My Process: Your Finished Project

I don’t know why I waited so long to write this, but I am super excited to finally be sharing with you a look, not a peek, behind the curtain of what time spent together would look like. I’m making this a three part series and breaking it down as follows. Part 1 is all about onboarding. Part 2 covers our time spent together, working on your brand. Part 3 is about what happens once the work is done. Join me for this three part series and let’s dive in!

Holy moly, the last part has arrived! This is part three of my series walking you through what working together can look like. As I’ve said before, I’ll be refraining from saying things like “customer” or “client” because it sounds cold and icky to me.

Holy moly, the last part has arrived! This is part three of my series walking you through what working together can look like. As I’ve said before, I’ll be refraining from saying things like “customer” or “client” because it sounds cold and icky to me, but I will be using the name of one of my marketing personas, Fiona instead.

So let’s dive into the good stuff!

Wrapping Up a Project

The steps that come into play when we are wrapping up a project are probably the most important parts of the project, simply because it is where Fiona’s brand transitions from being a work in progress to a completed project, ready to be launched to the world and implemented across all of the platforms that she shares on.

And while it can vary from project to project, there is training involved in our final days spent together.

A small anecdote: I remember learning how to drive clear as day for two singular reasons. First, my mother gave me a talk that will always stick with me about the responsibility of driving and how she “would never put a gun in [my] hand without teaching you all of the ways to keep yourself and the people around you safe. A car is no different than a gun. It’s a lethal weapon and you need to be taught all of the risks that come with driving.” Yeah. At 15, that sticks with you. The second is because while teaching me how to pull into a parking space, my mother (the crazy) got out of the passenger seat and stood on the line with a simple, “Don’t hit me.”


As the designer, it is my responsibility to get out on that parking lot line and teach Fiona how to park the car.

Now I’m sure you’re wondering why I shared about driving. For those who didn’t want to read my mom scared the poo out of me about driving. Twice. It’s the same thing with your brand, although a vehicle and a handgun are extreme examples. If I gave Fiona raw files with no information on how to implement her brand, edit her pages of content, and basically patted her on the ass and said, “Thanks. Bye.” she would flounder. And rightfully so. As the designer, it is my responsibility to get out on that parking lot line and teach Fiona how to park the car.

Training Is Important And Here’s What To Expect

Now, again, this is very specific to the project, but I offer training on:

  • Squarespace: How to post to your blog and make minor edits to content.
  • Trello: How to use the setup to keep up with your marketing efforts and editorial calendar
  • Collateral: How to print what you need, what to ask for, and which file to use.
  • Systems: How the system works, how to test it, how to maintain it and what to do if something changes (dammit, IFTTT)
  • Marketing: Strategy sessions and goal setting.
  • Branding: Like being introduced to a new friend.

This is a handy, dandy, Trello or Asana board that is yours all yours. It contains information on the project

Packaging Everything Up

There are three things that Fiona can count on, no matter what type of project we complete together.

  1. A final, brief meeting, which includes walking Fiona through her final deliverables, the file types, and what they are used best for.

  2. The website reveal, where we walk through the pages and oooo and ahhh together (jk). But really, the website reveal is where we go through the website that is created and I show Fiona the finer points. What forms lead where, etc.

  3. I share the portal with you. This is a handy, dandy, Trello or Asana board that is yours all yours. It contains information on the project, final deliverable files, and important documents such as contracts, invoices, and anything else we might need to share. Basically, the portal is Fiona’s project in one convenient place missing nothing but a neat little bow.

My Process

This method of working has proved itself to benefit Fiona more than any other method that I have tried in the past. I have worked hard to refine a process that makes the experience a pleasant and memorable one for the people that work with me. I’m looking forward to sharing more about my design and marketing work with you as we go on this journey together.

Do you have any questions I didn’t answer? Interested in learning more?