Keeping your client’s project briefs updated to make them comprehensive and actionable. When a client puts in a project request, your edit the resulting brief so the client can understand it and the Creatives can use it to execute on the project. Add relevant information and examine it to make sure they client has requested the correct things. Communicate with them if you think they’ve requested something in error. Document any changes you make, since the request and brief are official work order requests from the client to Designity.

Leading with a clear voice, communicating directly with enough detail to answer the Creatives’ questions and providing clear, actionable, and kind feedback.

Setting and delivering by deadlines and distribute tasks with clear start & end dates.

Keeping files and folders organized for both clients and Creatives to use.

Keeping your clients informed on all projects.

Ensuring your pay sheets are up to date.

Ensuring meeting & vacation policies are adhered to.

Clients give feedback and revision requests by Miro comments, Miro sticky notes, email, and Loom comments. See an example three-week cadence of working with a client here.

Preemptively bringing ideas and strategies to the client, demonstrating that Designity can propel their business forward in ways they couldn’t do on their own.

Asking probing questions to uncover ideas. Bring an inquisitive mindset to the table to discover new ways that Designity can help the client grow their business.

Present project ideas to every client from time to time. Clients view the CD as a leader and a strategist, don't wait for the client to determine projects. By presenting your own project ideas to the client, you gain control of the project pipeline and can help drive the initiatives in a way that you believe is best. Here’s a quick how-to for generating new project ideas.

Proactively research the client’s industry, brand, and competitors and stay up to date on this information, so that it can strategically inform projects moving forward.

You are responsible for managing the client relationship. If help is needed from the customer relationship manager reach out to request assistance. Take into account the red flags listed by the client in their onboarding document.

Keeping them in the loop on all projects.

Every client gets one weekly recurring call, one a weekly loom report and one deliverable with a loom presentation. Plus and Premium clients have the option of additional calls. It is the responsibility of the CD to schedule these recurring calls and to record all of them.

It is the your responsibility to conduct meetings with energy, to engage with the client so they feel seen, understood, and valued, and to provide advice and leadership whenever possible.

When you notice a problem with the client — not watching Looms, pushing for unrealistic turnaround time, requesting unnecessary revisions, taking too long to provide feedback, etc — flag the client using the deliverables form.

Encourage your clients to use our systems, i.e. use Miro stickies and comments, watch Loom videos, use the "My Competitors" area of the client’s portal, use the project request form, etc.

You should keep Miro organized, archiving old projects as needed to prevent software lag.

Educating clients about Designity’s platform (full range of services and skills, ability to scale the team up or down, the value of add-ons where appropriate, relentless efficiency to maximize their ROI).

Clients request projects through their portal. You cannot request projects for clients.