- For Interior Designers
- For Window Treatment Pros
Create a Post-Sale Process That Protects Your Margins
OPS-203: After-the-Sale Workflow Management
Your sales pitch might go over with flying colors, but the real pressure often comes after your client says ‘yes.’ This 5-week course, designed to follow or complement SALES-202: Pre-Sale Workflow Management, delivers a clear, repeatable post-sale workflow that guides projects from approval to installation. Interested? Sign up for LuAnn’s updates and early bird pricing!
5-Week Course
Imagine This…
By the end of this course, you will:
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Create a Predictable Post-Sale Workflow
Learn how to map every phase after the sale so projects move forward with clarity, consistency, and fewer surprises. -
Reduce Errors, Remakes, and Delays
Use checklists, standards, and clear handoffs to prevent avoidable mistakes that drain profit and time. -
Strengthen Team and Trade Communication
Set expectations and improve coordination with installers, vendors, and internal team members. -
Measure What Matters
Track operational KPIs like turnaround time, error rates, satisfaction, and margin to drive continuous improvement.
For window treatment professionals ready to bring control and clarity to post-sale operations.
Strong sales can’t carry weak operations. OPS-203 gives you a clear, repeatable post-sale workflow that keeps projects on track from approval to installation. Designed to follow SALES-202, this course turns chaos into consistency and protects your profit on every job.
from 3:40am - 4:45pm EST
We went through huge growth in a short time.”
Jessica is the best—she completely turned our company around.”
Meet Jessica Harling
Jessica Harling is a process-driven strategist and founder of Behind the Design. She helps interior design trade businesses scale through operational clarity, workflow design, and team training, turning disjointed systems into seamless, repeatable client experiences.
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 want a clear, repeatable workflow that guides projects after the sale
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You’re tired of projects going sideways due to missed steps or miscommunication
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You want measurable KPIs to evaluate and improve operational performance
We’re not a fit if…
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You prefer to wing it and resist documentation
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You have a post-sale process you are unwilling to adjust
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You resist accountability or consistent process follow-through
Replace post-sale chaos with clarity and control.
When your operations are clear, projects run more smoothly and teams perform better. Learn how to build a post-sale workflow that reduces errors, protects profit, and delivers a more professional client experience every time.
The 5-Step Post-Sale System for Predictable, Profitable Projects
Operations Fundamentals
Understand operations as the backbone of the client journey. Learn how gaps after the sale impact profit, timelines, and satisfaction—and how to close them.
Thurs. March 12th at 3:30pm EST
New Project Setup & Technical Measures
Create accurate job files, establish measurement standards, and use checklists to improve handoffs and prevent costly rework and mistakes.
Thurs. March 19th at 3:30pm EST
Ordering & Tracking
Build precise vendor orders and installer packets, track lead times, and communicate proactively when delays or issues arise.
Thurs. March 26th at 3:30pm EST
Installation & Closeout
Prepare teams for installation success, manage client communication during install, collect balances, request reviews, and finalize closeout.
Thurs. April 2nd at 3:30pm EST
KPIs, Tools & Resources
Track operational KPIs, integrate CRMs and dashboards, and build continuous improvement loops that support long-term efficiency and scale.
Thurs. April 9th at 3:30pm EST
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 Thursdays for five weeks at 3:30pm 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.Yes—this course is intended to be taken after OR concurrently with SALES-202.