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Client Wrangling
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A quick recap
Client wrangling before, during and after projects.
 
BEFORE THE PROJECT
  • One designer coloring outside the lines shared her method of using Voxer and voice messages to communicate with inquiries over five days rather than having a pressured sales call.
  • We chatted about sending a prep email before sales calls to help orient potential clients to the conversation - and maybe even ☕set the vibe🌷 with a playlist.
  • We talked about the issue of people using inquiry meetings as free consulting sessions - and ways to steer them away from this.
  • We also talked about the potential to have a 10-15 minute onboarding meeting where the details of the 🚦contract and boundaries are discussed (for those clients who never read them!)
DURING THE PROJECT
  • How do we get them to give us content?"❗ was a main topic of discussion and complaint. Restart fees, heavy and specific reminder emails, and allowing clients to choose their own due dates were all methods used.
  • We talked about the importance of saying thing to the clients aloud as well as in writing (because as we've already established, they do not read things😬.)
  • We talked about the joy of having someone run projects with reminders for us #goalz
  • One designer gave us a sneak peak at her approval form required before clients get their files delivered 🤘
AFTER THE PROJECT
  • Some designers share definitive “offboarding”/"goodbye" 🙋‍♀️
  • Some designers provide some post-project 📨email support.
  • We talked about about the power of 3 and 6-month check-ins for selling additional work. 💵
  • And we shared our thoughts on client gifts, birthday cards, and more!