Whether you're transforming homes, commercial spaces, or dreamy vacation rentals, WillowSpace helps you create a seamless client experience from the first inquiry to final install. Keep everything in one place, streamline your process, and make every client feel cared for and inspired.

1. Capture design inquiries straight from your website

Embed your WillowSpace lead capture form onto your site so dream clients can inquire about your services with ease. Every submission becomes a new lead in your account — no more lost emails or scattered DMs.

2. Automate a polished first impression

Set up an automatic response to confirm receipt of their inquiry. You can include a custom message, a downloadable investment guide, a sample portfolio PDF, or a link to your consultation scheduler — all before you even respond personally.

3. Book discovery calls with no back-and-forth

Use the Scheduler to let leads book a discovery or design consultation directly. Set the availability rules and share the link — your leads can book with ease, and your calendar stays beautifully in sync.

4. Send stunning proposals

Create a beautiful proposal that reflects your design aesthetic using WillowSpace’s drag-and-drop builder, or upload your own branded PDF. Leads can accept or decline proposals online — no printing, signing, or scanning needed.

5. Leads convert to clients like magic

Once your proposal is accepted, the lead is automatically converted to a client. You can move straight into onboarding without updating anything manually.

6. Create a warm, welcoming onboarding experience

Craft a welcome email template with everything your new client needs: the deposit invoice, digital contract, a custom form to gather project details, and the link to their client portal. Make it feel intentional and seamless.

7. Collect project info with a branded client form

Send a custom form to collect key project details — like square footage, aesthetic preferences, timeline goals, and budget range — so you’re prepped for your first session and aligned on expectations.

8. Send your contract + invoice beautifully

Build a digital contract in WillowSpace or upload your own. Then, send a deposit invoice with flexible options — flat fees, phases, recurring payments, or hourly rates, in any currency.

9. Set up the project and milestones

Create a new project and outline key phases: design concept, sourcing, procurement, installation, styling, and so on. You can track progress visually and share updates directly in the client portal.

10. Assign tasks to keep things moving

Use the built-in task manager to assign tasks to yourself, your team, or even your client (like sending measurements or mood board approvals). Tasks come with due dates, reminders, and can be checked off inside the portal.

11. Keep your client in the loop with their portal

Each client gets a beautifully branded portal to access their project status, outstanding documents, meetings, and invoices — and they can even request new services or schedule a check-in.

12. Review your insights + refine your process

Use WillowSpace’s built-in reports to see where leads are coming from, how much revenue you’re generating, your top clients, and taxes collected — all in one clean dashboard.

13. Refer WillowSpace + earn

Love WillowSpace? Share your referral link with other designers or creative peers. They get a free month, and you earn passive income for every signup.