Design approval flows
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Solo designer with 1-2 projects? Starter Plan ($29/mo) covers consultations, site visits, and basic client communication.

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Join architects and interior designers using WhatsApp to handle client communication professionally while focusing on creating beautiful spaces.

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