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May 25, 2012 03:12 pm GMT

Establishing a Client Intake Process

One of the most important aspects of the web design process is getting to know the client, their customers, and the specifics of what they want and need to get out of the project. Without this knowledge you could create an amazing design, but it really won't matter if it doesn't fit the specific needs of the client and doesn't communicate effectively with their customers. Most designers would prefer to get to the actual design work quickly, but it's important to do your due diligence during the client intake process.Communication during the client intake process is critical because it is needed to get the designer and client on the same page, helps to avoid lost time from unnecessary revisions, establishes the responsibilities and expectations of both the designer and the client, and it sets the foundation for design decisions that will be made throughout the project.Having a set process for client intake can help to streamline the process and save time. Additionally, it will also help to ensure that nothing is missed or skipped accidentally, and it will help to make the communication smoother and less time consuming for clients. While there will always be differences from one project to the next that may require special attention, the major aspects of the client intake process will be applicable to almost all of your projects.At Vandelay Premier we have released a resource that we feel can be an extremely valuable resource for helping freelancers and small design agencies with the client intake process. Many designers use questionnaires to help with gathering information from new clients, so we created a resource to help with this process. Our Design Brief Print and Web Template has an InDesign template that includes a variety of common questions that help to gather the basic information that is needed on most client projects. The questions can easily be edited in InDesign to customize the document to meet your needs.Design Brief

Original Link: http://vandelaydesign.com/blog/design-process/client-intake/

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