Services

Proposals & Vendor Docs: Client proposals, vendor quotes, and supporting documentation, prepared accurately and on time.

Purchase Orders & Procurement: Full PO lifecycle management including deposits, production tracking, and vendor coordination.

Order Expediting: Proactive order tracking and vendor communication to keep timelines on track and issues resolved quickly.

Logistics & Shipping: Coordination of freight, receiving, consolidations, white-glove delivery, and installation scheduling.

Client Specification Books: Comprehensive project books compiling FF&E details, product specs, and installation records, perfect for client handoffs and insurance documentation.

Vendor & Trade Relationships: Ongoing vendor relationship management to protect margins, resolve damages, and maintain reliable partnerships.

Accounts Payable & Receivable: Timely processing of incoming and outgoing payments, client retainers, and vendor invoices.

Time Billing & Reimbursables: Monthly time-billing invoice generation and meticulous tracking of all reimbursable project expenses.

Bank & Credit Card Reconciliation: Importing and reconciling all accounts to keep your books clean and accurate.

Cash Flow Tracking: Structured cash flow monitoring so you always know where your business stands.

Overhead & Expense Analysis: Monthly overhead tracking with analysis to identify cost-saving opportunities and improve margins.

Financial Reporting: Clear, easy-to-read reports that give you a real picture of project and business performance.

Inventory Intake & Documentation: Receiving, cataloguing, and photographing new inventory with accurate records across all systems.

Restoration & Shipping Coordination: Managing restoration workflows and domestic and international shipping logistics.

Sales Processing & Fulfillment: Handling retail and trade sales from invoice to delivery, including reporting and reconciliation.

E-Commerce Platform Management: Day-to-day management of your online storefront, including listings, updates, customer engagement, and inventory sync.

Trade Program Administration: Application review, account setup, resale certificate and tax-exempt documentation management, and ongoing trade client support.

Concierge Sourcing Support: Responding to trade sourcing requests with tailored inventory tear sheets, product specs, and curated collateral.

Email Campaign Management: Strategy, design, and deployment of email campaigns for both studio and retail audiences.

Email Automations: Welcome sequences, post-purchase flows, client nurture campaigns, and other triggered communications.

E-Commerce Integration: Connecting your email platform to your storefront for accurate segmentation, purchase data sync, and automated follow-up.

Social Media: Content calendar management, synching planning and messaging with email marketing to keep your brand consistent across channels.

Performance Reporting: Campaign analytics covering open rates, click-throughs, conversions, and revenue attribution so you know what's working.

Software Setup & Maintenance: Implementation and ongoing management of project management, CRM, accounting, POS, and e-commerce platforms.

Systems Auditing: Reviewing your current tech stack to identify gaps, redundancies, and opportunities to streamline operations.

Website Support: Backend updates, content uploads, and hands-on collaboration with your web designer on builds and ongoing site maintenance.

Process Improvement: Designing and implementing operational workflows that reduce friction and free up your time for design.

For designers ready to build a solid operational foundation, Flow Foundations is a structured, phased program. From understanding what you have, to building what you need, to making sure it actually works.

Phase 1 ~ Discovery

Before building anything, we clarify what needs to exist. This is a strategic deep dive into your current operations and long-term goals to determine the right systems structure for sustainable growth.

Phase 2 ~ Implementation

Following Discovery, we review findings and confirm scope. This is the hands-on build-out of systems developed cohesively to create alignment across your workflows and tools.

Phase 3 ~ Review

At the conclusion of Implementation, we conduct a formal review to ensure your systems are performing as intended and your team has fully adopted the new workflows.