Skip to content
DFXCommunity

ChecklistMeasurement

Interior design and renovation: Weekly and monthly performance review

52 checks across the weekly check, the monthly funnel and cost, quoting and project health, content and reputation, and optimization decisions, tied to cost per site visit.

52 items6 groups18 minOctober 15, 2026

  • performance
  • monthly report
  • cost per site visit
  • measurement

Preview

3 items open, 52 items in total. Members see the rest.

The weekly check is a fifteen-minute Monday job, and the monthly report is the groundwork for decisions on ad budget and capacity. Because renovation sales take weeks to close, read the numbers by the month the lead arrived and keep open records out of the rates.

Weekly check: spend, capacity, and account status

9 items
  • On Monday morning, the last 7 days of spend, leads, and cost per lead from Meta and Google went into one sheet.
  • The team's site-visit capacity for the week is written down, and weekly spend is set so leads don't outrun it.
  • Site-visit capacity was checked against the calendar for the start or handover week of any large project, plus holidays and days off.

6 items more in this group for members.

49 items more for members

This item has 52 items in total. With a membership you see all of it and copy any line in one click.

  1. Weekly lead and site-visit quality7 items
  2. Monthly report: funnel and cost9 items
  3. Quoting and project health9 items
  4. Content, profile, and reputation9 items
  5. Optimization decisions and next month9 items

Already have an account? Log in

Interior design and renovation page
  • Message template15 min

    15 message and copy templates for renovation firms

    Before-and-after caption

    A {AREA} m² {ROOM} in {NEIGHBORHOOD}: before and after. Problem: {PROBLEM} Decision: {KEY_DECISION} Materials: {MATERIALS} Duration: {DURATION} (per the work schedule) Photos shared with our client's permission. Message us if you'd like a site visit for a similar space.

    15 templates · 4 groupsMembers only

  • Copy template20 min

    Caption templates

    Case study: problem, three decisions

    A {AREA} m² apartment in {NEIGHBORHOOD}. Our client's first sentence: ‘{CLIENT_PROBLEM}.’ The three decisions that solved it: 1. {DECISION_1} 2. {DECISION_2} 3. {DECISION_3} On this project, the schedule shifted by {SHIFT} because of {CHALLENGE}; we wrote the reason and how we handled it on the last slide. Photos shared with our client's written permission. If you'd like a site visit for a similar space, DM us.

    22 templates · 5 groupsMembers only

  • Checklist10 min

    Interior design and renovation marketing checklist

    • Every portfolio image is from the company's own projects; nothing is taken from another source.
    • Renders and AI images are labeled "3D visualization" or "concept."

    36 items · 6 groupsMembers only

  • Hook bank12 min

    Reels and short-video openers

    One outlet, directly across from the sink. Let me show you how we fixed this kitchen.

    50 hooks · 5 groupsMembers only