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5 Tips to Make Virtual Design Consultations a Success

By Taryn Pearce

Online interior design services were seeing an uptick in popularity before COVID-19, but the pandemic and resulting shutdown have made them a crucial part of any designer’s toolkit.

Designers eager to add this service need to keep in mind that virtual design is a delicate process that needs to be handled with care. The inability to physically enter a client’s home means placing more of the burden of work on the homeowner. There are also fewer opportunities to read body language and establish rapport.

Keely Hersh, owner and designer for Right at Home Interiors in Placerville, CA, specializes in virtual interior design and offers that the process needs to be rewarding and exciting for the client. “They need to feel that they are connected to you as the designer,” she says, “and that they can trust you—even more than if you were working with them in person.”

Here are five tips window fashion professionals can use to ensure virtual design clients have an incredible experience from start to finish.

Create Enthusiasm for the Collaborative Process

Virtual design requires more work on the client’s end than in-person design. Some clients may hesitate at the thought of this additional effort.

Eliminate their fears by providing clear guidance as to how to measure and photograph appropriately. Address any concerns they may have with enthusiastic authority. The more your attitude can fill them with excitement about the design journey they’re about to take, the less anxious they will be about the work they need to do during this initial stage.

Use a Real Estate Photographer

Give your clients the option of hiring a professional real estate photographer to come in and take photos of their home. Not only will this reduce the amount of work they have to do on their end, but a real estate photographer can take clear, detailed photos—perfect for your needs.

One important word of advice: “Don’t have the real estate photographer use a wide-angle lens,” says Hersh. “It really distorts the photographs. Find a photographer you trust who also works well without the wide lens.”

A room designed by Keely Hersh

Be Very Clear About the Entire Plan

Ask clients specifically about their budget, preferred payment method and any installation restrictions. Once you have an understanding of their needs, start making a plan for the design itself.

Get Detailed About Your Client’s Style

Plan to invest more time than you think you need to find the right design direction for the project. Ask a lot of questions. This will help you develop trust with your client and make the shopping process easier.

When it’s time to present your shopping selections to the client, set them up for success by providing them with no more than two to three carefully curated, thoughtful options. As you have developed a nuanced understanding of their style, they will no doubt be delighted with their choices and will select their favorite options with confidence—and without the dreaded “option overwhelm.”

Execute a Seamless Virtual Install

Bring the project to a successful close by tailoring the install process to your client’s needs. Work with them to understand what they can do on their own and what they can’t. If possible, refer them to a vetted contractor you trust to install what your client can’t do themselves.

“Provide photos and detailed instructions for them or their contractor to follow,” Hersh says, “and make sure you’re available throughout the installation process to answer any questions and to help the project along. A Skype video on the day might come in handy.”

Sophia Bennett, Editor in Chief of Window Fashion VISION

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