- For Interior Designers
- For Window Treatment Pros
Create a Pre-Sales Process That Converts
SALES-202: Pre-Sale Workflow Management
Service inquiries don’t have to feel overwhelming. This 5-week course provides a clear, repeatable pre-sale workflow that guides prospects from first contact to close. Learn how to qualify leads, set expectations, follow up strategically, and improve conversion without chasing clients.
5-Week Course
Imagine This…
By the end of this course, you will:
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Create a Seamless Client Experience
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Confidently Qualify Leads
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Communicate Expectations
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Follow Up Intentionally
For window treatment professionals who want a consistent process from inquiry to close.
If you’re tired of juggling inquiries, guessing what to do next, or losing promising leads to inconsistent follow-up, this course is for you. Whether you’re handling sales solo or managing inquiries for a growing team, you’ll walk away with a pre-sale workflow that feels organized, intentional, and repeatable. You’ll stop chasing clients, start leading the process, and convert more inquiries into paying projects without increasing your marketing spend.
from 11:00am - 12:15pm EST
Some of the best sales training I have ever received.”
This is more than theory—the insider knowledge is fantastic.”
Meet Jessica Harling
Jessica Harling is the founder of Behind the Design, a people-and-process consulting firm for the interior design trades industry. Known for transforming chaos into clarity, Jessica helps businesses elevate client experiences, increase conversions, and empower teams through customized systems and training.
12+
Years Teaching the 7-Step System
2500+
Employees Trained
500+
Clients Served
Jessica's Superpowers
- Trained over 2,500 window treatment professionals to build repeatable, scalable sales systems that actually convert.
- 15 years inside the window treatment industry, working every role from installer to sales trainer—she speaks the language of the showroom floor.
- Built and led high-performing sales teams
- Specializes in human behavior-based selling, helping professionals sell with empathy, confidence, and results—not pressure.
- Founder of Behind the Design, a go-to resource for onboarding, training, and systemizing performance for creative-based businesses.
Is this course for you?
We’re a great fit if…
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You’re ready to stop winging your pre-sale process and build real structure
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You want stronger follow-up and fewer lost or stalled leads
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You want a clearer handoff between admin, sales, and operations
We’re not a fit if…
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You’re only looking for sales tactics, not sustainable systems
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You want marketing or lead-generation strategies instead of workflow clarity
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You’re not ready to revise internal processes or adopt new habits
Bring order, confidence, and clarity to your pre-sale process.
Stop reacting to inquiries and start confidently guiding clients. This course will help you create a pre-sale process that feels professional, predictable, and repeatable—without adding more work to your plate.
The 5-Step Pre-Sale Workflow That Converts More Clients
Introduction to the Pre-Sale Process
Understand why a defined pre-sale process matters, how it builds trust, and how qualifying and disqualifying leads improves ROI and professionalism.
Tues. March 10th at 11am EST
New Inquiry & Pre-Appointment Preparation
Learn how to capture inquiries, respond efficiently, set expectations with scripts, and use pre-appointment touchpoints that prime clients to say ‘yes.’
Tues. March 17th at 11am EST
Post-Appointment Unsold Follow-Up
Build three-touch follow-up sequences, long-term nurturing strategies, and clear criteria for when to re-engage, disqualify, or archive leads.
Tues. March 24th at 11am ET
Post-Appointment Sold Follow-Up
Create smooth handoff procedures, reinforce buyer confidence with scripts and thank-you strategies, and set the tone for loyalty and referrals.
Tues. March 31st at 11am EST
KPIs, Tools & Automation
Track lead sources, conversion rates, and ROI. Learn how to use CRMs and automation tools to manage workflows and create a pre-sale action plan.
Tues. April 7th at 11am ET
What were your biggest, business-changing a-ha moments? How are you taking action? Join LuAnn in picking up insights from every course and every department!
Thurs. April 30th at 1:00pm EST
What’s Included?
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FREE RECORDED CLASSES FOR 90 DAYS: Can’t make one of the classes? No problem! Recordings will be available the next day—just log in to your account to access them. If you’d like unlimited access, you can purchase Lifetime Recording Access for $95 when you register—or at any time during your 90-day window.
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LIVE VIDEO COACHING CALLS WITH 5 SPECIFIC TOPICS: 5 weeks of 1 hour and 15 minute live zoom video coaching with 1 hour of your instructor teaching and 15 minutes of live Q&A.
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PRIVATE CONVERSATION BOARDS FOR EVERYONE IN THE COURSE: Sometimes we need to try something or think about it further...and then we look for clarification. This group is for collaboration, victories and trouble-shooting. Your instructor, LuAnn, and your peers will deepen your understanding of the content.
5-Week Course
Interested? Sign up for LuAnn’s updates and early bird pricing!
FAQs
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We meet each week via livestream. Expect an email with instructions a few days before your class begins.
Each meeting is one hour and fifteen minutes of live coaching with a combination of dynamic teaching (expect tons of real-world examples!) and live Q&A.No problem! Recordings of each class will be available the next day, so you won’t miss a thing. However, keep in mind that your access to these recordings is free for 90 days after your last class. After that, access will be removed unless you purchase Lifetime Recording Access for $95, which ensures your recordings never expire. You can add this option when you register or later if you need more time.
And don’t forget about the Conversation Boards! Your instructor will be there each week for extra Q&A and to help you deepen your understanding. So even if you’re in a different time zone, you can still sign up and get the full value out of this course.Your instructor will be checking in on your Conversation Board at least a few times a week to answer any questions that you post. You will also be able to interact with your classmates, continue discussions from your sessions, and share wins as you put your new-found skills into practice.We meet on Tuesdays for five weeks at 11am ET. -
We want you to feel confident when you enroll in a LuAnn University course. Our policy is designed to be fair to both students and instructors:
If you cancel before the course begins: You’ll receive a refund of your tuition, minus transaction fees.
If you request a refund after the course begins: Refund requests may be made within the first two weeks of the course. We’ll review your request and work with you to find the best solution. To be eligible, you must have completed the pre-course Q&A form, which helps ensure your goals and expectations align with the course content.Once the 90-day access period ends, your recordings will no longer be available—unless you’ve purchased Lifetime Recording Access. You can add Lifetime Recording Access to your cart when you register—this means your recordings never expire. If you decide later, don’t worry! We’ll remind you when your 90-day window is about to close, giving you another chance to keep them for life.No! We’ve created a full business education with multiple tracks—but you get to decide where to start. Register for any course or intensive in any track.
“We hired Jessica for the entire interior design process from sales to onboarding to offboarding. We’re turning 9-10 month projects into 3-4 months. ”
“The best operations and training expert we know at Exciting Windows.”