Accelerate Your Design Process: Efficient Sourcing & Client Sharing

 

TRANSCRIPT

 

0:00
Let's do a quick little project where I can source some items and then I can also share those with the client and show you exactly how that'll look for your clients.
0:11
So I'm going to start a new project here and let's just say we want to do you know lighting refresh for one of our clients and so with Style Row we allow you to source and add products from anywhere.
0:25
So you You can use our Clipper tool and you can do, say, products from any website.
0:33
You can also upload anything from your cell phone.
0:36
So if you're out at the job site or if you're out at market, you can upload any of those photos of products directly into your projects too.
0:44
And so here, for example, I've set up a project and let's just say we're going to source some new kitchen options for our client.
0:51
So I'm going to go to one of my favorite brand vendors.
0:57
In this case, it's going to be Visual Comfort.
0:59
And let's just say we're looking for some pendants for the kitchen here.
1:05
So this one looks lovely.
1:07
With the Clipper tool, this will allow you to Clipper save up to five images really quickly.
1:13
You can catalog it.
1:14
Within Style Row, everything is going to save to your own curated library.
1:19
So once you source an item once, it will always live within your product library and you can easily add those to new projects, share it with any of your clients.
1:29
So let's just save our, a little bit more information here.
1:34
Dimensions, we definitely want our dimensions.
1:37
Product specs.
1:40
We'll set a picture right there.
1:42
And then I'm gonna save this into our new project.
1:48
So I'm gonna save it to the library, didn't refresh there, so now jumping into my library I can also source and save products to our new project from here too.
2:00
And so here is that light we just saved from visual comfort.
2:03
I can now go in and add that to my kitchen refresh, lighting refresh here.
2:11
I can also go in and source from other pendants that I've previously added to my project here.
2:19
So, here's a couple of other options I can also add.
2:21
I like this one from West Elm.
2:23
That'll be a good one to share to the client.
2:27
I love these ones by Epirata Studio.
2:30
We can share that with the client, but, so now we've got three or four different options that we can go and share with the client and easily get their feedback and approval through our client portal.
2:41
So, there's a key feature.
2:44
I love to share.
2:46
So within your project, you're gonna have client visibility settings.
2:50
So you can select which information you are sharing to your client.
2:54
So maybe we want the lead time, the dimensions, and the product specs, but we don't wanna share the brand or the URL.
3:01
I wanna share the price and the approve item button as well.
3:08
And then another really key feature is bulk actions.
3:11
So bulk actions is an efficiency tool for sharing multiple items, or hiding from your client as well too.
3:19
So when I go to bulk action, I can go and select the entire section.
3:24
I can toggle on and off items that I wanna share.
3:27
Then you can go to your client sharing options and easily get these shared through this client portal.
3:36
So when you're ready to share to your client, you can send them this link or invite them via email.
3:43
But this is gonna be an honestly a game changer for you and your clients.
3:47
They're gonna absolutely love it.
3:49
They don't have to set up an account.
3:51
They don't have to remember passwords to access this.
3:54
It's all mobile friendly.
3:56
And it's gonna be an extension branded to your team.
4:02
So here in this quick project that we literally had just set up, your client's now got this cool portal.
4:08
They can provide feedback on items so they can provide thumbs up, thumbs down.
4:14
and that one looks a little cheap.
4:16
I don't like that one.
4:17
They can also approve items for purchase.
4:21
All of these actions that your client takes will be timestamped.
4:25
It'll trigger an email notification to you and your team.
4:31
Love this.
4:33
Like, and now it just makes your client communication so seamless.
4:39
So let me show you a quick example here of the email notification I just, just received.
4:44
So this will let you know that your client has went in and approved an item, they can click on the see client action.
4:51
And this will bring you right back into the client view on that item.
4:55
And now you can respond however you'd like to that client.
4:59
And you can also do internal communication like need to add to invoice.
5:10
And then you can also respond to your client like, great, love this one too.
5:17
So however you wanna communicate with your clients, super easy and seamless and within a matter of minutes you can source product and share it with your clients for them to communicate and approve on.
5:28
So, hope you guys enjoyed the quick little 10 minute webinar here today.
5:32
If anyone has questions, you can feel free to reach out to myself at tyler at stylerow.com and would love to connect with you.
5:41
All right, take care, have a great day.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.