Isn’t it heartbreaking to go through the process of writing a proposal and not getting the project? I’ll help you ask stronger questions up front to really understand your potential clients’ projects.
Oh, and as a bonus, I’ll share how I find out what they are really willing to pay before I write a proposal.
Since this was a WordCamp (Denver 2016) talk, here is the link to WordPress.TV: https://wordpress.tv/2016/11/08/bethany-siegler-7-questions-you-forgot-to-ask-your-web-client/
This way, you can hear additional insights and information that wasn't included on the slides.
Focusing on the possibilities...
Bethany
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Yeah, but can
she teach?
Instructor at:
•
Boulder Digital Arts (BDA)
• University of Colorado
(The Department of University Communications)
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To Be Fair…
I’m always
learning
and improving
my own process
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OK, So
What Were You Saying?
It’s About The
7 Question Process
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How I start:
FREE
1/2 Hr Consult
(when possible,
in person)
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Begin with:
“I have a list of
questions to walk you
through, but is there
anything you would
like to let me know
or ask me?”
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I let them know:
• I am there to listen
• I also come
prepared with my
process
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7 Questions
Really! I promise,
You’ll GET The
SLIDES
LATER!
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#1: Tell Me About Your Company,
Team, Products/Services…
1. Share your Cocktail Party answer
2. What do you do/make?
3. What is your price point?
4. Who does what on your team?
5. Company Identity/Promise You Make?
6. Do you have a mailing list?
7. How active are you on social media?
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Why is this important?
• It tells you how much they have thought about
their own company!
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#2: What is the purpose
of your site…
1. Why should someone come to the site?
2. What does it offer them?
3. Have you every done a focus group?
4. What goals do you have set up?
5. What do you want to accomplish?
6. Is that what they want to accomplish/learn?
7. How will the site navigation work - how will you get
them to what they want?
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Why is this important?
• “I find that if they can’t answer that question, then
there is a LOT more upfront work helping them
discover that before figuring out what the website
should look like, be organized, designed, etc.”
• - Ron Broome (Boulder WP developers and Artist)
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#3: Who Does the Site Serve…
1. What’s their occupation and income?
2. How do they dress?
3. How old are they?
4. What do they like/dislike?
5. What is the current state of your relationship with them?
6. Who are they currently or potentially buying from?
7. What makes them ideal?
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Why is this important
• Too many times first time web clients build to their
tastes, instead of their audiences
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#4: What Content do you have and/
or who will create it…
1. Do you have existing content?
2. Do we need to do an audit/review?
3. Do you have images and/or video?
4. Will you be Blogging?
5. Will you be offering downloadable content
(PDFs, Infographics)?
6. Do you have a logo/artwork/graphics/images?
7. How many pages of content do you expect?
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Why is this important
• Too often the client doesn’t think about how to fill
the site, so it’s your job to think for them.
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#5: Do you have a vision for the site…
1. Do you have specific branding we need to be aware of - colors,
logos…?
2. Are there sites you like? What specifically do you like about
those sites?
3. If you have an existing site, what is or is not working on it?
4. What, if any, unique DESIGN elements will be on INDIVIDUAL
PAGES?
5. What functionality/integrations do you know you need - like
contact forms or a way to capture email addresses?
6. Are you planning on selling anything on the site?
7. Are you familiar with responsible design?
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Why is this important
• It helps to avoid scope creep!
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#6: Do you already have hosting…
1. Where is your domain name registered?
2. Will you require custom domain related email addresses?
Such as: theirname@theirdomain.com
3. Do you currently have stats (Google Analytics)?
4. Do you have and Google Search Console (formerly
Google Webmaster Tools) & sitemaps?
5. Do we need your current site to stay up, while we build?
6. Let’s discuss redirecting urls and SEO needs?
7. Who will be handling future software updates, backups
and security?
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Why is this important
• The client probably has no clue the site is an
ongoing thing that needs ongoing attention.
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#7: Do you have budget and timeline parameters…
1. Let’s look at examples of where costs/time can impact the project
2. Can we talk about possible ways to stay within your parameters by
simplifying things?
3. If your budget is tight, have you considered doing things in phases?
4. Have you done a project like this in the past?
5. If so, what worked and did not work?
6. Are you the final decision maker?
7. When are you planning on making the final decision
and how can we help you?
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Why is this important
• You want to make sure you aren’t wasting time
• You want to get paid your worth
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Does it REALLY work?
"I have always been terrified to ask about a client's budget during an initial
consultation phone call. Today I followed Bethany's advice and asked 'What's
your ballpark budget for this project?' after they explained a detailed
copywriting job. I was blown away when the client said his budget was
around $10,000 -- because that is THREE TIMES what I was planning on
(under) estimating for the job (because it sounded like a cool project).
I will never again end a consultation call without asking this question.”
- Beth Hayden
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When to Ask About Budget
and WHY?
That’s up to you, but you MUST ask it before you
spend time writing a proposal!
Because, unless you check, you won’t know if you
are in the right ballpark!
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Wrap Up
• For Every Question You Ask:
There are probably 7 more questions you should be asking
• If you take the time upfront, you can:
• Show You Are Listening
• Show Your Interest/Investment
• Make a Better Proposal
• Establish a Relationship
• Win More Proposals
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Your WC Challenge
• Ask someone at WordCamp to lunch
• Learn About Yourself: Have them Ask
You these Questions
• Then Practice on them: Ask The
Questions to Them
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What Questions
Do You Have?
Is it Time
for those 7 & 7s,
yet?
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Connect with me
Twitter.com/UniqueThink
UniqueThink.com
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