Central Hub System for a Full Service Interior Design Firm

What Wasn’t Working

Client J was managing client projects using a mix of Houzz Pro, Slack, and spreadsheets. Tasks, schedules, files, and procurement details were all over the place. Her team had no clear system to track work or collaborate. She had no true central hub for managing clients, projects, or communication—and every process (from inquiry to project wrap-up) required quite a lot of manual steps.

What We Built

We created a fully integrated system using Moxie and Notion that supports her entire backend—automating what used to take hours and bringing all her moving parts into one place. Highlights:

• Inquiry → Onboarding flow: Inquiries from her website automatically generate a full client and project record in Notion, set up of internal and external project folder systems in Google Drive, and apply her naming convention for easy file structure

• One-click response: She can accept or decline inquiries with one click, triggering personalized email responses and with next steps & calendar booking link

• Proposal and agreement automation: Proposal templates are pre-built, so all she has to do is tweak and send. Agreements are signed digitally, stored automatically, and all reminders go out without her lifting a finger

• Client portals: Clients can view progress reports, get updates, change payment methods, and access their Houzz dashboard all from a central Moxie portal accessible on desktop or mobile

• Task + procurement system in Notion: Her team now uses a clean, organized workspace to manage tasks, comment, delegate, and track status. Procurement is fully organized by project + room with status tracking, order updates, and notes all in one place

• Project dashboards: Every project has a Notion page showing related tasks, procurement items, notes, files, and timeline — internally and separate tailored view created for clients

• Standardized project setup: One click adds task templates, schedule templates, and creates internal + client-facing project schedules

• SOP + template directory: All internal SOPs and templates (Notion, email, proposal) are now housed in one place, so her team can find and use what they need quickly

The Outcome

Instead of juggling disconnected tools, Client J now has a clean, centralized system for managing every aspect of her business. Onboarding is fast and smooth, project setup is standardized, and her team knows exactly what to do and where to find things. Clients have a seamless experience, and Client J finally has visibility into everything happening without being stuck in her inbox… which has made it incredibly easier to work on-the-go or even when traveling abroad. It’s all structured, streamlined, and built to flex with how her brain and business actually work.