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Map your client experience

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untangle the chaos, streamline the process

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Stop carrying your client process around in your head

A 90-minute workshop for designers who are tired of having to remember, decide and figure everything out from scratch each time they run a client project.

Are you still figuring out how to handle the same client situations each time they come up? 

A brand concept was send to a client on Tuesday. You gave them three days for feedback, but when Friday comes and nothing's landed in your inbox. 

You open a new email. Start with "Just following up on the concept," delete it.  Then you try "I'll need your feedback today to keep things on track," delete that too; sounds like a warning. 

You know you wrote a similar email not long ago but can't remember what you said. So you endlessly scroll through your sent folder looking for it. Thirty minutes gone, and the email itself is two lines long.


Earlier that same week, another full afternoon disappeared. 

"Prep for the discovery call" had been sitting on a Post-it for a week. Hours of work and countless steps condensed into one line, because you've done this enough times to know exactly what it means.

Wednesday afternoon, you finally get to it. Read the questionnaire, work out which answers are complete. Research their industry. Look into their current brand, their history, and what's already been tried. Then work out the agenda for the call. 

None of the work made you stop and think. You didn't feel stuck on what to do next. 

But what you've never done is write down everything it takes to complete "Prep for the discovery call", or time how long each step takes.

You thought you'd be done by four. You're still at it at six, still at it at seven, and before you know it, it's eight, and you're still not ready for tomorrow's call.



Two different afternoons, that look like two completely different problems. Except they're not.

Both times, you already had the answer somewhere in your head. It just hadn't been turned into something you could reach for instead of rebuilding it.

I don't think the fix is an overhaul of your entire process. And it's definitely not another template pack or a prettier Notion dashboard. And it's not me handing you my boundary, or my discovery-call process, to copy.

It's smaller than any of that. You already know how to do this work. The problem is that too much of what you know still lives in your head, so every project asks you to retrieve it, decide it and rebuild it again.

I want to show you what happens when you take two of those things out of your head. That's what we're going to change in this workshop.

How to reclaim 5 hours of headspace this week (without changing your software)

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You'll finish a decision you keep making from scratch


Take a boundary, deadline, or policy (late or contradictory feedback, an unsigned proposal, a missing questionnaire) and build the backup: what you do at every point it's tested, and the actual words for your email template, a section in your proposal, a clause in your contract, and a line in your welcome guide.

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You'll find the work hiding inside one “simple” task

Take a task you keep underestimating (discovery-call prep, a website handover) and break it into separate steps. For each, decide when it's complete, and add a time estimate. You'll know when to move on, and how much time it takes, rather than discovering at 6 pm that "one afternoon" wasn't enough.

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A 90-minute working session using the same two situations you just read about: the feedback deadline, and the task that was never one task. I'll show you how each framework works, then you'll apply it to your design studio.

This workshop is for you if...

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You've been doing this work long enough that you shouldn't still be figuring out the same things every time, and you know it.

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You can do a task on autopilot because you've done it dozens of times before, but you consistently underestimate how long it takes.


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You know there are parts of your client process you keep rebuilding from scratch, but the thought of sitting down to sort the whole thing feels like another project you don't have the capacity for.