Client Brand Design: Onboarding & Project Proposals - (Real Client)
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- čas přidán 8. 09. 2024
- Client Brand Design: The Onboarding Process - Part 2
Hello and welcome to the second part of my series - The Onboarding Process! Let's do a deep dive into the onboarding phase: an essential part of the client experience. We’ll also discuss the craft that is creating winning project proposals.
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🌐 Onboarding
A client comes knocking at your door - that’s where the onboarding process comes to play. It’s important to make a long-lasting first impression, which lays the foundation for a successful client-designer journey.
🎯 Awareness
Ensure you have your online presence under wraps! Keep your channel communications clear, consider, and client friendly.
🎨 Showcasing Expertise
Ensure you have the projects that you want to showcase on your portfolio. This is why passion projects are important! Create the type of stuff you want to get paid for doing.
🌟 Building Trust with Testimonials
Positive client feedback is gold. Leverage testimonials to establish trust and credibility, giving potential clients the confidence to choose you.
🔍 Inquiry
The Inquiry phase is when potential clients take the lead. Discover strategies to enhance your website's effectiveness, make the most of questionnaires, and even utilize Pinterest for visual communication.
📞 Contact
Swift responses, scheduling calls, and the power of templated email responses - this phase is all about effective communication.
📜 The Power of Proposals
Project proposals are essential! Real-world example and insights included.
📞 Discovery Calls
Discover the art of meaningful discovery calls. Learn how to prepare, initiate, and navigate conversations that set the stage for a successful collaboration.
✅ Confirmation
Once you've nailed the earlier stages, it's time to embark on the client-designer journey.
📎 Links and Sponsors
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Project Proposal - My Custom Template (Now on Sale!)
www.gloriacond...
The Onboarding Process - Blog
www.gloriacond...
Pacdora - 3D Mockup & Dieline Generator
20% Off Discount Code: GC20
www.pacdora.com/
Calconic - Custom Quote Calculator
www.calconic.com/
Mural - Collaborative Brainstorming Website
www.mural.co/
Calendly - Schedule Planner
www.calendly.com
📱Socials
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Follow Me On Instagram!
/ gloriamadethis
Check Out My Website
www.gloriacond...
For Design Inquiries, Please E-mail
hi@gloriacondy.com
Remember, each step of the process is crucial in creating a powerful brand for your clients. Thanks for watching, and I'll see you in the next video! Happy designing!
This is exactly the kind of guidance I was looking for before jumping into freelance. Super cool that CZcams helped me find your content. I'm super excited to watch more from you!
I recently started working on my onboarding process after one year of being a freelancer and let me tell you this is game changer. A nice presentation, having systems and already made templates makes you look so good and professional. It also makes your life so much easier 😌I hope this part of the design process was more talk about, most of the content I have seen it's about what you do when you already have a client and the project has started. So, thank you so much for sharing your onboarding, I have taken notes and I will upgrade my process because this series is purely amazing 🥰And one more thing, your video was so comfortable to watch, I love the editing and when things started appearing on your hand I started laughing so much. It was a really enjoyable experience 😁
Yes it is soooo important to have systems! Takes a while to set up, but saves a lot of time in the long run. Thanks for the kind words 💗
Im a newbie and the amount of knowledge i got from the video is insane.Thank you for this!
I love how straightforward, organized, and all encompassing your workflow is! Thanks for sharing your entire process and being transparent with your pricing! I'm always trying to streamline my onboarding and general client design process, so this has been so so so helpful.
I'm definitely going to check out some of those resources and tools you suggested. As someone who uses the Google Suite for everything, I'm so surprised that I didn't know what Google Sites was until now hah.
Thanks and love your work!
This is amazing Gloria. Thank you. I’m totally going to pick up your amazing templates. What a time saver!! ❤
I'm so glad I could help ✨ Thanks for watching!
Thank you, Gloria! This is so helpful and so well organized
This is immensely helpful Gloria. Thank you!
You have shared a really nice and informative video.
You, your work and this video was really organised.
Love the video overall.
Thank you Gloria.
😍😍❤❤
This is so helpful, thank you so much!
As a photographer, this is very interesting and also very helping! Thanks so much, I bought the proposal template!!
Definitely! The proposal can 100% be used for other creative fields 🫶 Thank you! 💕
This is so helpful! Thank you so much for making this video ❤️
Amazing thank you! 🫶💕 Glad you enjoyed ✨
hi gloria! what is your contract and signature collection process? how did you develop your contract (via lawyer, buy a template, etc.?) and how do you collect signatures?
Oooh great question! That's actually what I have planned for my last video in this series 🙈 I'll try to get to that quickly!! 😅 Thanks for watching :)
I just want to ask, how you represent both Project proposal and Moodboards in the Discovery Call (under contact). What you present first, proposal or Brand Strategy & Creative Direction? And how you shift from proposal to creative direction?
Thankyou Gloria❤❤
Thanks for these video you make! i really need a mentor voice Gloria. cus Ive been a full-time freelancing and i stuck on a few important things that markets me on a professional level. 💗💗
hi, i'm not graphic designer but i'd like to become one, (i'm starting completely from zero) is amazing that you are sharing all your knowledge here, i really appreciate it, and you explained everything very well, do you think that is necessary to be graduate in communication / communication design (or also have other certification) to/for work in this sector or not? i saw your video in which you explain that much of what you learned atEmily Carr can be learned online, but i think without certification people can't take me seriously
This is so useful ! Thank you so much.
May I ask.. Is it necessary to have CANVAS Pro (for you) when you give them their template ?
Not at all! I definitely pinch those pennies where I can 😂 Haven’t run into any issues yet
can't hear you
How did you move to Korea are working with a company there?
Nope! I’ve got family here so I’m on an F4 (overseas korean) visa. F visas are basically the golden ticket of visas in korea, my stay isn’t attached to a job or school :)
I wanted to purchase your template but it says your site isn't set up to take orders!
Oh my! Sorry about that - I appreciate you letting me know. I've sent a ticket into support and gotten that fixed, should be available now! Cheers!!
tug a war huh lololl
Thank you! Just the information and templates I’ve been looking for. Great stuff!! 🤍
This is so helpful thank you!!!
Yay glad you could get some value from it 💕🫶