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5 points to check before submitting a project

How do you prepare the presentation of a project? If you are satisfied with an e-mail in which you write "Attach project", stop it!

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preparation of the project presentation
Photo by Nathan Langer on Unsplash

How do you deal with your clients when you deliver a project to them? Are you satisfied with an e-mail in which you write "Attach the project", obviously followed by an attachment? Do you? If so, what do you do? Stop it right now... You have to spend time preparing the project presentation.

These 5 points will help you!

1) Give it context

You have three options:

  • Make a physical appointment with the client (or virtual, as you wish)
  • Record a video
  • Write a (long) mail

In my opinion, I will choose one of the first two options. Believe me, from experience, I know that customers don't like to read long emails. Unless you are (or have) a very good copywriter to get your clients to read the email before opening the attachment in question. Besides, just the idea of seeing the first draft of your project makes him impatient!

So what will you have to explain in the video, or at your meeting with the client? It's simple, go into detail, tell him how you did it. For example, you can talk about the steps you went through, the elements you think it's important to explain, examples of projects that inspired you, your sketches...

how to submit a project
Photo by Sharon McCutcheon on Unsplash

2) Guide your client for his remarks

Once the video has been sent (or the appointment is over), all you have to do is wait for the customer to return. But here again, a preparation of the presentation of the project is necessary.

The problem is, it could take a long time for the client to respond to you. And then the stress starts... I'll give you a tip on how to avoid all that: guide your client back. To begin with, make it clear during the appointment that this is only a first try, that the final project is still to come. Thus, the colors (or other elements) are only tests. Otherwise, his opinion would not be of any use to you; he might talk about things that are useless to you.

If you want an opinion on the style you've adopted, tell him or her honestly: "How do you like the style? »

3) Preparing the presentation of the project means: a good structuring

To avoid your client getting lost during your presentation, a good structuring would be welcome! This is why you need to devote time to the preparation of the project presentation.

How will your client know that this is just a first draft if you don't tell him? From the first few seconds, he needs to know what you're talking about.

There is a Youtube video in which I describe this at the bottom of the article. Support me by subscting to the YouTube channel "Happy Desk Design"

preparation of the project presentation
Photo by Rahul Pandit on Unsplash

4) Don't be satisfied with just one proposal.

This advice is valid, whatever the nature of your project (logo, website, visual identity, etc.): send several proposals, but don't do the same; two to three examples will suffice. However, these versions should have a different style, while taking into account your client's instructions. By doing so, you will make your job easier (for the rest). The client will be able to guide you better, explaining why one version is more appealing to him than another.

5) Be objective

Be prepared, your client won't necessarily like all the versions you offer (it's part of the game 😉). That's why you should try to stay objective, i.e. you shouldn't take everything he says to heart (especially if he says negative things). At work, you shouldn't be too sentimental... Take a step back and observe the situation.

how to submit a project
Photo by Joshua Eckstein on Unsplash

If you follow these 5 steps before for the preparation of the project presentation, not only do you save a lot of time because you avoid endless rework and modifications. Your client will also be satisfied, and your collaboration will last even longer.

Don't you have time to read everything? No problem, I've reserved a video for you on my YouTube channel 5 QUESTIONS YOU MUST ASK BEFORE SUBMITTING A PROJECT

Come back to this page whenever you want. Have you found any advice that I might have forgotten when writing? If so, what are they? Leave a comment below or email hello@happydesk.be
Kevin Palombo Happy Desk
Kevin Palombo, Happy Desk Manager

Most entrepreneurs have an inefficient website lacking a clear message. So I proposed a 5-step process to create a custom and coherent website to achieve your goals. See Happy Desk

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