“How much for a two-bedroom flat?” is an enquiry, not a design brief. A full renovation, a modular kitchen and furniture for a ready home involve different work. Sending each prospect the same portfolio and asking for a site visit leaves those differences unresolved.
A CRM for interior designers should help the studio understand the project before committing time to a detailed proposal. ADFLIKER combines Meta Lead Ads capture, WhatsApp conversations, chatbot qualification and a configurable pipeline. You can use those tools to build the following enquiry process.
Build a short brief before discussing a quotation
Ask for the property location, type of space, broad scope, approximate budget and intended start date. A useful additional question is whether the client has possession of the property or is waiting for handover. That answer changes when a visit and measurements may be practical.
Use budget as a starting point for discussing scope. A homeowner who cannot fund a full renovation may still want a phased project. Avoid treating a single chatbot answer as a final decision about whether the client is suitable.
Illustrative message draft:
Hi [name], this is [studio]. Thanks for asking about our interior design work. Is your project a full home, kitchen or selected rooms? If you share the location and expected start month, we can suggest the next step.
Keep the first exchange manageable; collect detailed preferences in the consultation. Our WhatsApp chatbot guide covers short qualification conversations and handing them over to your team.
Choose the right first appointment
An initial phone or video consultation may suit a client waiting for possession. A site visit may be more useful once the property is accessible and the broad scope is clear. Share an appointment booking link for the agreed meeting type, then confirm the address and who will attend when a visit is involved.
Assign one person to the enquiry so the prospect knows who to contact. Record access constraints or an agreed follow-up date in the lead record. Explain whether the meeting includes measurements, design advice or quotation preparation, and state any fee before the client books.
Track the proposal separately from the conversation
Configure stages such as New enquiry → Brief discussed → Consultation booked → Consultation completed → Proposal shared → Decision pending → Project accepted. Keep a separate outcome for projects postponed or outside your service area.
Define what “Project accepted” means for your studio, such as a signed scope and the agreed initial payment, and apply that definition consistently. Adapt these sales stages to your studio’s process and manage the delivery schedule separately once the project is accepted.
Follow up with something relevant to the brief
Share a small selection of portfolio work that matches the requested scope and explain which parts are comparable. Label photographs and cost examples accurately. A reference kitchen does not establish the final cost of another home with different measurements and materials.
After sending a proposal, ask which decision remains open: scope, materials, budget or start date. Record the answer and an agreed next step. For clients planning later, ask whether they want occasional project updates. The WhatsApp broadcasting guide can help you plan relevant updates and handle replies.
Review the work behind each enquiry
Track completed briefs, attended consultations, proposals shared and accepted projects by campaign. Also review why enquiries pause. If many prospects are outside your service area, check the ad and form wording; if proposals stall over budget, discuss the budget range earlier.
See ADFLIKER's CRM and WhatsApp features and request a studio workflow demo. Test one sample enquiry from first message to proposal follow-up before applying the process to every campaign.