How Do You Manage Client Approvals And Feedback

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Greg Gunn
Published
December 31, 2017
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I imagine most of us have gone through this. You have a plan client changes their mind. You're like, Oh no, what do I do now?

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So when a clientapproved something,do you have a form thatthey sign or anythingor you just have that?Trust and you don't needthem to sign anythingwhen something is approved,something is approved.Ok?can you give me a good question?Yeah do you have an example?My help?Well, the first thing that youdid the whimsical one and then,Oh.Or maybe the secondone that theysaid, OK, this is good to go.Do you have them sign something?OK, so we agreed on this.This is this is soyou sign on that.So we just makesure that they don'thave they're not going tochange their mind anymore,you know, likeyou have somethingto hold on to kind of, oh, well,we agreed on this or somethinglike that.Yeah client's not changing.Wouldn't that be nice?That's that's a good question.And I think, you know,it sounds like you'verun into this before, andI imagine most of us have,you know, you have a planclient changes their mind.You're like, Oh no,what do I do now?So I guess to immediatelyanswer your question,though, there's nothing thatthe client signs necessarily.I mean, you know, the waywe manage that kind of stuffand make sure thingsdon't go crazy out of handand we end up spendingall the money,in fact losing money on a job.And then like, whydo we do this ever?I think, you know,initially, before youstart the project, of course,you want some kind of contract,some sort of agreementthat you know,holds people accountableon both sides.You know, it should bemutually beneficial.And within thatagreement, you alwayswant to have some sortof scope of work, right?So it's like you aregiving us x amount of moneyand we are giving you x amountof product, so to speak.Right so maybe thatis we will makewe will design a logo for you.You get three revisions.OK so that way, everyone knows,OK, this is the plan, right?Like, you know, you're covered.You can do somethingwithin those parametersthat they're given.And everyone, you know,there's no mystery.Basically, the goal is to removeall surprises from the process,right?Because when people arespending a lot of moneyand they're unsure and they'rereally excited about something,a surprise is the lastthing that they want.I'm not a big fan ofsurprises to begin with,so I can only imagine if I havea lot of money on the line.But I think getting tothat point in the processwhere, yeah, let's say you,you will use the logo design,for example, you designone logo and you're like,oh, this is I feelgood about it.This is it right?This is the one, and you presentit to them and they're like,And you're not gettingthe response you want.They're they're just.Not liking it, or maybe nowthat they see it, they're like,turns out we didn't want this,we wanted the other thing,you know, they askedfor blue square.You give them bluesquare, they're like,no, I really wanta purple triangle.So that's like, yeah, of course,that's always going to happen.It'll happen all the time.But what you have to fallback on is, is your contract.And don't get mewrong here, I'm notsaying like if theychange something,you pull up thecontract and be like,oh, see you sign here, becausethat's a surefire way to like,lose your client.That's not being agood partner at all.What I like to do is everytime there's a review,OK, I take notes.I try to take detailed notes.And at the end of the call, I'llkind of do a very quick recapand say, OK, everyone, Iknow we missed the mark here,but I believe we canget back on track.I just want to quicklyrecap what we talked about.Make sure I didn'tmiss anything, ok?If I did and I'llgo through, I'llsay, OK, so the logoshould not be square.It should actually betriangle shaped and anythingwithin the triangle family.Color wise, the blueisn't working so much,so we're going to exploresome other color options.One idea might bepurple or somethingin that sort ofspectrum, you know,you just kind ofgo through very,very simply, veryclearly just say,OK, here are thethings I heard, right?Kind of end the call like thatand say, great, Thanks so much.You know what?I'm going to followup with a recap email,so I'll send you everythingwe just talked about.So that way, there's nomystery moving forward.OK, so you hang up the call.Jump into Gmail.Say, OK, guys, Thanks again.We're going to giveit another shot.And here's a recapof what we discussed.So that way, it's like ayou've listened to them.You've heard themout, OK, and thenbe at the end of the callyou've recapped together.So they have anopportunity to say,well, you know, I didn'tmean to say triangle.I meant just not a square.Oh, OK.You know, becausesometimes peoplewill say something inreaction right away,but that's maybe notliterally what they meantor they wanted to openit up a little more.OK And then the third stepis you have a paper trail.So that way next timereview to comes alongand you're showing themtriangular shaped things thatare not blue, andthey're like, whyis everything triangle shaped?I can't believe this.What's going on, youknow, then you don'thave to be a jerk about it.You can stop and say,you know, OK, I'mconfused because last wetalked, I think, you know,the square wasn't working.It sounded like.We wanted somethingmore triangular shapedand did I get that right?Did I miss something here?So it's just aboutbeing really transparentand making them, youknow, bringing theminto the processa little bit like.So the opposite of that, forinstance, which I'm guilty of,I'm sure a lot ofpeople are the clientslike, look, I don't like it.I don't think it works.I wish it were more likethis or more like this.And you're like, OK, got it.We'll see it next.Review hang up!You go away.Maybe you get distractedand you forget everythingyou talked about and you didn'tdig deeper to understand.Like, what are theyreally trying to say?Yeah, I know theydon't like this thing,but why are there anyclues as to what theydo like that might help us?So I think havingthat conversation,recapping it and then evensending a follow up email,it sounds like a lot.It's really not willhelp you out big time.So that way, when you do hitthat second place and you know,God forbid you, youknow, they're like,no, this isn't itagain, then you at leasthave something to fall back on.You can be like, look,I'm confused here.Help me out.I'm trying to help you.I want to make somethingthat will, you know,make your businesslook its best.And I've tried thisand we've tried this.So where do we go from here?You know, so there's sortof like a history thereand it feels like you'reworking on it together versusthey're like, I don't like it.And then you say,OK, I'll try again.Like, that's notsmart and also notgoing to help anyoneso that, you know,it's not it's not like a signed,signed agreement for a review,because I thinkit's also, you know,it's also your jobto be flexible,to be a good partner becausethings are going to change.Things are going to evolve.It's never just goingto be like super linear.You might get lucky once,but chances are probably not.So you know, you'vegot to be flexible,you've got to be nimble.But handling that ina way where don't.Overcommit, and don't putyourself in a positionwhere you're usingall of your resourcesand then you have nothing,nothing to kind of leftto keep you alive atthe end of the job.

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