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What is most important when working on the first project during the trial?
What is most important when working on the first project during the trial?
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Written by Heather Golden
Updated over 2 months ago

The first project during the trial is critical for building the client’s trust, showcasing the full potential of teamwork, and setting the stage for a successful partnership. Here are the key considerations:

  1. Choose the First Project Strategically:

    • Help the client select a project that allows you to understand the client’s brand and collaboration style.

    • A full branding project can be tough to start with while a sales deck is good to get into the brand and the client's style.

  2. Ensure the Client Has the Right Plan:

    • Verify that the client’s plan aligns with their needs and the work being delivered. If the plan is too high for what you can utilize, recommend a downgrade to the team.

  3. Maximize Their Plan:

    • Fully utilize the allocated hours and creatives. Suggest upgrades or add-ons if additional work or faster turnaround is beneficial.

  4. Be a Strategic Partner:

    • Think ahead for the client. Suggest next steps, propose projects they may not have considered, and build out a vision for their business.

  5. Focus on ROI:

    • Evaluate the value of the project and the plan. Consider whether you would find the cost worth it based on the deliverables provided.

  6. Think Beyond the Trial:

    • Plan the timeline beyond the trial and suggest new projects to maintain momentum.

  7. Deliver on Promises:

    • Ensure everything promised is delivered on time—or ideally, ahead of schedule

  8. Listen Closely to Feedback:

    • This is a new relationship, so take feedback seriously and show that you’re listening and adapting.

  9. Go the Extra Mile:

    • Exceed expectations to build trust and confidence with the client.

  10. Show Maximum Value:

    • Highlight the benefits of Designity and the client’s plan through every interaction and deliverable.

Reminder: Each Creative should dedicate approximately 10 hours per week per client. For example, a Plus plan involves 30 hours weekly across the team, including the Creative Director. Clients need to feel this commitment—rushing projects or skipping quality control is unacceptable and goes against Designity’s standard of excellence.

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