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The Client Process From Hi to Bye | Freebie!
Hey Team,
Today's video is all about The Client Process From Hi to Bye. I'll be walking you through my entire client workflow-from the moment they first reach out to the final goodbye-and even what happens afterward!
*Join me as I dive into:*
• Onboarding: How to manage the first interaction, the web form, proposals, contracts, and setting expectations.
• All Aboard: What happens after the contract is signed, including discovery calls, clarity discussions, and the creative process.
• Offboarding: Wrapping up the project, getting paid, and delivering final assets.
• Apres Board: How to keep in touch with clients after the project ends, ask for referrals, and upsell future work.
*Timestamps:*
0:00 - Intro1:47 - Process = Profit
3:06 - The Journey: From Hi to Bye
5:20 - Onboarding
11:12 - Webforms
14:05 - Proposals
17:04 - Contracts
20:23 - All Aboard
25:54 - Client To-dos
27:44 - Journey from Discovery to Clarity
29:38 - Feedback process
33:34 - Offboarding
35:40 - Project Folders
37:25 - Copyright handover
39:21 - Apres Board
40:47 - The Flex Deck
42:23 - Overview / Outro
*Featured Tools and Courses:*
1. Check out todays FREEBIE, The Client Process from Hi to Bye: themadebyjames.com/the-tools/the-client-process-from-hi-to-bye
2. Need some help with your client contracts? Steal ours: themadebyjames.com/the-tools/the-creative-contract-kit
3. Want to elevate your client proposals? This is for you: themadebyjames.com/the-tools/the-proper-proposal-pack
4. Need help knowing the right things to ask your clients for a clear vision? Try this: themadebyjames.com/the-tools/the-client-questionnaire-bundles
5. Want to present your client's brand in the best way possible? Take a look at our Brand Style Guide: themadebyjames.com/the-tools/the-brand-style-guide-pack
Watch, learn, and apply these strategies to elevate your process, improve client relationships, and ultimately create a more successful creative business.
If you have questions or thoughts, drop them in the comments or email me at team@themadebyjames.com.
Don't forget to sign up for my newsletter for weekly tips on design, creativity, and business: themadebyjames.com/newsletter
Enjoy the video!
MBJ
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*If you make a purchase through any of our affiliate links, we receive a small commission at no additional cost to you. This supports our mission to deliver quality education to you. Thank you for your support.
#logodesigner #designeducation #graphicdesign #graphicdesigner #graphicdesigners #graphicdesigndaily #branddevelopment #branddesign #design #designer #visualidentity #brandidentity
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Komentáře

  • @Anuragvisualss
    @Anuragvisualss Před hodinou

    Hey James! a quick question, why don't you add a mood boarding phase in your process

  • @curtismorrow4537
    @curtismorrow4537 Před 5 hodinami

    Thank you so much for dropping these massive knowledge bombs. I'm excited to put these pointers into practice.

  • @Bdubya38
    @Bdubya38 Před 12 hodinami

    Came for the lesson; stayed for the singing.

  • @sculpt-media
    @sculpt-media Před 13 hodinami

    Thank you.

  • @anastasiial9353
    @anastasiial9353 Před 15 hodinami

    Wow! Just amazing video! Thank's!!

  • @Arjuna-m8f
    @Arjuna-m8f Před 3 dny

    What's your take on A.i Is it really dangerous for us as Graphic Designers?

  • @AlejandroChavez-no1ic

    Great info, thanks sir!

  • @atstkb4520
    @atstkb4520 Před 5 dny

    super helpful, I think there's a misconception or miscommunication though - I feel like you're saying the same thing (at least from what I've heard of people saying "don't do free work") it usually people come to you and say they aren't going to pay you buy it will be great exposure for you and they aren't building something great for other people they just don't want to pay you for your work. I can't be sure, but I think everyone I've heard this from has agreed that if you want to do pro-bono work for someone/something that's nice, just avoid people coming to you expecting something for nothing and then referring other people who will also expect something for nothing.

    • @madebyjames
      @madebyjames Před 4 dny

      I get it. There’s a big difference between choosing to do pro-bono work and being asked to work for "exposure." I've done a lot of freebies for my family, mates, and charities when they feel aligned. It’s about knowing your worth and making sure you’re in control of when and why you decide to do free work

  • @CraigReid
    @CraigReid Před 6 dny

    Just completed my own rebrand, and the process and development has changed and deepened my understanding of identity design. 100% will change your professional life as a creative if you focus on your personal brand.

    • @madebyjames
      @madebyjames Před 4 dny

      Congrats on the rebrand. It’s amazing how much deeper you get into identity design when you focus on your own brand

  • @ButtonPressGraphics

    I have had a few clients like the ones you referred to. Where you work with one person who is taking orders from another. They are always the most frustrating jobs. So I definitely agree with that. I have found that asking a lot of questions is beneficial to all involved.

    • @madebyjames
      @madebyjames Před 4 dny

      Totally get it. Those situations can be super frustrating. Asking loads of questions upfront is the best way to keep things clear and make sure everyone’s on the same page

    • @ButtonPressGraphics
      @ButtonPressGraphics Před 4 dny

      @@madebyjames These are the exact reasons I started asking loads of questions to begin with lol

  • @easypeasy3140
    @easypeasy3140 Před 6 dny

    Don't you think that first question is better asked in the early stages before the client is committed to the project because by asking that then you might find that the problem causing the client's pain has nothing to do with branding and giving them a free honest advice that a logo shouldn't priority now. That will put you as a trustworthy person quickly and you will be on top of mind and maybe become the manager of the whole project.

  • @sunilchristian3430
    @sunilchristian3430 Před 6 dny

    Thank you!

  • @ChritsianBucic
    @ChritsianBucic Před 7 dny

    Super cool advies James! Thank you !

  • @tobilobaakinboade5622

    I was waiting for you 😅 Thank you MBJ❤

  • @phant00m1
    @phant00m1 Před 7 dny

    This is great advice James, and much needed. We need to make clients realise there will be more challenges and work to do. The person asking the more and better questions is controlling the conversation, and has a bigger impact on the price. That's why you need to have the decision maker as well, so they can stretch the budget if needed. Well done!

    • @madebyjames
      @madebyjames Před 4 dny

      Exactly mate. Spot on-asking the right questions is key, and having the decision maker involved makes all the difference. It helps set the right expectations and can definitely impact the budget. Appreciate the support

  • @alokaezuya9635
    @alokaezuya9635 Před 7 dny

    Are you part of the LIncoln design team?

  • @alokaezuya9635
    @alokaezuya9635 Před 7 dny

    Hi James ❤

  • @adelfares2032
    @adelfares2032 Před 12 dny

    God bless James!!

  • @table7creative177
    @table7creative177 Před 12 dny

    Rock on! Great video and informative. 😎🔥

  • @lorel747
    @lorel747 Před 12 dny

    This video was so raw! And enegrtic absolutely loved it - got me out of a rut. Appreciate you mate

  • @user-wu1sd4fy1c
    @user-wu1sd4fy1c Před 12 dny

    sir i am a beginner what should i do in my daily life for improving my design skill

    • @madebyjames
      @madebyjames Před 4 dny

      Set aside time each day to build your skills, absorb the knowledge of people you admire in the industry, and keep going!

  • @user-wu1sd4fy1c
    @user-wu1sd4fy1c Před 12 dny

    sir i love your work so much, please make a video on logo color concept

  • @user-qv7uj4qh7k
    @user-qv7uj4qh7k Před 13 dny

    You blow me up in every video with how you deliver the information. I have been a designer for 5 years what I learned from you is equal to these 5 years with just a couple of videos thanks james

  • @PaolaTuazon
    @PaolaTuazon Před 13 dny

    Thank you James, this is really helpful! I was wondering, how does your onboarding process looks like and how do you determine which pricing strat to propose to a client, and if there's any exit clauses (should things don't work out) you typically add to contracts?

    • @madebyjames
      @madebyjames Před 4 dny

      Glad you found it helpful, mate! For onboarding, I focus on understanding the client’s needs first, then tailor the pricing based on the project’s scope and value. As for contracts, I always include an exit clause to keep things clear if it’s not working out. We have contract templates and our client process on our website themadebyjames.com/the-tools/the-client-process-from-hi-to-bye themadebyjames.com/the-tools/the-creative-contract-kit

  • @BilliasBros
    @BilliasBros Před 14 dny

    James is for the people!! 🖤🖤

  • @onkar5404
    @onkar5404 Před 14 dny

    Portfolio tips?

  • @omydarlingdesigns
    @omydarlingdesigns Před 14 dny

    <3

  • @alexandrfedorov5722
    @alexandrfedorov5722 Před 18 dny

    Beautiful stuff! Thank You!

  • @bytomhaynes
    @bytomhaynes Před 18 dny

    Really helpful one James, thanks!

  • @iam_ninosanto
    @iam_ninosanto Před 19 dny

    Watching this for the second time. Thank you James for sharing your knowledge, you are a big inspiration!

  • @alexandrfedorov5722
    @alexandrfedorov5722 Před 19 dny

    This is really helpful. Cheers from Ukraine ) Thank you for all the work you`re doing

    • @madebyjames
      @madebyjames Před 12 dny

      Glad you found it helpful. Sending good vibes from here to you

  • @ThisDesignLife
    @ThisDesignLife Před 19 dny

    Thank you for the disclaimer at the start. It helps takes the pressure off Identity Designers feeling like they need to go all in on strategy (which they can of if they want to of course).

    • @madebyjames
      @madebyjames Před 12 dny

      Glad the disclaimer hit home. It’s all about finding what works best for you-no need to feel pressured to go all in on strategy unless it feels right

    • @ThisDesignLife
      @ThisDesignLife Před 12 dny

      @@madebyjames aaaaamen

  • @Jimmy_--_
    @Jimmy_--_ Před 20 dny

    You say square pyramid, i say 3-tier cake! Flavours optional, although mine would be coconut, blueberry and coffee. Great work James!

    • @madebyjames
      @madebyjames Před 12 dny

      Love that! Coconut, blueberry, and coffee-now you’ve got me hungry! Appreciate the kind words.

  • @waxmaster-c
    @waxmaster-c Před 20 dny

    Would you say the "strategy" and "plan" in this video is the same as vision and mission?

  • @RyanMayer
    @RyanMayer Před 20 dny

    Awesome, as always!

  • @arkanaahmed
    @arkanaahmed Před 20 dny

    Thanks for the video 🤩

  • @user-qv7uj4qh7k
    @user-qv7uj4qh7k Před 21 dnem

    you are the best thanks i cant wait for your next video

  • @maybealraazi
    @maybealraazi Před 21 dnem

    A plan without strategy is a map without a compass & a strategy without a plan is a vision without action-full of potential but going nowhere.

    • @madebyjames
      @madebyjames Před 12 dny

      Exactly. You need both a solid plan and a clear strategy to turn potential into progress. It’s all about aligning vision with action

  • @onkar5404
    @onkar5404 Před 21 dnem

    hey, can you cover difference between being minimal and being uncreative/lazy

    • @madebyjames
      @madebyjames Před 4 dny

      Minimalism is all about purpose and clarity, mate-using just enough to make an impact. Uncreative or lazy design skips the thought behind it. Big difference

  • @Heather-SaltandChalk
    @Heather-SaltandChalk Před 21 dnem

    James - what do you do if a client has approved an initial creative direction but then later on in the design process requests major changes?

    • @madebyjames
      @madebyjames Před 12 dny

      Great question, mate! Keeping the client in a constant feedback loop is key-no big reveals. That way, they’re involved every step of the way, and any changes are handled as we go. Plus, a solid contract helps outline that major changes may come with extra costs

  • @diggiticaro
    @diggiticaro Před 23 dny

    Really enjoyed this one James 😃 like a chat with a friend at the desk 🙃 keep rocking it 🫶🏻

  • @digpriyankara
    @digpriyankara Před 25 dny

    I came across your profile on Instagram.

  • @bytomhaynes
    @bytomhaynes Před 25 dny

    He does not miss🔥

  • @seized-timbres
    @seized-timbres Před 26 dny

    Can confirm that I did just hold my nose while humming. Also thanks for all of this non-gatekeepery perfection.

    • @madebyjames
      @madebyjames Před 21 dnem

      Haha, love it, mate! 😆 Glad you’re enjoying the content

  • @hamzitoo
    @hamzitoo Před 26 dny

    where can we see your all branding...so we can get the idea what kind of things we need in making a personal brand.

    • @madebyjames
      @madebyjames Před 21 dnem

      hey mate if you have a peek at my website here you can see what I'm talking about themadebyjames.com/

  • @arkanaahmed
    @arkanaahmed Před 27 dny

    The legend back with a new video 🤩 curious to see the whole video

  • @maybealraazi
    @maybealraazi Před 27 dny

    People are your biggest asset-make sure they're in the right roles and rooting for you.🙌

  • @jonbbradie
    @jonbbradie Před 28 dny

    I’m LMAO ‘cause I keep a carpenter’s pencil at my desk too! Thx always for the great video tutorials.

  • @steftier
    @steftier Před 28 dny

    I recently rediscovered my passion for graphic design. I'm 25 (26 next week) and have been doing graphic design since I was 12. I got my SkillsUSA entry level certificate my junior year of high school, and was a mentor in my graphic design teacher's freshman and sophomore classes during my senior year. I had decided that I wasn't gonna major in graphics in college, as I already had the prerequisite skills and wanted to major in something else to broaden my horizons. Boy do I regret that. I slowly strayed from graphics throughout college, until recently when I quit my depressing 9-5 as a paralegal. I found your page 6 months ago and you encouraged me to start reinventing my portfolio and building my brand. Although I'm nowhere near my end goal (but who is, really?), it's been truly inspiring finding someone like yourself who shares the same philosophy and approach to graphics as I do, as well as utilizes the same clean minimalist style that I obsess over. Thank you for giving me that passion back, and I hope I'm one day fortunate enough to work for you/with you. Much love - Stefan

    • @madebyjames
      @madebyjames Před 27 dny

      Thanks for sharing your journey mate. Love to hear you’ve rekindled your passion for graphic design. Life takes us on some unexpected paths, but it’s never too late to return to what you love. Keep building that portfolio and refining your style-there’s no rush to reach the end goal

  • @jegayo
    @jegayo Před měsícem

    This is so good James! I definitely like working in this iterative process a lot more than the big reveal. I think the big reveal process is more for making money and kicking the client out fast for the next person to come along. I work both for myself and a creative agency. The agency likes to move faster but we run into problems where management has had time to connect with the client but I have not, so the designs don't always fit in the best way. The agency format for a business is more prone to problems with clients because of all of the outsourcing $$$. Really truly the best way to work as a creative partner and designer is to custom fit the process to the client.

    • @madebyjames
      @madebyjames Před 27 dny

      Totally get what you’re saying. The iterative process builds stronger client relationships and better results. The big reveal can feel rushed, especially with agency pressure to move quickly. Customising the process to fit each client leads to more satisfying work for everyone