Jun 23, 2026 · 32 min · 10 segments
Every designer knows that they should be documenting their processes. Almost none of them are doing it. This episode of For Designer Business walks you through the documentation journey: what to…
Shayna RoseHost
Evelyn McDougallHost
want people to do things the way you want them to do it and not have to repeat yourself a million times throughout the entire lifespan of you working in your business, you will do the necessary evil of documenting even when it feels unnecessary.
consistent work towards this end goal of you having an entire business documented from start of inquiry all the way through requesting that review and getting photography and archiving that project.
Where you're at in your process, you know, you'll figure out your timeline as we go through this.
But I think we should talk about someone who's listening, who's not even at the point to needing an assistant.
If I was going to learn a lesson of what I know now, what I would be focusing on inside of this SOP is all the templates.
which is just one tiny little crumb, literally, that lives inside the SOP as a linked document.
But all of the templates, whether that be email templates, and you yourself stop reinventing the wheel every single time you talk to a new client.
Or it's your presentation templates so that when you get to the point where you need support and you can leave the sourcing and you have this templated visual deliverable that is like a generator, allows someone to always spit out a deliverable looking exactly as you like.
Ultimately, lensing in on every client facing something has some form of a structure and a template.
And if you're listening, you're getting wildly ahead by just focusing on collecting that for you first.
want people to do things the way you want them to do it and not have to repeat yourself a million times throughout the entire lifespan of you working in your business, you will do the necessary evil of documenting even when it feels unnecessary.
consistent work towards this end goal of you having an entire business documented from start of inquiry all the way through requesting that review and getting photography and archiving that project.
Where you're at in your process, you know, you'll figure out your timeline as we go through this.
But I think we should talk about someone who's listening, who's not even at the point to needing an assistant.
If I was going to learn a lesson of what I know now, what I would be focusing on inside of this SOP is all the templates.
which is just one tiny little crumb, literally, that lives inside the SOP as a linked document.
But all of the templates, whether that be email templates, and you yourself stop reinventing the wheel every single time you talk to a new client.
Or it's your presentation templates so that when you get to the point where you need support and you can leave the sourcing and you have this templated visual deliverable that is like a generator, allows someone to always spit out a deliverable looking exactly as you like.
Ultimately, lensing in on every client facing something has some form of a structure and a template.
And if you're listening, you're getting wildly ahead by just focusing on collecting that for you first.
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