On our "What We Do" page, we give a tiny look into the process we use on all of our projects. But, there's much more than those three sentences that goes into each step. So we've decided to share a bit more insight into our process over here on the blog.
In this little series, we'll be creating a post for each step in our process. We've already shared about our first step and today we're digging deep into the second step of the process...
Where we reply.
At this point, we've started a conversation with a potential client. We've learned about what they do, why they do it, and what they need our help with. We've both gone back and forth with questions to learn more about each other.
Now, it's time to decide if we're a good fit for each other in the reply process.
This can go one of two ways. We'll either decide that we're not a good fit for each other and part ways, or Lindsay and I will create a detailed proposal of how we think we can help out.
Sometimes saying no is best.
We may not be a good fit with a person or group for a number of reasons: timeline, budget, philosophy on collaboration, etc.. and that's okay. It's why we listen before we reply. It's much better to realize this before we're deep into a long engagement.
We'll let the client know that we don't think we're the right partners for their project, and we always welcome them to say the same to us. When we can, we'll try and suggest one of our amazing designer peers.
If we think we're a good fit to work together (YAY!), we'll create a proposal.
Our proposals contain the big picture of what it'll look like to work together, including deliverables, investment cost, and dates.
Our proposals are 100% unique to every client. We started with a templated layout, but all the content is based on the exact needs of the potential client.
Whenever we can, we try to offer three different packages to choose from in our proposal. These packages have different deliverables and price tiers. While all packages work to address our potential client's specific goals in some way, we want them to have a choice in what investment is right for them at the time.
After we send the proposal to the potential client, it's their turn to reply. They'll say yes, no, or ask more questions. If the answer is no, we'll ask why and make sure we've done everything we can for them, but then the process is over. If they have more questions, then we'll listen and talk some more. But if the answer is yes, it's time to send the first invoice, sign our service agreement, + and then move onto step three in our process: shape.
Why is this step so important?
This step is all about defining and agreeing on the details of what it would look like to work together.
Each proposal package is broken into three sections.
01 - A basic overview of the project with an estimate on timeline and cost.
02- A section that includes all of the deliverables that 407 will be responsible for providing the potential client.
03 - A section that includes all of the responsibilities the potential client will have throughout the project.
The proposal goals and terms on paper, which is an important step to smooth project and great final product. Everyone involved knows what they are working towards. We will never get to work without clearly agreeing to these details with a client.
But once they say yes, and we're so excited they did, we're ready to get to work.
Yes, it's not until step three that Photoshop opens. We'll be posting all about this step in our process in a few weeks!