Something I feel like I don’t talk a lot about is how daunting it can be to write out a process for an entire service.
Especially if the scope of work tends to shift a little for every client.
Because if you start looking at all of the different ways a project could go, then you’re going to get a ton of if this, then that scenarios… and next thing you know, you’ve got a 48-page doc outlining one service. Yikes.
I mean, sure — if that’s how it has to go, then go for it. But for most of us, that’s just overkill and overwhelming.
So what other option is there if you want to have a process for a service, while still staying flexible based on your clients’ needs?
You create a foundational process — the baseline steps that happen every single time, no matter who the client is or how the scope shifts.
Then, you layer in micro processes — the small, self-contained workflows that handle one specific piece of your service. Think of them like slices of cake: complete on their own, but even better as part of the whole.
For example, let’s say you’re a brand designer. A client hires you for brand design, a basic and straightforward service. The foundation for that process might be:
- Discovery call
- Contract & deposit
- Strategy session
- Moodboard approval
- Initial draft & revisions
- Second draft & revisions
- Final delivery
Everything else — extra logo variations, additional rounds of revision, pattern design, social media templates — those are micro processes. Each has its own mini workflow you can drop in as needed.
For example, a “social media template add-on” micro process might include:
- Confirm social platforms & template sizes
- Design initial concepts
- Request feedback
- Make edits
- Deliver final templates
That way:
- You have something documented that keeps you consistent
- You’re not reinventing the wheel every single time
- You can add or skip things without breaking your whole process
- You can make strategic changes in one place without rewriting everything
If the thought of mapping your entire service feels like staring into a black hole of “what ifs” — start with your foundation. Then break it into micro processes you can actually use.
Because when you have a process that’s simple to follow, easy to adapt, and made of plug-and-play parts… you’ll actually use it. And it’ll actually work.
til next time,