Hey Lovely!

A recurring conversation I’ve had with designers this week is: "How do I create and track budgets for my design clients?"

There are a few key practices I lean on to keep both the client and the project on track. First, I make sure the client clearly understands their budget—and what it realistically allows for. One of my favorite tools for this is a Budget Reference Guide, which I share during our initial consult.

From there, I build the budget into the Design Proposal and Contract so expectations are clear from the start. Inside my project management software, I also map out the budget in detail and build proposals that my client can review and approve—keeping everything organized and transparent.

If budgets and scope creep have been tripping you up lately, this week’s newsletter is for you.

Let’s talk about the money side of things. No one loves a budget surprise—and scope creep can derail even the most well-planned projects. This week, I'm sharing practical ways to stay in control of your design fees, project timelines, and client expectations.

Now, let’s dive in! 🚀

Tips, Tools & Takeaways for Designers

3 Tips: Keep Budgets (and Boundaries) in Check Set the tone from the start Before you start sourcing or sketching, make sure your client understands the budget range and what’s included. A clear welcome packet or onboarding guide goes a long way. Build in buffer zones Whether it’s time or money, pad your estimates. That 10–15% cushion can help you handle surprises without stress (or unpaid overtime). Use “Pause + Approve” points Insert key decision moments into your process—phases where the client must approve deliverables or budget increases before moving forward. It protects your time and keeps them accountable. ​

Resources to help 🛠 1. Mydoma Studio or Studio Designer​ Both platforms allow you to build proposals, track budgets, and keep everything transparent with your client in real time. No more digging through email chains for approvals! 📝 2. Budget Tracker Template​ Create a simple Google Sheet or templates in Mydoma that tracks original budget vs. actual spend. Share it with your client for bonus transparency—and fewer surprises.

1 Question for You 🤔 Where do you see the most budget drift in your projects? Is it furnishings, change orders, time spent emailing back and forth? Hit reply and tell me—I’d love to hear what’s sneaking past your boundaries.

Want More Support?

🌿 Want more support?​
If you're ready to streamline your processes, create a client experience that actually feels good, and run your business with more ease and intention—I’m here to help. Let’s chat about what’s working, what’s not, and how we can bring more clarity (and calm) to your day-to-day. I'll even share how I create and track my budgets!!
👉 Book a free strategy call with me here.​

Until next week—here’s to working with clarity, confidence, and a whole lot of ease.💛

Warmly,​
Marsha