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Define The Scope and Budget First
Start every project with a clear foundation. Getting alignment early prevents confusion and helps you stay profitable later.
- Write a short summary of the project goals and key deliverables
- Set the total budget — and break it down by category (furniture, lighting, labor, etc.)
- Confirm the client’s must-haves, wishlist items, and non-negotiables
- Identify risks early (permits, delays, special materials)
Keep everything in one place — including signed proposals and agreements — so you don’t have to dig later.
Build a Realistic Timeline
A good timeline protects your time and keeps clients happy. Map out the major phases and work backward from the install date.
- Use simple milestones like: design presentation, purchasing, deliveries, install
- Add buffer time for ordering and vendor delays
- Include time for revisions and approvals
- Assign owners to each task (you, the client, contractors, vendors)
With Zena, you can create project budgets that match each phase of your timeline — making it easy to track progress and spot issues early.
Stay On Track During Execution
Once the project is underway, use systems that help you stay focused — not buried in admin.
- Track purchases and payments as you go (Zena auto-categorizes and tags them)
- Set weekly check-ins with yourself or your team
- Flag issues fast: late deliveries, out-of-stock items, budget overruns
- Keep receipts, invoices, and vendor quotes stored digitally
Zena helps you see the full financial picture without spreadsheets — so you can keep things moving and protect your margins.
