Client Success Academy
Your projects look beautiful. Behind the scenes, you’re winging it.
In 10 weeks, build a client process you can actually lead, so your clients stop running your projects and your evenings come back.
From the outside, it all looks fine.
Behind the scenes, a project goes a little like this:
Your sister-in-law asks for “a little help” with her living room. You spend a week figuring out how to say no, then say yes the second you see her.
A discovery call runs an hour. You hang up with no budget and a bad feeling, and they’re thrilled to get started.
You’ve shared your working hours, and your client still texts you at 9:30 on a Sunday night. You answer.
An email that should take five minutes has been sitting in your drafts for two days.
You add up the hours to bill your client, decide it looks like too much, and quietly take some off.
And at night, you’re lying awake running through everything you didn’t get to.
“Fine enough” is costing you more than you think.
Your time goes to the prospects who were never going to hire you and the clients who need the most hand-holding.
Your money goes to the hours you don’t bill and the small jobs crowding out the projects you actually want.
Your joy goes too. Design doesn’t feel the way it used to.
So if your clients aren’t the problem, what is?
Your clients aren’t the problem. They’re filling a gap.
Every project needs a leader.
When you don’t step into that role from the very first conversation, your client will. Not because they want to run your project, but because someone has to.
That’s why, more often than not, the late-night texts, the second-guessing, and the stretched timelines have very little to do with your clients.
And they have almost nothing to do with your contract.
You already know how to lead.
And the fix isn’t becoming tougher, colder, or less like yourself.
Leading your clients simply means having a clear process, and the words to hold it, from the first inquiry to the final invoice.
You walk into a gutted kitchen and see the finished room. You keep contractors, crews, and a dozen vendors moving in the same direction, every single day.
But you were trained to lead the design, not the client.
Nobody taught you how to guide someone through everything around it: the first call, the budget conversation, the proposal, the boundaries.
So you’ve been winging that part, one project at a time.
“CSA helped me stop spiraling and start leading my clients with confidence.”
“Before Client Success Academy, my process felt clunky and scattered. I struggled with boundaries around client time, second-guessed myself on budgets, and often found myself reacting instead of leading. CSA gave me the structure and language I was missing. Now my discovery calls are focused, my expectations are clear, and I’m spending less time fielding questions because clients understand the process upfront. The biggest shift, however, is my confidence. I can now hold boundaries, address issues directly, and say yes to the right projects instead of every project.”
Lesley V. ⭐️⭐️⭐️⭐️⭐️
That’s exactly why I created Client Success Academy.
Client Success Academy is my proven 10-week program that helps interior designers build a clear, repeatable client process, so you can lead your projects with confidence, set boundaries without overthinking, and protect your time, energy, and profit.
This isn’t about becoming more rigid or less personable.
It’s about becoming the kind of designer your clients trust to lead.
“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 1:1 client ⭐️⭐️⭐️⭐️⭐️
Working with Jeannie on my processes 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, 1:1 client
Andrea H., Terracotta Interiors 1:1 client ⭐️⭐️⭐️⭐️⭐️
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.
In 10 weeks 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
Most designers spend more time managing clients than designing. CSA flips that so your process does the work… and you finally get to enjoy the creative and profitable side of your business.
Before CSA
❌ You reinvent your process with every client
❌ You always wonder if you said too much (or too little) on calls
❌ You have clients questioning your fees or shopping your pricing
❌ You’re always answering texts and calls around the clock
❌ You feel more like an assistant than a designer
After CSA
✔️ You have one repeatable, confident client process
✔️ You know how to run discovery calls that move clients forward effortlessly
✔️ You attract clients who respect your expertise and your pricing
✔️ You have and hold boundaries that protect your time and energy
✔️ You feel in control - and free to design
The Profitable Client Process You'll Build Inside CSA
Strategic Client Intake
Learn how to filter prospects before they ever get on your calendar
01
Confident Discovery Calls
Lead the conversation, confirm the budget, and set expectations in 30 minutes or less
02
Structured Consultations
Guide the meeting so clients see and respect your expertise immediately
03
Two-Part Closing Process
Secure client commitment to your policies and processes before design work begins
04
Project Kickoff & Boundary Reset
Clarify roles, expectations, and communication
05
Strategic Offboarding
Capture reviews, referrals, and future opportunities
06
“I now feel more confident running my business, I’m attracting better projects, and I finally have a clear path forward. The guidance, structure, and community inside CSA made this investment more than worth it."
Julie M. ⭐️⭐️⭐️⭐️⭐️
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.
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, and they look to you for what’s next
“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
The Details
10 weeks, 7 step-by-step modules
Each contains bite-sized videos that you can rewatch a zillion times to help you understand the material
10 Small Group Coaching Sessions
We’ll cover any questions you have about the material, “what if?” scenarios and any current client challenges you have
Private Community Space
A private community space to connect with your cohort and get your questions answered by me twice per week
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
Sarah F. ⭐️⭐️⭐️⭐️⭐️
Before Client Success Academy, my process looked like whatever the client wanted: it was their timeline, them taking the lead, and I often took projects even when my bandwidth didn’t support it. CSA completely changed that. The program helped me create a consistent process, stronger boundaries, and a more professional approach with clients. The biggest shift was my confidence. I now lead the process, require contracts and retainers before starting work, and feel comfortable saying no to projects that aren’t the right fit. I’m running my business with more clarity, professionalism, and peace of mind.
Before joining Client Success Academy, I was flying by the seat of my pants. No onboarding process, no client questionnaires, and no clarity on which projects I truly wanted. CSA completely exceeded my expectations. Jeannie's scripts were incredibly easy to customize and instantly implement, and the weekly accountability helped me stay in motion. For the first time, I feel confident saying no to projects that don’t align, while communicating clearly and professionally. I’ve simplified my process, gained clarity on what I offer, and now show up as a more polished and empowered leader. The program delivered far more value than the investment and has already led to better boundaries, more aligned inquiries, and a business model I’m genuinely proud to share.
Marcia F. ⭐️⭐️⭐️⭐️⭐️
Client Success Academy Is For You If:
This Program Is Probably NOT For You If:
✔️ You’re an interior designer who hasn’t been able to standardize, because you feel like every project runs a little differently
✔️ You struggle to set boundaries with clients around communication, budget, and timeline
✔️ You want a clear process you can repeat with every client
✔️ You’re ready to lead your projects like a professional, without becoming someone you’re not
✔️ You’re tired of figuring this out alone
❌ You enjoy winging your client process and aren’t looking for structure
❌ You've got boundaries you haven't quite figured out how to hold yet, and you're not looking to work on that right now
❌ You’re looking for design training instead of business strategy
❌ You want a quick fix instead of implementing a real process
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
✔️ Turning client praise into five-star Google reviews
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
Enroll the same day you attend a live training*, and you’ll also get:
01
The Pre-Loaded Language Library
Ten email and phone scripts for the moments when you’d normally freeze, over-explain, or say yes when you mean no. Including what to say when:
A client tells you she already bought the light fixtures
A prospect asks you to match another designer’s discount
An invoice is a week overdue
A client keeps sending new inspiration after the design is decided
Nothing you’ve presented has landed, and it’s time to part ways kindly
A past client texts for “quick advice” on a room you didn’t design
02
A 30-minute Process Strategy Session with me
One-on-one time to look at your process and decide where to focus first, so you get the most out of all 10 weeks.
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
*Available until 11:59pm CT on the day you attend.
“I finally understand the value of my time, and my clients do too.”
“Before joining Client Success Academy, I was stuck in a cycle of overexplaining, overgiving, and undercharging—especially at the start of projects. Now, I have a clear intake process, stronger boundaries, and the language to confidently present my services as the expert. CSA gave me practical tools—like scripts and pricing strategies—that I could immediately tailor and implement, plus a mindset shift that’s changed how I show up in my business. I now feel confident in my value, planning projects with clarity, and attracting clients who value the design process. It’s been the perfect blend of tangible tools and personal empowerment, and the return on investment is already showing up in my confidence, client fit, and long-term vision.
-Elizabeth M. ⭐️⭐️⭐️⭐️⭐️
“If you want the foundation for a successful project and great client experience, this program is it.”
— Andrea H. ⭐️⭐️⭐️⭐️⭐️
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. ⭐️⭐️⭐️⭐️⭐️
“Was it worth the investment? Yes. A hundred times, yes.” - Julie M.
Includes:
7 step-by-step modules
10 weeks of small-group coaching with me
Support between calls in our private community
Every script, template, and tech walkthrough
Webinar-day bonuses when you enroll the same day you attend: the Pre-Loaded Language Library and a 30-minute Process Strategy Session
Enrollment closes Wednesday, November 25 @ 4pm
Small groups (usually around 10) of designers, so you’re never lost in the crowd, starting the week of January 11
FAQ’s
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Most designers do. It just isn’t written down, consistent, or holding up under pressure. Inside CSA, we refine what you already do and turn it into a clear process you can repeat with every client.
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High-end clients expect to be led. That’s what they’re paying for. And more often than not, “difficult” clients are filling a gap in the process. CSA works for every price point because it’s built on leadership, not on a specific client.
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Yes, as long as you have real clients to put your process to work with. Two or three is plenty. Building it now means you won’t have to undo bad habits later.
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About three hours: one hour for the weekly lesson, one hour to put it into practice and organize your materials, and one hour for our live coaching call. Treat it like a client meeting on your calendar, and it fits.
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Every call is recorded, and you can post your questions in our community ahead of time so I can answer them on the call. You’ll get the most out of CSA by joining live when you can.
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You’ll leave with a process you can use for years. And if you’d like ongoing support, CSA grads can join the CSA Alumni Community, a separate membership for designers who’ve been through the program.
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The week of January 11. Your call time is confirmed once your small group is set, about 1-2 weeks after enrollment closes.
“Before CSA, I felt scattered! Uncertain about my strategy, overwhelmed by client processes, and unclear on how to prioritize improvements in my business. Jeannie completely exceeded my expectations with her support, guidance, and deep insight into the client journey. With her help, I created a seamless process I can confidently use with every new client — no more starting from scratch. I’ve already used the tools and strategies to win new clients, grow my brand, and elevate my systems across the board. I’m moving faster, spending less time rewriting emails and worrying about what to say, and my calendar, website, and communication are all more aligned and efficient. This program gave me more than just tools. It gave me the confidence and clarity to lead my business with intention.”
Jasmin W. ⭐️⭐️⭐️⭐️⭐️
Every stressful client interaction is costing you more than just time - it’s costing you trust, confidence, and profit.
You don’t need more years of experience.
You need a client process that works.