Spring cleaning your business: Streamlining processes and organisation
*Canva and clutter are synonymous for many creators using this awesome platform.
How often do you start a design in Canva with ALL the good intentions of assigning it a tag for a specific folder and then forget because … life …
And then, when you come back to Canva again and you want to use that same design but make it slightly different, you cannot find it.
So, what do you do? You just redesign it. And so the cycle goes.
Hi, I’m Stephanie, and I live and breathe all things Canva. If I can make your Canva life just that teensiest easier, I have achieved (part of) my objective.
Why is spring cleaning not just for your home but for your business as well?
I am not going to go into all sorts of processes and procedures here coz that’s not my strong suit, but what I do want to share with you is that Canva needs some organisation too.
When you constantly have to reinvent the wheel because you can’t find what you’re looking for, your finite resource … TIME … could be better spent doing the stuff in your business that brings you joy AND money.
Canva can be a joyful experience, but let’s make sure it starts the right way!
Step 1: Organising your Canva assets
Before I knew what a brand kit was and what it was for, let alone how to use it, my whole “brand” was so much hit and miss, but mostly it was missing. Nothing made sense, and everything was ALL over the place.
Do you use Canva Pro? Go and set up your brand kit. It makes life SOOOO much easier to create from a place of knowledge and ease.
And if you don’t know how to create your brand kit or even if you’ve taken one look at it and thought “Not today buttercup” this download is for you. Come and say Bye-Bye Hot Mess Graphics. Tomorrow’s you will thank you for it!
Canva has made it SUPER easy for us to save all our designs in a folder.
Step 2: Streamlining your content creation
Nothing is more of a time suck than starting from scratch every single design.
When you show up on social media on a regular basis and you share a graphic with the caption … PRO TIP … create yourself a branded template.
This way, you do not start from scratch.
Do you sit and batch-create your social media posts ahead of time? Why not do the same with the graphic that you’ll be sharing?
Do you use Canva Pro? You can now schedule your newly created graphic straight to your social media ahead of time.
For those on the free version of Canva, you are still able to use the native schedulers in the social media channels to schedule. I particularly like LinkedIn’s native scheduler.
How do you schedule your content, or do you post organically? You can comment at the end of this blog.
Step 3: Tidying up your business systems
Once your Canva assets and content creation process are in order, it’s time to look at the bigger picture … your overall business systems.
Think of this as decluttering the backend of your business so everything runs smoothly.
- Inbox declutter: Unsubscribe from emails that no longer serve you and organise your inbox with folders and/or labels.
- File management: ensure client files, contracts and business documents are properly stored (Google Drive/Dropbox/OneDrive, etc.)
- Project & task management: If you’re not already using a tool like Trello (my favourite), ClickUp or Asana, now is the perfect time to set up a simple workflow.
- Automation & templates: Save time by setting up email templates, invoicing systems and (of course) knowing how your social media scheduling tools work.
- Client & lead follow-ups: Review your CRM or client lists. Who needs a follow-up email? Who can you reconnect with?
This step makes your business run efficiently behind the scenes, giving you more time to focus on growth and creativity.
Where we land …
Spring cleaning isn’t just about making things look nice. It’s about creating a system that works for you.
By organising your Canva assets, streamlining your content creation and tidying up your business systems, you’ll feel less overwhelmed and soooo much more in control.
Imagine logging into *Canva and instantly finding the template you need. Opening your inbox and seeing only important messages. Sitting down to create content with clarity and ease.
That’s the power of a well-organised business.
But if all this feels overwhelming, you don’t have to do it alone.
In my 1:1 Canva sessions, we’ll work through the steps you’re having a mare with together. By the end of our session, you’ll walk away with a clear and structured approach to creative content creation and the confidence to keep it that way.
Want to start spring cleaning your business with me? Book a 1:1 Canva session here. Not quite ready to work with me 1:1, email me your headache and let’s see if I can help.
*Affiliate link: A small commission is paid to me when you subscribe to Canva Pro.