Looking to refresh your furnishings or remodel rooms in your home? Use the Interior Design Project dashboard for planning, execution, and styling your home.

The Interior Design Project dashboard supports the planning, execution, and styling phases of your project, whether DIY or hiring local trades. The dashboard provides quick visibility on the status of your project and budget.

• Cohesive Design. The gallery view of the mood board and purchased decor + furnishings encourages a visually cohesive design throughout your project.

• Shopping Checklist. Whether you’re making the purchases or someone else, it’s easy to check off the items on your list by retailer. If you’re collaborating with someone else, they can quickly approve or decline items on the wish list.

• Timeline. Manage tasks by stage, room, or contractor.

• Overview. Quickly view your budget, where money was spent, remaining balance, and percent to project completion.

The Interior Design Dashboard is ready to go for your personal use.

• Synced databases. This means you can pull up a contractor or retailer and view all associated expenses.

• More buttons. Making it easier to add to or update your project.

• Cleaner dashboard. Better visibility on budget and project status.

• Refined data fields. Collecting the information that matters most.

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I’m excited to share the latest version designed specifically for interior design projects. This template helps you manage everything from budgeting and timelines to mood boards and shopping lists, making it perfect for anyone looking to refresh their home.

I’ve included features for quick access to contractors, a visual board for inspiration, and a detailed overview of your project’s status.

Request the template to your workspace!

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If you need assistance setting up automation or customizing the template to fit your needs, please reach out. I’m here to help!

Leadership coaching can be viewed as a frivolous expense. Especially for small businesses that have many things pulling their attention and trying to make ends meet.

Plus, the comfort zone for many founders is working in the business because it allows them to focus on their craft. As a result, working on the business and leadership development are put on the back burner.

My first employee, who was usually the support system for new people, [had stepped away and after she left], the rest of the team kind of fell apart…… [My family and I] went on a trip that we had planned for a long time, and then I spent the whole time fixing [problems by] email. I literally called the office and said, “Do not respond to any more emails,” and ended up letting everybody go when I came back. BUSINESS OF HOME

Leadership coaching, unfortunately, falls to the wayside, similar to health and finances.

You operate on cruise control until you hit a bump and almost lose control. Some founders face reality and seek guidance. Others revert to cruise control until the next bump comes along.

Change often doesn’t occur until the pain becomes unbearable. It doesn’t have to be that way for you!

Cost of Weak Leadership

Weak leadership includes a lack of personal development and team coaching + development. It has a negative impact on team performance, productivity, and company culture. The ripple effect impacts clients and the industry.

“Moving away from a bad manager or leader” is one of the top reasons for US employees when considering whether or not to take a job with a new company, per Gallup.

If I were to assess the annual cost of weak leadership, I’d start by putting my costs into the Leadership Cost Analysis.

Numbers are calculated using 50 weeks allowing for 2 weeks of vacation. Items listed under the toggle are hidden costs that occur as a result of the performance or behavior.

• Management tasks are an investment in employee development; hours are positive.

  • You host a 60-min weekly team meeting.

  • You don’t facilitate structured monthly performance coaching.

  • You have a 15-min check-in every other week with the team member.

• Hiring/Turnover tasks are a cost; hours are negative. The hours and tasks are conservative to account for delegating some of the work to a recruiter or assistant. However, as a hiring manager, there’s still a time investment by you.

  • Allowing 40 hours for onboarding + training, even if onboarding is automated.

• Behavior tasks are a cost; hours are negative. These are situations that have escalated quickly or slowly built over time due to a lack of early intervention (aka coaching).

  • What’s the cost of a disgruntled client with mismanaged expectations?

  • What’s the cost of a team member(s) who’s fed up with management’s inconsistent practices, arbitrary decisions, and lack of accountability?

  • What’s the cost of your industry reputation? Awards, brand refreshes, and personal branding won’t save a tarnished reputation.

• Performance tasks are a cost; hours are negative.

  • You spend an hour a week correcting work. This could more or less some weeks.

  • Lack of monthly coaching and check-ins results in employee performance at less than their potential. (40 hrs/wk * 50 wks = 2000 hrs). 75% of capacity means a loss of 25% of productivity (-500 hours). The side effects and hidden costs include: low job satisfaction, behavior spreading to peers, and loss of initiative and innovation.

  • If you do decide to put them on a performance improvement plan, it costs time to prepare, facilitate, and follow up.

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Cost of Strong Leadership

Strong leadership understands their impact on the team’s success today and in the future. They actively pursue personal development and have a desire to see their team reach their potential. This mindset and behavior support team performance, productivity, and company culture. The ripple effect impacts clients and the industry.

“Allows me to do what I do best” is one of the top reasons attracting US employees to new opportunities, per Gallup.

If I were to assess the annual cost of strong leadership, I’d start by putting my numbers into the Leadership Cost Analysis.

Numbers are calculated using 50 weeks allowing for 2 weeks of vacation. Items listed under the toggle are hidden costs that occur as a result of the performance or behavior.

• Management tasks are an investment in employee development; hours are positive.

  • You host a 60-min weekly team meeting.

  • You facilitate structured monthly performance coaching.

  • You have a 30-min check-in every other week with the team member.

• Hiring/Turnover tasks are reduced due to retention of team.

• Behavior tasks are eliminated due to frequent coaching, proper oversight + accountability.

  • What’s the return on high team morale? How does this impact how they show up daily and in meetings?

  • What’s the return on increased collaboration? How does this impact innovation + creativity?

  • What’s the return on positive client experiences? How does this impact referrals and returning clients?

  • What’s the return on your industry reputation? How does this impact vendor collaborations, referrals, and increased responsiveness/flexibility?

• Performance tasks are a cost; hours are negative.

  • You spend less time correcting work because you invested in time upfront with 1:1 coaching. This could more or less some weeks.

  • Consistent monthly coaching and check-ins result in employee performance achieving greater potential. (40 hrs/wk * 50 wks = 2000 hrs). 90% of capacity means a loss of 10% of productivity (-200 hours). The side effects and hidden costs include: improved job satisfaction, confidence and capability to mentor.

  • No performance improvement plan.

What’s next?

The recurring argument against structured performance coaching is the time it will take away from working in the business. However, when you break it down and assess the estimated cost and hidden costs between strong (-$300.00) and weak (-$25,750) leadership, the argument doesn’t stand over time.

I encourage you to recreate with your own numbers for a personalized cost analysis. Then create a plan for personal and team development. Your commitment to development is a long-term investment in you, the team, and your business. Behavior won’t miraculously change overnight, but each step forward is progress. 💪🏻

If this is an area you would like support with, let’s chat. If you’re adamant that leadership isn’t for you, have you considered bringing on a partner who can lead your team?

Your team deserves your best and to be challenged to reach their potential.

If you need assistance setting up automation or customizing the dashboard to fit your business needs, please reach out. I’m here to help!

What’s the leadership cost in your business?

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Use the Connections dashboard for tracking your business development and networking contacts. Reinforce your relationships with recurring touchpoints. This mobile-friendly design supports quick access to contacts and upcoming events.

The Connections dashboard includes a Contacts database and Event calendar.

• Improve consistency. Schedule recurring touchpoints including coffee dates, special events, and more.

• Reinforce connection. Track favorites and special events (birthdays + anniversaries) to send cards and tokens of appreciation.

• Always recruiting. Identify ideal talent so you have a talent pool to source from when you have a position to fill.

• Upload business cards. Take a photo with your phone, and quickly upload it to your Contacts using the Notion app after an industry event.

• Track holiday cards. Identify who you’re sending cards to and easily export addresses as a CSV for your holiday mailing list.

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I’m excited to share a new Notion template designed for nurturing connections, which is essential for both personal and professional success.

This mobile-friendly connection dashboard includes primary databases for contacts and events, allowing you to easily track interactions and schedule recurring touch points.

I encourage you to always be recruiting by identifying your ideal clients and talent, which will help you build a talent pool for future hiring needs.

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If you need assistance setting up automation or customizing the dashboard to fit your business needs, please reach out. I’m here to help!

The Client Success dashboard supports the oversight of clients, projects, and project tasks. The founder or project manager can quickly view the status of deliverables in relation to each client’s roadmap.

The Client Success dashboard was designed with simplicity in mind to support small teams or solo entrepreneurs. It includes three databases that work together.

• Client CRM. Record the details of each client and set up their client journey, from onboarding to offboarding.

• Projects. Record project details, track deliverables, and manage the roadmap to ensure milestones are met.

• Project Tasks. A central and comprehensive database for all tasks related to the client journey and project roadmap.

Documenting the details of each client and project supports the execution and delivery of service, whether you’re a solopreneur or sharing information within a team. Use the dashboard to quickly view the status of all clients, tasks, and projects.

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UPDATES

• Dashboard. Better visibility on status of clients, tasks, and project roadmaps.

• Automation. Added buttons for quicker start and easier syncing between databases.

• Tabs. Cleaner page views while still maintaining relevant client or project information.

I’m excited to introduce you to the Client Success Dashboard version 2.0, which incorporates Notion’s latest updates to enhance your client management experience.

You’ll see how to easily add clients, track project statuses, and visualize your active projects and tasks. I also highlight the new tab feature that streamlines information on pages, making it easier for you and your team to manage onboarding and offboarding processes.

If you need assistance setting up automation or customizing the dashboard to fit your business needs, please reach out. I’m here to help!

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Use the Vendor directory to support work between projects and team members. It provides a centralized place for vetting, notes, scope of work, and updates. Keeping everyone on the same page instead of details remaining in individual inboxes.

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Each vendor profile includes fields for contact and service information. You’ll also find tabs for notes, vetting, scope of work, check-ins, and review.

• QUICK CONTACT serves as a directory with key information for easy mobile use.

• REVIEW supports onboarding of new vendors at your desktop.

• REFER encourages the sharing of trusted vendor partners by industry

BONUS Template: Includes a customizable PDF to welcome your vendor partners.

I’ve included prompts in the template to support a strong vendor partnership. Below is an additional resource.

In this video, I am excited to share the latest version of the Vendor Directory + Management.

It now includes three tabs for quick contact, review, and a list of all vendors. I added features to help you vet vendors effectively, ensuring your resources are well spent.

I recommend integrating project milestones into a larger database for better tracking.

Request the template to elevate your partnerships!

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If you’re interested in personalizing this template or need assistance with automation, please feel free to reach out to me for support.

The Executive Support dashboard is ideal for the admin managing the personal details and business projects of a small business owner.

Use the dashboard to manage contacts, meetings, projects, tasks, and more. Quick access to processes and templates supports execution.

• Handbook: Record processes and save templates for consistency in work performance.

• Contacts: Strengthen relationships with the team, clients, and vendors by tracking details and meetings.

• Meetings: Set the agenda, take notes, and follow up using the meeting template.

• Projects + Tasks: Meet deadlines by managing timelines and deliverables.

• Tech Stack: Easy reference for access and training.

Sharing access with your executive supports alignment of priorities and efforts through transparency and accountability.

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UPDATES: 03/24/2026

• Dashboard: Quick view of this week’s priority, meetings, tasks, and projects.

• Event Calendar: Quickly assess + view details of upcoming social events and travel; manage costs and reservations.

• Wallet: Quick access to cards for insurance, purchases, and travel. Synced to relevant databases.

• Wardrobe: Catalog of outfits that syncs with the event calendar to support the executive who is fashion-conscious and wants to stay on brand; supports preparation and packing for travel.

In this video, I provide an overview of the new executive support dashboard I created to support service-based small businesses.

This Executive Support dashboard includes sections for personal executive details, quick access to contacts, meeting management, and project tracking, all designed to streamline your workflow.

Request the template for your workspace.

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If you’re interested in personalizing this template or need assistance with automation, please feel free to reach out to me for support.

The Hiring Dashboard is for founders starting to grow their team and looking to hire the ideal team member. This dashboard gives visibility on your applicant pipeline, available positions, and upcoming interviews.

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INCLUDES

• Dashboard for oversight on applicant pipeline and positions available

• Database to organize and manage applications

• Form for applicants to apply directly and upload their resume

• Template for screening process with tips

• Calendar to schedule and facilitate interviews

• Database to manage and publish available positions.

• Template to create job descriptions includes guided prompts to attract ideal team members.

I’m excited to introduce you to the Hiring Template I’ve created specifically for business owners looking to expand their small team.

This dashboard provides a clear view of your applicant pipeline, available positions, and upcoming interviews, making it easier to manage your hiring process. You’ll see how many positions are open, the status of each position, and the applicants for each.

Request the template for your workspace.

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If you’re interested in personalizing this template or need assistance with automation, please feel free to reach out to me for support.