Join Sean Adams for an in-depth discussion in this video Developing criteria for approval, part of Running a Design Business: Selling Design to Clients.
- Developing criteria is a step that is often overlooked…and is key to the success of a project.…Once you've compiled your questions…and are satisfied with the answers,…you need to present your findings to the client.…A check-in gives everyone a chance to correct any errors…or understand that things are not exactly what they thought.…The presentation needs to include the following,…a title slide or a page that lists…the client, date, and your name.…First, a statement of the assignment presented.…
If the client doesn't agree with that,…everything else may be irrelevant.…Second, the findings from your research.…This isn't based on the answers you asked,…but on empirical data.…If you have access to this information, list key points…such as number of employees, locations of offices,…types of products, annual revenue,…and any other fact that clarifies reality.…It may seem the client will already know these things,…but almost always someone in a meeting…will say they had no idea about a certain product,…or that there is an official slogan?…
Instructor Sean Adams shows how to begin a working relationship with a potential client, explaining how to sell yourself, present previous projects, and set appropriate expectations. He also provides tips for communicating during the design phase, crafting and delivering an impactful presentation, and dealing with a variety of common conflicts. In addition, he discusses how to maintain lasting relationships with clients, create more work, and determine when it's time to part ways with a client.
- First contact
- Setting expectations
- Beginning the work
- Developing criteria for approval
- Communication during the design phase
- Crafting and delivering a presentation
- Dealing with conflict
- Clients who want to play designer
- When a client plays mix and match with a solution
- Choosing your battles
- Maintaining a relationship over time
- Determining when to end a client relationship