The Client Survey as a Screening Tool
We've all had nightmare clients. Unreasonably demanding, capricious, unrealistic, cheap�
Use the Client Survey as an interviewing or screening tool for prospective clients as soon as a project presents itself. Completing and returning the survey makes
clients accountable. The ones who take the time to answer your questions in a thoughtful, well-organized manner are likely to put proper thought into the creation of a site and have the makings of a good client. Clients who exhibit a number of red - flag-client characteristics (see chart below) are sometimes better left alone.
If you have the luxury of choice, screen and choose projects and clients wisely.
GOOD CLIENT | RED FLAG CLIENT |
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A good client has some of the following attributes:
Is goal-oriented: focused on the big picture and how the site fits into the business as a whole Answers the Client Survey in a clear and detailed manner - Supplies a Request for Proposal (RFP) or a clear outline of goals and scope
Understands the web environment and the development process Gives final sign-off and approval in a timely manner
Is in agreement on deliverables, schedule, and budget Is responsive to email and phone calls Has a team-oriented approach - Gets you content on time and establishes a point-of-contact for content and/or a copywriter
Is part of the solution instead of the problem
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This is not necessarily a nightmare client, but here are some things to watch out for:
Has a "get-it-up-quick" attitude with unrealistic schedule requests Wants to shortcut the process and feels it is a waste of time to address audience needs or overall strategy.
- Doesn't know what the content should be but wants it to "look cool"
Asks to create a demo site, says "the real one will come later"
Cannot give final approval or is not putting you in touch with the decision-makers Doesn't have time to fill out the survey Small budget, swift deadline Unresponsive, cannot make decisions, does not email or call back in a timely manner Indecisive, changes mind frequently, unable to articulate feedback Wants to handle the creative and/or production aspects to "save money"
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