As an interior designer, the final stages of a project are just as important as the first. How you wrap up the experience can shape your clients' lasting impression of your services and lead to future referrals or repeat business. This process, known as offboarding, ensures your clients feel supported and satisfied as they transition from design completion to living in their newly styled space.
To help you offboard your clients smoothly and professionally, here are four essential tips.
Design: Jeremiah Brent Design and Athena Calderone | Photography: Trevor Tondro
Schedule a Final Walkthrough
A well-executed final walkthrough is your chance to highlight the details of the design and ensure your client is fully satisfied with the work completed. Walk them through the space, pointing out key elements, and address any lingering questions. This helps you demonstrate the care you’ve put into their project and gives your client confidence in their new space.
Encourage your client to test out any new features, like lighting systems or smart appliances, during this walkthrough. It’s a perfect opportunity to address any technical questions on the spot.
Provide a Comprehensive Goodbye Packet
One of the most effective ways to support your clients post-project is by giving them a Goodbye Packet. This curated set of resources should include everything they need to maintain their new space, from care guides for fabrics and materials to warranty information for furniture and fixtures. Your clients will appreciate knowing how to care for their new furniture, finishes, and accessories. A custom maintenance guide detailing how to clean, maintain, and protect their investment can be a valuable part of your offboarding process. Include recommendations for products, cleaning schedules, and services they might need down the road.
At IDCO Studio, we offer customizable Goodbye Packets that are easy to personalize using Canva, a free online design tool. These packets are perfect for providing a polished, branded experience for your clients while offering practical information they’ll need for years to come.
Design: Chango and Co | Photography: Nicole Franzen
Set Up a Follow-Up System
Even though your project has come to an end, staying connected with your clients can foster long-term relationships and future referrals. Set up a follow-up system to check in with them after a few months. This allows you to ensure they’re still loving their space and opens the door to potential referrals or additional services. Consider sending a personalized email or offering a discounted check-in service to assess how well the design is holding up. This simple gesture shows you’re invested in their ongoing satisfaction.
Ask for Feedback and Referrals
Don’t be afraid to ask your clients for feedback on the project. This information is crucial for improving your services and can also serve as testimonials on your website or social media. Additionally, ask for referrals! Satisfied clients are often more than willing to recommend your services to friends and family, especially if the process has been smooth from start to finish. You can incentivize referrals by offering a small discount or gift for clients who send new business your way. This can be included in your Goodbye Packet as a “thank you” for their partnership.
Design: Marie Flanigan Interiors | Photography: Julie Soefer
Offboarding is more than just a final email or handshake—it's about creating a seamless transition that leaves your clients feeling supported and valued. A well-structured offboarding process can help solidify positive relationships, lead to glowing reviews, and increase your chances of repeat business. By following these four tips, you’ll ensure that your clients feel equipped to enjoy their new space for years to come, while maintaining the lasting positive impression you worked hard to build throughout the design process.