How To Review Your Designs With Clients?

10 replies
What is the most effective method for reviewing web design work with clients?

In person? Over the phone? Some kind of desktop sharing software? Printing out your webpage and making notes during a meeting?

For now, I have organised for my client to call me when he wants to review a test-dummy of his website and we will critique it over the phone looking at the site together.

It seems a little clumsy to me, wondering what most people do to review their work with clients?
#clients #designs #review
  • Profile picture of the author Eddie Spangler
    I like in person so you can go over, get his response and collect a check.
    Decrease the odds of thinking it over nonsense.
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  • Profile picture of the author Jason Z
    If it's a local client you should do it in person. If it's a client that is not local, then I recommend doing desktop sharing (you can even use skype for that).

    You really want to be able to walk the client through the website and be able to do it visually so you're on the same page. If you try and do it over the phone you don't know what they are looking at on the other end and if they are looking ahead or getting behind or distracted.

    Printing it out would be a preference. Personally I don't see any advantage to printing it out unless it helps you when you are taking notes on changes.
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  • Profile picture of the author RentItNow
    I try to do by phone/email until any last revisions then I am at their door with the final invoice and pushing maintenance again if necessary. It is simply a way to collect money faster tho not so much hand-holding the client.

    Most sites I notice they are mostly concerned about one or two small things and if I did my job right it does not take much to fix so wasting $10 in gas and 1 hour time is unnecessary.
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    I have no agenda but to help those in the same situation. This I feel will pay the bills.
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  • Originally Posted by payoman View Post

    What is the most effective method for reviewing web design work with clients?

    In person? Over the phone? Some kind of desktop sharing software? Printing out your webpage and making notes during a meeting?

    For now, I have organised for my client to call me when he wants to review a test-dummy of his website and we will critique it over the phone looking at the site together.

    It seems a little clumsy to me, wondering what most people do to review their work with clients?
    I use a combo of printing it out *(if it's copy heavy I use 11x17 paper & print to scale, if it's more graphic I also have it printed like it's a small banner @ Kinko's, with a "FINAL PROOF" watermark) and reviewing the "live" site with the client via web conference.

    I overnight the paper proof via Fedex, so they have it by the end of business on the day before our meeting- giving the client instructions to review the paper proof first & make notes on the 11x17 proof & fax any corrections, suggestions, & concerns by a timed deadline before the web meeting.

    In the meeting, I demonstrate the site, address the clients issues, show before & after progress shots, and get a final sig on the proof and then advise the client on what they need to do next *(and draft my final payment per our agreement, sending a Complete Project Package [invoice, total website on dvd, free report, tell-a-friend insert, and a gift card] to the client within 24-48 hrs. of the final signature)

    Hope that helps... or at least gives you some ideas on how to create a unique customer/client experience...
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  • Profile picture of the author Nspire
    I have done it both way!

    My approach is that we do not move from the design stage until the client is approves and he is happy with all elements of his website. To control the back and forth client get 3 free revisions. If we go past the three revision client gets billed on an hourly rate. Of course this is written in the Quote that he signed off on.

    Once he approves the design then we move on to the development phase. Most of this is done via email, dropbox and phone conversations.
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  • Profile picture of the author Fernando Veloso
    Discussing "web design" with clients is like trying to teach a stone how to dance Jersey Shore fist beat.

    I avoid it at all times. Unless it's a good client I prefer to ditch the deal and move on. If a customer doesn't trust us (me) to give him what he needs, he can choose another company, or his son, his friend or his own skills - which is normal.

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    • Profile picture of the author RentItNow
      Originally Posted by Fernando Veloso View Post

      Discussing "web design" with clients is like trying to teach a stone how to dance Jersey Shore fist beat.

      I avoid it at all times. Unless it's a good client I prefer to ditch the deal and move on. If a customer doesn't trust us (me) to give him what he needs, he can choose another company, or his son, his friend or his own skills - which is normal.
      I love it! Come to think of it, the one guy that had the most input was the lowest paying!

      I am really learning it's coming down to properly qualifying a prospect in the first place. I want someone that just needs it done and does not have those "5 cousins that can do it but they just dont seem to get it done for me fast enough".

      What's that saying? The definition of insanity is hitting your head up against a wall over and over again and expecting a different result than a headache?
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      I have no agenda but to help those in the same situation. This I feel will pay the bills.
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    • Profile picture of the author ChristianBerg
      You have to ask yourself:
      Why aren't your cients using wordpress and a simple theme instead of paying you?


      Because they dont know nothing about your work.
      Most of them think EVERYTHING is possible in webdesign, and changed within minutes without much coding.

      Unless you consider your client a top noch client
      -> Simple let him review the work alone and write him an email asking him for suggestions or approval.

      Most clients are too lazy to write a long ass mail with
      ALL THEIR WISHES and THINGS THEY WANT TO HAVE CHANGED ....


      All the Best

      Christian
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  • Profile picture of the author Seantrepreneur
    I always send them a mock up and have them come back to me after they have reviewed everything. It's draining to me to sit with a client and have them go over every little detail of what they would like to see changed. I prefer for them to review it on their own time and hit me with all the changes at once.

    Not to sound arrogant, but our time is too valuable.


    Sean
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    • Profile picture of the author somacorellc
      Originally Posted by Seantrepreneur View Post

      I always send them a mock up and have them come back to me after they have reviewed everything.
      That's what I do as well. But first, I have them fill out a questionnaire about what they want/need/like/dislike so that I know as much as possible ahead of time. This has the advantage of being mostly hands-off on my end - I can have them fill it out, review the questionnaire and send it off to my design guy without much work at all.

      When I get the concept back, I send it to the client via email and we'll spend some time going back and forth until it's perfect.

      99% of the time it's spot on, and my web guy codes it up into a nice Wordpress theme.
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