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An intro packet is a tool you use to land new clients and facilitate the client onboarding process. It can either be a dedicated page on your website, a detailed PDF or better yet, a well designed and nicely printed piece to hand out to potential clients.
An intro packet is a great way to create a good first impression of who you are and what you do. It answers basic questions, sets expectations and gives clients a first look at what it will be like working with you. It's also a good tool to filter out clients that are not a good fit for your business.
In the last episode of the podcast, I told you all about the client onboarding processand how having a good onboarding process is crucial to landing new design clients. A good intro packet is the foundation of that important onboarding process.
What's in an intro packet?Think of your intro packet as well designed piece containing all the introductory information you normally give to potential clients. Not detailed information like what goes into your proposals and contracts. Instead, the intro packet contains an outline of what you do and what it will be like working with you.
It answers those basic initial questions a client needs to know before they start discussing their project with you.
The intro packet should be the very first thing you present to a client before agreeing to talk to them about their proposed project. Its purpose is to outline the big picture of what working with you will be like. It also saves you time by providing clients with answers to the most asked questions you receive saving you having to answer them personally.
When should you send an intro packet?The intro packet should be one of the first steps in the client onboarding process right after the initial client inquiry. Your onboarding process should look like this:
Whenever a client emails you, fills out a form on your website or contacts you by phone, your first response should be to send them your intro packet and ask them to look it over before you schedule a meeting with them. This will accomplish one of two things.
1.It will ensure the client they've made a good choice in reaching out to you and strengthen their resolve to work with you.
2.It let the client know that you are not a good fit and save you both a lot of time and possible headaches.
The purpose of an intro packet.An intro packet serves multiple purposes.
Imagine this scenario. A client needs help developing a brand for a new restaurant he's opening. He chooses three different local designers and emails them in order to get a feel for each one before deciding on who to hire.
Designer #1replies to the email saying they would love to sit down and talk with him about his project. When could they meet?
Designer #2calls the client and tells him all about his design services before trying to schedule an in-person meeting with the client. While on the phone he explains his work process, how payments work and anything else he thinks the client should know. The designer thinks he did a thorough job and feels good about his chances of landing the client. However, the client can't remember half the details after hanging up the phone. Plus now he's committed to a meeting a designer he's still unsure about.
Designer #3Calls the client and thanks him for considering her for his project. The designer expresses an interest in working with the client and offers to send him her intro packet. The designer explains to the client that the intro packet contains all the information he needs in order to make an informed decision of whether he would like to work with her on his project. She suggests he look it over, and if he has any questions he can call her back and she would be happy to answer them. If the client thinks they'll be a good fit he can set up a meeting with her to discuss the project more thoroughly.
Which one of these scenarios do you think leaves the best impression on the client? The first designer barely deserves a second thought. Designer #2 sounded good, but the client is a little overwhelmed and is starting to forget most of what they talked about. Designer #3 however, conducted themselves in the most professional manner, provided the client with all the information they required in the form of a well-designed info packet showcasing her design skills. This gives the client the chance to review her information on his own terms, letting him decide without any pressure if he wants to set up a meeting with her to discuss his project further.
If the client decides to move forward with designer #3, he does so with the knowledge of what he's getting into. Should he decide to use a different designer, then designer #3 only lost a few minutes of her time in the initial communication.
They say it costs five times more in time and effort to acquire a new client than to simply keep an existing client. The best way to retain clients is to properly set expectations from the beginning and then meet, or exceed them. An intro packet is a perfect tool to help with this. It makes sure you are not wasting time and energy on bad clients and helps you make favourable impressions on good clients.
By setting high standards from the first contact and following through with great service, you are sure to keep your clients coming back for more.
How to create your intro packet.When creating your intro packet you want it to be thorough enough to inform your clients and answer their basic questions, but you also want it to be generic enough to work for all clients regardless of their project.
The same intro packet could be used regardless of who the client is. A mom and pop looking for a logo for their corner store, or a 5 partner law firm opening up downtown will both receive the same intro package. However, if you offer multiple design services such as web and print design, you may want to create different intro packets for each one. There will be a lot of crossover for the common areas such as how and when clients can contact you.
Your intro packet should include:
Cover:This is your chance to show off your design skills. Make the cover interesting and professional looking but not too wild.
Introduction:There's a good chance the client already knows who you are and what you do, but an intro packet is a good place to showcase your skills and talents to round out their impression of you.
Contact info and contact policies:Set the rules of how you communicate with clients and when it's OK for them to contact you.
What is your process:In this section, you explain how you work and what the client will receive from you at the completion of a project. List special features you may include. List the steps that take place before, during and after a project.
You can also use this section to explain what is not included in your process. Make it clear to the client what it is you do AND what you don't do.
What is expected of the client:This section tells the client what is expected of them. Make it very clear that if the project requires the client to supply content such as images or copy, that it is expected in a timely manner.
Timeline:Explain how you work and how long certain processes take. If you need three weeks for discovery to research target markets and competition, let the client know so they don't expect to see results in a week.
Payment:This section explains your pricing policy. Do you require partial or full payment up front? When is the balance due? Do you have a minimum price the client should know about? This section is very useful for weeding out clients below your required budget.
Cancellation policy:This section explains what happens should the client cancel a project once started, or should the client go dormant for a certain period of time.
FAQ:Use this section to answer frequent questions you receive from clients that don't fit in any of the other sections.
Conclusion:Use this section to thank the potential client for their interest in working with you. Encourage them to contact you if they have any questions or concerns and let them know what steps are required if they want to proceed and hire you.
Remember, the client onboarding process is your opportunity to convert potential new clients into paying clients. Your intro packet is the first step in that process. Keep your wording compelling enough, but don't presume you will be working with the client because you might not. Be vague, but use a language inclusive to building a relationship with them.
The intro packet is a vital part of the client onboarding process. Make sure yours is up to par.
Do you have an intro packet?Let me know how your intro packet is working for you by leaving a comment for this episode.
Questions of the WeekSubmit your question to be featured in a future episode of the podcast by visiting the feedback page.
This week's question comes from John
Do you have any clients that listen to your podcast and if they do are you worried that they will get upset if you mention your business with them?
To find out what I told John you'll have to listen to the podcast.
Resource of the week Palettte.app
Palettte.app is an interesting way to explore and create colour palettes for use in your design projects. Check it out and let me know what you think.
Listen to the podcast on the go.Listen on Apple Podcasts Listen on Spotify Listen on Android Listen on Stitcher Listen on iHeartRadio
Contact meI would love to hear from you. You can send me questions and feedback using my feedback form.
Follow me on Twitter, Facebookand Instagram
I want to help you.Running a graphic design or web design business all by yourself isn't easy. If there are any struggles you face running your design business, please reach out to me. I'll do my best to help you by addressing your issues in a future blog post or podcast episode here at Resourceful Designer. You can reach me at [email protected]
Client onboarding is the process of turning potential clients into paying clients. It's the process of introducing them to your business, addressing their questions and concerns, and ensuring they understand the services you offer and your processes while providing those services.
Onboarding is all the steps from the initial contact with the client until you start working on their design project. It's your chance to explain to a client;
Over the next few episodes of the podcast, I'm going to dive into specific parts of the client onboarding process, but for today, I'm going to talk about the process as a whole.
Why is Client Onboarding important?Let's look at the process from two angles.
From the client's point of view:The Onboarding process plays a vital part in building and nurturing the relationship between you and your client. It's a way of ensuring you're all on the same page when it comes to working together.
Clients don't often know how partnering with a designer works. It's nervewracking for them to trust you, someone they may not know, with this vital part of their business's future. With proper Client Onboarding, you give the client a glimpse of what it will be like working together and hopefully leave them feeling confident that they've made the right choice in hiring you.
For your point of view:The Onboarding process is a way for you to grasp the scope of the project the client is presenting you with, as well as a chance to get to know the client. You learn their communication style which allows you to address any concerns you may have right at the start, so they don't become problems later on. And it allows you to show the client your "plan of attack" for tackling their project, letting them know what you expect of them.
The onboarding process is also a great way to weed out potential bad clients. At this point, you have not agreed to anything with the client. Use this time to determine if they are someone with whom you want to work.
Finally, the onboarding process is a great opportunity for you to show the client just how awesome it will be to work with you, hopefully putting them at ease and solidifying in their mind that they've chosen the right designer.
To sum it up, Client Onboarding is all about keeping the client happy, because a happy client will come back for more. That's how vital the onboarding process is.
Ignoring the process.Client Onboarding is a process. As a process, it has a structure that over time you will become intimately familiar with and comfortable using. Once you get used to an onboarding process, you will find it much easier to land clients.
If you receive inquiries from potential clients but with very few of them converting into paying clients, then you need to evaluate your client onboarding process.
Whenever you meet a potential new client, you can't just start throwing random information at them and expect them to come on board immediately. It's overwhelming for them. And yet, that's precisely the strategy many designers take. They give as much information as they can without taking the client's point of view in mind, which is probably why they find client acquisition difficult.
Onboarding involves not only informing the potential client of what they need to know but listening to them and answering their questions and concerns. It's about making the experience of hiring a designer as smooth as possible for them. If you don't do it right, you'll leave the client with the wrong impression, and the chances of them hiring you or coming back are slim. However, If you do it right, the client will come to believe that there is nobody else they want to work with but you.
Part of running a design business is being a salesperson. And as all good salespeople know, having a good onboarding process in place is half the battle to winning over clients.
When should Client Onboarding start?The onboarding process should start as soon as a client reaches out to you. There are various steps to the onboarding process that I'll cover in the next few episodes of the podcast. But just know that Client Onboarding is ongoing from the first contact until project start, and sometimes beyond.
Client Onboarding gives you direction.Any time you start working with a client, both sides usually have a sense of enthusiasm towards the new project. Ideas go back and forward, people get excited and before you know it, decisions have been made without any form of direction.
Client Onboarding gives you that direction.
Part of the process is to create a schedule and a plan for the project. This allows you to set out roles by determining who will be doing what and when. How long the process should take and what is expected from all parties. This way nothing is left up in the air and there are no surprises. Design projects go so much smoother when everyone involved knows what to expect.
Managing client expectations.I mentioned earlier how a lot of clients don't know how partnering with a designer works. Onboarding can help alleviate this by managing client expectations.
Part of the Onboarding Process is to make sure clients know what they can expect, and also what not to expect from you when it comes to your processes and how you work. Take scope creep for example. It's the bane of many designers. However, Most clients don't realise the problem when they ask you to do "just one more thing."
To prevent scope creep, outline your policies in the onboarding process and let clients know by;
Setting them straight on the way you work and the processes you use is a key ingredient to a successful project and a long and prosperous relationship.
Show your clients why choosing you was the right choice.Client Onboarding isn't just about preventing potential problems. It's also about showcasing what it is you can do and how much value you can bring them. This is important because, as I mentioned earlier, at this stage the client is excited to get their project started. That excitement lends well to you introducing other creative ideas and services to them. While they are most receptive take the opportunity to bring up other creative ideas or services you offer.
The results of good Client Onboarding.When you're successful with your client onboarding, you will not only increase the percentage of potential clients that convert to paid clients. But those clients will:
And that's why you should have a client onboarding process for your design business.
Do you have a client onboarding process in place?Let me know by leaving a comment for this episode.
Questions of the WeekSubmit your question to be featured in a future episode of the podcast by visiting the feedback page.
This week's question comes from Fanis
My name is Fanis, and I am from Greece.
By reading about Graphic Design process, I always turn out to the same issue. What if I live in an island and most of my projects are about tourism, like hotel brochures, maps, rental brochures etc.? How can I define my client goals and who may be my client competition?
To find out what I told Fanis you'll have to listen to the podcast.
Resource of the week 4-Week Marketing Boost
The Four Week Marketing Boost! is a free guide I created that will help you strengthen your marketing position, boost your brand's awareness & social presence and ultimately ensure you are in tip-top shape to offer a best first impression to potential new clients.
This guide is divided into 20 short actions that comfortably fit into your regular day and are designed to take as little time away from your client work as possible. Although you can complete these exercises quickly, it is recommended you tackle only one per day, spending no more than 30 minutes per task. After completing this four-week plan you will be in a better position to present yourself to, and win over new clients.
You can download the Four Week Marketing Boost for free by visiting marketingboost.net. Or, if you are in the U.S.A., you can text the word MARKETINGBOOST to 44222.
Improve your business' image and create the best first impression possible to attract more clients.
Whether your design business is still new or you've been doing this for many years, I'm betting you started it feeling greedy. Meaning you took on any design work that came your way. That's OK. Not many designers just starting their freelance career are picky about the type of work they take on.
I'm not talking pricing. Just because you have a new business isn't a reason to accept $25 logo jobs. You still have to have your principals after all. What I'm talking about is the type of work you take on; logos, brochures, postcards, websites, banner ads, powerpoint presentation, etc. If you started a web design business and a client asked you for a logo, and the money was good, chances are you took on the project and designed a logo for them, even if it didn't align with your business model of running a web design business. You have to pay the bills after all, and money is money.
Understanding priorities become essential once the ball is rolling, money is coming in, and your business is out of the infancy stage. At some point, you need to take a measure of what it is you are doing with your design business, compared to what it is you want to be doing with it and ask yourself,
"am I saying yes to stuff I probably shouldn't be saying yes to?"The answer to that question should come easily once you understand your priorities.
What is important to you?What type of design business do you want to run? The options are endless.
Whatever direction you want to take your business, you need to streamline your process to match it. Figure out what aspect of the design space you want to focus on and make all future decisions with that goal in mind. Once you know what to focus your choices on, it will become much more transparent and easier for you to see what you should be saying yes to, and what you should be saying no to.
Choosing where to take your design business.Think of everything you are currently doing in your design business. Of all of those things, what can you clear out? Here's an exercise in understanding priorities that will help you weed out the yes's and no's for your business. Take out a pad of paper (Post-it notes works great for this) and follow these steps.
Compile your list of tasks.If you answered yes to BOTH questions, put it in pile number one. If you cannot respond yes to both questions, put it into pile number two. Separate your collection into these two piles.
Continue separating.Now, look at pile one, the tasks you enjoy doing or bring you joy AND that you are good at, and ask yourself one more question.
Make two new piles, one pile containing the tasks that will help your business grow and one pile containing the tasks that won't.
In the end, you will be left with a small pile that:
The items in that pile are the things you should prioritise for your business. Those are the things you should be marketing to potential clients. Those are the things you want to hone your skills even further. Those are the things that will let you achieve your business goals.
What about the other piles?What about the other piles that don't meat all three criteria? It all comes down once again to understanding priorities. Here's what you do.
The pile with tasks you enjoy doing and are good at, but Don't help your business grow, these are the items and services you continue doing when needed. You don't have to list them under your services but if a client asks if you can do them feel free to say yes. After all, these are things you are good at and enjoy doing, so don't cut them out just because they don't help grow your business, just don't prioritise them.
Dividing the rest.Divide your original second pile, the things that don't bring you joy or you are not very good at, into two more piles — ones that will help your business grow and the ones that won't.
The pile that will help grow your design business becomes the stuff you offload. Meaning those are the tasks you hire other people to do for you. These are the things that you don't like doing, or you are not good at, BUT you know they are necessary for your business to grow. Find people who both enjoy doing those things and are good at them and let them help you to build your design business.
Finally, the pile of tasks you don't like doing, you're no good at and won't help your business grow, stop doing them. They're a waste of time and resources on your part. They're not even worth the hassle of farming out. Remember, it's OK to say no if a client asks you if you offer a particular service you don't want to do.
Understanding priorities when it comes to your business is the key to its growth. Concentrate on the things that bring you joy, you are good at, and help grow your business, and you will be on your way to success. Once you master this tactic, your business will have nowhere to go but up.
What do you think of this strategy?Let me know by leaving a comment for this episode.
Questions of the WeekSubmit your question to be featured in a future episode of the podcast by visiting the feedback page.
This week's question comes from Greg
Love the podcast, although I'm opting to start from the beginning, so I'm still only about 45 episodes in. I've been running my own design business for a number of years, but I went to school as an opera singer, so I've been in "fake it 'till you make it" mode and it's great to hear about this stuff from someone who actually knows what they're doing!
I had a question for you! I've been doing this now for about 10 years (mostly web design), but it's only been in the last year or so that I've actually started trying to make it a main source of income. I had a decent talent for design, and have become a pretty good web developer over the years, but because I only did it on the side and I wasn't really immersed in the design world, whatever "talent" I had went un-trained and un-refined. As a classical musician I know first-hand that that is never going to get my skill to where I want it to be.
Now that I'm trying to "level up," as it were, I'm finding that I'm rarely happy with my designs anymore. I dove in to learning about design, which I think has significantly upgraded my taste, but now I look at even my most recent designs and think "Yeah, this is fine but it's not amazing." It's been hard making money, not because I have any trouble finding clients, but because I don't feel confident about my work and I end up under-charging or "waiting until I'm better" before looking for new clients. In trying to figure out what's wrong, I've come to think that my designs would have been great 10 years ago, but now the "go-to" design aspects that have worked for me for years look dated and un-polished.
At the same time, I get tired of seeing websites that all basically look the same. Menu at the top, hero section with giant photo and CTA overlay, usually three columns below, then some centered content, blah blah... So, my current struggle is figuring out how I can design things that are unique, but still look modern and polished. To some degree I know I just need to practice and learn more, but my question for you is: After all these years of doing what you do, how do you update your "style"? Are there resources you go to that talk about design trends or do you just let yourself evolve as you go, and if so, is it just a matter of trying things until you figure out what you think works? Do you have ways of deciding which styles, techniques, design principles, etc., no longer work well? Are there other aesthetics that you look to, like fashion or music, that help you creatively connect to the modern world?
To find out what I told Greg you'll have to listen to the podcast.
Resource of the week BNI
BNI is a global networking organisation that helps members increase their business through a structured, positive and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals. Through weekly meetings and exclusive resources, BNI helps you build a strong network that fuels professional growth.
The best way to find out more about how BNI works is to go to a local chapter meeting and see for yourself what it's like. To learn more, or to find a chapter near you visit the BNI website.
Listen to the podcast on the go.Listen on Apple Podcasts Listen on Spotify Listen on Android Listen on Stitcher Listen on iHeartRadio
Contact meI would love to hear from you. You can send me questions and feedback using my feedback form.
Follow me on Twitter, Facebook and Instagram
I want to help you.Running a graphic design or web design business all by yourself isn't easy. If there are any struggles you face running your design business, please reach out to me. I'll do my best to help you by addressing your issues in a future blog post or podcast episode here at Resourceful Designer. You can reach me at [email protected]
This week's release happens to fall on April Fools Day. The one day of the year where tomfoolery, shenanigans and levity abound. A day when you put all seriousness aside and let out your inner practical joker.
I thought of trying to pull one over you by starting off saying something like "I've decided to end the podcast, and this will be my last episode" But then I thought, what if someone is reading this or listening to the podcast for the very first time. That person might not realise it's an April Fools joke and leave. Or what if a regular listener took me seriously and unsubscribed from the podcast? Not to mention, since my episodes are mostly evergreen, someone may be listening to this episode later in the month, the year or perhaps even years from now.
Instead, I decided to use this episode to share some of the "design" related practical jokes I've been part of over the years. I put "design" in quotation marks because I'm not talking about creating fake designs as a joke (although some of that does come into play) I'm mostly talking about pulling pranks on unsuspecting coworkers.
If you're here for advice on your design business, I'm sorry, but you probably won't get much out of this episode. However, if you're looking for something to liven up your day, then keep on.
I'm a big proponent of working from home. I can't imagine going back to office life working for someone else. But with all the perks of being self-employed, one of the drawbacks is not having coworkers to have conversations with, share ideas OR pull practical jokes on. That's one of the things I miss since leaving the print shop.
Pulling practical jokes on my wife or kids is fun. But it's not the same as pulling a good one past an unsuspecting coworker in the middle of a busy business day.
In honour of April Fools Day, I thought I would share some of the things I've pulled on my unsuspecting peers in years past. I describe all of these in detail on the podcast episode, so if you are here reading this, I suggest you press play and have a listen instead. They get better as you read.
Up until now, I've shared some of the typical harmless pranks I've done. Now it gets more fun.
Upsidedown screen:Find someone's desktop/wallpaper image and rotate it 180 degrees in Photoshop. Watch their confusion when they turn on their monitor and see the image upside down.
Screenshot of a messy desktop.For someone who keeps a messy computer desktop,
Watch and laugh as the person tries clicking on files and folders not knowing they are part of their background image.
Scary warning messageThis was probably the best prank I pulled on my coworkers.
Watch as your coworker panics at the message on their screen. They will try to press the Cancel button, but of course, it won't work. Plus you made it greyed out to look like its not clickable. They'll be afraid to do anything else in case they inadvertently delete their hard drive. Let them worry for a while before letting them in on the secret. Then watch your back, because they will want to retaliate after this one.
What's the best design related practical joke you've ever pulled off or been the recipient of?Let me know by leaving a comment for this episode.
Listen to the podcast on the go.Listen on Apple Podcasts Listen on Spotify Listen on Android Listen on Stitcher Listen on iHeartRadio
Contact meI would love to hear from you. You can send me questions and feedback using my feedback form.
Follow me on Twitter, Facebook and Instagram
I want to help you.Running a graphic design or web design business all by yourself isn't easy. If there are any struggles you face running your design business, please reach out to me. I'll do my best to help you by addressing your issues in a future blog post or podcast episode here at Resourceful Designer. You can reach me at [email protected]
[sc name="pod_ad"]I want to share something that happened to me this week. I came home from a nice lunch with friends to both an email and urgent voicemail message from a client saying someone had hacked their website and their URL redirected to a porn site. This is a relatively large client of mine that gets a decent number of visitors to their website each day, so there was a good reason for the panic.
When I heard the message and the panic in my client's voice, my only thought was to get this problem fixed ASAP. But I wasn't worried because I know I have measures in place for exactly this sort of thing. But more on that later.
WordPress is the most popular CMS in the world. That popularity also makes it the most popular choice for hackers. Fortunately, WordPress is on the ball and releases regular updates to patch any new and existing security holes. But, security as a whole is a reactive process. Patches are only issued once a security vulnerability is known. At its core, WordPress is incredibly secure, but the massive ecosystem of plugins and WordPress themes makes it more vulnerable to security holes. That's why you should have measures in place for protecting your WordPress Website and those of your client.
It's not good enough to rely on what your web host provides as part of your hosting package. You need to have your own measures in place. Those measures need to include both a security plugin and a backup plugin.
Step 1: A WordPress security pluginBy installing a WordPress security plugin, you'll get access to additional features that WordPress doesn't have right out of the box, including things such as:
Sadly, a lot of site owners don't think about security for their WordPress website until it's too late. And once a WordPress site is compromised, there's not a lot they can do besides notify visitors and try to clean up the mess if possible.
If only there were something they could've done to prevent the site from being hacked in the first place. Oh, there is. Installing a top-ranked WordPress security plugin is the first step in securing your WordPress website.
Top-ranked WordPress security pluginsAlthough not a security plugin, the Google Authenticator plugin is a great addition for protecting your WordPress website. It's something that should be installed on every website. Google Authenticator adds an extra level of security by adding Two Factor Authentication every time someone logs into the WordPress website. iTheme Security Pro, my security plugin of choice comes with Google Authenticator as part of the package. I'm unsure if the other security plugins mentioned above also include Google Authenticator.
Step 2: A WordPress backup pluginEvery WordPress installation should also have a backup solution. Not one provided by your web host, but one you implement and control yourself.
There are too many instances where web host provided backup solutions either take days to provide you with the backup of your website, the backup is outdated, or in some cases, it's corrupted. Don't take any chances with your WordPress backups and install a top-ranked WordPress backup plugin such as one of these.
Top-ranked WordPress backup pluginsFirst off, let me tell you that I wasn't surprised that my client's site got hacked. I had seen increased login attempts on it lately numbering in the 10,000s. If a determined hacker wants into a website, there's only so much you can do to stop them. So I wasn't surprised when it got hacked, but I also wasn't worried.
The first thing I did was wipe the site. I logged into my cPannel, went to File Manager, found the directory for my client's website and deleted everything in the folder. That immediately solved the first issue of the site being redirected to the porn site since there wasn't a site anymore to do the redirection.
Then it was a simple matter of downloading the most recent backup from the cloud drive I send all my client site backups to and using BackupBuddy, reinstalled the entire site from the backup. In all, it took me less than 10 minutes to get the site back up and running.
After reinstalling the site, I changed the password for the database as well as all User passwords and made sure WordPress, the installed theme and all plugins were updated. Only then did I call my client. When he answered and immediately started asking what can we do about the problem, it felt so good being able to tell him that everything was already taken care of and his site was back up and running.
Please, don't delay, and don't rely on your web host's security and backups to handle this for you. If you are not already protecting your WordPress website with security and backup plugins get to it ASAP.
Don't wait until it's too late.
Are you protecting your WordPress website the way you should be?Let me know by leaving a comment for this episode.
Questions of the WeekI didn't answer a question of the week in this episode, but I would love to answer one of yours. Submit your question to be featured in a future episode of the podcast by visiting the feedback page.
Listen to the podcast on the go.Listen on Apple Podcasts Listen on Spotify Listen on Android Listen on Stitcher Listen on iHeartRadio
Contact meI would love to hear from you. You can send me questions and feedback using my feedback form.
Follow me on Twitter, Facebook and Instagram
I want to help you.Running a graphic design or web design business all by yourself isn't easy. If there are any struggles you face running your design business, please reach out to me. I'll do my best to help you by addressing your issues in a future blog post or podcast episode here at Resourceful Designer. You can reach me at [email protected]
I have to preface today's topic of building client loyalty by saying everything I'm going to talk about here won't help you if you are not a good designer. You don't have to be an amazing designer, simply being a good one will do. As long as you know what you are doing, then you will benefit from today's topic. Face it; if you are not a good designer, there's not much you can do to get repeat business from clients. Other than practice and get better that is.
But I'm guessing by the fact that you are here right now, that you are serious about your design business and therefore must know what you are doing when it comes to design. So let's move on.
The idea here is to build relationships with your clients. Building relationships is the main ingredient in building client loyalty. I'm not talking about designer/client relationships, but relationships on a more personal level. No, I'm not suggesting you start dating your clients to keep them coming back. Although that might work. I don't personally have any experience on that front, but hey, if it worked for you drop me a line and let me know.
What I'm suggesting, is to get to know your client on a more personal level beyond the design projects you work on together.
I've been following this principle since I got into the industry 30 years ago. Even more so since I started my own design business in 2005, and I must say, my track record is pretty darn good. The majority of my clients become repeat clients, and the majority of those repeat clients, keep coming back over and over again with more design jobs for me.
I have a special mailbox in my mail app where I keep "praise" messages that clients have sent me over the years. Let me share a few lines from some of them.
"There's nobody else I'd rather work with." "I can't imagine working with anyone else." "I feel like you're a part of our company." "You get me, I don't know how, but you get me."So how did I end up building client loyalty like this? Is it because I'm a world-class designer? Because I'm not. I consider myself very good at what I do, but I'm nowhere near world-class status. The reason I receive this sort of praise from clients is because of the relationships I've built with them over the years.
Think about it. Relationships are built on two principles. Trust and how much you like someone. If you don't trust someone, chances are you won't have a relationship with them. Same if you don't like someone, chances are you won't have a relationship with them.
Now the trust part is easy. Create good design work and deliver that work on time and chances are your clients will trust you. The other half of the equation is getting them to like you.
Think about this: Clients would prefer to work with a good designer they like, than work with an amazing designer they don't like.
My strategy for building client loyaltyHere's my strategy for building relationships with my clients and getting them to like me. Are you ready for it? I listen, AND I take notes. That's all there is to it. No, seriously, that's the magic of it. Listening and taking notes.
The goal is to get clients to like you. The more you know about your clients, AND the more your clients realise that you know about them, the better the likelihood of those clients liking you.
Let me elaborate, whenever a client comes to me, for whatever project. Not only do I want to know about their organisation and how the particular design project fits in, but I want to know about the client themself, their personal life, their family, etc.. And I build up this knowledge over time through conversations.
How? Through idle conversations and chit chat and by asking the right questions when the opportunity arises. Don't be too forward by directly asking personal questions. Instead, ask indirect questions that will allow you to gain knowledge about your clients.
Let me give you an example. Let's say a client I'm working with calls me on the phone.
Me: Hello? Client: Hi, it's Mike, I need to talk to you about the project."
Now's the perfect time for me to gain some personal information about Mike, my client. Instead of getting right into it, I might try stalling for some chit chat. One method I like to use is telling the client I need to save what I'm currently working on before talking to them. In doing so, I might respond with something like this.
Me: "Hi Mike, just give me a couple of seconds to save this file I'm working on." During the pause, I'll add"Do you have any plans for the weekend?"
While Mike is waiting for me to save my file so we can begin our conversation about his project he'll probably answer my question.
Mike: "My wife and I are going to our daughter's piano recital this weekend."
Knowledge bomb! I now know that Mike is married and has a daughter who plays the piano. This opens me up to asking followup questions such as asking how old his daughter is, how long has she been playing the piano, does she get her musical talent from him or his wife?.
This is information I can use in the future to help build my relationship with Mike. The next time I talk to him, I can ask how his daughter's piano recital went. That's the sort of question that makes the client think "wow, this person cares enough to inquire about my personal life. I like that about them."
Building a client information databaseThe first part of my strategy for building client loyalty is to gather as much personal information about them as I can (without getting creepy and stalking them). The second part of my strategy is to organise that information so I can easily access it in the future. To do this, I use my Contacts App since it syncs between my computer and mobile devices, so I always have it at hand.
Most Contacts Apps allow you to enter information such as the name of their spouse, children, birthdays and more. Any information that doesn't have a dedicated field goes into the Notes filed.
I also have a dedicated calendar on my Calendar App specifically for client information — things like birthdays, anniversaries and all other occasions I might want to remember. I do the same with their business information by keeping track of trade shows, launch dates, special events their business is holding.
I try to gather as much information about my clients as I can.
What do you do with this information?I use the information I've gathered through various conversations to build relationships with my clients. If I know their birthday is soon, I might bring it up in conversation "Isn't your birthday coming up?". If they told me they were going to Paris for vacation, I might ask them about their trip afterwards. If I know their son plays baseball I might inquire about the upcoming baseball season. Anything that helps connect on a personal level builds the relationship and forms a bond with the client. This bond will increase the likelihood of the client liking you, and as I stated earlier, loyalty is based on trust and how much someone likes you.
Get to know your clients.I go into much more detail on the podcast so please listen to this episode for more examples if you want to know more about building client loyalty.
Make sure you take the time to get to know your clients. Learn about their business and the work they do, but also learn about them, their personal lives, their family, etc. The more you know about your clients, the closer of a connection you can have with them. And when that connection becomes solid, the client won't imagine working with anyone else but you. Building client loyalty makes clients for life.
Do you learn everything you can about your clients?Let me know by leaving a comment for this episode.
Questions of the WeekSubmit your question to be featured in a future episode of the podcast by visiting the feedback page.
This week's question comes from Scott
I love the idea that a design should not be quoted based on time but how do you come up with a price ? And what can you answer when a client asks you for justification for a price?
To find out what I told Scott you'll have to listen to the podcast.
Resource of the week abc.useallfive.com
abc.useallfive.com is an online tool that shows you how ADA (Americans with Disabilities Act) compliant your colours are in relation to each other. By adding your colours on the right, you can generate a chart to see how they can be used together for accessibility, and find similar colours that work better.
Listen to the podcast on the go.Listen on Apple Podcasts Listen on Spotify Listen on Android Listen on Stitcher Listen on iHeartRadio
Contact meI would love to hear from you. You can send me questions and feedback using my feedback form.
Follow me on Twitter, Facebook and Instagram
I want to help you.Running a graphic design or web design business all by yourself isn't easy. If there are any struggles you face running your design business, please reach out to me. I'll do my best to help you by addressing your issues in a future blog post or podcast episode here at Resourceful Designer. You can reach me at [email protected]
Selling digital products is a great way to put your design skills to the test. Not only will you challenge yourself to come up with great ideas, but if you're successful, you can make excellent money doing it.
I've never tried selling digital products myself so on this episode of Resourceful Designer; I'm happy to be joined by Tom Ross, the founder of Design Cuts, one of if not the best place for acquiring and selling digital products online. Listen in as Tom, and I discuss everything there is to know about selling digital products so you can hit the ground running and do it right.
In this episode you'll hear us discuss:Whether you are contemplating selling digital products or you are an old pro at it, you're sure to gain some valuable knowledge from this episode. Be sure to share it with all your design friends.
What's your experience with selling digital products?Let me know by leaving a comment for this episode.
Questions of the WeekThere's no QotW this week, but I would love to get one from you. Submit your question to be featured in a future episode of the podcast by visiting the feedback page.
Resource of the week The Honest Entrepreneur Show
The Honest Entrepreneur Show is a new podcast and YouTube channel by Tom Ross, founder of Design Cuts. Each episode is 10-20 minutes long and contains zero fluff and zero B.S. Just real, candid insight into modern entrepreneurship. Tom covers topics such as dealing with mental health, to burnout, to behind authentic.
You can watch The Honest Entrepreneur Show on YouTube, or listen to the podcast on Apple Podcasts on Google Podcasts or Spotify.
Be sure to follow Tom on Instagram at instagram.com/tomrossmedia
I was recently leafing through an old business magazine from the early 2000s, and I came across an article on organization skills. Specifically, organization skills to help you regain control over your schedule, your environment and your life. Although this article wasn't about design, I found a lot of what it said still applies to today's businesses and us as designers.
Here's my spin on the article with some of my knowledge to bring you four basic organization principles to help you as a designer.
Clear out the clutterIn today's society, it's not uncommon to feel overloaded. We deal with too much stuff. Too many obligations, too many tools and resources, too much information. Clearing out the clutter means doing away with anything that is unnecessary. Clutter takes up time, space, energy and money.
Make yourself a plan to clear out as much clutter from these areas as you can. Tackle them one at a time and free yourself.
A place for everythingThe number one reason for clutter is not having a set place for stuff. In order to be organized, you need to have a system in place to organize your things. That may be hanging file folders in a drawer, a file cabinet or even a cardboard storage box.
It also means having an organization strategy for your client files and folders on your computer. Whatever it is, having a clearly designated area for your "stuff" will make it more likely that your "stuff" will end up where it belongs. And when stuff is where it belongs, it will make it much easier and faster to find it in the future. That's the time-saving part of an organization strategy.
Develop systemsI talked about organizing your "stuff" but what about your time? You can go about your daily activities in one of two ways. You can either do things randomly, meaning you have to figure out how to do things each and every time you do them. Or, you can work systematically, where you have a set way of doing those things each time you need to do them.
Systems can apply to any activity you do, from designing logos or websites to invoicing clients, to collecting your tax information at the end of the year. When you have systems in place, you end up spending less energy figuring out how to do things. Instead, it becomes automatic.
I have a system I follow for building websites. It's a step by step list of everything I need to do in order to set things up to get started, such as installing Wordpress and plugins. Laying out the structure of the website. Figuring out the content of each page, putting those pages together, and finally testing the site to make sure everything is hunky dory.
When you have systems in place, you can spend your time and effort focused on completing the task instead of figuring out how to do the task. Which in turn allows you to finish it much more quickly.
Review and revise your systemsHaving systems in place is wonderful. They definitely help you become more organized. Providing they are still effective.
If you are using the same organization systems you put in place 5 years ago there's a good chance they are not as effective as they were and they could actually be impeding you.
Don't fall in the rut of doing things only out of habit just because it's how you've been doing them for so long. Every once in a while you should ask yourself these three questions about your familiar routines.
1) Does it even need to be done? Don't let "busywork" dictate your time just because it's a habit.
2) Is this something that needs to be done by you? Can it be deligated?
3) Is this the most efficient way to do this? Is there an easier or quicker way?
Get your life in order and you'll not only be happier, but you'll be more productive. And if you're more productive, there's a good chance your business will grow.
Develop good organization strategies.
What's your organization strategy?Let me know by leaving a comment for this episode.
Questions of the WeekSubmit your question to be featured in a future episode of the podcast by visiting the feedback page.
This week's question comes from Antonio
Hi Mark, I'm studying graphic and web design. I'm from Spain and I start to listen your podcast for homework. After so many years in the business, what advice would you give to someone who is just starting in the industry?
To find out what I told Antonio you'll have to listen to the podcast.
Resource of the week Securitycheckli.st
Securitycheckli.stis an open source checklist of resources designed to improve your online privacy and security. Check things off to keep track as you go.
It covers interesting things such as how to encrypt your text messages — reviewing your social media privacy settings — reviewing permissions such as location services and even your camera setting.
Did you make a business plan when you started your design business? If you did, then you are in the minority. Most designers who freelance or run their own design business don't bother creating a business plan unless they are required to do so by a bank or such.
I'm lucky; my bank asked for one when I first approached them for a business account. At the time I thought it was a nuisance, but in hindsight, I'm glad they made me do it. It gave me direction and made me think about what I wanted to accomplish with my design business.
So if you don't already have a business plan, even if you've been in business for a while, you may want to take some time to come up with one.
Here are seven common business plan mistakes to avoid. 1) Putting off writing a business plan.Most designers don't bother with a business plan unless they're asked to create one. Once their business is up and running most think they don't need one, or that they are too busy running their business to make a plan for how to run it. That's a big mistake. The busier you are, the more you need a plan.
Have you heard the term "work on your business, not in your business"? A business plan will help you accomplish that by helping you focus on the things you need to do to work on your business.
2) Fearing the business plan.The thought of writing a business plan is much scarier than actually creating one. A business plan is not a thesis paper or a novel. It's a simple guide for you to follow that will help your business to succeed.
There are plenty of great resources online and in your local municipality, such as small business development centres, libraries, banks etc. that can help you with your business plan.
3) Ignoring cash flow.Most designers think in terms of profits and not cash. Profits are your sales minus your costs and expenses. Unfortunately, you don't spend profits; you spend cash. And that's where a business plan can help you.
When you are running a home-based design business, there are plenty of things that require payments that go beyond the business — things like utilities, property taxes, home maintenance, and so much more.
An essential part of a business plan involves creating a cash flow table showing you exactly how much of your profits get converted into spendable cash.
4) Establishing vague goals.A business plan is not about the dreams you have. You don't write "I want to be the best designer in my area" in your plan. That stuff is all hype. The objective of a business plan is to generate results for your business. And for results, you need to be able to track and follow up.
S.M.A.R.T. goals are a great way to look at a business plan. Your plan should contain specific dates, the responsibilities you need to take on, and the budget you are allotting to those responsibilities. Then set milestones so you can follow up and check your progress against your business plan.
No matter how well written your business plan is, it's meaningless if it doesn't produce results.
5) Copying someone else's plan.There is no one size fits all when it comes to business plans. The resources I mentioned above can help direct you in writing your plan, but it has to be tailored to your specific business and needs. Remember, a business plan is a sales plan, a detailed action plan, a financial plan, a marketing plan and even a professional growth plan.
A business plan is essential for starting a new design business, but it's also useful for running and growing your business.
You can bet that big design agencies such as Pentagram or Landor not only have a business plan but regularly review and revise it as their business grows.
6) Diluted priorities.A business plan is meant to be a focused strategy for your design business. Therefore you need to focus on the priorities in your plan. A plan with 20+ items to keep track of is not very focused and will be much harder to adhere to. Each section of your business plan should have only three or four essential items you are working towards.
Remember, the more items you are focusing on, the less importance and less attention you can devote to each one. A short, precise business plan has a much higher chance of success than a long diluted one.
7) Not reviewing your plan.Hopefully, you're convinced of the importance of having a business plan, no matter how small or large your design business. But having a business plan isn't very helpful if you don't review it on a regular basis.
Set annual reminders to review your plan and make amendments to it to help your design business grow. Doing so will help keep you focused and show you the direction to take to achieve to achieve success.
Do you have a business plan for your design business?Let me know by leaving a comment for this episode.
Questions of the WeekSubmit your question to be featured in a future episode of the podcast by visiting the feedback page.
This week's question comes from Rosey
How do you balance multiple priorities? It causes me a great deal of anxiety to leave things unfinished. In a perfect world, for me, I would only have one thing to do at a time and could just work from beginning to end, but that never happens. If you're working on 4 things at the same time, and none of them are finished (that's me right now). How do you know when is the right time to stop working on one thing, and pick up working on another?
To find out what I told Rosey you'll have to listen to the podcast.
Tip of the week resource name
I received a concise email from my copywriter this week. It went like this.
Hi Mark,
Here is the brochure copy. Let me know if there are any changes you would like me to make.
Pam
It's that second line that gave me pause. "Let me know if there are any changes you would like me to make."
In a way, she was encouraging me to make changes to what she wrote. I opened the attached Word document with the thought in my head to look for things to change. I didn't find any, the copy was perfect, but the idea was there.
This got me thinking about all the conversations I hear, where designers are complaining about the number of revisions clients ask for. The usual solution I hear is to limit the number of revisions you offer. Or Charge for revisions beyond X number.
Maybe the problem is these designers are inviting their clients to make revisions by asking them if there are any changes they would like the designer to make.
Instead, the designer should be asking their client what they like and don't like about the design. If the client wants something changed they will ask without being prompted, so what's the point of encouraging them to look for things to change?
If you are guilty of this, maybe you should alter your wording and see if it somehow reduces the number of revisions you're asked to do.
It's just a thought.
Listen to the podcast on the go.Listen on Apple Podcasts Listen on Spotify Listen on Android Listen on Stitcher Listen on iHeartRadio
Contact meI would love to hear from you. You can send me questions and feedback using my feedback form.
Follow me on Twitter, Facebook and Instagram
I want to help you.Running a graphic design or web design business all by yourself isn't easy. If there are any struggles you face running your design business, please reach out to me. I'll do my best to help you by addressing your issues in a future blog post or podcast episode here at Resourceful Designer. You can reach me at [email protected]
Opinions vary amongst designers regarding designing for family and friends. Some are firmly against it and for others, it's no problem. I fall into this latter group.
A couple of weeks ago I released an episode on starting a design business from scratch. My second step in the process involved reaching out to family and friends to help spread the word about your new design business. After all, who better to spread the word then the people who know you best, your family and friends. And chances are one of them will become your first design client.
I go into much more detail and share personal experiences in the podcast episode. Be sure to listen to it for the full story. Here is a rundown of what I covered on the podcast.
Setting ground rules for family and friends.Because family and friends are familiar with you outside of a work environment, you need to set ground rules before agreeing to work with them. If you state the terms of your business relationship with them up front, your dealings should go much smoother.
Here is the process that has worked for me over the years. Keep in mind that everyone's family and friends are different so what works for me may require some adjustments to work for you.
A family member's or a friend's business is still a business.A business operated by a family member or a friend is still a business, and you should treat it as such. Your relationship with them should not change the way you operate your design business. You need to treat family and friends like you would any other client. Follow your standard procedure by sending proposals, making them sign a contract and issuing an invoice once the project is finished.
Family and friends should not be exempt from good business practices. The only exception I make is offering them a "Family and Friends Discount" of 30% off my design services. I charge full price for all expenses such as printing or web hosting.
Even if you are doing the work for free, you should still use a contract and issue an invoice with a 100% discount. This will teach your family member or friend to value your time and skills by showing them how much you would typically charge for the services you are providing them.
Dealing with personal projects from family and friends.Family and friends will sometimes approach you with a personal project that has nothing to do with business. They're hoping that the bond between you is strong enough for you to volunteer your time and skills. How you handle these requests is entirely up to you but keep in mind that it's perfectly ok to say no to them.
One option at your disposal is bartering, getting something in return for your services. Family and friends are a great resource for a "favour for a favour".
The way I handle these situations is to determine if the project in question is personally for my family member or friend. If it's something specifically for them, I'll do it, as a favour to them. However, if they are asking on behalf of someone else or a group they belong to I will treat the project as a business dealing and determine if it merits a discount or not.
Mom's are exempt.When it comes to your mom, everything I mentioned above goes out the window. The woman put up with all your nonsense growing up the least you can do it offer your skills and time to whatever she asks of you. You probably owe her way more than you'll ever be able to pay back anyway.
How do you deal with family and friends?Let me know by leaving a comment for this episode.
Questions of the WeekSubmit your question to be featured in a future episode of the podcast by visiting the feedback page.
This week's question comes from Kayla
In a past episode I remember you saying that you upcharge print materials (i.e. you've designed a brochure and the client wants 500 more of the exact same design. You simply send it to print again). How do you suggest upcharging? A flat rate? Or a percentage?
To find out what I told Kayla you'll have to listen to the podcast.
Resource of the week Facebook Groups
Facebook groups are a great way to stay connected with our industry and a great source of information when you need help. There are various Facebook Groups for just about any topic. Here are a few I belong to that may interest you.
Resourceful Designer Group
Logo Geek | Logo Design Community
This Design Life
Divi Theme Users
Divi Web Designers
Listen to the podcast on the go.Listen on Apple Podcasts Listen on Spotify Listen on Android Listen on Stitcher Listen on iHeartRadio
Contact meI would love to hear from you. You can send me questions and feedback using my feedback form.
Follow me on Twitter, Facebookand Instagram
I want to help you.Running a graphic design or web design business all by yourself isn't easy. If there are any struggles you face running your design business, please reach out to me. I'll do my best to help you by addressing your issues in a future blog post or podcast episode here at Resourceful Designer. You can reach me at [email protected]
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