Project Management: Explaining The Design Process to Clients
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- Опубліковано 18 чер 2024
- The sales phase is the most important part of your Project Management Process. This is where you are setting and managing expectations with your clients, letting them know what, exactly, you are getting into with their project.
Though your process may be complex with many moving parts, there is a way to distill the information in a way that’s simple to understand for your clients.
This video is part of the Project Management Course included in the Butler Box. You can purchase the entire course, including templates, study guides and worksheets at agency.butlerbranding.com/pro...
Project management, design strategy, scale your agency, grow your design business, managing creative projects, ux design, design process
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I love the way you explain things, thanks for sharing this information.
Thank you, my pleasure!
Really amazing and valuable content!! thanks alot
No problem! 😊
Thanks for doin this❤️
Our pleasure!
Great job man
Thanks Kevin
Hey guys. I was waiting for this video
Let us know if it helps! Part two coming next week
@@ButlerBranding Sure Guys.
Gold 🥇
🙏🤜🤛
Great content. Simple and practical.
I am trying to scale down and apply these knowledge to a smaller team (2~4 ppl) . Any advice? Thanks!
One thing we did was audit our project management process as a team. Smaller teams have the advantage of doing that
7:26 - 7:34....exactly me...verbatim ...story of my life😁😁
Lol - we all been there
@@ButlerBranding .....except the clients😁
This is great - thanks so much for sharing. Out of curiosity - do you charge the (potential) client for Phase 1? (as a lot of work is involved already in that firststage). Greetings from Amsterdam!
Tobias de Wolff yes - we either charge for strategy as a standalone service by itself, or we include it in the entire cost and charge a deposit before Discovery. Mostly we include it in the entire project cost and charge a deposit
@@ButlerBranding thanks a lot! You’re only able to quote for the entire project after phase 1 right? Or do you quote already (with a rough estimate) before any of the phases - and ask them to sign off on the estimate
Tobias de Wolff we teach to sell on the first call. Only do proposals for those who verbally agree to what you discussed on the first call. The proposal is just a formalized version of the sales call. This requires a lot of question-asking on that call.
If Discovery uncovers that an expansion of the scope is needed we handle that as it comes and reveal our suggestions/expansion proposal in the strategy reveal.
Watch the free webinar at agency.butlerbranding.com where I walk through most of this. The sales course goes more in depth.
@@ButlerBranding Just bought and finished Butler's Project Management course. Highly recommended! One last question from my side: how do you determine how many unique pages and visuals to be designed you're going to keep in 'scope' of a webdesign project? From my experience that's an area where mismatches can happen in project management. (clients expecting more unique visuals/page templates next to the default newly designed 'content' template).
@@TobbaTobias Based on the first call (during our sales process) we get a pretty good idea of what they're wanting to accomplish. We look at their current site to gauge how much content they currently have, which will tell us approximately how big the project will be. We are pretty good at estimating. If after Discovery we develop a UX Strategy that could account for more custom-developed pages or content, we can give them two options: option 1 "in scope" and option 2 "recommended overage".
Hey, great video. I was wondering, do you provide to the client expected results from the strategy session? Something that is measurable? If so, how do you estimate if the website will have X amount of visits, or there will be X amount of sales or X new clients for their business etc..?
Antonio Stojceski Great question. In short, no - we do not provide expected results because I don’t think anyone can really estimate that accurately. However, we do provide case studies of clients we have helped in the past showing before and after metrics.
If a client tries to put us on the hook, saying “I want you to give us an estimate of what, exactly, this will yield in return” we will be honest and say we can’t. However, I will add “we do know how this stuff works and have a much better shot of reaching your goals if we follow our process - here are some examples...”
@@ButlerBranding Thanks for the quick answer! Sometimes when a client asks for expected results, I get into an unpleasant situation because no case studies to show yet :) but I guess that's the thing that gives the confidence to convey the idea to the client. Thanks for the answer again, nice to know how do you operate on this. Cheers
@@antoniostojceski944 work with enough growing businesses, you'll be able to show results. Sometimes you have to ask, or ask for access. Good luck!
For anyone who may of come by this comment again, I would potentially tackle not having case studies by offering to do competitive analysis on behalf of that client, audit competitor sites and keywords, and explain how you can potentially rank through keyword strategy etc. - at the end of the day, designs are one thing but conversions are essential
What do you do in final revisions? what if the client asks for any revision from phase 2.
Charge an overage.
Question.Don't U Need to know the whole of everything the project Requires (eg : coding ,design and all the time and effort it may take) so U could propose a deal to the client or does working team come up with that .
Most times we know the vast majority of all a project will include, but often times Discovery unveils opportunities to add to the scope of work.