Case Studies

Read how other Interior Designers' businesses Reached their potential

Case Study:
How Chelsea Streamlined Her Bi-Coastal Design Studio With One Seamless System

Interior Designer | Los Angeles & New York City

When Chelsea came to HB & Co., she was balancing something most designers dream of: a thriving design practice in two major cities.
But behind the scenes, her business was running on PDFs, editable templates, and a patchwork of folders that made every project feel heavier than it needed to be.

This is the story of how one intentional system transformed the way she worked, and unexpectedly supported a major business expansion.

The Before

Juggling Million-Dollar Projects With PDF Contracts + Manual Tracking

Chelsea’s client roster was full. Her projects were stunning. Her reputation was strong.
But her backend?

Editable PDFs saved in multiple folders
Contracts updated manually for every client
Proposals emailed as attachments
Invoices tracked by hand
Checks and manual transfers delaying payments
No visibility into who opened what and when
A paper trail that made risk management nearly impossible

“I used to send editable PDFs and track everything manually… I was just hoping the client downloaded the right version.”

Managing LA and NYC clients with this workflow left too much room for human error and it was costing her time, energy, and peace of mind.

The Turning Point

A New York Project That Became a Second Client Base

Chelsea had completed a renovation for her sister in Manhattan; a project that came with layers of approvals, co-op board requirements, and contractor communication.

The project ended with a realtor open house… and the open house ended with three new clients right in the same building.

“We swore we’d never work in New York again… now over half my clients are there.”

Suddenly, she had become a bi-coastal designer.
But her systems weren’t built to support that growth, especially from across the country.

That’s when she came to HB & Co. for a done-for-you Dubsado setup.

The After

One High-End System Supporting a High-End Studio

With her custom Dubsado ecosystem in place, everything shifted.

✔ Faster, seamless payments

Clients now pay instantly through Stripe; no more downloads or mailed checks.

“My invoices get paid so much faster now — clients just click and pay.”

✔ Contracts + proposals in one place

Every document now lives inside a polished, branded client flow — version-proof and effortless.

✔ Crystal-clear project visibility

Chelsea can view every client, every step, and every deliverable at a glance.

✔ Legal + financial protection through automation

Her system didn’t just create ease — it created security.

“A contractor ignored my invoices, and that Dubsado red receipt literally saved me in small claims court.”

The Results:

Since her system overhaul, Chelsea has:

Shortened her invoicing + onboarding cycle
Reduced admin time dramatically
Increased her payment turnaround
Strengthened her legal and communication trail
Built a backend capable of supporting multi-city growth

But the real transformation?

Confidence. Clarity. Peace of mind.

Her business finally feels as elevated as the spaces she designs.

Ready for your own transformation?

If you’re building a high-end interior design studio, you deserve a backend that feels just as elevated.