turning clients into creative partners

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Presented in partnership with Rob Munz Founder and Chief Product Officer of inMotionNow Presented by Turning Clients into Creative Partners

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Relationships between creative team members and clients can be good, bad or downright ugly. Whatever it is, your goal should always be ongoing improvement of your client relationships. The interaction between clients and creatives during projects often invites opportunities for conflict. When clients make requests of creative teams, they sometimes provide incomplete information, set unrealistic deadlines or communicate in an untimely manner. On the flip side, creative teams are busy and sometimes unavailable which can leave clients feeling neglected or even ignored. How can in-house agencies and their clients reduce the friction that can result from the creative-production process so they can work together more effectively? Let’s explore three common scenarios.

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?

Page 3: Turning Clients into Creative Partners

Clients can become creative partners

• Reasonable vs.

UNreasonable expectation

• Alignment

• Educating

Page 4: Turning Clients into Creative Partners

Turn behaviors that invite challenge…

Page 5: Turning Clients into Creative Partners

..into behaviors that create fans!

Page 6: Turning Clients into Creative Partners

What do clients want?

Page 7: Turning Clients into Creative Partners

Clients want:

• Improvement in revenue

• Growth of their customer base

• Advantage over the competition

Page 8: Turning Clients into Creative Partners

• High quality work

• Fast turnaround

• Low friction

• Make them look good

Clients want from YOU.

Page 9: Turning Clients into Creative Partners

• High quality work

• Fast turnaround

• Low friction

• Make ‘em look good

Reasonable Requests

Page 10: Turning Clients into Creative Partners

Other expectations

• Always Make Me Top priority

• Promise Me Instant Turnaround

• Post Unlimited Versions

• Match my personal taste

• Read my mind

Page 11: Turning Clients into Creative Partners

Manage down UNreasonable

Page 12: Turning Clients into Creative Partners

Meet & exceed the reasonable

Page 13: Turning Clients into Creative Partners

Project Kickoff – Project Intake

Creative Execution

Review and Approval

Relationship Building

Page 14: Turning Clients into Creative Partners

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.

Page 15: Turning Clients into Creative Partners

At project intake

Get the information you need to

meet requesters expectations

Page 16: Turning Clients into Creative Partners

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 17: Turning Clients into Creative Partners

Weak Request Example

At project intake

Who is the audience?

What size is the output?

Page 18: Turning Clients into Creative Partners

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

Page 19: Turning Clients into Creative Partners

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

Page 22: Turning Clients into Creative Partners

Creative Execution

• Transparency and visibility.

• Expect things change.

• Dissuade last minute add-ons.

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

Page 23: Turning Clients into Creative Partners

Transparency & visibility

Page 24: Turning Clients into Creative Partners

Expect things change

Page 25: Turning Clients into Creative Partners

Dissuade Add-Ons

Page 26: Turning Clients into Creative Partners

Project Kickoff – Project Intake

Creative Execution

Review and Approval

Relationship Building

Page 27: Turning Clients into Creative Partners

Review and Approval

• Delivery of content for review

• Creative rational

• Rules and roles

Communication

Page 28: Turning Clients into Creative Partners

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

Page 29: Turning Clients into Creative Partners

At review and approval

Communication

• Delivery of content for review

• Creative rational

• Rules and roles

Page 30: Turning Clients into Creative Partners

Project Kickoff – Project Intake

Creative Execution

Review and Approval

Relationship Building

Page 31: Turning Clients into Creative Partners

Getting in Alignment

Page 32: Turning Clients into Creative Partners

Being on the same side.

Page 33: Turning Clients into Creative Partners

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

Page 34: Turning Clients into Creative Partners

Alignment

• Educate

• Share capabilities

• Enhance their budget

Page 35: Turning Clients into Creative Partners

Be an Action Hero

Project Intake

Creative Execution

Review and Approval

Relationship Building

Page 36: Turning Clients into Creative Partners

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

Page 37: Turning Clients into Creative Partners

Improve Creative Execution

• Share project timeline at kick-off

• Be OK with change in Tier 1 projects

Take These Actions

Page 38: Turning Clients into Creative Partners

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

Page 39: Turning Clients into Creative Partners

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 . . .

Page 41: Turning Clients into Creative Partners

. . . 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