Transcript
Page 1: Turning Clients into Creative Partners

Presented in partnership with

Rob MunzFounder and Chief Product Officer

of inMotionNow

Presented by

Turning Clients

into Creative Partners

Page 2: Turning Clients into Creative Partners

What are we learning today?

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Clients can become creative partners

• Reasonable vs.

UNreasonable expectation

• Alignment

• Educating

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Turn behaviors that invite challenge…

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..into behaviors that create fans!

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What do clients want?

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Clients want:

• Improvement in revenue

• Growth of their customer base

• Advantage over the competition

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• High quality work

• Fast turnaround

• Low friction

• Make them look good

Clients want from YOU.

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• High quality work

• Fast turnaround

• Low friction

• Make ‘em look good

Reasonable Requests

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Other expectations

• Always Make Me Top priority

• Promise Me Instant Turnaround

• Post Unlimited Versions

• Match my personal taste

• Read my mind

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Manage down UNreasonable

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Meet & exceed the reasonable

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Project Kickoff – Project Intake

Creative Execution

Review and Approval

Relationship Building

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Project Kickoff – Project Intake

Practices that put the project at risk:

• Not capturing or providing enough information.

• Not accounting for or anticipating all of the elements.

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At project intake

Get the information you need to

meet requesters expectations

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At project intake

• Provide formats customized for asset type.

• Get what you ask for.

• Ask for and leverage attachments.

• Think “what else?”

Get the information you need to

meet requesters expectations

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Weak Request Example

At project intake

Who is the audience?

What size is the output?

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At project intake

What are the primary characteristics of the AUDIENCE the piece is being designed for?

ChildTeenAdultAdult 25 - 50Adult 50 – OlderAll

MaleFemaleBoth

High SchoolCollegePost GradAny

LowAverageHighAny

LeaderFollowerModerateAll

Age Gender Education Income Power Level

Add Additional Details:

Much Stronger Example

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At project intake

• Provide formats customized for asset type.

• Get what you ask for.

• Ask for and leverage attachments.

• Think “what else?”

Get the information you need to

meet requesters expectations

Page 20: Turning Clients into Creative Partners

At project intake

Get the information you need to

meet requesters expectations

• Provide formats customized for asset type.

• Get what you ask for.

• Ask for and leverage attachments.

• Think “what else?”

More. . .create templates, define timelines, showexamples of good briefs, share next steps, etc.

Page 21: Turning Clients into Creative Partners

Project Kickoff – Project Intake

Creative Execution

Review and Approval

Relationship Building

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Creative Execution

• Transparency and visibility.

• Expect things change.

• Dissuade last minute add-ons.

(the power of yes. . . albeit in good time.)

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Transparency & visibility

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Expect things change

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Dissuade Add-Ons

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Project Kickoff – Project Intake

Creative Execution

Review and Approval

Relationship Building

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Review and Approval

• Delivery of content for review

• Creative rational

• Rules and roles

Communication

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Review and Approval

• Delivery of content for review.

• Creative rational

• Rules and roles

Communication

Communication

• Presentation of the assets

• Creative rational

• Rules and Roles

Attention Mr. Client PromoGold Project is available for your review:

You requested:• Appealing to adults age 25 to 35• Suggesting the emotion of jubilation• Driving traffic to the web landing page• The color scheme of red and white• Using a front shot of the product

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At review and approval

Communication

• Delivery of content for review

• Creative rational

• Rules and roles

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Project Kickoff – Project Intake

Creative Execution

Review and Approval

Relationship Building

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Getting in Alignment

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Being on the same side.

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Being on the same side.

• Ask clients about their goals.

• Follow-up and ask for metrics.

• Provide competitive design materials.

Your team’s strategic contribution

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Alignment

• Educate

• Share capabilities

• Enhance their budget

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Be an Action Hero

Project Intake

Creative Execution

Review and Approval

Relationship Building

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Take These Actions

Improve Project Intake by making

better creative briefs

• Replace open-ended question

• Provide a variety of briefs

• Share leads times on briefs

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Improve Creative Execution

• Share project timeline at kick-off

• Be OK with change in Tier 1 projects

Take These Actions

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Improve the Review and Approval

• Remind what the project’s goals are

• State reason that you’re asking for feedback

• Clarify reviewer roles

Take These Actions

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Action

Build client relationships

• Educate, advocate, and align

• Lunch and Learns: design critique,

marketing knowledge, design trends

Page 40: Turning Clients into Creative Partners

From challengers . . .

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. . . to partners.

Page 42: Turning Clients into Creative Partners

Presented in partnership with

Rob MunzFounder and Chief Product Officer

of inMotionNow

[email protected]

Questions?

@robmunz /robmunz


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