4 Elements for Managing Client Expectations Successfully
Good morning all – Jean and I had a great discussion during our video blog yesterday and we hope you enjoy it. However, if you don’t have time to watch it or take notes, we’d like to share some of the key points made. The next time you take on a new client, consider these questions or issues to raise, dialogue about and seek answers to in order to successfully manage your clients expectations.
1st Element: Understanding Who Your Client Really Is
A. Find out the type of personality they have & how they best communicate (email, text, telephone or in person).
B. Through discussions, try to extract the purpose of the website and their business goals even if they aren’t clear on them.
C. Stress the importance of branding & being clear about their business identity & its goals so that the website and/or branding efforts are successful.
2nd Element: Brand Identity & Strategic Marketing Initiatives
A. What’s the vision of the company?
B. Who do they believe their customers & consumers are?
C. What do they think their consumers & audience want to see & expect from them?
D. Take the initiative through dialogue/research to get a firm understanding of their product or service and how they want to market it.
E. What are the goals they want their website and branding to achieve?
3rd Element: Setting Client Expectations for the Project
A. What is the projected costs & overall budget (with wiggle room)?
B. What are the time frames for benchmarks and completion?
C. Are you requesting and receiving all relevant content for each page of your website upfront? Consider how this affects time & workflow of project.
D. Are their images web-worthy (i.e. are clear, look professional), of high-resolution and large enough to scale down for editing if needed?
E. Have you established a good client relationship that can endure project delays and/or disappointments?
F. Can that rapport endure if there are issues with responsiveness from the client that affect workflow, benchmarks & completion dates?
4th Element: Clients Expectation for ROI
A. Make sure you set realistic expectations of the actual ROI and timeframe in which they might see the fruits of their investment.
B. What do you do with a client that has unrealistic expectations of ROI?
C. Explain why advertising their website is crucial once it is launched and the need for continued marketing efforts.
– They need figure out how they are going to notify current customers about their new website.
– Make announcements via Social Media platforms.
– Invest in marketing materials that reflect an online, worldwide presence.
D. Encourage them to think outside the box to market their website.
– If you’re a Mom & Pop, consider Small Business Association meetings, posting marketing materials in coffee houses & restaurant/business lobbies.
E. All businesses need to focus on and execute strategic customer outreach campaigns to see profitable ROI.
The Wrap Up
It’s important to set the expectations from both parties from the beginning.
Set your workflow & do your best to stick to it.
Hold your clients accountable for their website’s success. Help them understand that the success of their website requires THEIR initiative, drive
& passion for THEIR business.
Remember, good content does wonders for customer engagement and willingness to purchase the product or service.
Understand it’s about client relationship & the longevity of that relationship.
Design Theory References on This Topic
They Trust Me, They Trust Me Not? A Client Relationship & Retention Discussion
Navigating Troubled Client Waters in Web Design