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What are some important reminders for creating timelines for trial clients?
What are some important reminders for creating timelines for trial clients?

Important points to implement to your timeline, especially for trials.

Updated over 3 months ago

We expect our CDs to strategically structure timelines to showcase the full potential of teamwork, especially during the 2-week trial, building excitement for what’s next and increasing the chances of continuation. Here are three approaches:

1. Recommended Approach – Clients usually have multiple projects. For the trial, the CD should prioritize the larger project to highlight Designity's full capabilities. For example, in a Plus/Premium plan, show the value of teamwork with 2-3 creatives collaborating on a larger project. This helps clients see the benefits and encourages them to continue after the trial to complete the work. Again, collaborating with multiple creatives efficiently on a larger project extending beyond the 2-Week trial encourages clients to continue after trial to complete the project.

2. Alternative Approach – If the client has only a small project, the CD should suggest a second project and design the timeline so it starts during the first week of trial and continues a few weeks afterward. Discuss the second project in the strategy call or first weekly call—the sooner, the better. If there are no other projects, the CD must step up as a strategist, not just an order-taker, and propose new ideas to push their design and marketing forward.

3. Red Flag Approach – If a small project is assigned and the CD fills the timeline with repetitive tasks just to fill the timeline, the client won’t see the value of multiple creatives or the CD, often leading to trial cancellation due to slow turnaround or lack of ROI. The CD must efficiently assign tasks to get the highest ROI for the client. If there’s no work for additional creatives, recommend downgrading to the Essential plan.

In simple terms, smart businesses showcase their best during trials—like test-driving a fully equipped car or staging a house with premium decor. Show the best of you and your team during the trial. Since Designity invests $15-20k per trial, we must demonstrate maximum value, not minimal effort. We’re all responsible for wasted investment when clients or trials are lost for avoidable reasons. That investment could instead make a significant impact in others' lives through compensation, bonuses, and rewards.

Reminder: Each creative should dedicate around 10 hours per week per client. For a Plus plan, that’s 30 hours weekly, including the CD. Clients need to feel this commitment, or they’ll lose confidence and cancel. Rushing projects or skipping quality control is unacceptable—it’s not in line with Designity or the top 3% creative community we’re building.

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