The Simply Stated Interiors EXPERIENCE

At Simply Stated Interiors, our goal is to make the design-build process an enjoyable one.  Experience has shown us that sharing our knowledge of standard procedures helps clients feel comfortable for the duration of the project. 

There are 14 steps divided into 3 phases:
Phase 1: The Project Initiation Phase
Phase 2: The Research, Design and Presentation Phase
Phase 3: The Project Management Phase

So, let’s start at the beginning…


STEPS 1 & 2: The Discovery Call and Design Consultation



This step is made up of a few separate parts.  I always start the design process with a complementary Discovery Call.  The Discovery Call is a 20-minute phone consultation and gives you and I an opportunity to discuss your project needs.  This can be scheduled right on my website.

After the Discovery call, an in-person Design Consultation visit is scheduled.  There is a fee for this 90-minute consultation, and the time is used to achieve a variety of goals: to discuss ideas for a potential space, color consultations, space planning, remodel planning, etc.  We may discuss ideas for one room or your whole house.

This in-person visit is a great way for you and I to develop a fun working relationship and for me to see the potential project first hand.  I’d strongly encourage you have a list of questions written up ahead of time, so we don’t miss anything that’s on your mind.  At the end of the consultation, I have a much better idea about the project requirements, you and I have had an opportunity to get to know each other much better, and the discussion about moving forward to Step 2 (officially retaining SSI’s services) is discussed.



Both personally and professionally, I need order and organization in my life. Without it, chaos will ensue. Granted, order and organization doesn’t always keep chaos at bay, but it sure is better than shooting from the hip. (I actually know. I’ve shot a rifle from the hip and, in my experience, there’s way less control in that shot.)

As we move into the second step of the Project Initiation Phase - Contract, Retainer and Project Commencement - we determine that the project is a good fit for both of us, and the client would like to proceed in working with me. I provide the homeowner with a Design Contract, which identifies the scope of work that will be developed, and a retainer is collected.

The Retainer is a flat fee that is based on the scope of the project. The retainer covers future meetings, correspondence and consults with everyone involved in the project (the homeowner, tradespeople, vendors, etc.) in order to determine the design layout, aesthetic and budget. It’s a time-based and time-intensive process and is absolutely necessary to ensure the end result is exactly what the homeowner wants for their new space.

Step 2 is required because it paves the way for Project Commencement, and to move into PHASE 2 of the SSI Experience, the Research, Design and Presentation Phase.

STEPS 3 & 4: Research and Design Ideas


Up to this point, we’ve discussed the steps necessary to complete Phase 1, the Project Initiation phase. Those steps include the design consultation, defining and documenting the scope of the project, and signing on the dotted line to formally start the project.

Now we move onto the nuts and bolt of your project; it’s time to move on to Phase 2 of the SSI Experience – the Research, Design and Presentation phase.


Step 3 involves a lot of research; we’ve titled it “Trade Day,” which is just as it sounds. All the trade contractors necessary for your project are invited to your home for a site visit in order to see, first hand, what work needs to be done. This meeting is coordinated and schedule by your lead designer.

What is covered at the Trade Day? The easy answer is … everything! This is where we research and flush out all the details for your project, including best case, worst case, wish lists, wants, needs, desires, etc. You name it, we want it all on the table at this meeting.

The trade day meeting can last a couple hours to an entire day, depending on the scope of work. It is a working meeting where conversations take place regarding all aspects of the project. We will take on-site measurements, snap photos of the existing space, and ask a ton of questions. This is all in an effort to gather as much information as possible in order to start designing the space and creating the budget for your project.


YES!! Upwards of 10 subcontractors attended and the Trade Day was a success!! With measurements and photos in hand, and a more defined scope of the project, your lead designer will start developing the concept for your new space.

In Step 4, floor plans will be created, products and additional services, if necessary, will be sourced and product and subcontractor quotes will be gathered to create your project budget.

Detailed drawings will include the existing floor plan as well as the proposed floor plans, inclusive of detailed dimensions, elevations, prospective drawings and project notes required for subcontractors and vendors. While these drawings are being created, conversations may be exchanged with subcontractors and vendors about various aspects of the project. These preliminary drawings will eventually become site drawings to be used by the subcontractors to build out the new space.

As the project concept is being developed, products and finishes that are being considered for the project are being sourced, vision boards are being created and estimates from subcontractors and vendors will be collected so that a project budget can be established.

There’s A LOT of internal work happening in Step 4. This step is one of the most time-consuming steps and will take several weeks to complete. All of this information collection and preparation will be used in Step 5 - Presentation.