While most clients come with a specific need or idea in mind, there are situations where they may be uncertain about their first project. As a strategic partner, it’s your role to guide them by suggesting projects and priorities—this approach should be maintained throughout the entire collaboration.
Use the Kick-Off Call:
During the Kick-Off Call, ensure the Project Request Form is completed.
If the client is unsure, use the first screen of the form to discuss the various project categories Designity offers.
Suggest a Trial Project:
Propose a simple project aligned with their marketing or sales goals. Base your suggestion on your research and initial conversations with them.
Strategize for Future Projects:
Recommend a 60-minute Strategy Session to collaboratively strategize their business goals for the next quarter.
If needed, initiate a second project specifically for discovery and strategy.
By taking this approach, you can help the client get started while building a clear plan for future collaboration.