How We Built a More Relaxed Creative Workflow (Without Letting Clients Down)
Because burnout isn’t part of the business plan.
Let’s be honest.
The way most creative businesses are set up? It's a recipe for burnout.
Late-night proposal edits. Frantic file handovers. Endless admin that eats into the actual creative part of your work. We’ve been there — and we knew something had to change.
Over the past few years, we’ve slowly rebuilt our workflow from the inside out. One that prioritizes clarity, calm, and space — not just for us, but for the clients we work with too.
Here’s what that looked like — and how you can do it too.
1. We created a streamlined hub via Dubsado (aka a calm corner for every project)
You know that chaotic inbox search for links, timelines, and feedback threads? Gone.
Now, every client gets access to a beautifully branded Dubsado project hub, — a one-stop space for:
Key dates
Forms and questionnaires
Tutorials & Resources
Contracts and key details
It’s one of the easiest ways to reduce overwhelm for everyone involved — and it's all within our Dubsado Resource Guide if you’re ready to steal our setup.
2. We automated our offboarding process
We used to dread the final handoff. Sending files, writing wrap-up emails, wondering if clients felt totally supported or totally lost.
Now? It’s smooth and completely systemized. Spoiler Alert – this is also done with Dubsado (it’s honestly a game changer for a calmer business!)
Every project ends with:
An offboarding email (pre-written, just update their name)
A feedback form + testimonial request
A final handover doc with all the files, links, and “what’s next” notes
Optional next steps if they want to rebook or refer
Bonus for website designers: We also built a gorgeous Squarespace 7.1 Help Guide offboarding doc you can drag and drop into your own site design process. It’s honestly life-changing.
3. We gave ourselves room to breathe (without ghosting clients)
This was a big mindset shift.
We stopped trying to be "on" all the time and built buffer zones into our calendar — without sacrificing client communication.
Here’s how:
We added response time boundaries to our Welcome Guide (grab our same template here!)
We built in project pauses between phases (no more back-to-back deliverables) – Grab the template here!
We use email scripts to stay clear, kind, and on-brand — without overthinking every reply (grab the email scripts here!)
The result? Clients feel supported. We feel human.
4. We embraced templates as a form of self-care (really)
Because decision fatigue is real. And creative energy is precious.
Every email we don’t have to rewrite, every doc we don’t have to redesign, every process we don’t have to rebuild from scratch — that’s space we get back for the creative work we love (and the lives we want to live).
That’s why we created templates in the first place. And why Creative Process Co. exists: to give you back that time, too.
Ready to build your own relaxed creative workflow?
You don’t have to overhaul everything overnight — just start with one shift:
✅ Set up a CRM like Dubsado to be your business sidekick
✅ Streamline your offboarding
✅ Add a welcome guide
✅ Download a template and give your brain a break
✨ Explore all our templates right here, or start with the Entire Shop Collection— it’s all of our templates ready to go, and it’ll save you hours.
Entire Shop Collection
In this exclusive, we're bundling everything in the Creative Process Collective shop into one limited edition package. That’s right—every guide, workbook, template, and resource designed to elevate your business, streamline your processes, and save you time is now yours in one go (that’s over 40 products!).
Yes that’s right, even the Squareshoppe Squarespace 7.1 template 🤯
