Client Services: Create/Discover Your Trusted Process

Writing down your process is important. It is great to know how you best operate so you can communicate that with those who potentially want to work with you on a project. In this post, I will take you through the client process I typically use for my freelance design clients.

The Questionnaire + Q&A

Information is vital to understanding. Whenever anyone reaches out to me about possibly designing something for them, I send them to the contact page on my portfolio website. My questionnaire gives me much needed background of the project, their goals, and any design preferences. It is my job as a designer to bring the vision of the client to fruition. I can’t do that unless I know everything I can as early as I can.

After receiving the initial questionnaire answers, we delve deeper and have further discussion with the goal to gain the utmost clarity on the project needs and goals. This is where I learn more about you as an individual and the impact you want to make on the world (or your local area) through this endeavor. Clearly defined company and project goals are required to successfully translate the story of your brand to the public. As a designer, I want to know as much as possible before any sketching or designing actually begins. Knowing the goal(s) makes it easier to come up with a brand strategy — visually and otherwise.

Design Brief and Proposal

Based on the questionnaire and our follow-up discussion, I will put together a contract that will include the design goals, pricing, and policies. The question of “How much” is reserved for this stage because an estimate can not be made without the project goals and needs being clearly defined and agreed upon. I personally don’t have set generic prices I advertise. Every project is given it’s own price estimate based on its particular needs and scope.

Project Start to Finish

Once the proposal is approved and the first deposit (usually 50%) is made then the project will begin. The personal investment made by the client means that there is buy-in from the beginning. It means they value my time. The receipt of the deposit secures their project into my schedule.

After initial sketching and digitization and refining, we will go through rounds of necessary revisions until we achieve the optimal solution. We are teammates in this endeavor. Once we have agreed on the final design(s), the remaining balance will be due. Once final payment is received, all necessary files will be turned over to the client for use.

Conclusion

Create your own process. Discover what works best for you. There is a confidence that comes with having one mapped out. With practice, you’ll know when to deviate and/or re-evaluate. However, the clarity of process will do you good.

~b.

4 Ways To Get The Most Out of Creative Conversations

Before any contract is signed, any design program is opened, any dollar sign is seen, a conversation must take place between a designer/design firm and the potential client. You must have a love of these deep conversations because they are where relationships are established and much is learned.

Continue reading “4 Ways To Get The Most Out of Creative Conversations”